The document summarizes the results of a survey of 102 real estate investors about their preferences and concerns. It covers the profile of today's real estate investor, including their income levels and investment amounts. It then discusses investor sentiment and concerns, such as economic uncertainty and taxes. Next, it examines investor knowledge and tools, finding that many want more education. Finally, it looks at how investors view investment management companies and what they desire from them, such as transparency and communication.

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Research results: what the
modern real estate investor really
wants
WEBINAR

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Industry Principal,
AppFolio Investment Management
Michael Sebastian

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Q&A

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A profile of today’s real estate investor
Investor sentiment and concerns
Investor knowledge and tools
How investors view investment management
companies
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Today’s Agenda

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● Surveyed 102 real estate investors
● Some part of portfolio in real estate
● Have a personal income of $200K or more or a household income of $300K or more
● Have a net worth of $1M or more
● Have at least $25K invested in real estate
● Receive a K-1 or 1099-DIV/INT tax form from their real estate investment
management firm
Survey Methodology

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A profile of today’s real estate
investor

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Investor sentiment and concerns

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Investor knowledge and tools

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How investors view investment
management companies

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Smarter tools for modern
investment management
ᐩ Easy to Use, learn, and train new
employees
ᐩ Impress Investors with a portal that
keeps them updated, informed, and
engaged
ᐩ Manage Fundraising. Promote new
opportunities and track interest of
prospective investors
ᐩ Evolve beyond Spreadsheets.
Organize assets in one central hub
to increase efficiency and
mitigate risk