Proven Partners, Well-Deployed Capital, and Smart Governance Create Success
Investment Approach & Process
Forum Partners invests in targeted sectors/markets and in partnership with proven teams with the goal of helping them grow—and it all starts with extensive research coupled with an on-the-ground presence in promising markets.
First, we identify a niche strategy with durable high risk-adjusted returns. We then seek out partners with a proven track record of success. These can include local operating companies of institutional investors, regional real estate operating companies, public REITs, developers, and more.
Our partners must have real estate and fiduciary experience, the ability to raise third-party funds, and an ongoing history of successful project management.
Forum negotiates a stake in their projects, which can take the form of:
• Investment manager co-sponsorships: These equity co-investments enable strong real estate companies to expand and continue their track record of success.
• Public and private entity-level investment: This approach enhances a company’s investment capital and execution as we expand with them.
These investment structures allow us to collaborate with the company to enhance their growth and returns while providing diligent downside protection to our investors.
After making entity-level investments with our partners, we can then make a series of general-partner (GP) co-investments alongside them—focusing on promising real estate projects that leverage our acumen and their specialized, local expertise.
We Help Companies & Investors Achieve Success
Headquartered in London with five regional offices across North America, Europe, Asia and Australia, we have an established extensive track record of creating attractive returns by making growth and restructuring capital investments into middle-market private and public real estate companies.
Management Partner Benefits:
Access to flexible, long-term capital
Tailored investment structuring that results in proper alignment of interests between all parties
Enhanced governance and fiduciary processes
Extensive research and planning resources
Mitigated risk and enhanced growth opportunities
Investors Benefit:
Access to proven teams and initiated real estate investment opportunities
Diligent downside protection through Forum’s relationships and on-the-ground presence in the markets where it invests
Emphasis on predictable and stable income generation
Potential for outsized risk adjusted returns
Identifying Investment Opportunities
Macro economic
Trends
Forum prioritizes downside protection and capital preservation along with the potential for exceptional returns, and this means we keep a close eye on relevant macroeconomic trends that may affect specific geographies in which we do business, as well as the overall real estate market.
Target
Sectors
To maximize upside potential, Forum focuses on sectors that offer unique opportunities, with a focus on stable income, high demand, and likely growth. This targeting is based on assessing individual real estate verticals, macro and local economic trends, and the unique needs of specific markets.
Identification
Of Operating
Partner
We seek out, assess, and team up with local operating companies of large opportunity funds, regional real estate operating companies, public REITs, developers, and other partners who have a history of success. Each partner is scrutinized for their experience, ability to raise capital, and solid track record of project management.
Property
Acquisition
Forum works with its partners to acquire prime real estate properties that enjoy mitigated risk and exceptional potential ROI. Each holding is carefully vetted for its long-term viability, growth potential, and its current ability to generate consistent income.
Private Equity & Debt Investments
Select Portfolio Companies
