Jul 10, 2026
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 Q2...
Fund Performance
Roots has a new Net Asset Value of $134,292,835.46 as of July 10, 2026, distributed $1,257,147.71 to investors, and has a new unit price of $155.30, up $2.23 from the previous quarter.
Roots targets a 12-15% annual return, and over the last 12 months, the fund has returned 12.01% (July 10, 2025 - July 10, 2026). Since the fund's inception, the fund has had a total return of 85.30% (July 1, 2021 - July 10, 2026).
Property Acquisitions
We’ve added 63 more properties to the fund. That 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 $20.7M and an appraisal of $24.9M, that boost played a major role in increasing the fund's NAV.
What's even better? They're projected to bring in over $1.5M in annual rent, driving serious growth.
With these new properties added, Roots now has a total of 626 properties, which breaks down to a total of 761 doors in the fund.
Featured Properties
In this quarter, Roots has made its expansion into its fourth state: North Carolina! We’ve added 12 properties in Charlotte, North Carolina, to the fund.
Impact
Through the Live In It Like You Own It® program, Roots renters have saved and invested $1,820,881.26! 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.
Meet Roots Growth
We've been busy making Roots even better, and it's official: Roots Growth is here.
It's everything you already loved, now with new challenges, more rewards, and more ways to grow — all in one place.
Already a member of Wealth Building Rewards or Roots+? There's nothing you need to do — your membership has automatically updated to Roots Growth.
Here's what's included with Roots Growth:
💰 Complete challenges and earn rewards you can redeem for investments and more
❌ No transaction fees, so more of your money stays invested
💳 Credit monitoring to help you stay on top of your credit
🏡 Rent reporting, so you can build credit from paying your rent
📝 Rooty, your AI wealth coach, for smarter financial decisions
🎬 Exclusive content with expert insights and real financial education
🤝 Priority access to new investment opportunities
Join thousands of investors who've already built wealth.
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.
