Having all CRM in one place, tracking contribution, and distribution, ability to save and see email sent to investors. Our investors enjoy the portal. Review collected by and hosted on G2.com.

Unable to send payments via ACH to investors directly need to use PM system for that Review collected by and hosted on G2.com.

I really love the interface and how easy it is to receive and review work orders with ease Review collected by and hosted on G2.com.

Sometimes it has to reset for me to sign in but not a big deal honestly Review collected by and hosted on G2.com.

This financial planning tool helps us understand the performance and values of our investments in a centralized location. It helps us plan our long term strategy and set performance expectations Review collected by and hosted on G2.com.

we can't link other assets outside of Appfolio to get a comprehensive look at out investments. Review collected by and hosted on G2.com.

This software is so user friendly. It is simple and direct for ownership to use. The ability to locate the information needed is a plus. It streamlines how we manage investor communications, capital tracking, and reporting. It also a platform for investor allows them to view distributions, tax documents, capital account balances, and deal updates without needing constant manual communication. Review collected by and hosted on G2.com.

There are aspects that are difficult to tie into the data such as net performa. Also, the reporting could improve by adding additional reports instead of standard reports. Review collected by and hosted on G2.com.

The interface is easy to navigate and the chatbot is very helpful at answering basic questions, customer service is typically quick to respond when additional assistance is needed. Review collected by and hosted on G2.com.

Accounting systems are more limited and do not allow for as advanced operations as our previous software did. Tenants are unable to choose where their payments are allocated. Limitations in software lead to more work being manually completed by our team. Review collected by and hosted on G2.com.

realm x the user friendly. and how it will help to assist in doing task faster Review collected by and hosted on G2.com.

the usage how friendly it is and the help it provides Review collected by and hosted on G2.com.

It makes my job easier and more efficient Review collected by and hosted on G2.com.

No complaints come to mind at this time. Review collected by and hosted on G2.com.

Ease of use and ease of implementations. Review collected by and hosted on G2.com.

lack of built-in investor accreditation verification, limited customization options for emails and reports, and the need to purchase certain advanced tools as add-ons. Review collected by and hosted on G2.com.

User interface makes sense, distributions are easy to initiate, view and track, email communications are easy to create and see engagement, and it is easy to add prospects to view offerings. Review collected by and hosted on G2.com.

Some of the waterfall calculations are not innate for IRR in particular, which is a common need for these types of investments. Sometimes the formatting on signature requests and document templates is tricky. Support is good when you get a response or the ability to discuss over the phone but the wait times can be inconsistent. Review collected by and hosted on G2.com.

ONe of the best feature is Balance Sheet by Property, as much as it seems irrelevant from audit or tax pint of view, for Holdings or related companies this is the great way to reconcile intercompany financial balances Review collected by and hosted on G2.com.

lock of bill back feature. technically there is a corporate charge back but without being able to issue an actual invoice this is a trouble Review collected by and hosted on G2.com.