Apr 10, 2026

Q1 2026 Roots Investment Community Update

Q1 2026 Roots Investment Community Update

Daniel Dorfman

Daniel Dorfman

5 Min Read

5 Min Read

What is Roots?

Roots is the only real estate fund that creates wealth for both its investors and its renters. Here's how it works:

  • You invest in Roots for as little as $100.

  • Renters can build wealth by participating in the Live In It Like You Own It® program.

  • You and the renters build wealth together, as partners.

This partnership creates the potential for your investment to generate solid returns while contributing to a positive community impact.

Let’s dive into Q1...

Fund Performance

Roots has a new Net Asset Value of $116,603,929.50 as of April 10, 2026, distributed $1,116,903.42 to investors, and has a new unit price of $153.07, up $2.26 from the previous quarter.

Roots targets a 12-15% annual return, and over the last 12 months, the fund has returned 12.02% (April 10, 2025 - April 10, 2026). Since the fund's inception, the fund has had a total return of 81.57% (July 1, 2021 - April 10, 2026).

Property Acquisitions


We’ve added 87 more properties to the fund, that's more homes and more opportunities to make an impact on the community.

These new additions are already making a big impact. With a total purchase price of $21.9M and an appraisal of $24.8M, that boost played a major role in increasing the fund's NAV.

What's even better? They're projected to bring in over $1.98M in annual rent, driving serious growth.

With these new properties added, Roots now has a total of 563 properties, which breaks down to a total of 698 doors in the fund.

Featured Properties

Impact

Through the Live In It Like You Own It® program, Roots renters have saved and invested $1,719,365.49! By taking care of their property, paying rent on time, and being a good neighbor, Roots renters can earn quarterly rewards to invest in the fund.

It’s more than rent, it’s ownership. By aligning the goals of renters and investors, we’ve built a community where everyone has a seat at the table. It's the win-win model that's been a key driver of strong returns for all.

Roots is Partnering with Success Unlocked



What if you could learn directly from people who’ve actually built wealth? Not theories. Not recycled advice. Real stories from the people who’ve done it.

That’s exactly what Success Unlocked curates. Powerful insights from real leaders on money, mindset, and building wealth, now available with Roots+.

Here's what you get with Roots+:

  • No transaction fees, so more of your money goes to work

  • $25 investment bonus to keep your momentum growing

  • Exclusive access to wealth-building masterclasses with actionable advice you can use right now

  • Increased $75 referral bonus on all your referrals, because building wealth with friends is just better

Get Roots+ now and start reaping the benefits!

Not an investor...yet? Why not make a real estate investment that also does good?

Roots gives you a chance to join a growing community of investors who are focused on building long-term wealth while making a meaningful impact on the lives of renters.

See how the fund’s been performing and why so many are choosing to invest.



It took us years to build Roots, but you can invest in as little as 5 minutes and for as little as $100.

Invest in the only real estate fund that helps both investors and renters grow together. Start investing today!

Check out the latest offering circular here: Roots Offering Circular

 

Looking to rent with Roots? Visit rentwithroots.com

 

Wealth Building Technologies, LLC, doing business as Roots ("Roots," the "Company," "we," "us," or "our") operates a website at https://www.investwithroots.com/ and certain web portals, applications, and/or mobile apps (collectively, the “Platform”). By using the Platform, you accept our Terms of Service, Privacy Policy, and our GLBA Notice.

 

The Company reserves the right to modify, update, or discontinue the Platform, or the terms and conditions related thereto, at any time without prior notice. By continuing to use the Platform after any changes, you accept and agree to the revised terms. The Platform may contain links to, advertisements for, or information concerning third-party products and services. Roots may have commercial relationships with certain third-party providers and may receive compensation in connection with a user's purchase of, enrollment in, or use of certain third-party products or services. Except where Roots expressly states otherwise, the inclusion or availability of a third-party product or service does not constitute a guarantee or representation by Roots regarding that product or service or its suitability for any particular user. We are not responsible for the content, accuracy, or reliability of any third-party websites or resources.

 

The information provided on the Platform is believed to be accurate and up-to-date. However, Roots makes no warranties or representations regarding the completeness, accuracy, reliability, or suitability of the information provided. The information may be subject to change without notice.

