The Appfolio Investment Management & Appfolio Property Manager logos. The Appfolio Investment Management & Appfolio Property Manager logos.

A complete solution for all of your investment and property management needs

See how AppFolio Investment Management & AppFolio Property Manager seamlessly work together to help your business succeed.

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Streamline your quarterly process

Easily sync contribution and distribution accounting transactions, update asset loan balances, include property financial statements in investor reports, and more. Automate the time-consuming tasks during fundraising, distributions, electronic payments, billing, and everything in between, so you can create space for what matters.

A gear icon flow diagram showing `Automated Workflows` going through the steps: `Calculate distributions`, `Auto-generate billables`, and `Create investor reports.`
A medium blue quarter circle shape. A gear icon flow diagram showing `Automated Workflows` going through the steps: `Calculate distributions`, `Auto-generate billables`, and `Create investor reports.`
A medium blue quarter circle shape.
A cluster of 4 round images of: a medium green icon of a reverse `s` line connecting 3 boxes, a man in a car looking at a mobile device, a multi-family housing structure, and an orange icon of a web page outline with a finger touching it.

Full transparency from properties to investors

Effortlessly link individual property data to specific investors so you can analyze data and share important information, such as investor reports, in real-time from any device.

A medium blue quarter circle shape. A cluster of 4 round images of: a medium green icon of a reverse `s` line connecting 3 boxes, a man in a car looking at a mobile device, a multi-family housing structure, and an orange icon of a web page outline with a finger touching it.
A medium blue quarter circle shape.

Single source of truth for your teams

Reduce inconsistencies created through double data entry and keep internal teams aligned on important details with a single system of record. Spend less time chasing down the right information, and more time executing strategies to grow your business.

The Appfolio Investment Management & Appfolio Property Manager logos with the Appfolio icon, and a cluster of 4 round images of: a black icon of a sheild with a check mark, a blue icon of a multi-family housing structure, an orange icon of a hand holding a bag of money, and a green icon of a circle with arrows turning around it counterclockwise.
A medium blue quarter circle shape. The Appfolio Investment Management & Appfolio Property Manager logos with the Appfolio icon, and a cluster of 4 round images of: a black icon of a sheild with a check mark, a blue icon of a multi-family housing structure, an orange icon of a hand holding a bag of money, and a green icon of a circle with arrows turning around it counterclockwise.
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The Bottom Line

AppFolio lets you automate & scale your operations with ease

From net equity calculations to contributions, AppFolio Investment Management and AppFolio Property Manager provide an easy and secure way to automate key workflows and scale your operations.

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Data that flows seamlessly

AppFolio Investment Management and AppFolio Property Manager work together to connect your teams, properties, assets, and workflows, while removing friction so you can have a complete picture of your business’ data.

A circular flywheel overview chart of Appfolio Investment Management and Appfolio Property Manager features. A circular flywheel overview chart of Appfolio Investment Management and Appfolio Property Manager features.

Bi-directional data flow between AppFolio Investment Management and Property Manager

A rectangle shaped dataflow comparison chart between Appfolio Investment Management to Appfolio Property Manager features. A rectangle shaped dataflow comparison chart between Appfolio Investment Management to Appfolio Property Manager features.