Oct 10, 2026

Q3 2026 Roots Investment Community Update

Q3 2026 Roots Investment Community Update

Daniel Dorfman

Daniel Dorfman

5 Min Read

5 Min Read

In case you’re new to Roots…

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


This partnership gives your investment the potential to generate solid returns while making a real difference in the communities where our renters live.

Now for the numbers: proof that the Roots model works.

Q3 Performance Wrap-Up

Here's where Roots stands as of October 10, 2026:


  • Net Asset Value: $158,590,564.63

  • Distributions to investors: $1,453,757.77

  • New unit price: $159.25

Roots targets a 12-15% annual return. Over the last 12 months (October 10, 2025 to October 10, 2026), the fund returned 12.03%. Since inception (July 1, 2021 to October 10, 2026), the total return is 90.75%.

169 new homes joined the fund



One hundred sixty-nine more homes means one hundred sixty-nine more chances to make a difference in the communities we invest in.

And they're already pulling their weight. We acquired these properties for $55.01M, and they've since appraised at $63.50M, a boost that played a major role in growing the fund's NAV. Even better, together they're projected to bring in over $4.06M in annual rent.

With these additions, Roots now owns 795 properties, which adds up to 931 doors across the fund.



Real People, Real Progress

Our renters are a big part of the Roots story. Through the Live In It Like You Own It® program, they've saved and invested $1,929,181.44. When our renters' and investors' incentives are aligned, everyone wins.

It's more than rent. It's ownership. When renters and investors are working toward the same goals, everyone has a seat at the table, and that win-win approach has been a key driver of strong returns for all.


Have you downloaded the Roots app?



Download the app and subscribe to Roots Growth to take your wealth-building to the next level with:


  • 💰 Challenges and 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 paying rent helps you build credit

  • 📝 Rooty, your AI wealth coach, for smarter financial decisions

  • 🤝 Priority access to new investment opportunities


Thousands of investors have already started building wealth with Roots.

Download the App


Not an investor...yet?

What if your next investment could also do some good?

When you invest in Roots, you join a growing community of people building long-term wealth while making a meaningful difference in renters' lives. You have seen how the fund has been performing, and why so many people are choosing to join; now it’s your chance to get involved.

Get started in just 5 minutes, with as little as $100.



Suggested Articles

Suggested Article

5 Reasons Investing in a REIT is Better Than Purchasing an Investment Property

The five distinct advantages a REIT offers to an investor

Beginner

5 Reasons Investing in a REIT is Better Than Purchasing an Investment Property

The five distinct advantages a REIT offers to an investor

Beginner

5 Reasons Investing in a REIT is Better Than Purchasing an Investment Property

The five distinct advantages a REIT offers to an investor

Beginner

6 Reasons Why Americans are Ditching Their Traditional Investments for Roots

50% of American households have invested their money into REITs. Here’s why.

Beginner

6 Reasons Why Americans are Ditching Their Traditional Investments for Roots

50% of American households have invested their money into REITs. Here’s why.

Beginner

6 Reasons Why Americans are Ditching Their Traditional Investments for Roots

50% of American households have invested their money into REITs. Here’s why.

Beginner

Benefits of a Roots Custodial Account

Set up your child to live a happy, healthy life with the best opportunities possible

Intermediate

Benefits of a Roots Custodial Account

Set up your child to live a happy, healthy life with the best opportunities possible

Intermediate

Benefits of a Roots Custodial Account

Set up your child to live a happy, healthy life with the best opportunities possible

Intermediate

Compare 3 of 2026’s Notable Real Estate Investment Platforms

Roots, Arrived, and Groundfloor

Intermediate

Compare 3 of 2026’s Notable Real Estate Investment Platforms

Roots, Arrived, and Groundfloor

Intermediate

Compare 3 of 2026’s Notable Real Estate Investment Platforms

Roots, Arrived, and Groundfloor

Intermediate

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.