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1 2023 © AppFolio, Inc. Confidential
How Investors View
Investment
Management
Companies:
A Deep Dive into
Real Estate Investor
Report Data
Webinar Series
2 2023 © AppFolio, Inc. Confidential
Mike Sebastian
Industry Principal
AppFolio Investment Manager
Host
3 2023 © AppFolio, Inc. Confidential
Q&A
4 2023 © AppFolio, Inc. Confidential
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
5 2023 © AppFolio, Inc. Confidential
New Report
● Survey of over 100 real estate investors
● Over 60 pages of data insights
● Compares data from 2023 to 2019 and 2021
6 2023 © AppFolio, Inc. Confidential
● 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
7 2023 © AppFolio, Inc. Confidential
7
How valuable
would each of
these technologies
be to you as an
investor?
8 2023 © AppFolio, Inc. Confidential
8
What is the
primary reason
you invest in real
estate through an
investment
management
company?
9 2023 © AppFolio, Inc. Confidential
9
When choosing a
real estate
investment
management
company to invest
with, what are
your most
important criteria?
(in rank order)
10 2023 © AppFolio, Inc. Confidential
10
How many
investment
companies do
you invest with?
11 2023 © AppFolio, Inc. Confidential
11
How many
investment
companies do you
invest with?
(By age and net worth)
12 2023 © AppFolio, Inc. Confidential
12
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?
13 2023 © AppFolio, Inc. Confidential
13
How do you view
your investment
manager’s
response to
market changes
or uncertainty?
14 2023 © AppFolio, Inc. Confidential
14
How likely are you
to recommend
your real estate
investment
management
company to a
friend or a
colleague?
15 2023 © AppFolio, Inc. Confidential
15
How likely are you
to recommend
your real estate
investment
management
company to a
friend or a
colleague?
16 2023 © AppFolio, Inc. Confidential
16
Do you trust your
investment
manager to make
decisions on your
behalf?
17 2023 © AppFolio, Inc. Confidential
17
How would you
rate the level of
transparency in
your investment
management
company?
18 2023 © AppFolio, Inc. Confidential
18
Does your real
estate investment
management
company offer an
investor portal? If
so, how often do
you use it?
19 2023 © AppFolio, Inc. Confidential
19
What are the
primary reasons
you use your
investor portal?
20 2023 © AppFolio, Inc. Confidential
20
What types of
information would
you like to receive
from your
investment
management
company?
21 2023 © AppFolio, Inc. Confidential
21
How do you
typically interact
with your
investment
management
company?
22 2023 © AppFolio, Inc. Confidential
22
What is your
preferred method
of communication
with your
investment
manager?
23 2023 © AppFolio, Inc. Confidential
Live Q&A
24 2023 © AppFolio, Inc. Confidential
AppFolio
Investment
Manager
Thank you ✌
Schedule a customized product demo.

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

  • 1. 1 2023 © AppFolio, Inc. Confidential How Investors View Investment Management Companies: A Deep Dive into Real Estate Investor Report Data Webinar Series
  • 2. 2 2023 © AppFolio, Inc. Confidential Mike Sebastian Industry Principal AppFolio Investment Manager Host
  • 3. 3 2023 © AppFolio, Inc. Confidential Q&A
  • 4. 4 2023 © AppFolio, Inc. Confidential 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
  • 5. 5 2023 © AppFolio, Inc. Confidential New Report ● Survey of over 100 real estate investors ● Over 60 pages of data insights ● Compares data from 2023 to 2019 and 2021
  • 6. 6 2023 © AppFolio, Inc. Confidential ● 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
  • 7. 7 2023 © AppFolio, Inc. Confidential 7 How valuable would each of these technologies be to you as an investor?
  • 8. 8 2023 © AppFolio, Inc. Confidential 8 What is the primary reason you invest in real estate through an investment management company?
  • 9. 9 2023 © AppFolio, Inc. Confidential 9 When choosing a real estate investment management company to invest with, what are your most important criteria? (in rank order)
  • 10. 10 2023 © AppFolio, Inc. Confidential 10 How many investment companies do you invest with?
  • 11. 11 2023 © AppFolio, Inc. Confidential 11 How many investment companies do you invest with? (By age and net worth)
  • 12. 12 2023 © AppFolio, Inc. Confidential 12 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?
  • 13. 13 2023 © AppFolio, Inc. Confidential 13 How do you view your investment manager’s response to market changes or uncertainty?
  • 14. 14 2023 © AppFolio, Inc. Confidential 14 How likely are you to recommend your real estate investment management company to a friend or a colleague?
  • 15. 15 2023 © AppFolio, Inc. Confidential 15 How likely are you to recommend your real estate investment management company to a friend or a colleague?
  • 16. 16 2023 © AppFolio, Inc. Confidential 16 Do you trust your investment manager to make decisions on your behalf?
  • 17. 17 2023 © AppFolio, Inc. Confidential 17 How would you rate the level of transparency in your investment management company?
  • 18. 18 2023 © AppFolio, Inc. Confidential 18 Does your real estate investment management company offer an investor portal? If so, how often do you use it?
  • 19. 19 2023 © AppFolio, Inc. Confidential 19 What are the primary reasons you use your investor portal?
  • 20. 20 2023 © AppFolio, Inc. Confidential 20 What types of information would you like to receive from your investment management company?
  • 21. 21 2023 © AppFolio, Inc. Confidential 21 How do you typically interact with your investment management company?
  • 22. 22 2023 © AppFolio, Inc. Confidential 22 What is your preferred method of communication with your investment manager?
  • 23. 23 2023 © AppFolio, Inc. Confidential Live Q&A
  • 24. 24 2023 © AppFolio, Inc. Confidential AppFolio Investment Manager
  • 25. Thank you ✌ Schedule a customized product demo.