Transparent investing with targeted 12–15% annual returns, made up of quarterly distributions and unit price growth. We prioritize a people-first model built to grow wealth for everyone.
At Roots, transparency leads the way, so you can invest with clarity and confidence. Roots targets annual returns of 12-15% driven by a model that creates a partnership between its investors and its renters.
Historic Returns (as of July 10, 2025)
• Last 12 months: 12.41% (7/10/24–7/10/25) broken down into:
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- 4.1% from quarterly cash distributions
- 8.3% from unit price appreciation
• Since inception(7/1/21–7/10/25):
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- Total cumulative return: 68.00%
- Average annual return: 17.00%
While historical performance has exceeded expectations, we continue to target 12–15% annual returns moving forward — through a mix of distributions and long-term property value growth.
All figures are based on actual historical performance. Past performance is not indicative of future results.