Forum Structured Finance Fund Targeting equity-like returns with debt-like risk* Forum Structured Finance LP (“FSF” of “Fund”) closed September 30, 2024. FSF is designed to deliver equity-like returns while managing debt-like risk*. This privately offered investment vehicle focuses on providing mezzanine debt, preferred equity, participating preferred equity, and joint-venture equity to qualified third-party sponsors. Through these financing structures, we support ground-up developments, value-add repositioning, and acquisitions of multifamily and similar property types in high-growth markets across the U.S. Our approach enables sponsors to execute their vision while offering investors access to potential growth opportunities backed by strategic, targeted investments.
Risk/Return Profile1 Investment Structures Typical Loan to Cost (LTC)2 Potential Risk & Return High Low Co-GP Equity 100% JV Equity 95% Preferred Equity/ Mezzanine Debt 50%-80% FSF'S FOCUS Construction Loan/ Senior Debt 0%-50%
This investment is speculative, high risk, and not suitable for all investors. *Over an equity market cycle, the Fund seeks to generate an “equity-like” return, while displaying “debt-like” volatility. For clarity, results within one standard deviation of the associated metric would be considered “-like.” 1 Risk/return is not guaranteed for any investment vehicle. 2 These percentages are estimated and based off of recent opportunities reviewed by Forum. These percentages are subject to change at any time and Forum is not obligated to inform any investor or prospect of any changes.
Source: CBRE Research, CBRE Econometric Advisors, Freddie Mac, U.S. Census Bureau, Realtor.com, FHFA, Oxford Economics, Q1 2024.
Featured Resource: Forum Structured Finance LP | Q4 2024 Update Hear from Portfolio Manager, Joe Chickey, as he talks about the fund's performance and shares his perspective on the market. Watch Now