Real estate investment management software

Streamline your
day-to-day

Modern, cloud-based technology that lets you communicate more effectively, manage with ease, and focus on growing your portfolio.

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AppFolio Investment Management interface windows of Active Capital Summary, Investor Portal Visits, Investor Portal Performance, and Distribution, with a circle shaped commercial building photo and a green dotted rectangle shape in the background.

Investor Portal

The AppFolio Investor Portal gives real estate investors easy, 24/7 access to their personal dashboard which summarizes their investment positions and asset information, along with their invested and distributed capital.

  • Provide a professional experience to investors.
  • Easily communicate with investors.
  • Give investors on-demand access to their investment information.
  • Guarantee security of important documents.
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Review investments at-a-glance

Provide investors with real-time, 24/7 access to a summary of their investment positions, and their invested and distributed capital.

AppFolio Investment Management interface window of Distributions History, with a circle shaped commercial buildings photo.
AppFolio Investment Management interface window of Distributions History, with a circle shaped commercial buildings photo.
AppFolio Investment Management interface windows of General Documents and Documents, with a red partial circle shape.

Share documents & reporting

Investors can visit the AppFolio Investor Portal to easily find reports, tax forms, and other shared documents and securely sign agreements.

AppFolio Investment Management interface windows of General Documents and Documents, with a red partial circle shape.

Additional service

Custom, professional websites

AppFolio Investment Management screenshot of the Websites tool, showing a Desktop and Mobile device view for the Slate Capital website, with a green half circle shape and a green dotted rectangle shape in the background. AppFolio Investment Management screenshot of the Websites tool, showing a Desktop and Mobile device view for the Slate Capital website, with a green half circle shape and a green dotted rectangle shape in the background.

AppFolio Investor Websites provide everything you need to create a stunning website to impress and attract new investors. Our team of dedicated web designers help you design a simple, elegant website that celebrates your unique business and can be easily updated as you grow.

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AppFolio Investment Management screenshot of the Websites tool, showing a Desktop and Mobile device view for the Slate Capital website, with a green half circle shape and a green dotted rectangle shape in the background.
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Stand out to investors

Impress new and existing investors with a stunning website that showcases key performance metrics, highlights new and past projects, and demonstrates the professionalism of your team. Create an easy to use experience for investors with the Investor Portal integrated directly to your website.

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One technology partner, endless insights

As your technology partner, our team will provide you with key analytics that can be leveraged to understand how your website is contributing to your business. These analytics can be paired with other AppFolio Investment Management data (like Investor Portal metrics) to provide business insights, end-to-end.

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Update at any time

Your website should grow with your business. Our team of experts will be on-call to make any requested changes, or you can easily edit your website at your convenience.

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Have peace of mind

Not all websites are created equally. Partner with trusted experts and have confidence in the security and reliability of your website. All websites are ADA compliant and SSL certified to ensure you are always providing a secure and professional experience to investors.

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Promote new offerings

Promote new real estate investment offerings, Private Placement Memorandums, and targeted performance metrics with investors; investors will be able to easily submit interest to invest and sign agreements directly from their portal.

AppFolio Investment Management interface windows of Target Performance and Investment Terms, with a circle shaped residential building photo and a green Invest in Offering button.
AppFolio Investment Management interface windows of Target Performance and Investment Terms, with a circle shaped residential building photo and a green Invest in Offering button.
AppFolio Investment Management interface windows of Details, Investment Metrics, and Investor Metrics, with a circle shaped photo of a man using a mobile device and a blue half circle shape in the foreground.

Display performance metrics

Investors can view detailed real estate investment information, including total distributions, and check project updates from anywhere—including property descriptions, photos, locations, valuations and loan balances. They also have access to historical distributions, which reduces the amount of repeat requests made to your team.

AppFolio Investment Management interface windows of Details, Investment Metrics, and Investor Metrics, with a circle shaped photo of a man using a mobile device and a blue half circle shape in the foreground.

Keep your investors informed

Provide updates on your investors' investments by adding, editing, and sharing construction or renovation updates throughout every step of the work process. Whether it's the status of the roofing project or securing the flooring contractor, your investors will always be kept in the loop.

AppFolio Investment Management interface windows of 2224 Park Dr, Bath remodel complete, with a red half circle shape in the foreground and a green dotted rectangle in the background.
AppFolio Investment Management interface windows of 2224 Park Dr, Bath remodel complete, with a red half circle shape in the foreground and a green dotted rectangle in the background.
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A headshot of Brook Herman, Controller, Pacific Apartment Homes.
With AppFolio Investment Management, our investors are ecstatic to have all their information in one place, where they can log in and see every single investment and click into individual distributions.

Brooke HermanController, Pacific Apartment Homes

Investor Portal

  • Provide a professional experience to investors.
  • Easily communicate with investors.
  • Give investors on-demand access to their investment information.
  • Guarantee security of important documents.

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