
The Dermot Company
The Dermot Company
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 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. Forum participated in a recapitalization of the Company in 2015 associated with the buyout and retirement of its founding partner. As of March 31, 2019, Dermot managed 12 apartment buildings comprising 3,599 apartment units.

Workspace Property Trust
Workspace Property Trust
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. The Company was established in 2015 by a management team led by industry veteran Thomas Rizk and an investor group including Forum Partners. As of March 31, 2019, Workspace’s portfolio comprised 148 properties with 9.9 million square feet with an occupancy rate of 89%.

Prime Data Centers
Prime Data Centers
Origination Date: November 2018
Asset Type: Programmatic Acquisition & Development Strategies
Prime Data Centers is a fully integrated US-based real estate management and development company with a focus on design, development, leasing, operations, financing, and acquisitions of data center real estate. A private firm managed by a team with over 15 years of experience in technology and private equity. Forum has partnered with Prime to acquire cash-flowing data centers with mid to long-term leases with value add through vacancy reduction, repositioning, and development. The Company is planning to focus on Tier 1 and Tier 2 North American markets, as well as edge markets with long-term leases.

TTL Beteiligungs- and Grundbesitz-AG
TTL Beteiligungs- and Grundbesitz-AG
Origination Date: April 2018
Asset Type: Private Share Placement
TTL is a Munich-based real estate investment and asset management group focused on the German commercial real estate market and is publicly listed on the Frankfurt Stock Exchange [TTO.F]. TTL’s primary holdings include an interest in German Estate Group, a €3.2B AUM real estate investment venture between the DIC Group and KKR, and indirect ownership in DIC Asset AG, a €5.6B AUM publicly-listed real estate company focusing on the German office sector [DIC.F]. Forum has been associated with various constituent companies of the DIC Group, including TTL, for over a decade.

Gadsden Properties
Gadsden Properties
Origination Date: May 2018
Asset Type: Platform Recapitalization
Gadsden Properties is a US based development and management company with a focus on retail and mixed-use real estate in secondary and tertiary cities. The Company derives value from smaller, flexible retail investments that range from $5 million to $50 million and off-market mixed-use properties ranging from $50 million to $250 million. As a result of this chosen strategy, Gadsden has developed a unique competitive advantage that generally allows them to invest in markets and assets that are often overlooked by larger institutional investors. The Company is headquartered in Scottsdale, Arizona, and is looking to expand in the Southwest including Texas and New Mexico.

Urban Retail Properties, LLC
Urban Retail Properties, LLC
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 Chicago, Illinois. Formed over 40 years ago, Urban Retail 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 34 retail properties in 15 states, comprising of nearly 13 million square feet.

CP Holdings, LLC
CP Holdings, LLC
Origination Date: January 2018
Asset Type: Platform Capitalization & Programmatic Acquisition Strategy
CP Holdings LLC is based in Dallas, Texas, and is an owner and/or operator of aged care facilities in the south central US. The Company’s management team has over 30 years of experience in the senior housing industry. Through its subsidiaries, CP provides services for assisted living and memory care in addition to ground up development projects. CP is expected to expand nationally with the increasing demand for senior housing.

Freshwater Asset Management
Freshwater Asset Management
Origination Date: May 2019
Asset Type: Debt Investment
Freshwater Asset Management has been established by Forum Partners in partnership with a major UK-based institutional investor to capitalize on opportunities arising out of dislocation in the Australian residential market. Freshwater is focused on purchasing, at a discount, quality residential units in the capital city markets of Sydney, Brisbane and Melbourne. The Company is partnering with dedicated residential leasing and sales personnel to execute on its business plan over the next three years, during which it expects a gradual recovery in property market conditions.

Société Foncière Lyonnaise
Société Foncière Lyonnaise
Country/Market: France
Diversified commercial platform with assets across France key markets.

Gecina Group
Gecina Group
Country/Market: France
Diversified commercial platform with assets across France key markets.

ICADE EMGPI
ICADE EMGPI
Country/Market: France
Diversified commercial platform with assets across France key markets

Inmobiliaria Colonial
Inmobiliaria Colonial
Country/Market: Spain
Diversified commercial platform with assets across France key markets

First Serviced Offices I & II
First Serviced Offices I & II
Country/Market: UK
Serviced Office developer and operator with assets in London UK

Citycon Oyj
Citycon Oyj
Country/Market: Finland
Retail platform with assets located in Finland key markets

Zublin Immobilien II
Zublin Immobilien II
Country/Market: Switzerland
Diversified commercial platform with assets across Switzerland key markets

ICADE EMGPII
ICADE EMGPII
Country/Market: France
Diversified commercial platform with assets across France key markets

ICADE EMGPIII
ICADE EMGPIII
Country/Market: France
Diversified commercial platform with assets across France key markets.

Zublin Immobilien
Zublin Immobilien
Country/Market: Netherlands
Diversified commercial platform with assets across Netherlands key markets.

