AppFolio Investment Manager 2026: Benefits, Features & Pricing

Name: AppFolio Investment Manager
Rating: 4.7 (100 reviews)

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

AppFolio Investment Manager

4.7

(100)

Pricing

Starting at $650.00 per month

About AppFolio Investment Manager

AppFolio Investment Manager is a real estate investment management software designed to assist firms in managing investment portfolios, investor relationships, and fundraising activities. It is suitable for real estate investment companies of various sizes.

AppFolio Investment Manager includes an investor portal that provides access to real-time investment data, performance metrics, and documents such as K-1s and reports. Investment management tools automate processes such as capital raising, waterfall calculations, and distribution payments. A relationship management system centralizes investor interactions. Asset management features use AI-powered data aggregation to monitor performance across multiple portfolios.

AppFolio Investment Manager incorporates security measures such as SOC1 Type 2 and SOC2 certifications, data encryption, and two-factor authentication to safeguard sensitive information. Customizable reporting features allow managers to create tailored reports for investors and internal teams. Fund structure visualization tools help represent complex investment structures, and a deal tracking system facilitates sharing potential investment opportunities with investors...

AppFolio Investment Manager Screenshots

AppFolio Investment Manager Pricing and Plans

Starting price: $650.00 per month

Free Trial

Free Version

Core

$650.00

per month

Plan includes:

Investor CRM
Fundraising Workflows
Investor Portal
Investment Financials
Asset & Pipeline Tracking
Bank-Grade Security
Dedicated Customer Care Rep

Premier

Pricing available upon request

Plan includes:

Full API Access
SQL Export for Data Warehouse
Zapier Integration
Custom Fields
Google Tag Manager Integration

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AppFolio Investment Manager Features

Popular features found in Real Estate CRM
Campaign Management
Client/Property Matching
Contact Database
Document Management
Email Marketing
Lead Capture
Lead Nurturing
Referral Tracking
Reporting/Analytics
Segmentation
Workflow Management
More features of AppFolio Investment Manager
Access Controls/Permissions
Activity Tracking
Alerts/Notifications
API
Appointment Management
Client Management
Client Portal
Compliance Tracking
Contact Management
CRM
CRM Integration
Customer Database
Customizable Reports
Data Import/Export
Data Synchronization
Data Visualization
Deal Management
Document Storage
Electronic Signature
Email Templates
Email Tracking
Fee Management
File Sharing
For Commercial Real Estate
For Investors & Traders
Fund Management
Interaction Tracking
Investments Tracking
Lead Generation
Lead Management
Mobile Access
Performance Metrics
Pipeline Management
Portfolio Management
Real-Time Analytics
Real-Time Data
Real-Time Notifications
Reminders
Reporting & Statistics
Risk Management
Self Service Portal
Status Tracking
Task Management
Template Management
Third-Party Integrations
Transaction History
Visual Analytics

AppFolio Investment Manager Integrations

Happy Property

Knock CRM

ShowMojo

Conservice ESG

Homebase

Opiniion

AppFolio Investment Manager User Reviews

Overall Rating

4.7

Ratings Breakdown

77%

20%

Secondary Ratings

Ease of Use

4.7

Value for money

4.8

Customer support

4.9

Functionality

4.5

Verified

Reviewer

Investment Management

51-200 employees

Used weekly for less than 2 years

Review source

Reviewed May 2021

Top Tiered Investment Management Software at a Reasonable Price

I'm a very happy customer and would definitely recommend this solution!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

AppFolio Investment Management integrates seamlessly with AppFolio Property Manager, enabling seamless accounting. Additionally, the ability to easily create distributions and print checks via Property Manager is a big plus for us. The support team is super friendly and helpful as well!

Cons:

Some items require the AppFolio team to adjust them and the system is pretty unforgiving if a mistake is made (i.e. a data entry error is hard to delete without contacting support and having them do it via the backend).

Peter G.

Verified reviewer

Real Estate

11-50 employees

Used daily for less than 6 months

Review source

Reviewed December 2020

On the way to a great product

We got rave reviews from many investors. It is a great platform and (still as of this review) costs a fraction of the leading products out there who have a few more features and are a bit more mature. However, AppFolio has been awesome in listening to reasonable requests which make the product better and hence they roll out new features often. This to me is very valuable. Try to have any of the 2-3 "leading elephants" move or change something .... Good luck. So I am very happy with the decision to go with AppFolio. It does 95% of what we need for 50% (or even less) of the price of the others.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

- The Investor view is very good and easy to understand for the investor. Good overview with easy drill down. - You can send out new investment solicitations from within the system - Integration into Email

Cons:

Still a bit rough in some aspects like file management, if you have A LOT of files. If you only have let's say up to 10 or so files per investment, all is peachy. You can have an endless amount of files, but it is not that easy to display. They are working of making that easier on the eye.

Reasons for choosing AppFolio Investment Manager

Price to Feature ratio and a motivated team to race to the top with this product. And they deliver!

MyLan S.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 2 years

Review source

Reviewed April 2022

New user as of 2021

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

I love that a great deal of data is in one system, the ease of uploading, sharing, un-sharing docs as needed... and having a place for investors to go to view/track their investments.

Cons:

It would be nice to duplicate monthly/quarterly reports where a few items can be changed rather than having to recreate the full report. Experiencing difficulties with a few investors being able to set-up their log-in to the portal.

Eric C.

