Forum Investment Group

Seeing the Big Picture in Wealth Management In today's competitive landscape, clients want advisors who understand not only the investments but the cycles, historical perspectives, and nuances that shape each opportunity. Our latest blog dives into how wealth managers can bring unique value by offering well-rounded perspectives on portfolio construction—integrating asset classes like CRE to balance traditional market exposure. It’s knowledge like this that sets advisors apart and builds trust. Read on to learn how a comprehensive approach can enhance client relationships and solidify your role as a trusted advisor. https://hubs.li/Q02ZJLCY0 #WealthManagement #FinancialAdvisors #ClientTrust

Last week, Forum Investment Group announced our recent financing partnership with Berkadia. This transaction highlights our commitment to providing capital solutions that enable developers and sponsors to drive the growth and transformation of their real estate investments. “We are excited to be partnering with the Berkadia team on this transaction,” said Joe Chickey, Managing Director – Private Credit at Forum. “We look forward to more opportunities where we can provide debt and equity capital to qualified sponsors and developers in support of their development, acquisition and recapitalization of real estate assets in the U.S.” Read full story here: https://hubs.ly/Q02YtfQZ0

Last week, Forum Investment Group announced our recent financing partnership with Berkadia. This transaction highlights our commitment to providing capital solutions that enable developers and sponsors to drive the growth and transformation of their real estate investments. “We are excited to be partnering with the Berkadia team on this transaction,” said Joe Chickey, Managing Director – Private Credit at Forum. “We look forward to more opportunities where we can provide debt and equity capital to qualified sponsors and developers in support of their development, acquisition and recapitalization of real estate assets in the U.S.” Read full story here: https://hubs.ly/Q02YtfQZ0

Multifamily Market Analysis Series: Minneapolis, Minnesota Welcome to Minneapolis! Known as the “City of Lakes,” Minneapolis offers residents big-city amenities with an approachable Midwestern feel(1). In our latest video, we dive into some of the key drivers of growth in the Minneapolis MSA and why we believe now is the time to invest in multifamily real estate. Invest alongside a real estate investment management firm with over 17 years of experience investing in multifamily. Connect with us to learn more: https://hubs.li/Q02Ygvzd0 #multifamily #realestate #investing #minneapolis Sources: https://hubs.li/Q02YgfcB0

Forum Investment Group was recently featured in the November 2024 issue of Commercial Mortgage Alert in its seventh annual survey of nonbank bridge lenders. At Forum, we strive to create flexible financing solutions that align with the evolving needs of today’s real estate market and seek to deliver impactful results in commercial real estate finance.

Introducing: Forumig.com – Forum’s new, unified website experience. We are excited to share the launch of Forumig.com, a unified online home for Forum Investment Group. This milestone is more than just a new website – it marks the union of Forum’s real estate owner/operator platform and investment management arm under a single, integrated vision. Developed in partnership with #ProsekPartners, the new Forumig.com site offers a streamlined digital experience providing investors and visitors with an easy-to-navigate site that demonstrates Forum’s capabilities in real estate debt, private credit and equity investing. Here’s what you can find on the new Forumig.com: ·??????Fresh Design: Clean and user-friendly on any device. ·??????Easier Navigation: Find what you need quickly. ·??????Accessibility: Enhanced for all users. ·??????Insights & Resources: Get valuable market perspectives. ·??????Simplified Contact: Reach out to us with ease. ? To learn more, click here: https://lnkd.in/g49ERrRv or experience for yourself at Forumig.com #ForumIG #RealEstate #Investing #NewWebsite #Multifamily

When we look back a decade from now, I am confident that the 2020's will be the known as "the rise of private wealth" and for the next 2 weeks this is my focus as well. I am super excited for 2 discussions. On 11/18 in NYC I will be moderating a discussion for NYPEN Real Estate to discuss the rise of private wealth. I will be joined by 3 industry leaders who will share their thoughts. Thank you Hugh Macdonnell from Clarion Partners LLC, Lee Beck from Forum Investment Group and Mark Neely from GenTrust for joining me. If your a NYPEN member, don't forget to RSVP as this will be a packed house. If your not a NYPEN member and would like to join, please reach out to NYPEN Real Estate for more info via their website. What do you want to know? Drop your questions into the comments and I'll try to incorporate into our discussion. Also, while I am in NYC I will be recording a episode of The Distribution by Juniper Square with a very special guest. Think: one of the largest asset managers and a household name when it comes to success in the private wealth channels. Don't forget to "follow" The Distribution Podcast on Apple/Spotify/YouTube so you will be notified when the episode drops. Looking forward to your comments ?? to ensure these two discussions are on point.

“Record-level interest rates have made owning a home much more expensive than renting. Meanwhile, a lack of homes for sale shuts out buyers because many homeowners with low mortgage rates chose to stay put last year. Home sales were the lowest in almost 30 years in 2023.” In the November issue of Real Assets Adviser, Forum Investment Group’s Chief Investment Officer, Jay Miller, dives deep into how these shifts are influencing baby boomers' perspectives on housing. Gain insights into the evolving dynamics of homeownership versus renting: https://hubs.li/Q02Xc6z00 #RealEstate #Investing #MarketTrends #HousingMarket #ForumInvestmentGroup

Hear from Forum’s CIO, Jay Miller, as he sheds light on third-quarter market trends and provides commentary on what the rest of 2024 and 2025 may bring. Watch the video, here: https://hubs.li/Q02X186m0 #realestate #investment #multifamily

Coming Soon: A New Forum Website + “One Forum” LinkedIn Page! We’re excited to share news of a new Forum website – coming soon! The revamped site merges two previously separate websites— https://hubs.li/Q02WD1Qw0 our core real estate owner/operator platform and https://hubs.li/Q02WD1s00, our investment management arm—into a single, streamlined digital experience providing visitors with a thorough understanding of Forum’s capabilities in real estate debt, private credit and equity investing. Our fresh new website design isn’t just about looks — it’s about making your experience better. From sleek navigation that helps you find what you need quickly, to updated content that keeps you informed with the latest Forum news and insights, and new features that offer tools and resources designed just for you, we can’t wait to share the new site. Check out the teaser video below to see what’s coming and stay tuned for the official launch coming next week. Also, look for a new Forum Investment Group LinkedIn page – which merges our previously separate LinkedIn pages – Forum Capital Advisors and Forum Investment Group – into one. You will now have one page to follow to stay informed on Forum news and announcements. #ForumIG #RealEstate #Investing #NewWebsite #Multifamily