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Investment Manager
Investor Portal

Create repeat investors

The AppFolio Investor Portal gives real estate investors easy, 24/7 access to their personal dashboard which summarizes their investment positions and asset information, along with their invested and distributed capital.

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Keep investors engaged and excited

On-Demand_Access

Provide on-demand access

Like having a personal Investor Relations Manager that is accessible anywhere, anytime. Investors can easily access their investment information without delay.

Easily_Communicate

Easily communicate at scale

AppFolio’s real estate investor portal will help you create a white glove experience for every investor by generating customized views and touch points that keeps them informed and engaged.

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Securely share documents

Eliminate repeat requests for documents by providing everything an investor needs in one secure place.

Review investments
at-a-glance

Provide investors with real-time, 24/7 access to a summary of their investment positions, and their invested and distributed capital.

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Share documents and reporting

Investors can visit the AppFolio Investor Portal to easily find reports, tax forms, and other shared documents and securely sign agreements.

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Custom, professional websites

Investor Websites provide everything you need to create a stunning website to impress and attract new investors. Our team of dedicated web designers help you design a simple, elegant website that celebrates your unique business and can be easily updated as you grow.

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Promote new
offerings

Promote new real estate investment offerings, Private Placement Memorandums, and targeted performance metrics with investors; investors will be able to easily submit interest to invest and sign agreements directly from their real estate investor portal.

Display performance
metrics

Investors can view detailed real estate investment information, including total distributions, and check project updates from anywhere—including property descriptions, photos, locations, valuations and loan balances. They also have access to historical distributions, which reduces the amount of repeat requests made to your team.

Task_Management

Keep your investors
informed

Provide updates on your investors' investments by adding, editing, and sharing construction or renovation updates throughout every step of the work process. Whether it's the status of the roofing project or securing the flooring contractor, your investors will always be kept in the loop.

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Christopher_Fincham

“If a general partner doesn’t have a portal, I won’t invest with them.”

Christopher Fincham
Limited Partner of DJE Texas Management
Hear from an investor

Investment Manager

Explore more from AppFolio Investment Manager

Investment
Management

Optimize your fundraising workflow end-to-end, from promoting new offerings to automatically calculate and pay investor distributions.

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Relationship
Management

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.

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Asset
Management

AppFolio Alpha™ automatically aggregates, normalizes, and visualizes key property management data, surfaces actionable insights, and enables better decision-making.

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Your investors can’t wait, get
started today

Meet with our product experts to see your customized view of AppFolio’s real estate investor portal.

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