Roots is a private Real Estate Investment Trust (REIT) designed to make real estate investing accessible — without the need to buy, manage, or maintain properties yourself. Investors can participate in professionally managed residential real estate while benefiting from both income and long-term growth.
What Makes Roots Different?
Wealth Building Rewards & the “Live In It Like You Own It” program
Roots is built around a unique resident–investor partnership model. Through Wealth Building Rewards and the Live In It Like You Own It program, residents are encouraged to take care of the homes they live in while building financial stability.
Residents can:
- Build ownership in the Roots fund
- Improve credit
- Access educational content and wealth-building challenges
- Earn rewards for responsible residency and engagement
This creates a win-win:
Well-cared-for properties benefit the fund, investors benefit from stronger performance, and residents gain tools to save and build wealth through real estate.
Key Features of Roots:
Accessibility
- Low Minimum Investment: Start investing with as little as $100, giving access to private real estate that’s typically difficult to reach.
- User-Friendly Platform: Manage investments online while also accessing a full suite of wealth-building tools. Roots is more than a place to invest — it’s a community designed to support long-term financial growth.
Diversification
Roots owns a diversified portfolio of residential real estate properties. As an investor, you benefit from exposure across the entire fund rather than relying on a single property, helping reduce risk and support more stable returns.
Income & Growth
- Quarterly Distributions: As a REIT, Roots is required to distribute at least 90% of its taxable income back to investors. We do this on a quarterly basis, with distributions primarily funded by rental income generated from the properties in our portfolio.
- Appreciation: Investors may also benefit from long-term property value growth. As the fund grows and the value of the underlying real estate increases, unit prices may rise, contributing to overall investment growth.
Professional Management
- Experienced Team: The Roots team handles property acquisition, leasing, maintenance, and management — removing the day-to-day responsibilities from investors.
- Operational Focus: We prioritize efficient operations and long-term value creation across the portfolio.
Transparency & Security
- SEC-Regulated: Roots operates under Securities and Exchange Commission (SEC) guidelines, ensuring compliance and transparency.
- Detailed Reporting: Investors have access to our SEC filings and disclosures, providing insight into financials, portfolio performance, and all other relevant details.