Forum Investment Group

08/27/2026

One of the biggest changes in finance over the last 50 years may not be higher rates or market volatility. It may be who does the lending.

Banks once supplied roughly half of non-financial corporate debt. Today, they provide less than one-fifth.

See how this shift shapes Forum's approach to credit. Visit our website: https://hubs.li/Q04vyzgZ0

Where do you see that gap being filled for your clients?



Source: https://hubs.li/Q04vyd6-0

08/18/2026

What a great day at CO FPA's Tenth Annual Forum!

We were honored to sponsor the event and host a session on the 721 UPREIT as an Estate Planning Tool, diving into how this structure helps advisors move clients into institutional real estate while deferring capital gains and simplifying estate transfer.

Thank you to CO FPA for the partnership and for bringing together such a great community of advisors. We loved being part of it.

08/12/2026

A month ago we shared where four multifamily indicators stood. This is the conversation behind that analysis.

Ryan Brome, Forum's COO of Investments, sits down with Patxi Colbern to walk through supply, occupancy, rents, and capital values — and why the alignment across all four matters for investors evaluating the sector right now.

Listen to the full episode →

Ryan Brome and Jarvie Worcester sit discuss how the development landscape is evolving and where opportunities may be emerging

08/11/2026

The term “721 exchange” comes up often in conversations around 1031s but it’s frequently misunderstood.

Rather than a standalone strategy, a 721 is often a structural outcome that depends on how an exchange is designed upfront.

In this clip, we break down where the 721 fits—and why understanding structure early can matter later.

Short, practical insights from our advisor education series. → https://hubs.ly/Q04sBV9n0

08/10/2026

What’s driving the disconnect in today’s real estate market?

Forum’s Ryan Brome, COO of Investments, recently sat down with IREI to discuss the dynamics shaping the current real estate cycle, from the disconnect in transaction volumes and pricing to the impact of interest rates on investment decisions.

Ryan shares his perspective on portfolio construction across debt and equity, the factors influencing deal structures and market selection, and the trends Forum is watching as it navigates today’s evolving environment.

Watch the full conversation here:

Ryan Brome, COO of investments at Forum Investment Group, discusses the transaction volume disconnect and what factors are contributing to that disconnect, how interest rates are affecting portfolio construction across debt, equity, and deal structure — and what considerations are driving those de...

08/07/2026

Markets change. Relationships don't.

Forum COO of Investments, Ryan Brome, joined Aaron Strauss of The Deal Maker’s Edge to discuss multifamily investing, market cycles, leadership, and the mindset required to navigate uncertainty and create long-term value.

▶ Listen now: https://hubs.li/Q04sfXHT0

Aaron Strauss talks with Ryan Brome about multifamily investing through market cycles, improving fundamentals, and building a platform across debt, equity, and development.

07/29/2026

How are shifting rate expectations shaping real estate income opportunities today?

Register for our upcoming Q2 webinar with Neil Shah, Portfolio Manager of the Forum Real Estate Income Fund, for a discussion covering:

· What the rate expectation reversal may mean for the market outlook
· Where opportunities may be emerging in today’s market
· How FREIF is positioned in the current environment

Join Us: Thursday, July 30 | 9:00 a.m. MT | Register Here https://hubs.li/Q04r8_N_0



For important information regarding Fund risks and disclosures, please visit the website (https://hubs.li/Q04r8_Gr0).

Join us for the Forum Real Estate Income Fund Q2 2026 Performance Webinar and Market Update with portfolio manager Neil Shah. 

07/27/2026

Commercial real estate borrowers are refinancing into a very different market than the one they underwrote in. For lenders, that's created opportunity — but only for the selective.

Forum's Head of Debt, Jason Brooks, spoke with FundFire's Davide Mamone about where he's seeing value in real estate credit today, alongside perspectives from KKR and Canyon.

Read the full article (subscription required): https://hubs.li/Q04qT1v80

https://www.fundfire.com/c/5208074/743584?referrer_module=emailffalts&module_order=1&code=Ym5Ob1lXaEFabTl5ZFcxallYQmhaSFpwYzI5eWN5NWpiMjBzSURFMk1UQTBNVFkwTENBNU1UQTVOekUwTVRFPQ

07/23/2026

A real estate sale is rarely just about finding the next property.

For many clients, it’s a chance to rethink ownership, simplify complexity, and plan for what comes next.

Advisors who reframe the conversation from transaction to portfolio strategy often create more durable outcomes—especially under tight timelines.

A common theme we explore in our exchange education series. Learn more: https://hubs.li/Q04qqTK50

07/21/2026

We're proud to share that Forum Real Estate Income Fund has surpassed $500M in net assets as of July 6, 2026 — growth of 73% over the past year.

No shifts in strategy. Just six years of disciplined, hard-asset-backed real estate credit investing, and the growth that comes from staying the course.

Read more about the milestone:

Forum Real Estate Income Fund Surpasses $500 Million in Net Assets Edward Lopez Press Release Forum Real Estate Income Fund (Ticker: FORAX) Surpasses $500 Million in Net Assets Over six years in, FORAX’s approach remains unchanged — and its growth reflects it Denver, CO — July 21, 2026 — For...