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):

47 Reviews of AppFolio Investment Management

Average User Ratings

Overall

4.79 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(39)

39

4 stars

(8)

8

3 stars

(1)

1

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 47 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

July 2021

Jennifer from Freeland Ventures

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

5.0

July 2021

Great Tool for Investor Management

We had a dedicated team for the upload that worked with me to make sure all our info was transferred accurately. Very robust with new updates and improvements weekly, so still learning all the features.

Pros

The ability to upload documents and tax forms in bulk

Cons

Not having the ability to process dividend payments from the software

Reasons for Switching to AppFolio Investment Management

The decision was based solely on the fact that AppFolio offered both a PM and IM side that could communicate and cut down on duplicated tasks. Syndication Pro was just adding this feature as we were offboarding. If They had offered this feature a few months earlier, we may not have switched.

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

Daisy from JMSred

Company Size: 11-50 employees

Industry: Real Estate

Time Used: More 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

Great All-In-One Investor Management System!

Appfolio has been great when it comes to customer service and helping us get the system all set up properly. They have even offered solutions when it comes to replicating some of the complicated structures in the system. They have also been open to any feedback that would make the system easy for us and our investors to use.

Pros

The Appfolio Investment Management software allowed us to consolidate all of our various spreadsheets into one system. This allowed us to have one go-to place for investor information. It will also allow our investor to check their investments and access docs whenever they need to. The system has been very easy to use overall!

Cons

There are a few changes that need to be done on the back-end. However, every Appfolio associate I have talked to has been really helpful and quick with the turn around time.

Reasons for Choosing AppFolio Investment Management

Compared to another software we were approached for, Appfolio was at a much better pricing point. We were using the Appfolio Property Management software already, which we really liked, so decided it would be great to just have everything in one place. Also, we loved that Appfolio would take our feedback and possibly make changes to match our reporting needs.