 

Testimonials were given by investors and residents of Roots. There is no guarantee that other residents or investors will have similar experiences or success. All images and return and projection figures shown are for illustrative purposes only, may assume additional investments over time, and are not actual Roots investor or model returns or projections.  Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance.  Roots does not guarantee any specific investment returns or outcomes.

 

All securities involve risk and may result in partial or total loss.  While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. 

 

An Investor’s, as well as a Renter’s, ability to invest is subject to the investor suitability standards set forth in the offering circular.

 

The information provided on this website is for informational purposes only and should not be considered as tax, financial, investment, or legal advice. Investing in real estate, including REITs, involves various risks. Neither Roots nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Roots nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment.

 

Roots takes any potential security issues seriously, and encourages the responsible and timely reporting of unknown security issues. In no event shall Roots or its affiliates be liable for any direct, indirect, incidental, special, or consequential damages arising out of or in connection with the use of this website or the information contained herein.

 

All intellectual property rights related to the content and design of the Platform are the property of Roots or its licensors, and are protected by applicable intellectual property laws. You may not use, reproduce, distribute, or modify any content from this website without prior written permission.

© 2026 Roots Real Estate Investment Community I, LLC. All rights reserved.

Check out the latest offering circular here: Roots Offering Circular

 

Looking to rent with Roots? Visit rentwithroots.com

 

Wealth Building Technologies, LLC, doing business as Roots ("Roots," the "Company," "we," "us," or "our") operates a website at https://www.investwithroots.com/ and certain web portals, applications, and/or mobile apps (collectively, the “Platform”). By using the Platform, you accept our Terms of Service, Privacy Policy, and our GLBA Notice.

 

The Company reserves the right to modify, update, or discontinue the Platform, or the terms and conditions related thereto, at any time without prior notice. By continuing to use the Platform after any changes, you accept and agree to the revised terms. The Platform may contain links to, advertisements for, or information concerning third-party products and services. Roots may have commercial relationships with certain third-party providers and may receive compensation in connection with a user's purchase of, enrollment in, or use of certain third-party products or services. Except where Roots expressly states otherwise, the inclusion or availability of a third-party product or service does not constitute a guarantee or representation by Roots regarding that product or service or its suitability for any particular user. We are not responsible for the content, accuracy, or reliability of any third-party websites or resources.

 

The information provided on the Platform is believed to be accurate and up-to-date. However, Roots makes no warranties or representations regarding the completeness, accuracy, reliability, or suitability of the information provided. The information may be subject to change without notice.

 

Testimonials were given by investors and residents of Roots. There is no guarantee that other residents or investors will have similar experiences or success. All images and return and projection figures shown are for illustrative purposes only, may assume additional investments over time, and are not actual Roots investor or model returns or projections.  Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance.  Roots does not guarantee any specific investment returns or outcomes.

 

All securities involve risk and may result in partial or total loss.  While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. 

 

An Investor’s, as well as a Renter’s, ability to invest is subject to the investor suitability standards set forth in the offering circular.

 

The information provided on this website is for informational purposes only and should not be considered as tax, financial, investment, or legal advice. Investing in real estate, including REITs, involves various risks. Neither Roots nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Roots nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment.

 

Roots takes any potential security issues seriously, and encourages the responsible and timely reporting of unknown security issues. In no event shall Roots or its affiliates be liable for any direct, indirect, incidental, special, or consequential damages arising out of or in connection with the use of this website or the information contained herein.

 

All intellectual property rights related to the content and design of the Platform are the property of Roots or its licensors, and are protected by applicable intellectual property laws. You may not use, reproduce, distribute, or modify any content from this website without prior written permission.

© 2026 Roots Real Estate Investment Community I, LLC. All rights reserved.

Check out the latest offering circular here: Roots Offering Circular

 

Looking to rent with Roots? Visit rentwithroots.com

 

Wealth Building Technologies, LLC, doing business as Roots ("Roots," the "Company," "we," "us," or "our") operates a website at https://www.investwithroots.com/ and certain web portals, applications, and/or mobile apps (collectively, the “Platform”). By using the Platform, you accept our Terms of Service, Privacy Policy, and our GLBA Notice.

