
Our Culture

Our Mission
To empower the individual investor by investing strategically across real estate cycles.

Our Vision
To be recognized as the most trusted, innovative, and creative boutique investment management firm in the U.S.

Our Impact
Connecting Capital and Communities.
Community is what moves the needle for us at Forum. This goes beyond living our values and investing side-by-side with our partners. We focus on the “Renter-by-Necessity” and are dedicated to making our impact in the communities we serve by creating local jobs, delivering high-quality, attainable housing options for today’s working individuals and families, and doing our part to address the affordability and housing crisis in America – all in an effort to deliver vibrant communities where people can live, work, and thrive.
Our Values

GO FURTHER
Driven
Be relentless. Stay curious. Chase progress over perfection. Don’t settle—look around corners, think bigger, and keep pushing forward.
LEAD WITH LESS EGO
Humble
Drop the armor. No one has all the answers. Listen with empathy, own your mistakes, and stay rooted in what really matters: trust, honesty, and growth.
BUILD IT TOGETHER
Collaborative
Invite others in. Speak up, step up, and make space for every voice. Ideas grow stronger when shared—so team up, show up, and keep the momentum moving.