# Page 4 | AppFolio Investment Manager Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 4 - Is AppFolio Investment Manager the right Real Estate CRM solution for you? Explore 100 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/186948/AppFolio-Investment-Management/reviews

---

AppFolio Investment Manager

4.7 (100)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

* * *

Last updated March 13th, 2026

# Page 4 - Reviews of AppFolio Investment Manager

## Showing most helpful reviews

Showing 76-100 of 100 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

AK

Aaron K.  
Direct or Investor Relations  
Hospitality  
Used the software for: 6-12 months

### "Baywood Hotels -- AppFolio Investment Management Review"

April 7, 2022

5.0

It has been well.

Pros

Customer service is very helpful whenever I have an issue with the system. The system itself, makes it very easy for our investors to view their portal and see current and important information.

Cons

I have expressed multiple shortcuts that would make it easier on the backend for myself to update certain current investments on the portal.

Review Source

AM

Alicia M.  
Vice President, Capital Markets  
Investment Management  
Used the software for: Less than 6 months

### "Great Support Team"

May 13, 2021

4.0

I'd say a 7+. AppFolio has a great support team, however I do find hangups with the software from time to time that I think could eventually go away. It's not perfect but for the price it's pretty good.

Pros

I like the immediate support responses. I like how this software is also utilized as an effective CRM.

Cons

I'm not the biggest fan of the docusign functionality in this software, I think it could be a LOT better. Need to include international bank accounts.

Alternatives considered

[Juniper Square](https://www.capterra.com/p/171269/Juniper-Square/)

Reason for choosing AppFolio Investment Manager

Juniper Square was WAY too expensive and too many bells and whistles.

Review Source

DE

Devin E.  
Principal  
Real Estate  
Used the software for: 1-2 years

### "Happy we made the switch"

September 22, 2020

5.0

Pros

Pricing, ease of use, responsiveness of support

Cons

Digital signatures were very basic when we started, they have since been improved

Reason for choosing AppFolio Investment Manager

Pricing, features, and support

Review Source

JK

Josh K.  
President  
Real Estate  
Used the software for: 1-2 years

### "Great Product Excellent Support"

July 20, 2022

5.0

Pros

Excellent support. Ease of use. Fantastic customer service.

Cons

No issues, all components work well so far.

Review Source

TA

Trevor A.  
Senior Financial Analyst  
Real Estate  
Used the software for: Less than 6 months

### "RanchHarbor"

December 7, 2020

5.0

Pros

The platform is extremely affordable. I am impressed with the constant upgrades and improvements that are being added as Appfolio continues to improve the program. The customer service is excellent, responsive, and quick to help solve issues or answer questions.

Cons

More user functionality on the back end would be nice rather than having to rely on submitting a support request for the Appfolio team to solve the problem on their end.

Alternatives considered

[Juniper Square](https://www.capterra.com/p/171269/Juniper-Square/)

Review Source

JC

Josh C.  
Director of Operations  
Real Estate  
Used the software for: 1-2 years

### "AppFolio Review "

August 11, 2022

4.0

Pros

Deal Pipeline ,CRM, Assets, and fundraising

Cons

Split and Upload feature. It needs to be able to split by different page numbers. Not all K1s are the same amount of pages.

Review Source

MS

Mallory S.  
Office manager  
Real Estate  
Used the software for: Less than 6 months

### "Love appfolio team "

May 14, 2021

5.0

Wonderful customer service. Can’t rave enough about their great customer experience and their ability to listen and adapt to the needs of their clients. We are all so pleased with appfolio.

Pros

Quick responses to all questions and inquiries! They listen to our feedback and makes changes/updates to the system based off our feedback which is huge for us as a small growing company! We are so happy with appfolio being our investor portal.

Cons

Sometimes there are tasks I don’t have the ability to do on my own. The appfolio team always handles the task on their end within minutes of me emailing them, so it’s a very minuscule con.

Review Source

CM

Chrissy M.  
Director of Investor Relations  
Real Estate  
Used the software for: Less than 6 months

### "Great for Investment Mangement"

October 28, 2022

5.0

Pros

Ability to easily upload K-1s and access documents, and information pertaining to their investments 24/7.

Cons

Takes time to get familiarized/comfortable with the software.

Review Source

FK

Frank K.  
Real estate investor  
Real Estate  
Used the software for: 6-12 months

### "Real estate portal"

November 24, 2020

5.0

Pros

Great customer service! Administrative burden significantly reduced through on-line portal with electronic signatures on documents.

Cons

Could improve the ability to remove investors and put investments into active status.

Review Source

WJ

William J.  
Owner  
Real Estate  
Used the software for: 6-12 months

### "RFS Summary"

October 13, 2022

5.0

Very good

Pros

Support and features, the improvements are timely and well arranged

Cons

The learning curve, but expected with all the features.

Review Source

MK

Mihir K.  
Principal  
Real Estate  
Used the software for: 6-12 months

### "Thoughtful Tool"

June 8, 2021

5.0

Love it and it’s easy to use, our investors love it as well.

Pros

AppFolio is a well thought out software to help manage our project investors.

Cons

Price point is a bit high. And can’t control the other users as much as I would like to give more access or reduce access as I need.

