Commercial real estate investing involves many moving parts, and boosting returns requires harnessing greater efficiencies and gaining deeper insights. Detailed reporting functions help investors drill down into key metrics so that variables impacting the bottom line can be adjusted on the fly if necessary. This type of transparency can be difficult to achieve through manual processes or a number of separate apps that interface poorly - or not at all.Learn More
Data at your fingertips
In the digital age, analytics are key to making sound investment decisions. With information at your fingertips from anywhere at any time, AppFolio makes it simpler to call up the critical data components needed to support the status quo or a change in investment strategy. In short, you want to view real-time data from as many angles as possible.
Streamlined performance insights
To illustrate, you may have access to a portfolio view that gives a snapshot of investment performance at some given point in time. Reports cobbled together from various sources may include historical data that does not reflect current cash flows and market conditions. Having a reporting function that allows access to the most current data by leveraging AI-driven insights and applying that in-depth knowledge to the decision-making process will make all the difference.
Dive deep into ROI
Summary views of investment performance tell the tale from a high level, and snapshots alone won't tell the whole story. To fine-tune investment performance, A technology platform like AppFolio is capable of offering a more granular perspective of vital financials such as income statements and balance sheets. Reports include links that launch a deeper dive into the factors that impact ROI. Having clean and accurate data under one roof allows for more transparency and better outcomes for investors.
In pooled investment scenarios, manually distributing capital gains or other returns through waterfall methods can be a complex undertaking. You'll need to commit a significant amount of time and resources toward pulling information from many sources and piecing it all together on spreadsheets for timely and accurate payments.Learn More
AppFolio speeds the process while providing a number of advantages over less innovative methods.
You'll save time. Having ready access to all the information needed to facilitate distributions will eliminate the need to cull data from multiple channels, cutting down on hours required to complete the process.
You'll increase output. A complete intuitive and automated method of making waterfall distributions allows you to generate more payments and statements in less time than manual efforts.
You'll be less prone to errors. Using built-in tools for calculation reduces the chance of errors commonly made when inputting data into Excel from numerous sources.
You'll facilitate the audit process. Having one source of truth for reporting will increase accuracy and make for a cleaner process when audits need to be conducted.
Reduce the dependency on spreadsheets
Until end-to-end solutions were developed, spreadsheets helped real estate management companies record and track rents, common area maintenance fees, and expenses that would ultimately form the basis for investment reports. AppFolio allows direct entry of metrics into the platform for greater efficiencies and a decrease in the incidences of double entries.
Eliminate manual errors
Internal development of formulas, macros, and pivot tables in spreadsheets increase the odds of human error via manual data entry. AppFolio assists in removing the technical burden from designated personnel or the cost of outsourcing for said services.
Leveraging reporting tools that give deeper insights into portfolio makeup and performance facilitates the attraction, engagement, and retention of bona fide investors.
In the real estate investment industry, appearances matter. Adding style to substance, AppFolio gives your business the opportunity to brand statements and reports with graphics and logos. You can also include individual investor info on these documents for a targeted, personal approach.
Learn how AppFolio Investment Manager can streamline and automate day-to-day tasks, so your
team can operate at the top of their game.