AppFolio and operations training for real estate investors

Recommended workflow

1. 01

   Define the review cadence

   Use a monthly operating review and a quarterly asset review rather than reacting to isolated transactions.

2. 02

   Read behind the totals

   Connect statement variances to leases, work orders, turns, projects, and timing before drawing a conclusion.

3. 03

   Separate repair from capital

   Classify recurring maintenance, replacement, and improvement decisions consistently with your accounting and tax advisers.

4. 04

   Set decision thresholds

   Give management clear approval limits and escalation rules for urgent work and tenant retention.

5. 05

   Maintain an action log

   Record the decision, owner, due date, expected result, and follow-up date for each asset-level item.