M&A - Roots Real Estate Investment Community I, LLC

Add to your watchlist
Back to List of Mergers and Acquisitions

Form Type: 1-U

Filing Date: 2025-07-03

Corporate Action: Acquisition

Type: New

Accession Number: 000164117225017717

Filing Summary: On June 30, 2025, Roots Real Estate Investment Community I, LLC completed the acquisition of a total of forty (40) townhomes from Seed InvestCo, LLC, through the purchase of Hearthstone Commons TH, LLC. The properties are located at various addresses on Hearthstone Way and Briar Rose Court in Augusta, GA. The total purchase price for these townhomes was $9,123,369, with a current market value of $9,600,000. In addition, the company acquired several other properties, including a townhome located at 5839 Trent Walk Drive in Lithonia, GA for $194,000 (current market value $200,000), and two properties, one at 7220 Little Fawn Parkway in Palmetto, GA for $228,000 (current market value $243,000) and another at 5281 Oakridge Drive in Stone Mountain, GA for $175,000 (current market value $204,000).

Additional details:

Property Address: 3027 Hearthstone Way, Augusta, GA, 30909

Purchase Price: $9,123,369

Current Market Value: $9,600,000


Property Address: 5839 Trent Walk Drive, Lithonia, GA, 30038

Purchase Price: $194,000

Current Market Value: $200,000


Property Address: 7220 Little Fawn Parkway, Palmetto, GA 30268

Purchase Price: $228,000

Current Market Value: $243,000


Property Address: 5281 Oakridge Drive, Stone Mountain, GA 30083

Purchase Price: $175,000

Current Market Value: $204,000


Form Type: 1-U

Filing Date: 2025-06-05

Corporate Action: Acquisition

Type: New

Accession Number: 000164117225013856

Filing Summary: On May 31, 2025, Roots Real Estate Investment Community I, LLC completed the acquisition of 15 townhomes located at various addresses in Atlanta, GA. The properties were acquired through a wholly-owned subsidiary, Chosenwood Park TH, LLC, via the purchase of Flipside 5, LLC. The allocated purchase price for these properties was $5,972,500, with a current market value of $6,556,000. These townhomes range between 1,140 and 1,507 square feet, with configurations of 2 to 3 bedrooms. Additionally, the company acquired 7 curated properties from its sponsor, Seed InvestCo, LLC, at a total purchase price of $1,380,000, which included properties in Hampton and Lithonia, GA. The current market values of these properties exceed their purchase prices, indicating a positive investment outlook.

Additional details:

Property Acquisition Date: 2025-05-31


Number Of Properties Acquired: 15


Total Purchase Price: 5972500


Current Market Value: 6556000


Additional Properties Acquired: 7


Total Additional Purchase Price: 1380000


Form Type: 1-U

Filing Date: 2025-03-31

Corporate Action: Acquisition

Type: New

Accession Number: 000164117225001787

Filing Summary: On March 31, 2025, Roots Real Estate Investment Community I, LLC completed the acquisition of four properties from its sponsor, previously wholly owned by the sponsor, for a total allocated purchase price of $1,138,500. The properties acquired include one single-family home in Decatur, GA, two single-family homes in Stone Mountain, GA, and one garden-style apartment building in Atlanta, GA. Additionally, the Company finalized the acquisition of 47 single-family homes from the purchase of 47 BTR Augusta, LLC for an allocated purchase price of $10,900,000. Each of these homes consists of 3 bedrooms and 2 bathrooms and is situated on approximately 2 acres, with a total current market value of $11,883,000. This series of acquisitions represents a strategic expansion of the Company’s real estate portfolio.

Additional details:

Property Address: 4236 Glenhaven Drive, Decatur, GA 30035

Description: 1,129-square-foot single-family home, built in 1956, 3 bedrooms, 2 bathrooms, on approximately 1.3 acres

Purchase Price: $250,000

Current Market Value: $278,000


Property Address: 5799 Redan Road, Stone Mountain, GA 30088

Description: 1,045-square-foot single-family home, built in 1946, 3 bedrooms, 1 bathroom, on approximately 0.57 acres

Purchase Price: $218,500

Current Market Value: $246,000


Property Address: 924 Lake Drive Terrace, Stone Mountain, GA 30088

Description: 1,440-square-foot single-family home, built in 1992, 3 bedrooms, 2 bathrooms, on approximately 0.19 acres

Purchase Price: $220,000

Current Market Value: $285,000


Property Address: 1978 Wellbourne Drive, Atlanta, GA 30324

Description: Garden-style apartment building, built in 1960, consists of 8 units of 1 bedroom and 1 bathroom, approximately 6,000-square-feet

Purchase Price: $1,450,000

Current Market Value: $1,550,000


Property Address: 47 BTR Augusta, LLC

Description: 47 single-family homes, each with 3 bedrooms and 2 bathrooms, on approximately 2 acres

Purchase Price: $10,900,000

Current Market Value: $11,883,000


Form Type: 1-U

Filing Date: 2024-12-23

Corporate Action: Acquisition

Type: New

Accession Number: 000149315224051798

Filing Summary: On December 19, 2024, Roots Real Estate Investment Community I, LLC finalized the acquisition of six residential properties from Seed InvestCo, LLC. The properties included a variety of single-family homes and two-unit dwellings. Notable acquisitions include: 1) 3963 Rockey Valley Drive, Conley, GA, a 3-bedroom home purchased for $182,119 (current market value $210,000). 2) 4860 Lost Colony Court, Lithonia, GA, a 3-bedroom home purchased for $182,688 (current market value $253,000). 3) 615 Cowan Road, Covington, GA, a 3-bedroom home purchased for $231,040 (current market value $280,000). Additionally, 4) 497 Woodward Ave SE, Atlanta, GA, a two-unit dwelling purchased for $425,000 (current market value $600,000). 5) 509 Woodward Ave SE, Atlanta, GA, another two-family home purchased for $475,000 (current market value $615,000). 6) 513 Woodward Ave SE, Atlanta, GA, purchased for $425,000 (current market value $615,000). Each property was acquired through Roots Woodward 8, LLC, a single-purpose entity.

