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.

Investment Opportunity

Risk/
Return
Profile
1
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.

Why FSF?

  • Forum Integrated Team

    Cross-disciplinary, in-house team with experience in market research, sourcing and underwriting, property management, construction, and development.

  • Seasoned Team

    Experience matters: A seasoned team led by Portfolio Managers with a combined 50 years of experience of deploying capital through a
    proprietary and exclusive network.

  • Reliable Market Opportunity: Housing Imbalance

    The average new monthly mortgage payment has surpassed the average monthly multifamily rent since 2021, making homeownership out of reach for many Americans.

  • Diversified Portfolio

    The Fund has a diversified portfolio of investments with various sponsors in multiple markets.