Reason for choosing AppFolio Investment Manager

Easy to use

Review Source

AZ

Alex Z.  
President  
Real Estate  
Used the software for: 6-12 months

### "Powerful, Functional and Easy to Use"

June 8, 2021

5.0

Pros

Investment Management, tracking returns and the investor portal

Cons

financial reporting of operations and integration with 3rd party property managers

Review Source

DB

Dino B.  
Director of Accounting  
Real Estate  
Used the software for: 6-12 months

### "Investment Management for Zakhem portfolios"

May 11, 2022

4.0

Very pleased to have this tool and it enhances our image with our investors.

Pros

Well organized and efficient means of maintaining investor and property information, while handling complex tier ownership structures.

Cons

Moving between tasks/windows can be cumbersome and the organization chart can't be printed.

Reason for choosing AppFolio Investment Manager

Current user of Property Management application.

Review Source

BL

Bradley L.  
COO  
Real Estate  
Used the software for: Less than 6 months

### "Great Platform at a great price"

June 11, 2021

5.0

It was and continues to be a great team to work with.

Pros

User friendly and great customer service.

Cons

It would be nice if the software was more robust.

Review Source

KB

Kimberly B.  
Director of Accounting  
Commercial Real Estate  
Used the software for: 1-2 years

### "Investment Management is very user friendly."

October 19, 2022

5.0

Pros

It is very user friendly. The options and the interactions are very intuitive.

Cons

I would like some screens to default to the last data entered.

Review Source

DC

Daisy C.  
Senior Accounting Manager  
Real Estate  
Used the software for: 1-2 years

### "Simple and Easy to Use "

March 9, 2021

5.0

Pros

Transfer Position is my favorite feature. Transfers can easily and quickly be done within minutes.

Cons

I think reports can be improved. With time, I am sure they will improve.

Review Source

JG

Jerry G.  
Investor relations  
Real Estate  
Used the software for: Less than 6 months

### "great investor software"

October 7, 2019

5.0

Pros

Appfolio being new to this field gave us leverage and flexibility as we already used their property management software. Since we started using the software in March they have made dozens of changes to add additional features and features.

Cons

Basically, nothing as we new to automating investor management

Review Source

CG

Colin G.  
Managing Director  
Real Estate  
Used the software for: 1-2 years

### "Tim McClure"

December 6, 2022

5.0

Pros

This review really intended to address product support via Tim McClure- Tim always great at explaining the features of Appfolio and helping us get the functionality out of it that we need.

Cons

See above- review really intended in connection with positive experience with Tim McClure.

Review Source

Response from AppFolio

December 14, 2022

Hi Colin, thank you for your review! Would be happy to pass along this to Tim.

CW

Connie W.  
Accounting Manager  
Real Estate  
Used the software for: 6-12 months

### "Customer Service very helpful"

April 25, 2022

5.0

Pros

We recently invested in Appfolio as an Investment source for our Investors to track. The initial team was able to upload years of contributions and distributions for us which was very helpful. And with the few issues we had the Customer Service department was very prompt, helpful and knowledgeable to resolve them.

Cons

We have not yet sent it out to our Investors so do not have any feedback on the actual ease of use.

Review Source

JW

John W.  
Manager  
Real Estate  
Used the software for: Less than 6 months

### "Great for growing investors"

May 27, 2021

4.0

Pros

It allowed us to scale our investor management and have one software for many functions.

Cons

Difficulty in adding Notes as an investment type, though it is possible, its a little more complicated than equity.

Review Source

JV

Juan V.  
Managing Partner  
Real Estate  
Used the software for: Less than 6 months

### "Excellent Platform"

May 14, 2021

5.0

My overall experience has been great. The customer service for Appfolio has been extremely helpful and very willing to answer and address any questions. I've reached out to them for recommendations on improving the platform and they have listened and adopted the changes. I would certainly recommend Appfolio to anyone looking to grow and systemize their business.

Pros

What I like most about the platform is that it's simple to use and it's appealing to the eye compared to other platforms.

Cons

There are still some small kinks to address but the team is doing a great job improving the platform.

Review Source

AL

Atticus L.  
Principal  
Real Estate  
Used the software for: Less than 6 months

### "Outstanding Product"

May 19, 2020

5.0

After spending an hour or so driving the features with the assistance of an AppFolio representative, it became easy to use and navigate. Whenever I have questions I receive thorough answers promptly, which is very helpful.

Pros

Easy to use, investors love it, and it is a great and efficient way to communicate with investors and distribute tax information.

Cons

It would be nice to be able to send emails from a no-reply address, but not a big deal, and Appfolio is constantly improving the features and functionality.

Review Source

TL

Ty L.  
Manager  
Real Estate  
Used the software for: Less than 6 months

### "Common Dwelling Review"

December 24, 2021

4.0

Pros

Inexpensive and great customer support. Especially \[SENSITIVE CONTENT\]

Cons

Not easy to customize.

Reason for choosing AppFolio Investment Manager

Responsiveness of sales team.

Review Source

DF

Dan F.  
CEO  
Real Estate  
Used the software for: Less than 6 months

### "Haley is awesome"

October 13, 2022

5.0

it's been great

Pros

the ease of use and they onboarding experience

Cons

Waterfalls can be a bit clunky at times.

Review Source

RV

Ryan V.  
Controller  
Real Estate  
Used the software for: Less than 6 months

### "Great Customer Support!"

March 5, 2021

5.0

Had an issue with a couple of property set-ups in AIM, and Customer Support responded quickly. They took care of things so I had very little to do on my end.

Pros

Integrates nicely with Appfolio Property Management, so there's very little duplication of work.

Cons

Nothing, very few issues thus far.

Review Source

Talk to a Capterra advisor for free and get results within 15 minutes.