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Best Real Estate Investment Management Software for Medium-Sized Businesses

Neya Kumaresan
NK
Researched and written by Neya Kumaresan

Products classified in the overall Real Estate Investment Management category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Real Estate Investment Management to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Real Estate Investment Management category.

In addition to qualifying for inclusion in the Real Estate Investment Management Software category, to qualify for inclusion in the Medium-Sized Business Real Estate Investment Management Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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4 Listings in Real Estate Investment Management Available
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    G2 Score
InvestNext
By InvestNext
(219)4.6 out of 5
Optimized for quick response
3rd Easiest To Use in Real Estate Investment Management software
Save to My Lists
Entry Level Price:$299.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    InvestNext's platform is an end-to-end solution for innovative, compliant, and efficient real estate investment management. We empower syndicators, fund managers, and Investor Relations teams to s

    Users
    • Managing Partner
    • CEO
    Industries
    • Real Estate
    • Commercial Real Estate
    Market Segment
    • 91% Small-Business
    • 9% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • InvestNext Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    27
    Ease of Use
    19
    Features
    10
    Response Time
    8
    Communication
    6
    Cons
    Difficult Setup
    5
    Poor Customer Support
    5
    Expensive
    4
    Learning Difficulty
    4
    Missing Features
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • InvestNext features and usability ratings that predict user satisfaction
    8.1
    Reporting
    Average: 8.7
    8.4
    Ease of Use
    Average: 9.0
    8.3
    Investor Reporting
    Average: 7.6
    8.3
    Portfolio Management
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    InvestNext
    Company Website
    Year Founded
    2016
    HQ Location
    Detroit, US
    Twitter
    @invest_next
    640 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    48 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

InvestNext's platform is an end-to-end solution for innovative, compliant, and efficient real estate investment management. We empower syndicators, fund managers, and Investor Relations teams to s

Users
  • Managing Partner
  • CEO
Industries
  • Real Estate
  • Commercial Real Estate
Market Segment
  • 91% Small-Business
  • 9% Mid-Market
InvestNext Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
27
Ease of Use
19
Features
10
Response Time
8
Communication
6
Cons
Difficult Setup
5
Poor Customer Support
5
Expensive
4
Learning Difficulty
4
Missing Features
4
InvestNext features and usability ratings that predict user satisfaction
8.1
Reporting
Average: 8.7
8.4
Ease of Use
Average: 9.0
8.3
Investor Reporting
Average: 7.6
8.3
Portfolio Management
Average: 8.6
Seller Details
Seller
InvestNext
Company Website
Year Founded
2016
HQ Location
Detroit, US
Twitter
@invest_next
640 Twitter followers
LinkedIn® Page
www.linkedin.com
48 employees on LinkedIn®
Juniper Square
By Juniper Square
(90)4.7 out of 5
Optimized for quick response
4th Easiest To Use in Real Estate Investment Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Juniper Square is the leading provider of innovative fund software and administration solutions for the private markets, helping GPs and LPs seamlessly connect and communicate across every stage of th

    Users
    No information available
    Industries
    • Real Estate
    • Commercial Real Estate
    Market Segment
    • 80% Small-Business
    • 17% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Juniper Square Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    4
    Customer Support
    2
    Data Management
    2
    Organization
    2
    Affordable
    1
    Cons
    Investment Issues
    2
    Missing Features
    2
    Search Functionality Issues
    2
    Manual Processes
    1
    Poor Reporting
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Juniper Square features and usability ratings that predict user satisfaction
    8.7
    Reporting
    Average: 8.7
    9.1
    Ease of Use
    Average: 9.0
    8.7
    Investor Reporting
    Average: 7.6
    8.3
    Portfolio Management
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Juniper Square
    Company Website
    Year Founded
    2014
    HQ Location
    San Francisco, California
    Twitter
    @juniper_square
    2,199 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    601 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Juniper Square is the leading provider of innovative fund software and administration solutions for the private markets, helping GPs and LPs seamlessly connect and communicate across every stage of th

Users
No information available
Industries
  • Real Estate
  • Commercial Real Estate
Market Segment
  • 80% Small-Business
  • 17% Mid-Market
Juniper Square Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
4
Customer Support
2
Data Management
2
Organization
2
Affordable
1
Cons
Investment Issues
2
Missing Features
2
Search Functionality Issues
2
Manual Processes
1
Poor Reporting
1
Juniper Square features and usability ratings that predict user satisfaction
8.7
Reporting
Average: 8.7
9.1
Ease of Use
Average: 9.0
8.7
Investor Reporting
Average: 7.6
8.3
Portfolio Management
Average: 8.6
Seller Details
Seller
Juniper Square
Company Website
Year Founded
2014
HQ Location
San Francisco, California
Twitter
@juniper_square
2,199 Twitter followers
LinkedIn® Page
www.linkedin.com
601 employees on LinkedIn®
Get a quote

