Q4 2024 Roots Investment Community Update

In Q4 2024, Roots welcomed over 2,200 new investors, raised over $7M, and added 27 properties to the fund.

Before we jump in...

"Happy New Year everyone! As we turn the page on 2024, I want to take a moment to say thank you for being here and thank you for being a part of the Roots community. Whether you found us through an Instagram ad or a friend, we are so grateful you’re here.

This community of individuals, who have come together to not only help build wealth for themselves, but for others, is truly extraordinary.  We look forward to continuing to build something special. Here’s to an amazing year ahead!"

- 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.

Who says commerce can't impact the community?

Let’s dive into Q4...

Fund Performance

In the last quarter of 2024, Roots welcomed over 2,200 new investors, raised over $7M, and added 27 new properties to the fund in Q4.

Roots has a new Net Asset Value of $55,927,319.99 as of January 10, 2025, distributed $581,734.43 to investors, and has a new unit price of $140, up $3 from the previous quarter.

Roots returned 13.67% in the last 12 months (January 10, 2024 - January 10, 2025) and 61% since the fund's inception (July 1, 2021 - January 10, 2025).

Property Acquisitions

Q4_2024_update_Map

In Q4 2024, Roots added 27 properties to the fund in the greater Atlanta area. These properties are a great investment with a purchase price of $6.4M and a current appraised value of $8.09M, creating a solid 20.8% in additional equity to the Roots fund.

These homes are projected to generate an impressive monthly rental income of $50K+ for the Roots Fund, based on the current market.

With these new properties added to the fund, Roots now has a total of 188 properties in the fund.

Featured Properties

Cowan

Pinehill

Impact

Through the Live In It Like You Own It® program, Roots renters have now saved and invested over $756k. 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 renters ownership in Roots, we align the incentives of investors and renters thereby creating partners, not tenants. This win-win ecosystem is what has delivered great returns for everyone.

Product Updates This Quarter: Where are the Roots Properties?

Roots REIT Page

Over the last year, we’ve had many investors ask: What properties does Roots invest in and why? Last quarter, we made it easy for you to get these answers and more through the Roots REIT page.

Get full transparency into every property in the fund and explore the properties. Through this page, you'll see the details for each property, including the purchase price, the appraisal at the time of purchase, and why we believe in the area where the property is located. It’s all designed to give you a deeper understanding of your investment. Explore this page today and discover Roots' properties!

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 for as little as $100.

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

https://app.investwithroots.com/users/sign_up