A Preferred Share, also known as preferred stock, is a type of investment that combines elements of both stocks and bonds. It’s technically a form of equity (you’re a part-owner of the company), but it’s designed more like a fixed-income investment—prioritizing steady income, reduced volatility, and payout priority over common shareholders.
Preferred shares are known for:
Cumulative dividends (meaning if a dividend isn’t paid one period, it still accrues and must be paid later)
Fixed dividend rates, offering predictable returns
Payout priority if the company is liquidated
No voting rights in most cases
These features make them ideal for investors who want reliable income but aren’t necessarily looking to trade in and out of volatile stocks.
Preferred Shares in Worthy Wealth Senior Living
Worthy Wealth Senior Living (WWSL) issues a specific class of preferred stock—called SL Preferred Shares—that are structured to reward investors with both steady income and long-term value.
Here’s what makes SL Preferred Shares distinct:
💰 Dividend Income
Dividends accrue from the day you invest
5% annual dividend for years one thru three, then 7% annually in years four and five
Paid quarterly, in arrears, after June 30, 2026
Cumulative: unpaid dividends roll forward and must be paid before any common stock dividends
💰 Profit Participation
If Worthy Senior Living sells or refinances a property (called a Sale Transaction), we:
Return your $10 per share principal investment (tax-free return of capital)
Distribute 60% of the profits from that sale to SL Preferred Shareholders as a dividend (taxable)
This means you get regular income while your capital remains intact—and you can also benefit from the success of the portfolio over time.
Preferred shares are a compelling option for investors who want predictable income, lower volatility, and capital protection. At Worthy Wealth Senior Living, we’ve built our offering to deliver just that—plus a path to participate in long-term gains from senior living real estate.
Still have questions? Reach out to our team—we’re here to walk you through it.