Affine
Affine
Country/Market: France
Diversified commercial platform with assets across France key markets.

Crown Intressenter Finland
Crown Intressenter Finland
Country/Market: Sweden
Retail platform specalising in value-add located in Stockholm Sweeden.

Groupe Affine
Groupe Affine
Country/Market: France
Diversified commercial platform with assets across France key markets.

Colonia Real Estate
Colonia Real Estate
Country/Market: Germany
Residential build for sale platform with assets located across Germany key markets.

DIC
DIC
Country/Market: Germany
Office platform specalising in core-plus located across Germany key markets.

Foncière Paris France
Foncière Paris France
Country/Market: France
Office platform specalising in core-plus located across France key markets.

Halladale Group
Halladale Group
Country/Market: UK
Retail platform specialising in core-plus located across UK key markets.

Redbeech
Redbeech
Country/Market: Germany
Retail platform specialising in core-plus located across Germany key markets.

Crown Intressenter Finland II
Crown Intressenter Finland II
Country/Market: Finland
Retail asset development located in Helsinki Finland.

Eurozone Capital
Eurozone Capital
Country/Market: Spain
Office platform specalising in core-plus located across Spain key markets.

Vivacon (Wiag)
Vivacon (Wiag)
Country/Market: Germany
Residential asset development located in Berlin Germany.

Atland
Atland
Country/Market: France
Office and light industrial platform specialising in core-plus located across France key markets.

Crown Group
Crown Group
Country/Market: UK
Distressed loan portfolio with secured assets located in UK key markets.

Invista
Invista
Country/Market: France

London Serviced Office I
London Serviced Office I
Country/Market: UK
Serviced Office developer and operator with assets in London UK.

European Real Estate Debt Fund
European Real Estate Debt Fund
Country/Market: UK
Office and light industrial platform specialising in core-plus located across UK key markets.

New River Retail
New River Retail
Country/Market: UK
Retail platform specalising in core-plus located across UK key markets

JMS
JMS
Country/Market: UK
Residential development for sale of assets located in London UK market.

Foundation
Foundation
Country/Market: UK
Retail development for sale of assets located in London UK market.

Ascendas REIT
Ascendas REIT
Country/Market: Singapore
Industrial and logistics platform specialising in core-plus located in Singapore market.

Suntec
Suntec
Country/Market: Singapore
Pre-IPO funding retail platform specialising in core-plus located in Singapore market

TICON
TICON
Country/Market: Thailand
Pre-IPO funding industrial platform specialising in core-plus located in Thailand market.

Fortune REIT
Fortune REIT
Country/Market: Hong Kong
Retail platform with assets located in Hong Kong China market.

Ascendas India Trust
Ascendas India Trust
Country/Market: India
Office and light industrial platform specializing in core-plus located across key India markets.

Axis REIT
Axis REIT
Country/Market: Malaysia
Pre-IPO funding office /industrial platform specialising in core-plus with assets located in Bangkok Thailand market.

Mapletree
Mapletree
Country/Market: Singapore
Logistics and light industrial platform specialising in core-plus with assets located in Singapore market.

Central Pattana
Central Pattana
Country/Market: Thailand
Pre-IPO funding retail platform specialising in core-plus with assets located across key Thailand markets.

Prime REIT
Prime REIT
Country/Market: Singapore
Pre-IPO funding office/ retail platform specialising in core-plus with assets located in Singapore market.

CMT
CMT
Country/Market: Singapore
Retail platform specialising in core-plus and value-add located in Singapore market.

Link REIT
Link REIT
Country/Market: Hong Kong
Pre-IPO funding retail platform specializing in core-plus with assets located in Hong Kong China market.

GZI REIT
GZI REIT
Country/Market: Hong Kong
Pre-IPO funding industrial/ logistics platform with assets located in Hong Kong China market.

Averi Draycott
Averi Draycott
Country/Market: Singapore
Residential development for sale of assets located in Singapore market.

Sing Holdings Ltd
Sing Holdings Ltd
Country/Market: Singapore
Pre-IPO funding residential development platform specialising with assets located in Singapore market.

CapitaMall Japan
CapitaMall Japan
Country/Market: Japan
Retail platform specialising in core-plus and value-add located across Japan key markets.

Sunshine China
Sunshine China
Country/Market: China
Residential development for sale of assets with assets located in key China markets.

IDEB
IDEB
Country/Market: India
Mixed-Use/ Residential development for sale of assets located in Balgalore India market.

China New Town Developments
China New Town Developments
Country/Market: China
Mixed-Use/ Residential development for sale of assets located in Shanghai China market.

Xinyuan
Xinyuan
Country/Market: China
Residential development for sale of assets in China key markets.

Eastern Summer
Eastern Summer
Country/Market: Singapore
Residential development for sale of assets in Singpore market.

Ascendas China Industrial
Ascendas China Industrial
Country/Market: China
Industrial and logistics platform specialising in core-plus and value-add located across China key markets.

