Roots Explained
Whether you invest $100 or $100,000 every Roots investor is treated the same. And that goes for the residents too. Get started today with only $100 and increase your passive income, save for retirement, and grow your wealth. All while helping the residents 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%
Investors and Residents are saying
The best real estate investing concept
An Easy Decision
Returns in a down market!
It's a win-win!
Deposits that grow!
Roots is a way to own property while we save!
Investing in Roots was an easy decision
If I can do it then anyone can
Investing with a ❤️
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 >>
Put Your Retirement on Cruise Control
No matter what you’re saving for, investing isn’t about luck, it’s about consistency and discipline. Setting up recurring investments with Roots allows you to do both. Get started with only $100 today and grow your wealth all while helping the residents grow theirs.
Investor Benefits
Distributions
Rental income and other profits are distributed quarterly. You can take it out, or leave it in to grow.
Diversification
Rather than being invested into a single property, your Roots investment is spread across the entire portfolio, lowering the risk and increasing the potential return.
Appreciation
our investment grows as the fund grows and appreciates over time, with no cap.
Roots Fund traction
+$35M invested in Roots
It took us years to build Roots, but you can invest in 5 minutes.
+$500K wealth created for renters
6,800+ investors have helped renters accumulate $501,222 in wealth.
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!
