Upgrade to All-in-One Real Estate Investment Management Software.

3 AppFolio Investment Management screenshots, displayed on mobile, tablet & laptop devices. 3 AppFolio Investment Management screenshots, displayed on mobile, tablet & laptop devices.

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Your personal information will be kept confidential according to our Privacy Policy. Read our Terms of Service.

One Software Solution. Countless Benefits.

A single platform streamlines investment management while offering investors a custom, on-demand experience. Your AppFolio Investment Management subscription includes:

INVESTOR PORTAL
  • Investor Dashboard
  • Access Document, Reporting and Tax Forms
  • Market New Investment Offerings
  • Asset and Investment Performance View
CRM
  • Investor Database
  • Investment Manager Dashboard
  • Fundraising History
  • Communication Tools
INVESTMENT MANAGEMENT
  • Fundraising Tracking & Document Signing
  • Document and K-1's Sharing
  • Statements and Reporting
  • Waterfall Distributions
SUPPORT
  • Data Migration
  • Training & Support
  • Security

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