How do Roots' fees compare to other REITs?

$100 to get started with only a $5 transaction fee and no fee to pull your money out after a year. With Roots’ “win-win” model, you can increase your passive income, save for retirement, and grow your wealth. All while helping the renters grow theirs.

Roots Investment Community Fund

Updated Wed, July 10, 2024

Net Asset Value

$39,109,696

Total Return (7/1/21 - 7/10/24)

51.5%

Last 12 Months Return (7/10/23-7/10/24)

12.10%

Average Annual Returns

17.17%

Distributions Last Quarter

$427,083.11

Renter Impact

$501,222.16

Occupancy Rate

97%

Anyone can invest with Rootsicon

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Low Fees

Only a $5 transaction fee to get started and no fees to cash out after the first year.

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Start with $100

Non-accredited and accredited investors can get started with only $100.

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Quarterly Liquidity

Roots offers investors liquidity every quarter, not common for private real estate investments.

A win-win real estate investing ecosystem that creates partners, not tenants

You invest

Roots buys, manages, and rents the home to Amazing Renters

Renters become investors alongside you!

01

You invest in Roots REIT for as little as $100

Roots buys single family properties, fixes them up, manages them, and finds amazing humans to rent them.

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Renters participate in the "Live In It Like You Own It ®" program

Roots Renters earn quarterly rebates to invest in the fund if they take care of the property, pay rent on time, and are a good neighbor. This leads to less vacancy and lower turn costs, and better returns for you.

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You and the renters build wealth together

This partnership gives you the ability to use your investment to make solid returns and to lift others up – who says commerce can’t impact community?

You and the renters build wealth together

01

You invest in Roots REIT for as little as $100

Roots buys single family properties, fixes them up, manages them, and finds amazing humans to rent them.

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02

Renters participate in the "Live In It Like You Own It ®" program

Roots Renters earn quarterly rebates to invest in the fund if they take care of the property, pay rent on time, and are a good neighbor. This leads to less vacancy and lower turn costs, and better returns for you.

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03

You and the renters build wealth together

This partnership gives you the ability to use your investment to make solid returns and to lift others up – who says commerce can’t impact community?

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icon Investors and renters are saying

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The best real estate investing concept

Roots is the single best real estate investment concept I’ve ever seen. Investors, renters, and the city of Atlanta all win big.
Ted Jenkin
National TV Money Expert
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An Easy Decision

Not only is Roots a strong model for generating returns, it creates opportunities for others to build wealth in real estate when they wouldn’t otherwise have the opportunity.
Raj
Investor
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Returns in a down market!

We’ve gotten outstanding returns during a down market with Roots. It’s a rare opportunity to invest for both excellent returns and a significant social impact in our community.
The Ewings
Investor
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It's a win-win!

Roots let me enter the real estate investment world without having to take on the headaches of being a landlord. Plus their unique model gives back to the renters.
Khalil
Investor
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Deposits that grow!

Roots is the only place I know of where my $400 deposit can turn into $1200 and continue to grow!
Phillip
Resident
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Roots is a way to own property while we save!

My husband and I have been saving up to buy our first home but it's been difficult in the current market.
Maggie and Carlos
Investors
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Investing in Roots was an easy decision

Roots is a great opportunity to earn excellent returns while having a definitive, positive impact on people.
Ashton and Colin
Investor
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If I can do it then anyone can

Roots means that my children will have an opportunity to own real estate.
Christine
Resident
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Investing with a ❤️

Real estate investing that's easy, only $100 to get started and you get amazing returns that help you and the residents who live in the properties.
Kristen and Jake
Investor

FAQ

Here is a list of common questions and answers related to Roots

How long am I committed to the investment?

Although we recommend holding your investment for at least a year, we understand that things happen and offer liquidity each quarter. Please refer to our offering circular for full details.

How is the cost of each unit determined?

At the end of each quarter the fund evaluates its current Net Asset Value (NAV). This calculation is simple. We take the market value of all of the properties plus all accounts receivable and all cash on hand. We then subtract any debts and liabilities. After this calculation is made, we take the total NAV and divide it by the amount of outstanding units to get the unit price for the next quarter.

How do the quarterly distributions work?

Investors have the option to reinvest or cash out their distributions at the end of each quarter.

Do I have the option to make a recurring investment each month?

Yes, with the Roots investment platform you will have the option to set investments to recur either monthly or quarterly.

Is Roots a REIT?

Roots is a Reg A+ REIT. With a REIT, you can see returns both through the income generated by the properties you put money into and through the property’s value growing over time. All REITs are required to distribute 90% of its profit to shareholders. Some REITs pay you money regularly like Roots (in the form of dividends) and they allow you to spread your investment across several different properties, which lowers your risk. You can learn all about the world of REITs here >>

What markets are Roots properties in?

Roots is a portfolio of residential rental properties located in the greater Atlanta market. There are many reasons Atlanta is a great market for residential real estate investing, but the top three are: its population growth, its diverse economy, and the role that the film and television industry is having on people and industry moving into the city. You can learn more about the Atlanta real estate market here >>

How would Roots be affected by an economic downturn or commercial crash?

Although we don't have a crystal ball, we have incorporated some unique attributes to the Roots model and strategy that makes the fund extremely defensible in case of a downturn:

  • • Purchase Timing: Buying properties now, with cash, under market rates
  • • Property Type: SFR and small multi family (not commercial), all workforce housing
  • • Location: greater Atlanta market (a top market).
  • • Live In It Like You Own It™: aligns incentives of residents and investors.
  • • Debt ratio: Low leverage


You can read more about this here >>

Imagine investing in real estate where the renters are your partners. Not tenants.

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Less Vacancy

Roots Renters stay longer because they want to be in the program and grow wealth.

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Lower Turn Costs

Renters are incentivized to take care of the property through the "Live In It Like You Own It ®” program.

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Wealth Creation

Renters build wealth to build a better life.

Roots Fund tractionicon

With Roots’ “win-win” model, you can increase passive income, save for retirement, and grow your wealth. All while helping the renters grow theirs.
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+$35M invested in Roots

It took us years to build Roots, but you can invest in 5 minutes.

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+$500K wealth created for renters

6,800+ investors have helped renters accumulate $501,222 in wealth.

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Roots is up 51.5% since 2021

Roots is up 51.5% from 7/1/21 - 7/10/24 and 12.10% from 7/10/23 - 7/10/24

Still have questions? Meet with a Roots partner on a live webinar!