Understanding The Fundamentals of Real Estate Credit

Forum Real Estate Income Find: Rethinking Fixed Income

Traditional fixed income was built for a different market environment. Today, higher correlations, rate volatility, and shifting credit fundamentals are challenging the role bonds have historically played in portfolios.

Rethinking Fixed Income is a video series that explores how modern credit strategies work — and where risk and return are really coming from today. In these brief videos, Forum portfolio managers Neil Shah and Jason Brooks share how they think about credit through the lens of real estate, securitized markets, and disciplined underwriting.

The perspectives reflect the same investment philosophy and risk framework that guide the Forum Real Estate Income Fund: focusing on real assets, structural protection, and active credit selection across market cycles.