AppFolio Investment Manager

AppFolio has created a purpose-built, vertically integrated system that allows you to take control of the entire lifecycle of your real estate business — from fundraising and investor relations to asset and property management. ​​With powerful automation that eliminates double data entry and frees up your team’s time, you’re able to enhance operational efficiency while providing the modern, elevated experiences your investors are looking for.

By using AppFolio Investment Manager together with AppFolio Property Manager, you can connect all of your operational needs through a reliable source of truth. Our software supports every stage of your asset — from acquisitions and fundraising to leasing vacancies, maintaining units, and managing your accounting.

Our Investment Management Platform serves as your hub, providing comprehensive dashboard views and fast access to your data, including all of your active investments like funds, Syndications, and JV’s. You can also see your CAP tables and easily visualize and simplify the management of your complex fund structures through comprehensive org charts and navigation tools.

Managing Distributions and Payments

When it comes to managing distributions and payments, this process can be a headache and leave room for human error if managed across separate spreadsheets. But with AppFolio Investment Manager’s automation features, you're covered.

Our best-in-class waterfall tool automates distributions, making it easy to understand the waterfall process, predict cash flow distribution, and guarantee complete precision when establishing a new fund or partnership. You will no longer need to use multiple spreadsheets, as they are all centralized on AppFolio’s one powerful platform, saving your team hours of time.

Results from our 2023 user survey of AppFolio Investment Manager show that our customers reported up to 21 hours of time savings per week by using our two products together — that’s half a week’s worth of time given back to your teams to do their best work.

Additionally, collecting contributions and sending out distributions to owners can be done with ease. When payments are executed via ACH, it’s an easy and efficient “set it and forget it model,” ensuring your payments are issued on time, every time, while providing a smooth and seamless experience for your investors.

Reporting

Properly creating and storing reports is crucial for effective communication with your investors. Within AppFolio Investment Manager, you can consolidate your investor data into single, shareable reports and branded, and personalized statements. Instantly create automated investor statements and share them at a cadence you decide, with consistent updates on their investments and financial performance.

AppFolio combines the reporting power of two systems into one powerful platform. Data stored in AppFolio Property Manager seamlessly flows into AppFolio Investment Manager, allowing you to present a complete picture of your property management operations and performance to your investors.

With an investment management system that sits on top of your property management system, distribution data in AppFolio Investment Manager transfers to billables in AppFolio Property Manager, and contribution data flows into journal entries in GL. Likewise, loan balances and cash reserves in AppFolio Property Manager inform your net equity calculations and rent rolls, while balance sheets and income statements inform your investor and property reports.

This synchronization of data not only creates greater efficiency for your teams — reducing the time spent on combining and matching reports — but also creates happier investors, who are educated and up-to-date on the status of their investments, and equipped to make informed, strategic decisions.

Introducing AppFolio Alpha

The Newest AI-Powered Asset Management Solution

Nothing is more important than ensuring your assets are well-maintained and sustaining positive cash flow to meet and exceed your investors' needs. But when key data like rent rolls, budgets, lease expirations, and property reports are spread across multiple portfolios and property management solutions, it can be difficult to keep track of how your properties are performing.

AppFolio has been at the forefront of AI in real estate for years, riding the latest waves of innovation to develop game-changing tools that make it easier than ever for you to streamline and automate your operations.

In AppFolio Property Manager, this takes the form of AppFolio Realm, our suite of industry-leading AI solutions that transform the way you work and infuse every workflow with the magic and efficiency of AI — from accounting and reporting to maintenance and leasing.

In the world of investment management, this takes shape in AppFolio Alpha™, our AI-powered asset management solution that automatically visualizes your key property management data while using AI to aggregate and normalize your reports into one format. Alpha transforms your data into user-friendly graphs and charts, allowing your teams to easily analyze and identify important information for quicker decision-making.

Alpha’s AI-assisted insights can also help you spot and diagnose gaps and opportunities in your property management operations while drilling down into specific assets or groups of assets to see the specific data underlying performance.

This is all designed to help you maximize NOI and the overall value of your properties, giving you the data you need right at your fingertips to make faster decisions, save time, and drive greater profitability.

AppFolio Investor Portal

Provide a professional experience for investors and keep them informed and engaged with the AppFolio Investor Portal. Here, investors have an on-demand, 24/7 view of their most important investment data — from their positions and asset information to their invested and distributed capital. With flexible reporting tools, you can avoid the hassle of combining this information and presenting it to investors through outdated methods such as manual data entry, emails, and scattered systems.

Show up with an extra layer of sophistication and professionalism, leveraging a state-of-the-art portal to provide all the information your investors need right at their convenience, with the efficiency, transparency, and real-time data that keep your relationships strong.

Unify Your Entire Real Estate Lifecycle Under One Powerful Platform

The old way of managing your investments and properties can be complicated. But with AppFolio, the process is much simpler than you could have ever imagined. With one vertically integrated software platform, you can optimize your entire real estate lifecycle with powerful automation, upgraded investor and resident experiences, and a single source of truth that provides you with the right information at the right time.

To see how AppFolio Investment Manager and AppFolio Property Manager work together to benefit and optimize your business, sign up for a free customized product demo. Our team of product experts are ready to take you on an in-depth tour of all the ways that AppFolio can transform your operations and prepare your business for the future of real estate.