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AppFolio Investment Manager description
AppFolio Investment Manager helps real estate investment firms streamline operations and improve investor relations. It offers tools to manage investments, automate distributions, and track performance. A standout feature is its Investor Portal, giving investors 24/7 access to their data and documents. This all-in-one solution promises to save time, reduce errors, and enhance transparency for both you and your investors.
Who is AppFolio Investment Manager best for
AppFolio Investment Manager streamlines operations and improves investor relations for real estate investment firms. It offers tools to manage investments, automate distributions, and track performance. Investors love the user-friendly interface and 24/7 access to their data. However, some users find the initial setup complex and desire more reporting customization.
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Best for small to mid-sized real estate investment firms.
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Ideal for real estate investment firms.
AppFolio Investment Manager features
| Supported AppFolio provides an investor portal for on-demand access to data, documents, performance metrics, and more. |
| Supported AppFolio automates tasks like capital raising, report sharing, document security, and waterfall calculations. |
| Supported AppFolio provides a single source of truth for investor relations, allowing teams to review investments, assign tasks, track interactions, and keep investors informed. |
| Supported AppFolio securely stores investor and investment information with custom access levels for team members. |
| Supported AppFolio simplifies fundraising with efficient capital raising, deal tracking, and e-signatures. |
| Supported AppFolio automates distribution payments and visualizes complex fund structures for informed decision-making. |
| Supported AppFolio allows for secure sharing and customization of reports, secure document sending, and access to historical data. |
AppFolio Investment Manager reviews
We've summarised 106 AppFolio Investment Manager reviews (AppFolio Investment Manager G2 reviews) and summarised the main points below.
- User-friendly interface praised for ease of use and clear presentation.
- Excellent and responsive customer support frequently highlighted.
- Comprehensive investor portal providing 24/7 access to data and documents.
- Efficient tools for managing investments, automating distributions, and tracking performance.
- Streamlines communication with investors, including mass emails and document distribution.
- Limited customization for certain features, such as email templates and preferred return calculations.
- Some reporting features require manual workarounds, like attaching reports from AppFolio Property Manager.
- Integration between AppFolio Investment Manager and AppFolio Property Manager could be improved, especially regarding contributions and distributions.
- Lack of robust CRM features for tracking investor communications and preferences.
- Initial setup and onboarding can be time-consuming and complex for some users, especially with distributions
AppFolio Investment Manager pricing
The commentary is based on 9 reviews from AppFolio Investment Manager G2 reviews.
While AppFolio Investment Manager is praised for its features and functionality, some users find the pricing to be expensive, especially for smaller businesses or those with specific payment processing needs. Others mention a high startup cost but find the benefits ultimately justify the expense. A few users note that AppFolio has not charged extra for product improvements.
AppFolio Investment Manager alternatives
TenantCloudBetter for smaller landlords and property managers. It has broader industry applicability but lacks investor relations features. Website traffic is growing faster, however, LinkedIn employee growth is slower. Pricing is generally considered more positive. Users appreciate the cost-effectiveness and user-friendly interface, but dislike slow payment processing and limited reporting customization. A strong AppFolio Investment Manager competitor for basic property management.Read more
RealPage IMSBetter fit for commercial real estate investment and construction industries. Geared towards larger companies. Growing faster.Read more
BuildiumBetter for residential property management. Caters to a wider range of property types. More established and has slower momentum.Read more
Visual LeaseBetter for enterprise companies. More focused on lease management and accounting compliance.Read more
OccupierBetter for lease management and accounting for businesses with significant real estate holdings. It has slightly more momentum and is considered more cost-effective.Read more
Rent ManagerBetter fit for real estate and construction businesses. More customizable, with robust integrations. Has mobile apps and strong customer service, but users report slow loading times and difficult integration setup. Growing faster than AppFolio Investment Manager. Negative pricing sentiment.Read more
AppFolio Investment Manager FAQ
What is AppFolio Investment Manager and what does AppFolio Investment Manager do?
AppFolio Investment Manager is a real estate investment management software that streamlines operations and improves investor relations. It offers tools for managing investments, automating distributions, tracking performance, and provides an investor portal for 24/7 access to data. This improves transparency and efficiency for investors and firms.
How does AppFolio Investment Manager integrate with other tools?
AppFolio Investment Manager integrates with AppFolio Property Manager, though some users note this integration could be improved, especially regarding contributions and distributions. It also offers an investor portal for direct access to data and documents. Information on further integrations is limited.
What the main competitors of AppFolio Investment Manager?
AppFolio Investment Manager's top competitors include RealPage IMS, Buildium, and TenantCloud. These alternatives offer similar features for property management, investor relations, and operational streamlining. Other competitors like Visual Lease and Occupier focus on lease management for larger businesses.
Is AppFolio Investment Manager legit?
Yes, AppFolio Investment Manager is a legitimate software solution. It's known for its user-friendly interface and helpful customer support. The investor portal, providing 24/7 access to data, is a key feature praised by users.
How much does AppFolio Investment Manager cost?
AppFolio Investment Management pricing is not publicly available. Contact AppFolio directly for a customized quote based on your specific real estate investment management needs.
Is AppFolio Investment Manager customer service good?
AppFolio Investment Manager receives positive feedback for its customer service. Users highlight the quick and helpful responses from the support team, particularly during initial setup and ongoing use. While some users mention a preference for more direct support channels, email communication seems effective for most.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.