What Do Real Estate Investors Expect From Their Investment Management Professionals?

In this report, you’ll get a data-backed analysis of what investors value in their interactions with investment managers and identify areas for improvement, including investment goals, desired communication frequency, preferred types of investment products, technology adoption, and much more.

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Tailor Your Approach to Shifting Investor Preferences

The team at AppFolio asked 100+ real estate investors about their plans, investment strategies, tools, and challenges. Our findings reveal changes in investor behavior and how investment managers can improve.

Passive Over Active

For the first time since 2021, younger investors are investing more in real estate investment funds than direct real estate ownership.

Quicker Exits

Significantly fewer investors are willing to hold onto real estate investments for over 10 years, shifting to a holding period of 6 to 10 years.

Communication is Key

Since last year, investors have more than doubled their interactions with their real estate managers from once a week to twice per week.

“To build and grow relationships with your investors, you need to cultivate connections — and that means knowing what matters uniquely to them as individuals.”

Mike Sebastian

Industry Principal, AppFolio Investment Manager