The document provides insights from a survey of over 100 real estate investors, examining their views on investment management companies in the context of current market uncertainties. It highlights shifts in investor expectations, important criteria for choosing a management company, and their level of trust and satisfaction with their investment managers. The report also covers the use of technology, communication preferences, and recommendations for improving investor relations.

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How Investors View
Investment
Management
Companies:
A Deep Dive into
Real Estate Investor
Report Data
Webinar Series

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Mike Sebastian
Industry Principal
AppFolio Investment Manager
Host

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Q&A

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Shifts in the political landscape, interest
rates, and economic downturns have
shaped investors’ level of uncertainty
around the real estate market.
How do your investors really feel about
investment management companies?
Today’s Goal

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New Report
● Survey of over 100 real estate investors
● Over 60 pages of data insights
● Compares data from 2023 to 2019 and 2021

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● Ways investor expectations are shifting and
how you can better meet their needs
● What motivates investors and is important
when choosing an investment management
company
● How likely investors are to trust and
recommend their investment manager
● And more!
How Investors View
Investment
Management
Companies

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How valuable
would each of
these technologies
be to you as an
investor?

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What is the
primary reason
you invest in real
estate through an
investment
management
company?

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When choosing a
real estate
investment
management
company to invest
with, what are
your most
important criteria?
(in rank order)

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How many
investment
companies do
you invest with?

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How many
investment
companies do you
invest with?
(By age and net worth)

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When investing with a
real estate investment
management company,
how important are each
of the following?
As a current client, how
satisfied are you with
each?

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How do you view
your investment
manager’s
response to
market changes
or uncertainty?

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How likely are you
to recommend
your real estate
investment
management
company to a
friend or a
colleague?

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How likely are you
to recommend
your real estate
investment
management
company to a
friend or a
colleague?

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Do you trust your
investment
manager to make
decisions on your
behalf?

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How would you
rate the level of
transparency in
your investment
management
company?

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Does your real
estate investment
management
company offer an
investor portal? If
so, how often do
you use it?

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What are the
primary reasons
you use your
investor portal?

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What types of
information would
you like to receive
from your
investment
management
company?

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How do you
typically interact
with your
investment
management
company?

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What is your
preferred method
of communication
with your
investment
manager?

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Live Q&A

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AppFolio
Investment
Manager

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