Ascendas China Commercial
Ascendas China Commercial
Country/Market: China
Office and light industrial platform specialising in core-plus and value-add located across China key markets.

Kaisa
Kaisa
Country/Market: China
Residential development for sale of assets in China key markets.

PAMCO Asset
PAMCO Asset
Country/Market: Korea
Retail platform specialising in value-add and turn-around located in Seoul South Korea.

Rightway Asset
Rightway Asset
Country/Market: China
Multifamily residential develop and operate with assets located across China key markets.

Galileo Japan Trust
Galileo Japan Trust
Country/Market: Japan
Office platform specialising in core-plus located across Japan key markets.

Podo
Podo
Country/Market: Korea
Retail platform specialising in core-plus located in Seoul South Korea.

Shinsei
Shinsei
Country/Market: Japan
Mixed-use commercial and multifamily residential platform with assets located across Japan key markets.

Duet Hotels India
Duet Hotels India
Country/Market: India
Hotel development and operate platform with assets located across India key markets.

SARE
SARE
Country/Market: India
Residential development for sale of assets located across India key markets.

Ascendas India Development Trust
Ascendas India Development Trust
Country/Market: India
Office and logistics development for sale platform with assets located across India key markets.

Bluestone
Bluestone
Country/Market: Australia
Non-bank lending platform with residential and commercial assets located across Australia/ NZ key markets.

Nomura Japan LP
Nomura Japan LP
Country/Market: Japan
Office platform specialising in core-plus with assets located across Japan key markets.

Forterra
Forterra
Country/Market: China
Office platform specialising in value-add with assets located across China key markets.

Sincere
Sincere
Country/Market: China
Residential development platform specialising in building for sale assets located in key China markets.

AM
AM
Country/Market: Korea
Residential development build for sale of assets located in Seoul South Korea markets.

SW I & SW II
SW I & SW II
Country/Market: Korea
Residential development build for sale of assets located in Seoul South Korea markets.

Denison Funds Management
Denison Funds Management
Country/Market: Australia
Office and light industrial platform specialising in core-plus and value-add located across Australia key markets.

SW III
SW III
Country/Market: Korea
Residential development build for sale of assets located in Seoul South Korea markets.

Mayfield Developments
Mayfield Developments
Country/Market: Australia
Mixed-use hotel and residential development located in Adelaide Australia.

Victory
Victory
Country/Market: China
Residential development platform specialising in building for sale of assets located in key China markets.

Plainvim
Plainvim
Country/Market: China
Logistrics and light industrial platform specialising in core-plus and value-add located across China key markets.

Varsity LP
Varsity LP
Country/Market: New Zealand
Portfolio of student accommodation assets located across Australia/ NZ key markets.

Wing LP
Wing LP
Country/Market: Japan
Office asset value-add located in Osaka Japan.

Roxhill
Roxhill
Country/Market: UK
Industrial/ logistics platform located across UK key markets.

Oxenwood
Oxenwood
Country/Market: UK
Industrial/ logistics platform located across UK key markets.

Settlers
Settlers
Country/Market: Australia
Retirement platform with assets located across Australia key markets.

Stonecrest Mall
Stonecrest Mall
Country/Market: US
Large format retail asset repurposed vacancy as entertainment venue.

The Shopping Center Group
The Shopping Center Group
Country/Market: US
Large format retail real estate platform.

Uptown
Uptown
Multifamily residential operating assets in Australia key markets.

National Pensions Reserve Fund (NPRF)
National Pensions Reserve Fund (NPRF)
Country/Market: Europe
Sovereign Wealth Fund

Laurax Investments, Ltd
Laurax Investments, Ltd
Country/Market: United Kingdom
HNW

Hillington Ltd
Hillington Ltd
Country/Market: United Kingdom
HNW

Robert C. Cudd II
Robert C. Cudd II
Country/Market: United States
HNW

Cudd Family L.P.
Cudd Family L.P.
Country/Market: United States
HNW

Ascension Health Master Pension Trust
Ascension Health Master Pension Trust
Country/Market: United States
Pension Plan

Scott Delman
Scott Delman
Country/Market: United States
HNW

Metropolitan Real Estate Partners International II-N, L.P
Metropolitan Real Estate Partners International II-N, L.P
Country/Market: United States
Fund of Fund

Metropolitan Real Estate Partners International II-T, L.P
Metropolitan Real Estate Partners International II-T, L.P
Country/Market: United States
Fund of Fund

Metropolitan Real Estate Partners International II, L.P
Metropolitan Real Estate Partners International II, L.P
Country/Market: United States
Fund of Fund

UBS (LUX) Real Estate Funds Selection – Global
UBS (LUX) Real Estate Funds Selection – Global
Country/Market: United Kingdom
Fund of Fund

FHL30
FHL30
Country/Market: US

University of CA Regents – EM
University of CA Regents – EM
Country/Market: US
Pension Plan

VER30
VER30
Country/Market: US
Fund of Funds

KP
KP
Country/Market: Denmark
Pension Plan