Verified reviewer

Real Estate

2-10 employees

Used weekly for less than 12 months

Review source

Reviewed November 2022

[SENSITIVE CONTENT] is the man!!!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Support Chat and [SENSITIVE CONTENT]. Great rep!

Cons:

email signature cannot personalize this!

Reasons for choosing AppFolio Investment Manager

The support and speediness of response

Reasons for switching to AppFolio Investment Manager

Ease of use and mainly support. Y'alls support is better!

Ryan C.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 2 years

Review source

Reviewed June 2022

Andover Review

Great experience thus far. Customer support [SENSITIVE CONTENT] is excellent.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Very easy to use and has been a great tool to improve efficiency in managing investor data, fundraising, and document dissemination/storage.

Cons:

The calculations of financial waterfalls don't always match up to our deal structures so we still are using spreadsheets to calculate distributions. In addition, the reporting features are good, but would like to see them be more customizable.

Reasons for switching to AppFolio Investment Manager

Same product quality at a much lower price.

Vendor Response

Ryan, thank you for the positive review! We are happy to be part of your success in creating internal efficiencies. We value your product feedback and will continue to invest in improving our financial and reporting features.

Replied August 2022

Sally V.

Verified reviewer

Real Estate

51-200 employees

Used daily for more than 2 years

Review source

Reviewed November 2022

Appfolio IM - An Excellent Choice

We have been hooked on Appfolio Investment Management from its inception and have enjoyed watching it mature as an integrated database. Its ease of use and information platform have been an excellent experience that keeps getting better!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

As an existing Appfolio PM product user, we were an early user of the Investment Management platform. IM allows us to have information about our investors and their history with us at our fingertips. And the Portal puts information at our investors fingertips! This is such a time saver. Appfolio was a big help in the transition from our old database. The transition was smooth and, surprisingly, easy!

Cons:

Report functions have come a long way within IM, but still lack some robustness. Appfolio is very open to suggestions and they encourage team meetings with us to see how things are going and what we see a need for in the various areas.

Reasons for switching to AppFolio Investment Manager

Cost

Michael K.

Verified reviewer

Real Estate

2-10 employees

Used daily for more than 2 years

Review source

Reviewed August 2022

[SENSITIVE CONTENT] is the Man

It's been realatively easy to use. [SENSITIVE CONTENT] is very patient, takes his time with our team and goes through various challenges completely. He knows his stuff, is nice to work with and doesn't seem to complain when I ask idiotic questions and request things that I likely should simply know how to do. He is a pro and I'd give him a bonus in the realm of 100% to 200% his annual salary.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

As a smaller developer having a professional client-side portal helps to instill confidence in our product and investments. Appfolio allows us that in a very simple fashion.

Cons:

The software is a bit primitive and still needs a few features. It feels like it's going in the right direction and I've watch this team systematically build the dnamic property management side in a very cohesive and sensible fashion and I'm sure if those same people are working here we'll look back in a couple years at a masterpiece.

Reasons for choosing AppFolio Investment Manager

Used Appfolio for property management so I didn't really consider other products... although these questions are making me wonder... lol.

Vendor Response

Hello Michael, Thank you so much for your kind words for our Customer Care team member! We're happy to hear our software is helping you instill confidence with your investors. We look forward to continuing to invest in our product and services, and to working with you as a valued partner for many more years!

Replied August 2022

David K.

Verified reviewer

Real Estate

2-10 employees

Used daily for more than 2 years

Review source

Reviewed August 2022

Great Customer Service by [SENSITIVE CONTENT]

Great - super knowledgeable, professional, friendly and timely support.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use and great communication tool. Also, the AppFolio team really understands how real estate sponsors operatoe.

Cons:

A few features are buried - and recently you changed from having entity co-signers to having entity "required signers" - didn't like that change.

Reasons for choosing AppFolio Investment Manager

Cost and ease of use.

Vendor Response

David, thank you for taking the time to leave us a great review. We value your partnership and feedback, and remain committed to investing in new innovations for our clients and building the best Investment Management platform in the industry!

Replied August 2022

Daryl D.

Verified reviewer

Real Estate

2-10 employees

Used monthly for less than 2 years

Review source

Reviewed December 2021

AppFolio Investment Management Review

Our experience has been exceptional. The people are professional, responsive, and knowledgeable. The software has all the horsepower we need and they continue to add more beneficial features on a regular basis. It is very easy to use.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

AppFolio provides us with a highly efficient and cost-effective program that covers all of our needs when communicating with our investors. The upload was easy, provides performance metrics, and easy communication. But, what we like most, is the great Customer Support they have provided. Same day response with a phone call if needed. The Help Center is well thought out and provides all the needed material.

Cons:

Limited ability to run "what ifs ". Adding a "what if" module tied to the properties' performance. Running hypothetical performance scenarios would be great.

Reasons for choosing AppFolio Investment Manager

AppFolio provided, by far, the best value proposition of all the various products we reviewed.

May E.

Verified reviewer

Real Estate

11-50 employees

Used weekly for more than 2 years

Review source

Reviewed October 2022

AppFolio Investment Management is the best!

I handle the financial reports and take care of the accounting aspect of the business. Using AppFolio Investment Management is very convenient and helpful

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The subsequent innovations and improvements developed for the convenience of the investment managers and users/investors

Cons:

Right now, more feature are being introduced so there's none really except maybe for the pricing lol

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