Your partner in commercial real estate investment management

Get your free demo

AppFolio Investment Management is a commercial real estate investment management software that enhances your investor experiences and simplifies your investment operations.

Your trusted partner

Who we are

A modernized Investor Portal that helps you stay ahead of changing investor expectations and personalize your investor experiences at scale.

Save over 11 hours per month for your team without sacrificing your investors’ experience.
The AppFolio Investment Management Investor Portal allows you to provide a white-glove service to each investor with engaging dashboard views of their positions and detailed insights on their investments.
Create professional marketing materials to promote new offerings with just a few clicks and track all communication with investors in a way that can be accessed by your entire investor relations team.

A streamlined workflow that automates your internal investment operations while adding an extra layer of accuracy and security.

AppFolio Investment Management automates the time-consuming tasks during fundraising, distributions, reporting, and everything in between, allowing you to focus on what matters.
Automate your distribution calculations efficiently and accurately with a best-in-class waterfall tool, easily manage distributions through layers with an org chart view, and send timely distribution payments to investors.
Ensure all data shared between your team and investors is encrypted and secure with SOC standards.

A single source of truth that fuels thoughtful transparency for your teams and your investors.

Have access to a complete view of your property, asset, and investor data that enables your team to identify, prioritize, and execute on the important tasks that drive growth.
Track acquisitions with rich dashboard views and keep all potential deals in one organized place. Assign tasks to specific team members to make sure nothing slips through the cracks.
AppFolio Investment Management seamlessly integrates with your email provider to keep an organized record of all investor communications.

Built for you

Who we serve

We proudly partner with customers of all sizes, asset classes, structures, and goals. On average, customers that have used AppFolio for over a year have seen a 34% growth in their total Equity Under Management.*

*Source: Study of AppFolio Customers form June 1, 2020 to June 1, 2021

Hear from our customers

“Our returns are more favorable than market returns because we can quickly execute, and that is because we use AppFolio Investment Management to maximize operation and minimize cost.”

Ricky Flandez
Winstar Properties

“Our experience from our prior vendor to AppFolio has been night and day.”

Tony Bettis
President and CEO,
All Pro Capital

“I chose AppFolio Investment Management because they have a great price-to-feature ratio and a motivated team to race to the top with this product—and they deliver!"

Carrie Stumfall
Director of Asset Management, International Capital

“AppFolio Investment Management makes me much more efficient in what I do everyday. It has transformed the way I do my business and how interact with my customers.”

Morris Groberman
Principal, Northwest Commercial Real Estate Investments, LLC

Meet our team of product experts and experience a personalized demo today.

Get started