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.

Investment Management

Promote new offerings, track the interest of prospective investors, and manage distribution waterfalls, performance metric calculations, and investor reporting.

  • Streamline fundraising and capital calls.
  • Efficiently distribute K-1s and documents.
  • Make waterfall distributions simple and fast.
  • Increase efficiencies and mitigate risks by reducing spreadsheets and double-entries.
  • Track and manage potential deals.
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Fundraise effectively

Send communications and track the interest level of prospective investors in real-time. Manage investor commitments, get notified when signed documents and capital contributions are received from investors, and easily share wire instructions and record contributions digitally.

AppFolio Investment Management interface windows of Prospects (31) and green bar graph, with a circle shaped photo of a woman wearing pink earrings.
AppFolio Investment Management interface windows of Prospects (31) and green bar graph, with a circle shaped photo of a woman wearing pink earrings.
AppFolio Investment Management interface windows of Report Settings and Add Section, with a red quarter circle shape in the background.

Customize and share professional reports

Consolidate all of your investor data into a single, shareable document and look professional with branded, personalized statements. Create and distribute real estate investment report packets and quickly share the performance of the investment to all your investors or select individuals.

AppFolio Investment Management interface windows of Report Settings and Add Section, with a red quarter circle shape in the background.
A rectangle made out of green dots.
A headshot of Corey Gluckstal, Managing Partner, Five Point Real Estate.
Some of our investors are invested in some good funds, and the feedback I've received is that the level of correspondence from us is better than any institutional investment they have. It's directly attributed AppFolio Investment Management.

Corey GluckstalManaging Partner, Five Point Real Estate

Securely share and sign documents electronically

Exchange, sign, and track fundraising documents including Subscription Agreements, Operating Agreements, and Private Placement Memorandums without the need for any third-party tools. Investor accreditation forms can also be distributed and signed electronically.

AppFolio Investment Management interface windows of Sign Here and You have a new document to sign, with a circle shaped photo of a man in a suit and a light blue half circle shape in the background.
AppFolio Investment Management interface windows of Sign Here and You have a new document to sign, with a circle shaped photo of a man in a suit and a light blue half circle shape in the background.
AppFolio Investment Management interface windows of 3 unique multi-family property assets and Compare Potential Deals, with a green dotted rectangle shape in the background.

Track and manage potential deals

Create a single source of truth of tracking, managing, and communicating potential real estate deals with your internal team. Once you are ready, you can convert potential deals into an offering in just a few clicks.

AppFolio Investment Management interface windows of 3 unique multi-family property assets and Compare Potential Deals, with a green dotted rectangle shape in the background.

Streamline waterfall distributions

Calculate distributions quickly with an intuitively designed waterfall distributions tool that reduces the risk of error and makes auditing easy — all while having payments processed electronically.

AppFolio Investment Management interface windows of Waterfall Settings, Cash Flow, and Capital Events, with an orange dotted rectangle shape in the background.
AppFolio Investment Management interface windows of Waterfall Settings, Cash Flow, and Capital Events, with an orange dotted rectangle shape in the background.
AppFolio Investment Management Complex Fund Structure chart, with rectangle shapes of blue for funds and a green one for an organization, mutliple grey ellipses for the number of investors, and lines containing percent values that connect them all.

Manage complex fund structures

Setup complex real estate fund structures just as they are legally formed in real life. Investments can hold positions in other investments, allowing you to truly represent the relationships between entities involved in the fund's structure.

AppFolio Investment Management Complex Fund Structure chart, with rectangle shapes of blue for funds and a green one for an organization, mutliple grey ellipses for the number of investors, and lines containing percent values that connect them all.

Investment Management

  • Streamline fundraising and capital calls.
  • Efficiently distribute K-1s and documents.
  • Make waterfall distributions simple and fast.
  • Increase efficiencies and mitigate risks by reducing spreadsheets and double-entries.
  • Track and manage potential deals.

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