Forum Exchange I DST

Forum Exchange I DST is a stabilized, 168-unit Class A garden-style multifamily property built in 2022 and located in Canton, Georgia (Atlanta MSA). Interests are being offered through a Delaware Statutory Trust (DST) structure to qualified accredited investors.
Resources How to Invest

Overview

The Indigo is located in a high-growth, affluent submarket with strong access to major employment centers. Its modern amenities, efficient layouts, and positioning within an area of limited new supply make it a compelling long-term investment.

Location Strength: Canton and Cherokee County continue to see strong in-migration, robust household incomes, and expanding job corridors—supporting durable renter demand.
Attractive Basis: Higher interest rates have temporarily softened values, we believe creating a rare opportunity to acquire a high-quality asset below replacement cost.
High-Quality, New Construction: Recent delivery and Class A finishes help limit near-term capital needs and stand out against older competing product.
Favorable Market Dynamics: Renter demand remains strong while new supply is slowing—conditions that increasingly favor well-capitalized owners.

Community Amenities:

Gated community featuring a resident clubhouse and business center, 24-hour fitness center, and resort-style pool with lounge seating and grilling areas. Includes a dog park, picnic area, and walkable access to nearby retail.

Key Highlights:

168
Units
260
Parking Spaces
96
One-Bedroom/
One-Bathroom 775 SQ. FT.
60
Two-Bedroom/
Two-Bathroom 1,200 SQ. FT.
12
Three-Bedroom/
Two-Bathroom 1,410 SQ. FT.

Location

The Indigo

Located in Canton, GA, Cherokee County,
part of the larger Atlanta Metro Area

10 MINUTE DRIVE Downtown Canton
24 MINUTE DRIVE Downtown Marietta
40 MINUTE DRIVE Downtown Atlanta
48 MINUTE DRIVE Atlanta Airport (ATL)

Anticipated Terms

Offering: Forum Exchange I DST
Structure: Regulation D 506(b) private placement offering of DST interests
Total Capitalization: ~$41.8M
DST Offering Equity: ~$41.8M
DST Offering Debt: None (all equity offering)
Availability: Advisory accounts and/or brokerage accounts
Investor Eligibility: Accredited Investor
Minimum Investment: $250k
Distributions: Monthly
Subscriptions: Monthly
Redemptions / Liquidity: None during DST phase; after one (1) year OP Unitholders can seek redemption of their OP Units.1
Sales Commission: Waived for RIAs; up to 6.00% of total equity invested, payable to the selling broker-dealer
Expense Reimbursement: 1.00% of total equity invested
Carry Cost Reimbursement: 1.25% of total equity invested
Management Fee: 0.15% per annum of the total equity invested, net of selling commissions and expenses
Investor Servicing Fee: None for RIAs, up to 0.85% per annum of total equity invested, net of selling commissions payable to selling broker-dealer
Tax Reporting: Substitute 1099 during DST phase; K-1s if Fair Market Value (FMV) Option is exercised and OP Units are issued

1. The FMV Purchase Option, exercisable during the two (2) year period beginning two (2) years after the last sale of a DST interest in the offering, provides FMREIT OP the right, but not the obligation, to purchase investors’ DST interests in exchange for OP Units or for cash at FMREIT OP’s sole discretion sole discretion.

Key Potential Benefits1 of Forum Exchange

Aligned Distributions: Receive the same gross distributions as holders of FMREIT common stock of the same class

Tax Efficiency: Maintain tax-deferred status without the need for future 1031 exchanges

Portfolio Diversification: Gain exposure to FMREIT’s institutional quality multifamily real estate portfolio2

Flexible Estate Planning: Interests can be more easily allocated or transferred as part of an estate plan

Liquidity Access: OP Unit redemption program provides a potential pathway to liquidity3

Learn more about our Forum Exchange Strategy

1. Assumes the FMV Purchase Option has been exercised in exchange for OP Units. Purchase Option is exercisable beginning two (2) years after the end of the DST syndication period. With Forum Exchange, FMREIT OP (and not the DST Investors) can elect to exercise the Purchase Option for cash or OP Units, although it is generally expected that OP Units will be utilized. FMREIT OP is under no obligation to exercise the Purchase Option and may choose not to do so. 2. Institutional quality refers to a portfolio of investment exposures that are typically only available to institutional investors as well as one that provides broad exposure by vintage year and geography. 3. Subject to the terms of the Second Amended & Restated Limited Partnership Agreement (as further amended, modified or supplemented).

Ready to Get Started?

Financial Advisors & Intermediaries: Connect with one of our Regional
Directors to learn how Forum Exchange may support your client needs.

Regional Directors

Individual Investor? Consult your financial professional to determine
whether a tax-deferred exchange may be appropriate for you.

Resources

How to Invest

View our
Step-By-Step Guide

DST Investor
Journey Roadmap

DOWNLOAD:

IMPORTANT INFORMATION

Foreside Fund Services, LLC provides marketing review services for Forum Capital Advisors LLC. Foreside Fund Services, LLC and Forum Capital Advisors LLC are not affiliated.

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