About AppFolio Investment Management

AppFolio Investment Management is a cloud-based solution that helps small to large businesses in the real estate industry handle assets and manage fundraising campaigns. It comes with a centralized dashboard, which enables users to track investment portfolios, view capital summary and monitor organizational performance.

AppFolio Investment Management allows businesses to record prospect details in an in-built database, communicate with clients via emails and track client interactions. It provides an investor portal for users to sign pending documents, view asset locations and share tax forms with investors. Additionally, it lets organizations process electronic payments, perform audits and generate reports in PDF formats.

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Supported Operating System(s):

Web browser (OS agnostic)

44 Reviews of AppFolio Investment Management

Average User Ratings

Overall

4.69 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(27)

27

4 stars

(7)

7

3 stars

(2)

2

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 44 results

May 2021

Daniel from Aeon Partners

Company Size: 2-10 employees

Industry: Real Estate

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2021

Aeon Partners Impressed with AppFolio Investment Management

Working with AppFolio Investment Management daily has been a favorable experience. AppFolio IM has the functionality we need and the features our investors require. Moreover, we can ask a question and AppFolio IM support staff (an actual person!) will respond quickly with a solution(s).

Pros

In addition to the outstanding customer service that accompanies the software, the software is user-friendly with the functionality we require. Between calculating performance metrics, calculating waterfalls, investor management, asset management, and fundraising capabilities, AppFolio IM is a full-service software package that meets and exceeds our expectations as Investment Sponsors/Asset Managers and the expectations of our investors.

Cons

Zero--continue innovating and adding functionality based on user feedback. We are impressed with the software and would recommend to anyone.

Reasons for Choosing AppFolio Investment Management

AppFolio Investment Management is a world-class investment management platform at a fraction of the price compared to RealPage IMS and Yardi. AppFolio IM is constantly adding new features requested by its client base to capture the needs and wants of real estate investment professionals. More importantly, our investors are impressed with their investor portals and the functionality it offers.

February 2020

Will from Fairlawn Capital

Company Size: 51-200 employees

Industry: Real Estate

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

February 2020

AppFolio IM Provides Tremendous Value at a Great Price!

The biggest benefits of AppFolio Investment Management are that we now look and feel more professional to our investor group, and implementing the solution was neither time-consuming or costly. On an ongoing basis, the platform reduces the time required to keep track of our growing investment and investor base, enhances our investor communication methods, keeps us closer to and more constantly in contact with our investors, and helps ensure data accuracy via integration with AppFolio Property Manager.

Pros

My investors love the portal and it makes my life exponentially easier versus manual and scattered investment tracking methods. My firm already uses AppFolio Property Manager, so it was an easy decision to add Investment Management, and the integration is seamless. We also felt that the price point was very attractive compared to other stand-alone programs, but without making any real sacrifices from our "must-haves." The customer support has been tremendous and I feel as if the software is continually evolving for the better.

Cons

Some features and functionality are still lacking, although the product team is constantly in contact for feedback and advice on new features. For some minor items, we had to create workarounds until newer functionality is fully built-out, but nothing has held me back from becoming fully operational in the platform. That said, we appreciate that the system is getting better-by-the-day and that we have a voice in future versions of the product.

Reasons for Choosing AppFolio Investment Management

Cost and seamless integration with our operating software

November 2020

Giulietta from Access Financial Group, LLC

Company Size: 2-10 employees

Industry: Real Estate

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

5.0

Functionality

3.0

November 2020

Time Saver

The initial experience converting data could have been better managed. We were provided with limited information and had to rely on customer service to get through the early stages. Our experience with customer service has been exceptional. They are attentive and respond back quickly. Over the past year we have worked with members of the different product teams. They have been able to adapt IM so it meets our needs. We have a few more outstanding items but with time we know these too will get resolved. Overall great product.

Pros

Saving so much processing time. Our quarter end process and K-1 year end reporting went from days to hours/minutes. It is so beneficial having all our investor information consolidated in 1 system compared to many separate excel spreadsheets. We also use AppFolio Property Manager and both systems work well together for accounting purposes.

Cons

Not having all the capable functionality available to us. We have an active fund and the functionality we would benefit using is only available to "New Offerings" The Investor Statements still need work before our company can utilize them.

Reasons for Choosing AppFolio Investment Management

We were already using AppFolio Property Manager (APM). APM is a great product and felt confident in trying another of AppFolio's products.

May 2021

Alicia from Whitestone

Company Size: 2-10 employees

Industry: Investment Management

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

May 2021

Great Support Team

I'd say a 7+. AppFolio has a great support team, however I do find hangups with the software from time to time that I think could eventually go away. It's not perfect but for the price it's pretty good.

Pros

I like the immediate support responses. I like how this software is also utilized as an effective CRM.

Cons

I'm not the biggest fan of the docusign functionality in this software, I think it could be a LOT better. Need to include international bank accounts.

Reasons for Choosing AppFolio Investment Management

Juniper Square was WAY too expensive and too many bells and whistles.

December 2020

Peter from International Capital, LLC

Company Size: 11-50 employees

Industry: Real Estate

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

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.

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 Management

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