As COVID-19 continues to have an impact on real estate investing, successful investment management firms are leveraging technology tools to strengthen investor communications and maintain business continuity. Join this webinar to hear how Morris Groberman, Principal of Northwest Commercial Real Estate Investments, LLC, has been using investment management software to run his business during this unprecedented time. AppFolio VP of Sales Ryan Phillips will also be giving an exclusive look into how these purpose-built tools will empower you to serve your investors and maintain productivity in times of disruption. This virtual webcast will discuss how to leverage technology tools to: Provide transparency and accessibility to investors. Maintain business continuity. Access important asset-level insights for quick reporting. Ensure business information and documents are secure.

1. Leverage Technology to Maintain
Continuity & Safeguard Your Business
WEBINAR

2. Submit your
Questions
Type questions and
comments in the
questions pane

3. Today’s Speakers
Ryan Phillips
AppFolio Investment Management
ryan.phillips@appfolio.com
Morris Groberman
Northwest Commercial Real Estate
Investments, LLC
morris@nwcrei.com

4. Our goal is to acquire and operate well
located real estate investments in the Puget
Sound region producing asset appreciation
and income for our investors.

5. Overall Concerns

6. Investor Relations

7. Investor Questions
Do you have sufficient backup?” What effect will this have on my investments?”
Do we still anticipate the same outbound value?” Will the project be finished on time?”
Can the assets withstand income reductions?” Is it safe to invest at this time?”
How are the residents?” What sectors are most at risk?”

8. Prioritize Transparency
and Accessibility to
Maintain Trust

9. Prioritize Transparency and Accessibility to Maintain Trust

10. Investment Management

11. Closing deals and
delayed deals.
Employees are working from home, how
do I keep them engaged with investors?
Forecasting the effects of
my property and adjusting
my business model.
Managing capital and reduced
access to capital.
11 © AppFolio, Inc. Confidential 2020
Investment Management Concerns

12. Identify New Processes
that Maintain Business
Operations

13. Identify New Processes that Maintain Business Operations

14. Asset Performance

15. Safely performing
inspections and
maintenance”
Safety of our tenants, safety of
our employees, and the safety
of investors’ assets.”
Whether construction will continue and meet move-in deadlines.”
15 © AppFolio, Inc. Confidential 2020
Property Manager Concerns

16. Communicate Asset
Level Details to Investors

17. Relationship
Management (CRM)
Efficiently manage
relationships and interactions
with your investors within a
robust CRM system.
Investment
Management
Promote new offerings, track
interest of prospective
investors and manage active
investments.
Investor Portal
Investors have easy 24/7
access to a dashboard
summarizing important
investment information.
17 © AppFolio, Inc. Confidential 2020

18. Want to
Learn More?

19. Smarter Tools for Modern
Investment Management
• Easy to Use, learn, and train new employees
• Impress Investors with a portal that keeps
them updated, informed, and engaged
• Manage Fundraising. Promote new
opportunities and track interest of
prospective investors
• Ditch the Spreadsheets. Organize
assets in one central hub to increase
efficiency and mitigate risk