Forum Investment Group Achieves 13.36% Net Return for Forum Real Estate Income Fund in 2024
Strategic Real Estate Debt Investments Continue to Drive Consistent Fund Performance
DENVER–(BUSINESS WIRE)–
Forum Investment Group (“Forum” or “the Firm”) is proud to announce the strong 2024 performance of Forum Real Estate Income Fund (“FREIF” or “Fund”), delivering a 13.36% annualized net return for the F share class (FORFX). FREIF targets high-income, low-volatility institutional real estate debt investments typically unavailable to individual investors.
“Our team’s expertise and diversified strategy drove solid risk-adjusted returns in 2024,” said Pat Brophy, Portfolio Manager. “FREIF’s flexibility to pivot with market conditions positions us well for 2025.”
Since its launch in 2019, FREIF has steadily grown, offering a 9.82% total dividend yield for the F share class in 2024 and distributing $0.2805 per share in Q4. The Fund’s $192.5 million net AUM is diversified across private credit and institutional CMBS markets, seeking to deliver competitive returns and growth.
Key Highlights:
- Tickers: FORFX, FORAX, FORBX
- 13.36% net return (2024 F share class)
- 9.82% annual dividend yield (2024)
- $192.5M net AUM (Dec. 31, 2024)
About Forum
Forum Investment Group (“Forum”) is a private real estate investment management firm specializing in the multifamily sector. With assets in over 20 states, Forum built a foundation specifically in development and has evolved into acquisition. In 2018, the firm established its investment management platform to offer institutions and financial intermediaries access to multifamily debt, private credit, and equity exposure. For more information, please visit ForumIG.com.
Click here for the most recent performance and other Fund information
Past performance is no guarantee of future returns. The Fund’s performance may be volatile, and the investment may involve a high degree of risk.
Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. Investors should read the prospectus and summary of additional information carefully with this and other information about the Fund. For additional information, please call 888-267-1456 or email [email protected].
Forum Real Estate Income Fund is a diversified, closed-end management investment company that continuously offers its shares of common stock (the “Shares”), and is operated as an “interval fund.”
There is currently no secondary market for its shares and the Fund does not expect any secondary market to develop for its shares. Accordingly, you may not be able to sell shares when and/or in the amount that you desire. Investors should consider shares of the Fund to be an illiquid investment.
Distributor: Foreside Fund Services, LLC
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Edward Lopez
Prosek Partners
[email protected]
KEYWORDS: Colorado United States North America
INDUSTRY KEYWORDS: Finance Professional Services Residential Building & Real Estate Asset Management Construction & Property
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