- Real-time investment data and dashboard views
- Downloadable documents including K-1s and reports
- Upcoming projects to invest in
- Easy to read performance metrics
- Track contributions & distributions
- Submit ACH contributions
- Verify their accreditation status
- Optional mobile app for on-the-go views
Investment Manager
The industry’s favorite real estate investment management software
Maximize returns, exceed investor expectations, and work efficiently with AppFolio Investment Manager.
Book a Free Demo Watch VideoCreate repeat investors and outperform
the market
the market
Investor Portal
A digital portal you provide to your investors that strengthens your brand and provides them with on-demand information and metrics.
Give your investors access to:
Investment Management
Automate your internal investment operations while adding an extra layer of accuracy and security.
Work efficiently with the industry's leading real estate investment management software:
- Raise capital efficiently
- Share & customize reports
- Send sensitive documents securely
- Send & receive electronic signatures
- Track & share potential deals
- Automate waterfall calculations
- Track, manage, and send distribution payments
- Visualize complex fund structures
Relationship Management
Have a single source of truth that fuels thoughtful transparency for your teams and your investors.
Designed specifically for investor relations, allowing your team to:
- Review investments at-a-glance
- Assign tasks across your organization
- Review a history of investor interactions
- Keep investors informed
- Accurate & on-demand data to maximize returns
- Manage & track investor interests
- Organize investment documents
Trusted by market leaders
Hear how firms of all sizes and strategies partner with AppFolio Investment Manager.
Asset Management
AppFolio Alpha™ automatically visualizes critical property management data, surfaces actionable insights, and enables better decision-making.
Efficiently optimize your portfolio and eliminate hours in spreadsheets with:
- AI-powered data aggregation & normalization
- Insights across multiple portfolios and property management solutions
- Error-free asset performance tracking
- Financial-grade security to protect your data
- Accurate & on-demand data to maximize returns
Financial-Grade Security
Your information is incredibly sensitive and requires the best-in-class security measures.
Have peace of mind that your data is protected:
- AppFolio’s technology is certified by SOC1 Type 2 and SOC2 Type 1 & 2 certifications
- All data is stored in a state-of-the-art data center
- All sensitive information is encrypted
- Logins protected by two factor authentication
Your success is our priority
We’re proud to share the results from a recent survey with AppFolio Investment Manager customers*:
*Results from 2021-2022 TechValidate Survey of AppFolio Investment Manager customers.
Service that feels like an extension of your team
We’re proud to provide unlimited support and custom live training with an award-winning team that ensures you get the most of AppFolio Investment Manager. You’re not just purchasing real estate investment management software — you’re gaining a technology partner that innovates on your behalf.
Learn MoreInvestment Manager
Explore more from AppFolio Investment Manager
Investor Portal
AppFolio’s Investor Portal gives real estate investors easy, 24/7 access to their personal dashboard which summarizes their investment positions and asset information, along with their invested and distributed capital.
Learn MoreInvestment
Management
Optimize your fundraising workflow end-to-end, from promoting new offerings to automatically calculate and pay investor distributions.
Learn MoreRelationship
Management
Professionally manage relationships and interactions with your investors within a robust CRM system—from capturing leads to gathering interest in new real estate offerings, to collecting capital.
Learn MoreBig results start with a small step
forward
forward
Meet with our product experts for a customized demo of our real estate investment management software.