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Although we recommend holding your investment for at least a year, we understand that things happen and offer liquidity each quarter. Please refer to our offering circular for full details.

At the end of each quarter the fund evaluates its current Net Asset Value (NAV). This calculation is simple. We take the market value of all of the properties plus all accounts receivable and all cash on hand. We then subtract any debts and liabilities. After this calculation is made, we take the total NAV and divide it by the amount of outstanding units to get the unit price for the next quarter.

Much like owning a single property, the value of that property can grow over time. Investing with Roots works in a similar way, however, instead of owning just one property, your investment is part of a diversified fund across all of our real estate. As the value of Roots' properties increases, so does the unit price. This increase in unit price helps grow the value of your investment.

Each quarter, investors receive a cash distribution based on the income generated by the fund. While most of this income comes from rent, it may also include other sources like proceeds from a property sale. As a Real Estate Investment Trust (REIT), we’re required to distribute at least 90% of Roots' taxable income.

Investors can choose to reinvest their distributions to continue building their position in the fund or cash them out.

Please note: To be eligible for a quarterly distribution, your investment must be completed before the final month of that quarter. Investments made in the last month will begin earning distributions in the following quarter.

Yes, with the Roots investment platform you will have the option to set investments to recur either monthly or quarterly.

Roots is a Reg A+ REIT. With a REIT, you can see returns both through the income generated by the properties you put money into and through the property’s value growing over time. All REITs are required to distribute 90% of its profit to shareholders. Some REITs pay you money regularly like Roots (in the form of dividends) and they allow you to spread your investment across several different properties, which lowers your risk. You can learn all about the world of REITs here >>

Roots is a portfolio of residential rental properties located in the greater Atlanta, GA and Augusta, GA markets. There are many reasons Atlanta is a great market for residential real estate investing, but the top three are: its population growth, its diverse economy, and the role that the film and television industry is having on people and industry moving into the city. You can learn more about the Atlanta real estate market here >>

Although we don't have a crystal ball, we have incorporated some unique attributes to the Roots model and strategy that makes the fund extremely defensible in case of a downturn:

• • Purchase Timing: Buying properties now, with cash, under market rates
• • Property Type: SFR and small multi family (not commercial), all workforce housing
• • Location: greater Atlanta market (a top market).
• • Live In It Like You Own It™: aligns incentives of residents and investors.
• • Debt ratio: Low leverage

We understand that things come up and you can request to cash out your investment at any time, up to $100,000 per quarter. Funds typically settle in 4–5 business days once approved. Each new investment has its own 12-month holding period. If you withdraw any portion of that investment before the year is up, a 8% penalty is applied. After 12 months, you can withdraw without penalty.

For each investment, we apply a small transaction fee to help cover processing costs: $5 for one-time investments and $3 for recurring investments. Other than that and the penalty, there are no fees to invest in Roots.