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Historical Returns

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 January 10, 2026)

• Last 12 months: 12.01% (1/10/25–1/10/26) broken down into:

    • Quarterly cash distributions
    •  Unit price appreciation

• Since inception(7/1/21–1/10/26):

    • Total cumulative return: 77.81%
    • Average annual return: 17.29%

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. 

View a breakdown of historical returns here.