--- title: AppFolio Investment Manager Reviews meta\_title: 'AppFolio Investment Manager Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 175 reviews by the users' company size, role or industry to find out how AppFolio Investment Manager works for a business like yours. aggregate\_rating: rating\_value: 4.5 review\_count: 175 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Real Estate url: https://www.g2.com/categories/real-estate --- # AppFolio Investment Manager Reviews & Product Details Visit Website AppFolio Investment Manager was built specifically with investment workflows in mind. It helps GPs manage investor relationships, fund operations, distributions, acquisitions, and fundraising in one centralized platform. AppFolio Investment Manager supports sophisticated investment structures, including debt funds, multi-entity operations, layered promote structures; and it supports a broad range range of distribution structures and waterfall models to help decrease reliance on cumbersome and risk-prone spreadsheets. GPs and IR professionals can leverage cutting-edge automation and AI designed to streamline operations, maximize returns, and cultivate a base of loyal, repeat investors. Real estate investment firms of all sizes will simplify their day-to-day workload with Investment Manager's easy-to-use tools, regardless of asset class, investment vehicle, or investment partners. AppFolio works with syndications, funds, and private REITs, as well as diverse investor bases from high net worth individuals to family offices to institutional capital. The comprehensive platform offers a mobile investor portal for 24/7 document and performance sharing, robust investment management features to automate internal operations with accuracy and security, performance dashboards for sophisticated KPI reporting, and an investor relationship management (CRM) system that integrates directly with your email provider, creating a single source of truth for every investor touchpoint. Investment Manager equips your team with automation, AI, and centralized data to save time on routine tasks, so that you can grow your business with less overhead. With AppFolio Investment Manager, you can more efficiently raise capital, automate distribution calculations, effortlessly track and share potential deals, and expertly manage investor interests. Benefit from AppFolio's deep experience in the real estate industry plus innovative technology with automatic updates, world-class SOC 1 & 2 Type II compliant security, and an award-winning customer success team. Investor relations, fund managers, finance, accounting, asset managers and executives all experience improved performance and productivity by adopting AppFolio Investment Manager. Full-service real estate businesses will enjoy additional benefits from the direct integration between AppFolio Investment Manager and AppFolio Property Manager software. * * * Product Website AppFolio Investment Manager Seller [AppFolio](https://www.g2.com/sellers/appfolio) Discussions [AppFolio Investment Manager Community](https://www.g2.com/products/appfolio-investment-manager/discuss) Languages Supported English Solution Type Best-of-Breed Overview by Zach Devine Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 2 months [ View More Pricing Information ](https://www.g2.com/products/appfolio-investment-manager/pricing) ## AppFolio Investment Manager Integrations (5) What do users say about integrations? Verified by AppFolio Investment Manager [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") AppFolio ](https://www.g2.com/products/appfolio/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Excel ](https://www.g2.com/products/microsoft-excel/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Outlook ](https://www.g2.com/products/microsoft-outlook/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") QuickBooks Online ](https://www.g2.com/products/quickbooks-online/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Zapier ](https://www.g2.com/products/zapier/reviews) Show More CP Carlos P. Small-Business (50 or fewer emp.) 5/11/2023 "Delivered as Promised" 4.5/5 What do you like best about AppFolio Investment Manager? The Appfolio INvestment Management tool is intuitive and easy to use. Review collected by and hosted on G2.com. What do you dislike about AppFolio Investment Manager? A small firm like ours uses this platform quarterly for distributions. So, when it comes to allocations of investments at acquisitions or getting the waterfall correct during dispositions, there is a need for review of the service which is always easy once reminded. Review collected by and hosted on G2.com. What problems is AppFolio Investment Manager solving and how is that benefiting you? Before subscribing to Appfolio, we were still in the dark age of using spreadsheets and printing checks. This was time-consuming and prone to error. So, naturally, the benefit is apparent. Review collected by and hosted on G2.com. Show More Response from Sierra Newell of AppFolio Investment Manager [Editedit](https://www.g2.com/survey_responses/appfolio-investment-manager-review-8069326/official_response/edit) Hi Carlos, thank you so much for your review — we are grateful for the valuable feedback. Helping firms like yours save time and work efficiently is exactly why we built AppFolio Investment Manager. Thank you for being a great partner! Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller RF Rosie F. Small-Business (50 or fewer emp.) 5/22/2023 "New user to AppFolio, Platform is User-Friendly, Great Customer Service/Support" 5/5 What do you like best about AppFolio Investment Manager? The platform is easy to use and works great for tracking investments, partnership levels, waterfalls, and sending out communication/distributions to investors. Still learning available reporting, but customer service has been excellent with providing verbal assistance and reference docs/videos. Review collected by and hosted on G2.com. What do you dislike about AppFolio Investment Manager? The initial setup took a little longer than we anticipated to begin using the platform; there was some miscommunication with preparing to make the first distribution, didn't realize the payment application and underwriter's process were needed. That process usually takes about 30 days, but customer service was able to expedite, so our distributions were made timely. Review collected by and hosted on G2.com. What problems is AppFolio Investment Manager solving and how is that benefiting you? Allows us to easily manage our investments and investor information; sending out correspondence, K-1s, and distributions are less time consulting using Appfolio. Review collected by and hosted on G2.com. Show More Response from Sierra Newell of AppFolio Investment Manager [Editedit](https://www.g2.com/survey_responses/appfolio-investment-manager-review-8126180/official_response/edit) Thanks for the review, Rosie! Our Customer Service team greatly appreciates the shoutout. We’re happy to hear that you’ve been able to save time with important processes like K-1s and distributions using AppFolio. Validated ReviewerSource: Organic ![Verified User in Real Estate](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Real Estate") AR Verified User in Real Estate Small-Business (50 or fewer emp.) 5/4/2023 "Userfriendly software and supportive team for taking great care of your investors" 4/5 What do you like best about AppFolio Investment Manager? The support team is very responsive and helpful. The management software is useful to a small team that needs a professional way to communicate with their investors and keep all the details straight. Review collected by and hosted on G2.com. What do you dislike about AppFolio Investment Manager? Not all issues are handled intuitively but the support team steps up with help. We have had to create a work around for the IM to report a specific accounting detail to the APM side, as we use Appfolio for our financial reporting as well. Review collected by and hosted on G2.com. What problems is AppFolio Investment Manager solving and how is that benefiting you? We needed support for our investor relations (both financial details and communications) as we increased the number of investors substantially in one year. We knew investor relations were vital to our ongoing and future success as we add more projects and more opportunities. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller SB Sid B. Aquisition Small-Business (50 or fewer emp.) 12/13/2022 "With AppFolio you're getting more than just software!" 5/5 What do you like best about AppFolio Investment Manager? Sure, a software like AppFolio can be beneficial in the real estate space. Yes, in our firm's experience, AppFolio is the best software available. The real difference between AppFolio and its competition is its customer service. The customer service team goes above and beyond to ensure all our questions are answered. They'll answer questions we didn't think to ask. They'll take a short-notice phone call to answer an urgent question. Our firm and AppFolio have had countless (hundreds) correspondences, all overwhelmingly positive. Review collected by and hosted on G2.com. What do you dislike about AppFolio Investment Manager? We dislike the price, but not enough to stop using the software. The base price is fair, but AppFolio unveiled an expensive new addition to Investment Management, Alpha. As it stands, Alpha is not worth the extra lift in pricing. However, with the additions they plan to make to Alpha in the future, it will definitely be worth what they are asking. Review collected by and hosted on G2.com. What problems is AppFolio Investment Manager solving and how is that benefiting you? Simply put, the software organizes almost every aspect of our business so we can go to one place for everything. Naturally, this makes our business more efficient in virtually every aspect. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic MK Miron K. Enterprise (\> 1000 emp.) 5/10/2023 "Enhance efficiency, accuracy, and client satisfaction in managing investment portfolios." 