CONTENT SPONSORED BY APPFOLIO
CRE INNOVATIONS
By Jon Walker
SMART SOLUTIONS IN INVESTMENT SUPPORT
AppFolio Investment Management delivers unparalleled investment management solutions to one fast-growing company .
Your business is evolving every day . The tools your company uses in real estate are tried and true , trusted , and steadfast . As general partners and investment advisers , you build out investment models on spreadsheets and workbooks and convert them into investor presentations and financial reports — it ’ s how you work . So the thought of building out a new platform — an investment management system — using advanced tools can seem like a faraway dream . You must build it and maintain it ; staff need to be trained , and information security must be addressed . But solutions are available that work very well for our industry .
Investment management software solutions have morphed . The concept of having a secure system in a real estate investment environment isn ’ t something that may arrive one day — it ’ s here now . An investment management software solution can dovetail multiple manual tasks into an automated environment that increases accuracy , reduces staff time , and provides a dashboard environment for investors that allows for self-service access to their investments .
AppFolio Investment Management brings all these components to you in a single solution . The upside is immediate usability by your team . In addition , quality access to information forms the baseline to build next-level investor interaction and improved investor relations . Here are just some of the benefits :
• Improved investor relations and back-office operations .
• 24-hour access to investments .
• Quick summaries of portfolio metrics .
• A platform that provides an investor tool that increases trust .
• Centralized data to improve response times to investors questions .
• Deep data on individual assets from a single dashboard .
• Online solutions for investors to compare investment alternatives .
• Real-time financial outcomes and yield metrics .
• Fully automated monthly , quarterly , and annual investor reports .
Elevating and then delivering on investor expectations will separate you from the competition . However , providing investor transparency requires leading with crystal-clear financial information .
• Present investment alternatives with complete confidence .
• Increase investor retention .
• Increase investor trust with accurate and accessible financial reporting .
• Measure deliverables .
• Present viewable knowledge . AppFolio Investment Management helps eliminate two obstacles to success : maintaining accurate deal information from spreadsheets ( for both existing and pipeline deals ) and making incremental improvements to investor relations . This all-in-one solution brings measurable improvements to deal information and investor deliverables with a web-based , easy-to-use solution that eliminates barriers , creating a transformation in your business persona and your standing in the marketplace as an investment adviser with cutting-edge tools . It ’ s a 21st-century response that will push the envelope and your results well past “ the usual ” and help your investment management business fly above the competition .
SOLUTIONS IN PRACTICE All Pro Capital is a rapidly growing real estate investment firm established in Colorado Springs , Colo ., in 2009 . Under the leadership of president and CEO Tony Bettis , the firm has offered more than 450 investors opportunities to support development in their community without incurring a single loss in investor principal .
After growing from 30 investors to over 450 within seven years , All Pro Capital needed an investment management solution that could keep up with such growth . However , Bettis didn ’ t expect to find a solution that would help his company expand and improve the investor experience simultaneously .
42 COMMERCIAL INVESTMENT REAL ESTATE MAGAZINE SUMMER 2022