Roots Real Estate Investment Community I, LLC
Filings
111
Latest
1-U · Oct 2026
Min Invest
$100
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AltStreet Analysis
·Generated from EDGAR primary sources
The Roots retail REIT: a Georgia LLC formed December 8, 2020 (formerly Roots Real Estate Exchange I, LLC) that elected REIT status and sells $100-minimum units under Regulation A Tier 2, first qualified June 21, 2022 and requalified most recently May 11, 2026. Externally managed by Roots REIT Management, LLC, a wholly owned subsidiary of sponsor Seed InvestCo, LLC (principals Daniel and Larry Dorfman). Buys single-family and small multifamily rentals, concentrated in metro Atlanta with 2026 purchases in North Carolina, South Carolina, Tennessee and outer Georgia. Essentially the entire portfolio has been bought from the sponsor or its Flipside-numbered SPVs at prices at or below stated appraised values; the September 2, 2026 Form 1-U (78 homes, $25.2 million, from Flipside 14, 22 and 26) is the largest single acquisition report in its 1-U record. FY2025 (audited by Moore Colson & Company): revenue $7.6 million, mortgage debt $88.7 million, net loss $2.42 million, $31.4 million advanced to the sponsor at 7%. Quarterly Manager-set unit price ($155.30 from July 10, 2026), quarterly distributions, capped quarterly redemptions. See AltStreet's Roots review.
Non-traded residential REIT (Reg A Tier 2, retail). Sponsor-pipeline acquisition model; the accredited Flipside/Debtside/Equiside LP lane exits into this fund.
Critical Disclosures
What the filings and the regulators have said about this entity that a reader should know first. Each line links to its source. The history, the same event across other issuers, and alerts are in the terminal.
Fundamental change reported · Form 1-U · October 21, 2026
Fundamental change reported · Form 1-U · October 6, 2026
Fundamental change reported · Form 1-U · September 2, 2026
Fundamental change reported · Form 1-U · August 6, 2026
Fundamental change reported · Form 1-U · July 2, 2026
Fundamental change reported · Form 1-U · June 2, 2026
Fundamental change reported · Form 1-U · April 3, 2026
Fundamental change reported · Form 1-U · March 23, 2026
Fundamental change reported · Form 1-U · January 6, 2026
Fundamental change reported · Form 1-U · December 23, 2025
Fundamental change reported · Form 1-U · October 3, 2025
Fundamental change reported · Form 1-U · September 8, 2025
Semi-annual financial statements for the period ended June 30, 2026, unaudited
Going concern: no substantial-doubt language. The figures are in the terminal.
EDGAR Filing Data
Form 1-A — Primary Source
View on SEC.govFilings on Record
Every filing AltStreet's ledger holds for this CIK, newest first (15 of 111). Each opens the SEC archive folder.
AltStreet Coverage
Original reporting from AltStreet's daily EDGAR monitoring covering Roots and its filings.
Roots REIT Buys 41 More Homes From Sponsor-Linked Sellers, Bringing Seven Weeks of Such Purchases to $51 Million
An October 21 Form 1-U reports $11.28 million paid on October 15 to three sellers tied to sponsor Seed InvestCo. With the August 25 and September 30 purchases, the Atlanta Regulation A REIT has bought 159 homes for $51.05 million from sponsor-linked sellers in seven weeks.
This entity · Oct 2026
Roots REIT Buys 78 Homes From Sponsor-Owned LLCs for $25.2 Million, Its Largest Acquisition Report Yet
A Form 1-U filed September 2 shows the Atlanta Regulation A REIT paid about $25.2 million on August 25 for 78 homes and townhomes in four states, all from Flipside LLCs wholly or partly owned by its sponsor, Seed InvestCo. The filing states a combined current market value about 13% higher. It does not say who valued the homes, what the sellers paid for them, or how the purchase was financed.
This entity · Sep 2026
In the Terminal
Filing events
163
latest Oct 21, 2026
Critical / warning
0 / 29
8 watch · 126 info
Statements extracted
9
through Jun 30, 2026
NAV prints
11
latest move up, Oct 10, 2026
Offering chains
5
lapsed, dark, withdrawn
Latest event Current report · Oct 21, 2026
SEC.govInvestor
- The dated record: 366 facts with source, effective date and capture date, viewable as AltStreet knew them on any past day
- 9 extracted financial statements: assets, liabilities, equity, revenue, net income, cash, latest for the period ended 2026-06-30
- NAV per share series, 11 observations through 2026-10-10 (latest move: up)
- 163 filing events with values and deltas, latest 2026-10-21, and alerts on the next one
- 5 offering timelines: velocity, share raised, first-sale lag, stalled flags
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Regulatory Activity
Filing events on this entity detected by AltStreet's EDGAR monitoring.
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Data Methodology
Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.