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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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.
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.


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.
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.



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.


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

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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