Q2 2024 Roots Investment Community Update

In Q2 2024, Roots welcomed over 1,600 new investors, raised over $6M, and added 21 properties to the fund.

But first, What is Roots?

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

  • You invest in Roots for as little as $100.
  • Residents build wealth by following the Live In It Like You Own It® program.
  • You and the residents build wealth together, as partners.

This partnership gives you the ability to use your investment to make solid returns and to lift others up.

Who says commerce can't impact community?

Let’s dive into Q2...

Q2 Performance

We’ve started 2024 with a bang as Roots welcomed over 1,600 new investors, raised over 6M, and added 21 new properties to the fund in Q2.

Roots has a new Net Asset Value of $39,109,696 as of July 10, 2024, distributed $427,083.11 to investors last quarter, and has a new unit price of $133, up $2 from last quarter.

Roots has appreciated 12.1% the last 12 months (July 1, 2023 - July 1, 2024) and 51.5% since the fund's inception (July 1, 2021 - July 1, 2024).

Q2 Property Acquisitions

Roots fund updates q2'24

In Q2 2024, Roots added 21 properties in the greater Atlanta area. These properties are a great investment with a purchase price of $5.61M and a current market value of $6.19M (a solid 9.4% additional fair market value added in the fund).

These homes are projected to generate an impressive annual rental income of $509K for the Roots Fund.

This brings the Roots property total up to 135, with 211 doors.

Featured Properties

Lake Harbin Road

Lake Harbin

Menlo Road

Menlo

Impact

Through the Live In It Like You Own It® program, Roots renters have now saved and invested over $501k. Roots renters can earn quarterly rebates to invest in the fund by taking care of their property, paying rent on time, and being a good neighbor.

By giving the residents ownership in Roots, we align the incentives of investors and renters thereby creating partners, not tenants. This win-win ecosystem is what delivers great returns for everyone.

Announcing Retirement Accounts

Roots IRA 401k account - Retirement

You can now transfer your retirement account over to Roots! If you've got an IRA or 401k sitting around collecting dust, you can easily start the process in your Roots account.

Here are some benefits of transferring your IRA:

  • Quarterly distributions being reinvested into your IRA
  • Diversification against stocks
  • Impact: you're helping the renters build wealth too!

Not an investor...yet?

Why not make a real estate investment that also does good?

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

Invest in the only real estate fund that creates wealth for you and its residents >>

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