AppFolio Investment Manager

RATING:

4.7

(100)

About AppFolio Investment Manager

AppFolio Investment Manager is a commercial real estate software partner that enhances your investor experiences and simplifies your investment operations. In other words, we are... A modernized portal that helps you stay ahead of changing investor expectations and personalizes your investor experiences at scale. A streamlined workflow that automates your internal investment operations while adding an extra layer of accuracy and security A single source of truth that fuels thoughtful transparency for your teams and your investors. AppFolio Investment Manager aims to be your technology partner. When you succeed, we succeed. Our award-winning customer success team has designed a simple system to help you throughout onboarding and implementation. Once you are up and ...

AppFolio Investment Manager Pricing

Transparent pricing designed for your business. Pricing starts at $700/MONTH.

Starting price: 

$700.00 per month

Free trial: 

Not Available

Free version: 

Not Available

Visualize your portfolio with a customizable dashboard.

AppFolio Investment Manager Reviews

Overall Rating

4.7

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

5

Functionality

4.5

Most Helpful Reviews for AppFolio Investment Manager

1 - 5 of 100 Reviews

Anonymous

Used more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

Reviewed April 2023

AppFolio Investment Management is the best!

Jennifer

Real Estate, 11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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 Manager

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.

Gary

Real Estate, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed December 2021

AppFolio is great

They're new to the game, which I like because the price is lower and their team is eager to improve. And we get to give our advice and feedback so the product is created in ways that fit our needs

PROS

It's a secure way to trasnmit K-1s and receive bank info, etc. It's a great CRM system. Our investors love having a portal they can access at anytime to see their investments, distributions, monthly reports, sign subscription documents, etc.

CONS

There are some features that are still missing, but it's still a great value and they're constantly improving and making updates.

Reason for choosing AppFolio Investment Manager

Good value, morse expensive than smartVault, but lots more capabilities. Way cheaper than Juniper Square or Yardi and the easy-to-use interface.

Giulietta

Real Estate, 2-10 employees

Used monthly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed 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.

Reason for choosing AppFolio Investment Manager

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

Mandy

Venture Capital & Private Equity, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

2

Reviewed November 2022

Easy to use but not very good with reporting

I like that it is easy for the investor to use and makes their experience better.

PROS

It is easy to use for both investors and team members

CONS

The reporting capabilities are terrible.

Reason for choosing AppFolio Investment Manager

I didn't have the final decision but I believe the easiness of the system and its look was why it was chosen.

Reasons for switching to AppFolio Investment Manager

CrowdStreet was clunky and not easy for investors.