Forum Investment Group

05/28/2026

Quick development gut-check.

We asked Forum’s Head of Real Estate for immediate reactions:
• Denver
• New York City
• Charleston
• Florida
• Dallas

Some markets are clear opportunities. Others… not so much.

View full episode: https://hubs.li/Q04jdWG60

05/22/2026

If the data looks perfect…You’re probably already too late.

Development decisions aren’t about today’s market. They’re about the market when projects deliver.

With starts falling sharply across many markets, projects starting today could deliver into a very different supply environment later this decade.

View full episode: https://hubs.li/Q04hD_l-0

05/14/2026

“Not all CMBS risk is created equal—the structure matters as much as the underlying real estate.”

In this new article, Jason Brooks, Head of Debt at Forum, shares his perspective on how investors can think more precisely about CMBS exposure.

He outlines:
• The differences between Conduit, SASB, and Agency CMBS
• Where transparency and underwriting control matter most
• How structure can influence risk and return outcomes
For those evaluating real estate credit, it’s not just about CMBS—it’s about how you implement it.

Read more:

Explore the risks and benefits of CMBS, including conduit, SASB, and agency structures, and their roles in a diversified investment portfolio

05/12/2026

Institutional capital is largely on pause in multifamily development right now.

Not because they dislike the sector. Because they can’t confidently answer one question:
What are assets actually worth today?

With concessions rising and interest rates resetting, forecasting rent normalization has become difficult.

But we believe moments like this, can often create opportunity for flexible capital.

View full episode: https://hubs.li/Q04gcRcW0

05/01/2026

Private credit isn’t delivering uniform outcomes—and the differences are becoming more visible.

As volatility returns, structure, underwriting, and source of repayment are playing a bigger role in shaping results across credit strategies.

In our Q1 2026 update, Neil Shah breaks down what this growing dispersion looks like in practice—and what investors should be paying attention to.

Curious how others are approaching this:
What questions are clients asking most right now when it comes to private credit risk?

Watch the webinar replay here → https://hubs.li/Q04f8-dY0

First-quarter results, current market environment, and shared perspective on how increased dispersion across private credit is influencing portfolios.

04/28/2026

What does it look like to build a $6.5B* real estate platform from the ground up — through the GFC, rising rates, and everything in between?

Our Founder & CEO Darren Fisk sat down with David Weisburd on the “How I Invest” podcast to talk cycles, conviction, and what it really means to be an opportunistic investor.

Listen to the full episode:
Apple podcasts: https://hubs.li/Q04dLM5Y0
Spotify: https://hubs.li/Q04dLPCT0

*Figure represents the firm’s total capitalization as of 12/31/2025. Visit https://hubs.li/Q04dLP590 for more information.

Podcast Episode · How I Invest with David Weisburd · April 24 · 29m

04/27/2026

One of the most misunderstood dynamics in real estate — the easier it is to build, the easier it is to oversupply.

Texas markets can move from start to delivery quickly, while California’s higher barriers to entry help limit future supply.

Those structural differences often drive long-term rent growth more than short-term headlines.

View full episode: https://hubs.li/Q04d6q4k0

04/24/2026

Great day connecting with advisors and partners at CAIS Live in New York.

A highlight was Ryan Broome joining the panel, “Investing in the Backbone: Real Assets for the Next Decade,” where he shared Forum’s perspective on the opportunities ahead.

Appreciate the conversations—looking forward to continuing them.

04/21/2026

We're proud to announce that the Forum Real Estate Income Fund (FORAX) has been selected for inclusion on Envestnet's Unified Managed Account (UMA) platform as part of their expanded interval fund initiative — bringing institutional-quality real estate credit to more advisors and their clients.

Read More: https://hubs.li/Q04cTnc60

If you're attending Envestnet Elevate in Phoenix (May 19–20), we'd love to connect. Stop by and talk FORAX with our team.

Disclosures apply.

April 21, 2026 Forum Investment Group Selected for Envestnet UMA Platform Interval Fund Lineup, Featuring Forum Real Estate Income Fund (FORAX) Edward Lopez Press Release Denver, CO — April 21, 2026 — Forum Investment Group (“Forum”) today announced that its Forum Real Estate Income Fund (FO...