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AppFolio Investment Manager Logo

Real estate investment management solution

Table of Contents

AppFolio Investment Manager - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

AppFolio Investment Manager overview

What is AppFolio Investment Manager?

AppFolio Investment Manager is a comprehensive real estate investment management software designed to streamline operations for investment firms of all sizes. The platform features a sophisticated Investor Portal that provides investors with continuous access to real-time investment data, downloadable documents, performance metrics, and upcoming investment opportunities. This digital interface strengthens brand presence while allowing investors to track contributions and distributions, submit ACH contributions, verify accreditation status, and access information through an optional mobile application.

The system automates internal investment operations with advanced tools for efficient capital raising, report customization, secure document sharing, electronic signature capabilities, and deal tracking. Investment managers can utilize automated waterfall calculations, manage distribution payments, and visualize complex fund structures within a unified platform. The relationship management component serves as a single source of truth for investor relations, enabling teams to review investments at a glance, assign organizational tasks, maintain records of investor interactions, and organize investment documentation.

Key benefits of using AppFolio Investment Manager

• Allow investors to access real-time investment data, performance metrics, and downloadable documents through a secure, easy-to-use digital portal
• Streamline fundraising, reporting, and distribution payments with automated workflows that boost efficiency and accuracy
• Strengthen investor relationships with transparent communication, organized document management, and a single source of truth for all interactions
• Optimize portfolio performance using AI-powered insights and error-free asset tracking, eliminating hours spent on manual spreadsheets
• Enjoy peace of mind with financial-grade security measures, including encrypted data, certified compliance, and two-factor authentication

Starting price

650 /
per month

Alternatives

with better value for money

AppFolio Investment Manager’s user interface

Ease of use rating:

AppFolio Investment Manager pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
 
1-2(1)
3-4(22)
5(77)

What do users say about AppFolio Investment Manager?

Reviewers indicate AppFolio Investment Manager offers strong customer support, with responsive and helpful staff who address issues quickly and listen to feedback. They feel the team is proactive in implementing requested features, though some wish for more backend control and customization without relying on support.

Users say the investor portal is easy to use and valued by investors for providing 24/7 access to investment information, documents, and reports. They find the platform streamlines investor management and communications, but mention some limitations in customization and occasional difficulties with certain features.

Select to learn more


Who uses AppFolio Investment Manager?

Based on 100 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Real Estate
Financial Services
Investment Management
Commercial Real Estate
Others

Use cases

Investment Management
Real Estate CRM
Real Estate Transaction Management
Equity Management
Commercial Real Estate

AppFolio Investment Manager's key features

Most critical features, based on insights from AppFolio Investment Manager users:

Investments tracking
Performance metrics
Client portal
Client management
Data import/export
Mobile access

All AppFolio Investment Manager features

Features rating:

Portfolio management
Pipeline management
Interaction tracking
Real-Time notifications
File sharing
Email marketing
Electronic signature
Document management
Deal management
Self service portal
Customer database
Contact management
Document storage
Lead management
Reporting/Analytics
Template management
Campaign management
Alerts/Notifications
Fund management
Compliance tracking
Workflow management
Visual analytics
Real-Time analytics
Real-Time data
Transaction history
Referral tracking
Third-Party integrations
Reminders
Reporting & statistics
Task management
Risk management
Segmentation
Status tracking
Access controls/permissions
Activity tracking
API
Appointment management
Client/Property matching
Contact database
CRM
Customizable reports
Data synchronization
Data visualization
Email templates
Email tracking
Fee management
For commercial real estate
For investors & traders
Lead capture
Lead generation

AppFolio Investment Manager alternatives

AppFolio Investment Manager logo

Starting from

650

Per month

Free trial
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Features
Value for Money
Customer Support
Quickbase logo
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Yardi Investment Manager logo
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Free trial
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iHomefinder logo
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Starting from

160

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

AppFolio Investment Manager pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Core

650

Per month

Features included:

  • Investor CRM
  • Fundraising Workflows
  • Investor Portal
  • Investment Financials
  • Asset & Pipeline Tracking
  • Bank-Grade Security
  • Dedicated Customer Care Rep

Premier

Empty state illustration for "No pricing info"

No pricing info

Features included:

  • Full API Access
  • SQL Export for Data Warehouse
  • Zapier Integration
  • Custom Fields
  • Google Tag Manager Integration

User opinions about AppFolio Investment Manager price and value

Value for money rating:

To see what individual users think of AppFolio Investment Manager's price and value, check out the review snippets below.

“I love that a great deal of data is in one system, the ease of uploading, sharing, un-sharing docs as needed... and having a place for investors to go to view/track their investments.”
MS

MyLan S.

BUSINESS ADMIN/INVESTOR RELATIONS

“How easy the search function is. I like that I have a relationship with my customer service rep. He knows a little bit about my business so therefore can help me better.”
JM

Jennifer M.

Executive Assistant

AppFolio Investment Manager integrations (7)

AppFolio Investment Manager customer support

What do users say about AppFolio Investment Manager customer support?

Customer support rating:

We analyzed 45 verified user reviews to identify positive and negative aspects of AppFolio Investment Manager customer support.

Frequently reported by users, the support team is highly responsive and provides quick solutions to issues.

A significant portion of users praise the professionalism, friendliness, and knowledge of the support staff.

Common user feedback highlights that support is easy to reach and offers clear, step-by-step assistance.

Widely noted by reviewers, the support team listens to feedback and adapts the platform to client needs.

Support options

Email/help desk
Chat
Phone support
Faqs/forum
Knowledge base

Training options

In person
Documentation
Live online
Videos
Webinars

To see what individual users say about AppFolio Investment Manager's customer support, check out the review snippets below.

“The support from the AppFolio IM team is unparalleled; they adapt the program in response to feedback and are always available to help answer technical questions.”

JT

Jeremy T.

Partner and Chief Risk Officer

“Overall the experience is great. If there is ever any questions, concerns, or changes that need to be made within the platform, the customer service is there on standby waiting to walk you through every step of the process.”

Verified reviewer profile picture

Anthony K.

Executive

“Moreover, we can ask a question and AppFolio IM support staff (an actual person!) will respond quickly with a solution(s).”

DS

Daniel S.

President

AppFolio Investment Manager FAQs

Q. What type of pricing plans does AppFolio Investment Manager offer?

AppFolio Investment Manager has the following pricing plans:
Starting from: $650.00/month
Pricing model: Subscription

These products have better value for money


Q. Who are the typical users of AppFolio Investment Manager?

AppFolio Investment Manager has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business


Q. What languages does AppFolio Investment Manager support?

AppFolio Investment Manager supports the following languages:
English


Q. Does AppFolio Investment Manager support mobile devices?

AppFolio Investment Manager supports the following devices:
Android, iPad, iPhone


Q. Does AppFolio Investment Manager offer an API?

Yes, AppFolio Investment Manager has an API available for use.


Q. What other apps does AppFolio Investment Manager integrate with?

AppFolio Investment Manager integrates with the following applications:
Happy Property, Knock CRM, ShowMojo, Conservice ESG, Homebase, ButterflyMX, Opiniion


Q. What level of support does AppFolio Investment Manager offer?

AppFolio Investment Manager offers the following support options:
Email/Help Desk, Chat, Phone Support, FAQs/Forum, Knowledge Base

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