398. What Lets You Own While You Rent with Scott Jacobsen

06/05/23 • 20 min

Ready to take your investment journey to new heights with real estate? In this episode, Scott Jacobsen dives into an innovative way to invest in this industry and stresses how you can benefit from rental income, asset appreciation, quarterly distributions, and cash flow from rent with the Roots REIT model. This episode is perfect for anyone wanting to learn more about rental investing and understand more about REITs before jumping into real estate investments.

Scott is the co-founder and Chief Operating Officer of the Roots Investment Community, a privately held Reg A REIT (Real Estate Investment Trust) focused on residential income-producing real estate. Thanks to Roots' groundbreaking innovative model, residents who rent their properties can build wealth side by side with other investors empowering them to Own While they Rent starting from the day they move in.

[00:01 - 06:01] Opening Segment

• What allows residents and their projects to be owners while they rent

• Scott has been interested in real estate through family and friends and has owned REITs for 15 years

• How Roots Investment Company allows anyone to invest in their portfolio of residential property

[06:02 - 11:49] The Win-Win Model

• REITs have traditionally been reserved for wealthy, accredited investors

• Rents are rising, and inventory is decreasing, making it harder for most people

• Residents become investors in the REIT when they move in, with their deposit invested into the fund

Residents get a portion of their rent back each month as a rebate, and it is invested into the fund

[11:50 - 17:35] Invest in Real Estate with as Little as $100

• How residents are incentivized to take care of the property with their deposit growing at the rate

• Investment grows through rental income and appreciation of property value

• Fund is up 16% in the last 12 months and 29.7% since July 2021

[17:36 - 20:14] Closing Segment

• Low risk due to portfolio spread across 60-100 properties

• Recurring investments can be set up for easy savings and investing

Connect with Scott:

Website: Invest with Roots

Instagram: @investwithroots

Facebook: Invest with Roots

Key Quotes:

“We want to create an opportunity where anyone and everyone can build their wealth through real estate.” - Scott Jacobsen

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at [email protected]

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

[00:01 - 06:01] Opening Segment

• What allows residents and their projects to be owners while they rent

• Scott has been interested in real estate through family and friends and has owned REITs for 15 years

• How Roots Investment Company allows anyone to invest in their portfolio of residential property

[06:02 - 11:49] The Win-Win Model

• REITs have traditionally been reserved for wealthy, accredited investors

• Rents are rising, and inventory is decreasing, making it harder for most people

• Residents become investors in the REIT when they move in, with their deposit invested into the fund

Residents get a portion of their rent back each month as a rebate, and it is invested into the fund

[11:50 - 17:35] Invest in Real Estate with as Little as $100

• How residents are incentivized to take care of the property with their deposit growing at the rate

• Investment grows through rental income and appreciation of property value

• Fund is up 16% in the last 12 months and 29.7% since July 2021

[17:36 - 20:14] Closing Segment

• Low risk due to portfolio spread across 60-100 properties

• Recurring investments can be set up for easy savings and investing

Connect with Scott:

Website: Invest with Roots

Instagram: @investwithroots

Facebook: Invest with Roots

Key Quotes:

“We want to create an opportunity where anyone and everyone can build their wealth through real estate.” - Scott Jacobsen

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at [email protected]

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Previous Episode

397. A Conversation with Tom Higgins on Mindset and Jiu-jitsu

Want to conquer your fears and push past your limitations? Today, we’re talking to Tom Higgins about the habits and mindset necessary to make progress toward your goals. Tom explains why he enjoys training in Jiu-Jitsu: the physical and mental challenge, the sense of accomplishment from overcoming challenges, and how it positively impacts his demeanor. He reveals how his teacher recommended taking a cold shower before training as a way to learn how to overcome fear and hesitation.

Join us as we explore how Jiujitsu can be a powerful personal growth and learning tool!

Tom Higgins is the Co-Founder and Managing Partner of Terra Capital. Tom has developed and renovated over 2,000 multifamily units throughout the United States. As Co-Founder of Terra Capital, Tom has played a vital role in creating Terra’s innovative real estate investment strategies.

[00:01 - 04:23] Opening Segment

• Tom shares his experience of taking a freezing shower for 30 days

• What led him to take up Jiu-jitsu

A challenging grappling art that humbles you and tests your mind every day

[04:23 - 08:39] Overcoming Fear and Hardships Through Jiu-Jitsu

• How Jiu-Jitsu keeps Tom centered and willing to take on daily life challenges

• Jiu-Jitsu is a reshaping of understanding of the human body

It teaches you a lot about yourself in a life-and-death environment

[08:40 - 10:51] Closing Segment

• Why Tom prescribed taking cold showers as an exercise in overcoming fear and hesitation

Connect with Tom:

Website: Usaterra

Twitter: @tomchiggins

Bigger Pockets: Thomas Higgins

Key Quotes:

“It's really an amazing thing to see when you struggle, and you work out, and you sweat, how quickly, at least for me, that translates into happiness and confidence.” - Tom Higgins

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at [email protected]

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Next Episode

399. How a Morning Routine Sets the Stage for Success

What is the significance of having a morning routine, and how it can positively impact your overall productivity and success?

Our guest today is Scott Jacobsen, who discusses investing mindset and how it can help secure a successful future. He dives into the importance of having a morning routine and shares his own story and tips for creating a routine that works for you. He also talks about how you can incorporate activities so you can make the most of your day. Let's dive in!

[00:01 - 03:55] Opening Success

• Scott talks about a book that made an impact on his life