Origination Date: June 2018

Country/Market: US

Asset Type: Shareholder Recapitalization

Dermot is a New York City-based real estate firm focused exclusively on developing, acquiring, and managing multifamily rental properties along the US eastern seaboard, with a concentration in Manhattan, Brooklyn, and Queens. Since its inception, Dermot has developed or acquired more than 50 properties with a gross value of $2.5B in partnership with leading US and European institutional investors. As of July, 2022, Dermot managed a portfolio of 5,000+ apartments across New York City, Florida, and the Carolinas.

Forum led the recapitalization of the Company in 2015 associated with the buyout and retirement of its founding partner. Forum has since helped grow the Dermot platform, with the company acquiring over 11 properties since Forum’s investment.

Origination Date: December 2015

Country/Market: US

Asset Type: Initial Capitalization, Founding Shareholders

Workspace Property Trust is a fully-integrated real estate company focused on acquiring, owning, and operating high-quality office and flex real estate in prime locations within transit-centric, amenity-rich suburban submarkets. As of December, 2022 Workspace’s portfolio comprised over 200 properties across 22 major US markets comprising over 19 million square feet of suburnan office and light industrial space .

The Company was established in 2015 by a management team led by industry veteran Thomas Rizk and an investor group led by Forum Partners. Since its investment in 2015, Forum has helped scale the Workspace platform, including a August, 2022 acquisition of over $1.2 billion of office and flex properties from Griffin Realty Trust.

Origination Date: August 2018

Country/Market: US

Asset Type: Platform Recapitalization & Programmatic Acquisition Strategy

Urban Retail Properties, LLC, is a privately held commercial real estate investment and operating company headquartered in Boca Raton, Florida. Formed over 40 years ago, Urban is a national leader in the third party management of retail properties, including regional malls, power centers, community centers and big box portfolios. Urban has five regional offices throughout the United States and has worked closely with more than 100 clients over the years, including pension funds, individual owners, insurance companies, special servicers,and institutional owners of mixed-use, retail and office asset classes. Urban currently manages 23 retail properties in 9 states, comprising over 16 million square feet.

Forum completed a strategic investment into Urban in 2018. Forum has helped Urban launch a strategic initiative to redevelop and reposition regional malls that are no longer fit for purpose, taking direct stakes and management contracts over two large assets in the metro Atlanta and metro Miami-Dade markets.