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Agora Real Estate
By Agora
(190)4.8 out of 5
Optimized for quick response
2nd Easiest To Use in Real Estate Investment Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Agora is the most comprehensive real estate investment management platform on the market. At Agora, we empower GPs, owners/operators, and real estate investment firms to scale their business effortle

    Users
    • Controller
    Industries
    • Real Estate
    • Commercial Real Estate
    Market Segment
    • 93% Small-Business
    • 6% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Agora Real Estate Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    55
    Ease of Use
    31
    Onboarding
    20
    Investment Management
    16
    Features
    14
    Cons
    Missing Features
    22
    Improvement Needed
    11
    Learning Difficulty
    7
    Email Functionality
    6
    Distribution Issues
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Agora Real Estate features and usability ratings that predict user satisfaction
    8.6
    Reporting
    Average: 8.7
    9.0
    Ease of Use
    Average: 9.0
    8.8
    Investor Reporting
    Average: 7.6
    8.5
    Portfolio Management
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Agora
    Company Website
    Year Founded
    2019
    HQ Location
    New York, US
    LinkedIn® Page
    www.linkedin.com
    153 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Agora is the most comprehensive real estate investment management platform on the market. At Agora, we empower GPs, owners/operators, and real estate investment firms to scale their business effortle

Users
  • Controller
Industries
  • Real Estate
  • Commercial Real Estate
Market Segment
  • 93% Small-Business
  • 6% Mid-Market
Agora Real Estate Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
55
Ease of Use
31
Onboarding
20
Investment Management
16
Features
14
Cons
Missing Features
22
Improvement Needed
11
Learning Difficulty
7
Email Functionality
6
Distribution Issues
4
Agora Real Estate features and usability ratings that predict user satisfaction
8.6
Reporting
Average: 8.7
9.0
Ease of Use
Average: 9.0
8.8
Investor Reporting
Average: 7.6
8.5
Portfolio Management
Average: 8.6
Seller Details
Seller
Agora
Company Website
Year Founded
2019
HQ Location
New York, US
LinkedIn® Page
www.linkedin.com
153 employees on LinkedIn®
Get a quote
AppFolio Investment Manager
By AppFolio
(107)4.6 out of 5
7th Easiest To Use in Real Estate Investment Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    AppFolio Investment Manager is a complete ecosystem of CRE innovations to maximize returns, reduce overhead, and simplify investment operations. We help you optimize: - Back-office operations, i

    Users
    No information available
    Industries
    • Real Estate
    • Commercial Real Estate
    Market Segment
    • 87% Small-Business
    • 9% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • AppFolio Investment Manager Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    User Interface
    1
    Cons
    Investment Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • AppFolio Investment Manager features and usability ratings that predict user satisfaction
    8.3
    Reporting
    Average: 8.7
    8.9
    Ease of Use
    Average: 9.0
    8.3
    Investor Reporting
    Average: 7.6
    8.8
    Portfolio Management
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    AppFolio
    Company Website
    Year Founded
    2006
    HQ Location
    Santa Barbara, CA
    Twitter
    @AppFolio
    6,318 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,615 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

AppFolio Investment Manager is a complete ecosystem of CRE innovations to maximize returns, reduce overhead, and simplify investment operations. We help you optimize: - Back-office operations, i

Users
No information available
Industries
  • Real Estate
  • Commercial Real Estate
Market Segment
  • 87% Small-Business
  • 9% Mid-Market
AppFolio Investment Manager Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
User Interface
1
Cons
Investment Issues
1
AppFolio Investment Manager features and usability ratings that predict user satisfaction
8.3
Reporting
Average: 8.7
8.9
Ease of Use
Average: 9.0
8.3
Investor Reporting
Average: 7.6
8.8
Portfolio Management
Average: 8.6
Seller Details
Seller
AppFolio
Company Website
Year Founded
2006
HQ Location
Santa Barbara, CA
Twitter
@AppFolio
6,318 Twitter followers
LinkedIn® Page
www.linkedin.com
1,615 employees on LinkedIn®
Get a quote
Filters
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Market Segments
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Clear Filter
More Filters
Market Segments
All Segments
Small Business
Mid Market
Avg. Customer Review
Language
Pricing
Sort by
Clear All
4 Listings in Real Estate Investment Management Available
  • Sort By:
    G2 Score