Empowering Individual Investors by Strategically Investing Through Real Estate Cycles. Introducing Forum Real Estate Exchange
Your Strategic Partners in Real Estate With a long-standing track record and roots in multifamily, Forum built its foundation in development and evolved into acquisitions and financing, providing access to a range of real estate investments. Learn More
Figures represent Forum's total current and historical multifamily portfolio at cost across all property stages as of December 31, 2025, and the total capitalization at cost at the time Forum’s investment was made with respect to the properties associated with Forum’s private credit business, including senior loan, mezzanine loan, preferred equity, and common equity investments in multifamily and student housing projects, as of December 31, 2025. The aggregate multifamily units figure includes units at properties acquired or developed by, as well as units at properties associated with private credit investments made by, Forum related parties and affiliates. “Total capitalization” does not reflect the dollar amount that Forum has invested, but rather reflects, with respect to properties acquired or developed by Forum (in whole or in part), the total cost of such properties (including debt and equity) and, with respect to private credit investments made by Forum, the total cost of all debt and equity on the associated property or properties, including the portion of the debt and equity in which Forum did not invest. These figures do not represent assets under management or performance of any Forum vehicles. Given that these are “total capitalization” figures, the actual number of multifamily units acquired or developed by, and dollar amount invested by, Forum through its affiliates and related parties since inception is lower than the figures presented.
Focused on Income and Growth We leverage our 18+ year history to develop, acquire, finance and/or allocate to debt, private credit, and equity in private real estate. Learn More
March 2, 2026 Forum Strengthens Forum Exchange Platform with Addition of Veteran Exchange Specialist Grant Turner as Managing Director Edward Lopez Forum Investment Group names Grant Turner Managing Director to expand its 1031, DST, and 721 exchange platform and strengthen national advisor distribution. Read More
January 14, 2026 Forum Investment Group Introduces New Real Estate Exchange Strategy Edward Lopez Read More
January 12, 2026 Veteran HR Leader Jill O’Connell Joins Forum as Chief Human Resource Officer Edward Lopez Read More