5/5 What do you like best about AppFolio Investment Manager? Very easy to use and a great support team to assist. By utilizing Appfolio Investment Management in our daily operations, we significantly enhanced our efficiency and streamline our investment processes. Review collected by and hosted on G2.com. What do you dislike about AppFolio Investment Manager? So far we have not found any downsides to the platform and are happy with our investment. Review collected by and hosted on G2.com. What problems is AppFolio Investment Manager solving and how is that benefiting you? The complexity of having a centralized place where investors can view their financials, download their tax documents, invest and receive distributions as well as receive important communication. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Bethany A W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bethany A W.") BW Bethany A W. SVP Strategic Growth Small-Business (50 or fewer emp.) 5/4/2023 "Fantastic way to see/view Investments!" 5/5 What do you like best about AppFolio Investment Manager? I love the timeline and ability to see investment details. The user interface is easy to use/view and it is simplistic to find necessary information. Great design. Thanks so much. Review collected by and hosted on G2.com. What do you dislike about AppFolio Investment Manager? It would be nice if help videos were on the page where the features are to be able to easily find details about that capability. Review collected by and hosted on G2.com. What problems is AppFolio Investment Manager solving and how is that benefiting you? It allows our investors information they need on their investments, their payouts, and details on upcoming investment opportunities. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![May E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "May E.") ME May E. Accounting Team Lead Small-Business (50 or fewer emp.) 5/4/2023 "AppFolio Investment Manager is Outstanding!!!" 4.5/5 What do you like best about AppFolio Investment Manager? I like that it's a Portfolio Manager with CRM. It makes it easier and more convenient for syndicators/users to pool in investors . Review collected by and hosted on G2.com. What do you dislike about AppFolio Investment Manager? The synchronization between AppFolio Investment Management and AppFolio for property managers... Still has a lot of room for improvement like being able to indicate point of contact and control for mass communications. Review collected by and hosted on G2.com. What problems is AppFolio Investment Manager solving and how is that benefiting you? CRM, documentation, secure portal for investors, K-1 issuance, timely and up-to-date reporting, ease of investor distributions... Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller BA Bob A. Mid-Market (51-1000 emp.) 5/9/2023 "Outstanding Investment Management Application" 5/5 What do you like best about AppFolio Investment Manager? Streamlines the entire investment management process for a medium-sized growing business and folds in nicely with our other tools and processes. Review collected by and hosted on G2.com. What do you dislike about AppFolio Investment Manager? It sometimes takes a few clicks to navigate around the application, but once you get used to the structure, it gets easier and easier to navigate. Review collected by and hosted on G2.com. What problems is AppFolio Investment Manager solving and how is that benefiting you? Managing the investments, contributions, distributions and communications with a growing investor base as we build more properties with more investors. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Commercial Real Estate](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Commercial Real Estate") EC Verified User in Commercial Real Estate Small-Business (50 or fewer emp.) 5/4/2023 "I can manage my properties, investors, and reporting all under the Appfolio product suite." 4/5 What do you like best about AppFolio Investment Manager? The ease of managing investors accross differrent types of property investments . I also really like the distribution calculators. Takes the difficulty out of determining how much each of my investors are owed in profits. Review collected by and hosted on G2.com. What do you dislike about AppFolio Investment Manager? I wish Appfolio Property Manager would communicate to Appfolio Investment Manager to provide a net cashflow amount that IM can then use as the amount that is distributable to investors. Instead I have to take the net cashflow from APM and enter it into IM. Seems like an easy thing to be able to do Review collected by and hosted on G2.com. What problems is AppFolio Investment Manager solving and how is that benefiting you? Keeping track of all my investors and managing distribution totals owed to each person. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller JT John T. Small-Business (50 or fewer emp.) 4/28/2023 "Appfolio AIM" 5/5 What do you like best about AppFolio Investment Manager? The software is more intuitive and user friendly than other software packages I have used for managing our investments. I liked the initial training and have been impressed by the help section and the responsiveness of the help desk when we have questions. Review collected by and hosted on G2.com. What do you dislike about AppFolio Investment Manager? We have an open- ended investment entity and I would like to see more investment into features that support our structure. We need to be able to show NAV per share and IRRs for investor reporting. Review collected by and hosted on G2.com. What problems is AppFolio Investment Manager solving and how is that benefiting you? It helps us manage our portfolio values, investor information, calculates preferred returns and waterfalls, provides investor reports. We love the portal features and the mobile app. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ## Questions about AppFolio Investment Manager? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about AppFolio Investment Manager ](https://www.g2.com/products/appfolio-investment-manager/discussions/new) GU Guest User What are the benefits and challenges of using AppFolio Investment Manager for managing real estate investments? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-are-the-benefits-and-challenges-of-using-appfolio-investment-manager-for-managing-real-estate-investments) GU Guest User What is AppFolio Investment Management used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-appfolio-investment-management-used-for) [ View all Discussions ](https://www.g2.com/products/appfolio-investment-manager/discuss) ## Pricing Insights Averages based on real user reviews. ### Time to Implement 2 months ### Return on Investment 14 months ### Average Discount 8% [ View More Pricing Information ](https://www.g2.com/products/appfolio-investment-manager/pricing) AppFolio Investment Manager Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_b31ca66132c759b39a90d6dd5c9ddbce/juniper-square.png "Product Avatar Image") Juniper Square 4.7/5(106) [ Compare Now ](https://www.g2.com/compare/appfolio-investment-manager-vs-juniper-square) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_a3b0cd18cd1bbd9d02def58d97cb1c96/agora-real-estate.png "Product Avatar Image") Agora Real Estate 4.8/5(318) [ Compare Now ](https://www.g2.com/compare/agora-real-estate-vs-appfolio-investment-manager) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_e8ba65b3838e53d7eafec9bfe8204df0/investnext.png "Product Avatar Image") InvestNext 4.6/5(277) [ Compare Now ](https://www.g2.com/compare/appfolio-investment-manager-vs-investnext) ##### ##### AppFolio Investment Manager Features Platform Additional Functionality Portal Investor Statements Mobility Platform Basics Reporting Platform Content Automation Platform Data Visualization Dashboard Alerts and Notifications [ View More Features ](https://www.g2.com/products/appfolio-investment-manager/features) ## Top-Rated Alternatives [ ![Agora Real Estate](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Agora Real Estate") Agora Real Estate 4.8/5(318) ](https://www.g2.com/products/agora-real-estate/reviews) [ ![Juniper Square](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Juniper Square") Juniper Square 4.7/5(106) ](https://www.g2.com/products/juniper-square/reviews) [ ![InvestNext](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "InvestNext") InvestNext 4.6/5(277) ](https://www.g2.com/products/investnext/reviews) [ View All Alternatives ](https://www.g2.com/products/appfolio-investment-manager/competitors/alternatives) ##### Categories on G2 [Real Estate Investment Management](https://www.g2.com/categories/real-estate-investment-management) ##### Explore More [What's the top iPaaS for automating software workflows](https://www.g2.com/discussions/what-s-the-top-ipaas-for-automating-software-workflows)[What analytics dashboards best track value messaging adoption and usage patterns across distributed sales teams?](https://www.g2.com/discussions/what-analytics-dashboards-best-track-value-messaging-adoption-and-usage-patterns-across-distributed-sales-teams)[F5 NGINX vs Speed Kit for a team that needs a web server accelerator at scale: which gives better results for engineering teams that need both caching and real-time delivery monitoring?](https://www.g2.com/discussions/f5-nginx-vs-speed-kit-for-a-team-that-needs-a-web-server-accelerator-at-scale-which-gives-better-results-for-engineering-teams-that-need-both-caching-and-real-time-delivery-monitoring) [What automation orchestration benefits do IT resilience platforms deliver for system reliability and disaster recovery planning?](https://www.g2.com/discussions/what-automation-orchestration-benefits-do-it-resilience-platforms-deliver-for-system-reliability-and-disaster-recovery-planning)[Which password tool is best for business security](https://www.g2.com/discussions/which-password-tool-is-best-for-business-security)[Pros and Cons Details](https://www.g2.com/products/appfolio-investment-manager/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)