Oct 10, 2025
Before we jump in...
"At Roots, we believe wealth-building shouldn't feel overwhelming or reactive. Investing in real estate isn’t about flashy moves or quick wins. It’s meant to be steady, reliable, and focused on the long term. While other investments may swing with every news cycle, Roots stays grounded. We reevaluate and update the unit price every quarter, and have met or exceeded our 12-15% target annual returns since launching in 2021."
Daniel Dorfman, CEO and Co-Founder of Roots
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 Q3...
Fund Performance
Roots has a new Net Asset Value of $91,873,184.88 as of October 10, 2025, distributed $905,276.68 to investors, and has a new unit price of $147.50, up $3.50 from the previous quarter.
Roots targets a 12-15% annual return, and over the last 12 months, the fund has returned 12.04% (October 10, 2024 - October 10, 2025). Since the fund's inception, the fund has had a total return of 73% (July 1, 2021 - October 10, 2025).
Property Acquisitions
We’ve added 79 more properties to the fund, including 44 in the Oklahoma City area, marking Roots’ first expansion into a new state. 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 $22.8M and an appraisal of $25.5M, that boost played a major role in increasing the fund's NAV.
What's even better? They're projected to bring in over $2.1M in annual rent, driving serious growth.
With these new properties added, Roots now has a total of 388 properties, which breaks down to a total of 522 doors in the fund.
Featured Properties
Impact
Through the Live In It Like You Own It® program, Roots renters have saved and invested $1,360,720.83! By taking care of their property, paying rent on time, and being a good neighbor, Roots renters can earn quarterly rebates 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+ Masterclass: Real Estate Insider
Want to take your wealth-building journey to the next level? Roots+ members get access to exclusive masterclasses, including Cracking the Credit Code. During this masterclass, Roots+ members discover how credit works, including some awesome tips to make it work for you.
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.