 

The Company reserves the right to modify, update, or discontinue the Platform, or the terms and conditions related thereto, at any time without prior notice. By continuing to use the Platform after any changes, you accept and agree to the revised terms. The Platform may contain links to, advertisements for, or information concerning third-party products and services. Roots may have commercial relationships with certain third-party providers and may receive compensation in connection with a user's purchase of, enrollment in, or use of certain third-party products or services. Except where Roots expressly states otherwise, the inclusion or availability of a third-party product or service does not constitute a guarantee or representation by Roots regarding that product or service or its suitability for any particular user. We are not responsible for the content, accuracy, or reliability of any third-party websites or resources.

 

The information provided on the Platform is believed to be accurate and up-to-date. However, Roots makes no warranties or representations regarding the completeness, accuracy, reliability, or suitability of the information provided. The information may be subject to change without notice.

 

Testimonials were given by investors and residents of Roots. There is no guarantee that other residents or investors will have similar experiences or success. All images and return and projection figures shown are for illustrative purposes only, may assume additional investments over time, and are not actual Roots investor or model returns or projections.  Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance.  Roots does not guarantee any specific investment returns or outcomes.

 

All securities involve risk and may result in partial or total loss.  While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. 

 

An Investor’s, as well as a Renter’s, ability to invest is subject to the investor suitability standards set forth in the offering circular.

 

The information provided on this website is for informational purposes only and should not be considered as tax, financial, investment, or legal advice. Investing in real estate, including REITs, involves various risks. Neither Roots nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Roots nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment.

 

Roots takes any potential security issues seriously, and encourages the responsible and timely reporting of unknown security issues. In no event shall Roots or its affiliates be liable for any direct, indirect, incidental, special, or consequential damages arising out of or in connection with the use of this website or the information contained herein.

 

All intellectual property rights related to the content and design of the Platform are the property of Roots or its licensors, and are protected by applicable intellectual property laws. You may not use, reproduce, distribute, or modify any content from this website without prior written permission.

© 2026 Roots Real Estate Investment Community I, LLC. All rights reserved.

Check out the latest offering circular here: Roots Offering Circular

 

Looking to rent with Roots? Visit rentwithroots.com

 

Wealth Building Technologies, LLC, doing business as Roots ("Roots," the "Company," "we," "us," or "our") operates a website at https://www.investwithroots.com/ and certain web portals, applications, and/or mobile apps (collectively, the “Platform”). By using the Platform, you accept our Terms of Service, Privacy Policy, and our GLBA Notice.

 

The Company reserves the right to modify, update, or discontinue the Platform, or the terms and conditions related thereto, at any time without prior notice. By continuing to use the Platform after any changes, you accept and agree to the revised terms. The Platform may contain links to, advertisements for, or information concerning third-party products and services. Roots may have commercial relationships with certain third-party providers and may receive compensation in connection with a user's purchase of, enrollment in, or use of certain third-party products or services. Except where Roots expressly states otherwise, the inclusion or availability of a third-party product or service does not constitute a guarantee or representation by Roots regarding that product or service or its suitability for any particular user. We are not responsible for the content, accuracy, or reliability of any third-party websites or resources.

 

The information provided on the Platform is believed to be accurate and up-to-date. However, Roots makes no warranties or representations regarding the completeness, accuracy, reliability, or suitability of the information provided. The information may be subject to change without notice.

 

Testimonials were given by investors and residents of Roots. There is no guarantee that other residents or investors will have similar experiences or success. All images and return and projection figures shown are for illustrative purposes only, may assume additional investments over time, and are not actual Roots investor or model returns or projections.  Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance.  Roots does not guarantee any specific investment returns or outcomes.

 

All securities involve risk and may result in partial or total loss.  While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. 

 

An Investor’s, as well as a Renter’s, ability to invest is subject to the investor suitability standards set forth in the offering circular.

 

The information provided on this website is for informational purposes only and should not be considered as tax, financial, investment, or legal advice. Investing in real estate, including REITs, involves various risks. Neither Roots nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Roots nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment.

 

Roots takes any potential security issues seriously, and encourages the responsible and timely reporting of unknown security issues. In no event shall Roots or its affiliates be liable for any direct, indirect, incidental, special, or consequential damages arising out of or in connection with the use of this website or the information contained herein.

 

All intellectual property rights related to the content and design of the Platform are the property of Roots or its licensors, and are protected by applicable intellectual property laws. You may not use, reproduce, distribute, or modify any content from this website without prior written permission.

© 2026 Roots Real Estate Investment Community I, LLC. All rights reserved.