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 Relationship Management (CRM)

Professionally manage relationships and interactions with your investors within a robust CRM system—from capturing leads to gathering interest in new real estate offerings, to collecting capital.

  • Efficiently manage a large set of current and potential investors.
  • Gain insights into your investors' investment history.
  • Track all investor information in one secure place.
  • Have a holistic view of your investor relations.
  • Simplify investor communications across your team.
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Investment manager dashboard

Gain a holistic view of investor relations, with access to insights including a portfolio summary, Investor Portal usage, document views, and a current capital summary.

AppFolio Investment Management interface windows of Investor Portal Visits and Distributions, with a green dotted rectangle shape in the background.
AppFolio Investment Management interface windows of Investor Portal Visits and Distributions, with a green dotted rectangle shape in the background.
AppFolio Investment Management interface windows of Summary, Contact Information and Portal Access, with a blue Update Information button.

Organize investor data

Track all prospect and investor information in one place, including contact information, tax and bank account data, capital invested, and all documents relating to current and past investments.

AppFolio Investment Management interface windows of Summary, Contact Information and Portal Access, with a blue Update Information button.

Communicate effectively

Easily track, send, and create follow up emails within the CRM with automatic integration to Outlook, Gmail or any other email provider. Segment and email investors by investment or by custom groupings to more efficiently manage communications.

AppFolio Investment Management interface window of Compose Email, with red half circle shape and a green dotted rectangle shape in the background.
AppFolio Investment Management interface window of Compose Email, with red half circle shape and a green dotted rectangle shape in the background.
A rectangle made out of dark blue dots.
A headshot of Ricky Flandez, Winstar Properties.
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 FlandezWinstar Properties

Access fundraising history

Access insights into your investors’ real estate investment history, including commitments, contributions, and distributions. Quickly reference investor data to efficiently respond to investor questions.

AppFolio Investment Management interface of All Positions shown on a mobile device, with a green dotted rectangle shape in the background.
AppFolio Investment Management interface of All Positions shown on a mobile device, with a green dotted rectangle shape in the background.
AppFolio Investment Management interface windows of Add Tag and Search for Multi-Family Investor.

Track and manage your leads

Create tags for your contacts and always have a 360 degree view of who you're communicating with. Easily filter, and search tags for all your reporting and list-building needs.

AppFolio Investment Management interface windows of Add Tag and Search for Multi-Family Investor.

Task management

Stay on top of investor follow up with tasks, due dates, and automated email reminders.

AppFolio Investment Management interface windows of Tasks and Assigned to, with a blue quarter circle shape in the background.
AppFolio Investment Management interface windows of Tasks and Assigned to, with a blue quarter circle shape in the background.

Investor Relationship Management (CRM)

  • Efficiently manage a large set of current and potential investors.
  • Gain insights into your investors' investment history.
  • Track all investor information in one secure place.
  • Have a holistic view of your investor relations.
  • Simplify investor communications across your team.

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