Comparing Roots

Opportunity and opportunity cost

Disclaimer / Disclosure

REITs v. S&P 500

REITs outperformed the S&P 500 (SPY) over the century so far, with the S&P 500 outperforming over the past decade. I have far more money in the S&P, but like some REIT exposure for diversification. If you invest in REITs, which specific vehicle? I invested in the Roots Fund, a private REIT portfolio of single and multi-family residential rental properties in Georgia because I like their model of giving their renters access to equity in return for being good renters in a hybrid model between renting and owning.

Roots v. traditional alternatives

Roots detailed comparison

Roots is one of several online platforms that make it easy to invest in real estate.

Roots v. fintech alternatives

It is focused on the growing market in and around Atlanta.

Strong demographic tailwind

So far, so good.

Caveat

Roots performed well so far but has only about a half decade of history.

Conclusion

I have not yet concluded that this is worth a more significant investment but am happy snatching up their regular promos for bonus equity. You might want to do the same, starting with the $25 for investing a first $100. This appears to be repeatable monthly for a total of a $1,500 annual investment costing $1,200.

TL; DR

Consider investing in Roots with me.