List of AppFolio Investment Management Customers
Goleta, 93117, CA,
United States
Since 2010, our global team of researchers has been studying AppFolio Investment Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased AppFolio Investment Management for Real Estate Investment from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using AppFolio Investment Management for Real Estate Investment include: Anthos Properties, a United States based Construction and Real Estate organisation with 60 employees and revenues of $6.0 million, Calidus Management LLC, a United States based Construction and Real Estate organisation with 20 employees and revenues of $5.0 million, Ridgeline Capital Partners, a United States based Construction and Real Estate organisation with 20 employees and revenues of $5.0 million, Argo Property Group, a United States based Construction and Real Estate organisation with 10 employees and revenues of $1.0 million, Leebco, Inc, a United States based Construction and Real Estate organisation with 5 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using AppFolio Investment Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the ERP Services and Operations software purchases.
The AppFolio Investment Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of ERP Services and Operations software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Anthos Properties | Construction and Real Estate | 60 | $6M | United States | AppFolio | AppFolio Investment Management | Real Estate Investment | 2018 | n/a | In 2018, Anthos Properties implemented AppFolio Investment Management for Real Estate Investment Management. The company used AppFolio Investment Management to collect rent and to track resident payments and resident information, centralizing rent roll data and tenant records within the application. The deployment leveraged the cloud based AppFolio platform to deliver resident management and rent collection capabilities, applying standard Real Estate Investment Management workflows such as payment posting, unit level account tracking, and lease record consolidation. Operational coverage spanned property operations, leasing, and accounting functions, with governance focused on centralized tenant records, standardized payment posting procedures, and consistent resident information management. | |
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Argo Property Group | Construction and Real Estate | 10 | $1M | United States | AppFolio | AppFolio Investment Management | Real Estate Investment | 2016 | n/a | In 2016 Argo Property Group implemented AppFolio Investment Management as its Real Estate Investment Management solution to move investor communications and document distribution onto a purpose-built platform. Prior to this implementation the company sent equity documents and managed all investor communication through email, creating frequent cases of lost documents and repeated resends, and a manual K1 distribution process that lacked a single source of truth for profitability and distributions. The deployment focused on the AppFolio Investment Management online investor portal and document distribution capabilities, configured to deliver investor statements, equity documents, and tax documents such as K1s through a portal-first workflow. Configuration emphasized portal access to distributions, capital contributions, and profitability reporting, consolidating investor-facing content into AppFolio Investment Management and reducing reliance on ad hoc email attachments. Operational coverage centered on investor relations and finance functions, with external investors provisioned to access documents and receive regular updates through the portal. The implementation centralized communications and reporting within the Real Estate Investment Management application, creating a single repository for investor inquiries and portfolio visibility while aligning internal workflows around portal-driven notifications and document management. Governance and process changes included formalizing a single source for investor documents and instituting portal-based distribution of K1s and periodic updates, which removed previous manual handoffs. The firm reports a night and day difference after adopting AppFolio Investment Management, investors now access their documents and receive regular updates, and stakeholders describe the investor experience as significantly improved with clearer visibility into portfolio holdings and distributions. | |
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Calidus Management LLC | Construction and Real Estate | 20 | $5M | United States | AppFolio | AppFolio Investment Management | Real Estate Investment | 2016 | n/a | In 2016, Calidus Management LLC implemented AppFolio Investment Management to centralize investor access and reporting as part of its Real Estate Investment Management activities. The small United States based construction and real estate firm with 20 employees configured the application to provide a single point of truth for investor-facing information and account-level visibility. The deployment focused on investor portals and investor reporting capabilities within AppFolio Investment Management, configured to present individual investment positions, performance summaries, and related documents so investors could find the information they need without intermediary requests. Configuration emphasized clear account views and portal navigation to accommodate users with varying levels of technical comfort. Calidus added an easy to find access tab on its public website that directs investors into their secure portals, and all investors logged in to the new investor portals, including older clients who initially felt intimidated by new technology. Operational coverage centered on investor relations and finance workflows, with the portal serving external investors across the firms client base in the United States. Rollout included direct communications to investors and staged portal access, and the initial response from investors was extremely positive, with feedback that the portal allows them to see returns and individual investment details easily and comprehensively. The implementation reduced reliance on ad hoc investor inquiries by shifting information delivery to self-service investor portals and reshaped regular investor reporting workflows for Calidus Management LLC. | |
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Construction and Real Estate | 5 | $1M | United States | AppFolio | AppFolio Investment Management | Real Estate Investment | 2017 | n/a |
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Construction and Real Estate | 20 | $5M | United States | AppFolio | AppFolio Investment Management | Real Estate Investment | 2019 | n/a |
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