Forum Real Estate Income Fund
Why invest?
Strong partnership
Combines the expertise of two industry leaders to source and actively allocate between private real estate debt and public securitized opportunities
Balanced income and volatility
Designed to generate yield and risk-adjusted returns through a diversified portfolio of real estate debt that has historically exhibited low correlation to the broader market
Access
A structured '40 Act interval fund, providing access to traditionally institutional* assets and hard-to-replicate investments
About this fund
Utilizing our strategic partnership to actively allocate between direct lending and institutional* CMBS, based on relative value and risk-adjusted return potential. We focus on institutional investment opportunities within real estate debt to achieve three main objectives: maximize current income, preserve investor capital, and realize long-term capital appreciation.
Collaborative approach to portfolio selection and allocation
Private Real Estate Debt
- Deals sourced by Forum, a national real estate developer, operator and investment firm
Institutional CMBS
- Ideas sourced from Janus Henderson’s securitized franchise
- Focus on high quality CMBS investments across various sub-sectors
Strategy Overview
F share Fund inception
October 30, 2019
Investment category
Real estate debt
Benchmark
Bloomberg CMBS BBB index
Potential investments
-
- Agency securitizations
- Non-Agency securitizations
- Single Asset Single Borrower CMBS (SASB)
- Preferred Equity
- Mezzanine Loans
- CMBS-B Pieces
- Direct Multifamily Real Estate
- Senior Loans
Partnership
Combining the expertise of two industry leading firms with the oversight of a collaborative investment committee.
Investment Adviser
Forum is a private real estate investment manager focused on multifamily with an owner/operator mentality and experience in development, acquisitions, and lending.
Sub-Adviser
Janus Henderson's mission is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service.