Additional details:

Property Address: 3963 Rockey Valley Drive, Conley, GA 30288

Purchase Price: 182119

Current Market Value: 210000

Description: This 1,114-square-foot single-family home, built in 1967, has 3 bedrooms and 1.5 bathrooms and sits on approximately 0.37 acres.


Property Address: 4860 Lost Colony Court, Lithonia, GA 30058

Purchase Price: 182688

Current Market Value: 253000

Description: This 1,040-square-foot single-family home was built in 1979. It has 3 bedrooms and 2 bathrooms, and sits on approximately 0.28 acres.


Property Address: 615 Cowan Road, Covington, GA 30016

Purchase Price: 231040

Current Market Value: 280000

Description: This 1,931-square-foot single-family home was built in 1992. It has 3 bedrooms, 2 bathrooms, and sits on approximately 0.61 acres.


Property Address: 497 Woodward Ave SE, Atlanta, GA 30312

Purchase Price: 425000

Current Market Value: 600000

Description: This 1,215-square-foot two-unit dwelling was built in 1930, has 2 bedrooms and 2 bathrooms, and sits on approximately 0.16 acres.


Property Address: 509 Woodward Ave SE, Atlanta, GA 30312

Purchase Price: 475000

Current Market Value: 615000

Description: This 1,320-square-foot two-family residential home was built in 1920, has 2 bedrooms and 2 bathrooms, and sits on approximately 0.12 acres.


Property Address: 513 Woodward Ave SE, Atlanta, GA 30312

Purchase Price: 425000

Current Market Value: 615000

Description: This 1,304-square-foot two-unit dwelling was built in 1920, has 2 bedrooms and 2 bathrooms, and sits on approximately 0.11 acres.


Property Address: 517 Woodward Ave SE, Atlanta, GA 30312

Purchase Price: 475000

Current Market Value: 615000

Description: This 1,300-square two-family residential home was built in 1920, has 2 bedrooms and 2 bathrooms, and sits on approximately 0.10 acres.


Form Type: 253G2

Filing Date: 2024-12-23

Corporate Action: Acquisition

Type: New

Accession Number: 000149315224051801

Filing Summary: On December 19, 2024, Roots Real Estate Investment Community I, LLC completed the acquisition of several residential properties from its sponsor, Seed InvestCo, LLC. This acquisition involved the purchase of three properties previously owned by Roots Atlanta 28 SFR, LLC, which is a wholly-owned subsidiary of the Sponsor, as well as additional properties acquired through Roots Woodward 8, LLC, a single-purpose entity owned by the Company. The properties included single-family homes and two-family residential homes located in Georgia, with detailed descriptions and purchase prices for each property listed. The total purchase prices for the properties acquired range from $182,119 to $475,000, with current market valuations indicating appreciation in property values, noted to be between $210,000 and $615,000 for various addresses.

Additional details:

Property Address: 3963 Rockey Valley Drive Conley, GA 30288

Description: 1,114-square-foot single-family home, built in 1967, 3 bedrooms, 1.5 bathrooms, approximately 0.37 acres

Purchase Price: $182,119

Current Market Value: $210,000


Property Address: 4860 Lost Colony Court Lithonia, GA 30058

Description: 1,040-square-foot single-family home, built in 1979, 3 bedrooms, 2 bathrooms, approximately 0.28 acres

Purchase Price: $182,688

Current Market Value: $253,000


Property Address: 615 Cowan Road Covington, GA 30016

Description: 1,931-square-foot single-family home, built in 1992, 3 bedrooms, 2 bathrooms, approximately 0.61 acres

Purchase Price: $231,040

Current Market Value: $280,000


Property Address: 497 Woodward Ave SE Atlanta, GA 30312

Description: 1,215-square-foot two-unit dwelling, built in 1930, 2 bedrooms, 2 bathrooms, approximately 0.16 acres

Purchase Price: $425,000

Current Market Value: $600,000


Property Address: 509 Woodward Ave SE Atlanta, GA 30312

Description: 1,320-square-foot two-family residential home, built in 1920, 2 bedrooms, 2 bathrooms, approximately 0.12 acres

Purchase Price: $475,000

Current Market Value: $615,000


Property Address: 513 Woodward Ave SE Atlanta, GA 30312

Description: 1,304-square-foot two-unit dwelling, built in 1920, 2 bedrooms, 2 bathrooms, approximately 0.11 acres

Purchase Price: $425,000

Current Market Value: $615,000


Property Address: 517 Woodward Ave SE Atlanta, GA 30312

Description: 1,300-square-foot two-family residential home, built in 1920, 2 bedrooms, 2 bathrooms, approximately 0.10 acres

Purchase Price: $475,000

Current Market Value: $615,000


Comments

No comments yet. Be the first to comment!