News & Insights Explore recent press releases, articles, and other educational resources providing insights on real estate investment strategies and trends.
July 21, 2026 Forum Real Estate Income Fund Surpasses $500 Million in Net Assets Forum Real Estate Income Fund Surpasses $500 Million in Net Assets Forum's Forum Real Estate Income Fund (FORAX) has surpassed $500 million in net AUM, up approximately 73% over the past year. The interval fund seeks high income with low volatility from diversified real estate credit — a market historically reserved for institutional investors. Read More
May 13, 2026 Understanding CMBS Understanding CMBS Commercial Mortgage Backed Securities (CMBS) are often discussed as a single asset class, but in practice they encompass several distinct sub-asset classes—each with different risk drivers, return characteristics, and portfolio uses. Understanding how these deal types behave across market cycles can help investors more intentionally position real estate credit exposure alongside equities, bonds, and private debt. Read More
April 21, 2026 Forum Selected for Envestnet UMA Platform Forum Selected for Envestnet UMA Platform Envestnet conducted an operational due diligence, with a focus on managers’ ability to support trading, liquidity management, and seamless integration within the UMA framework. Forum’s inclusion reflects both its operational capabilities and the growing demand among wealth management clients for income-oriented alternative strategies. Read More
April 13, 2026 Private Credit Isn’t One Thing Private Credit Isn’t One Thing Private credit is often discussed in broad terms, as though all strategies share the same risks and return characteristics. In reality, private credit encompasses a wide range of approaches, each defined by different underwriting priorities, sources of repayment, and downside dynamics. Read More
March 2, 2026 Forum Strengthens Forum Exchange Platform with Addition of Veteran Exchange Specialist Grant Turner as Managing Director Forum Strengthens Forum Exchange Platform with Addition of Veteran Exchange Specialist Grant Turner as Managing Director Forum Investment Group names Grant Turner Managing Director to expand its 1031, DST, and 721 exchange platform and strengthen national advisor distribution. Read More
July 21, 2026 Forum Real Estate Income Fund Surpasses $500 Million in Net Assets Edward Lopez Read More
June 8, 2026 Forum Exchange Education Center Turn a property sale into a portfolio decision. Forum's Exchange Education Center covers 1031 exchanges, Delaware Statutory Trusts (DSTs), and 721 UPREITs — from tax deferral basics to long-term reinvestment strategy. Read More
March 2, 2026 Forum Strengthens Forum Exchange Platform with Addition of Veteran Exchange Specialist Grant Turner as Managing Director Edward Lopez Read More