Forum Investment Group

Welcome to our Multifamily Market Analysis Series, a new video series where we review data that we believe supports the case for multifamily investments in markets across the U.S. Being a Colorado company, it is only fitting for us to begin here. Welcome to Denver, one of the fastest growing metropolitan areas in the U.S. and one of Colorado’s most desirable cities*. Check out this video which dives into some of the key drivers of growth in the Denver 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/Q02PLtvN0 #multifamily #realestate #investing #denver *Source: U.S. News and World Report; “The Fastest-Growing Places in the U.S. in 2024-2025”, May 2024; and Redfin; “The 10 Best Places to Live in Colorado in 2024”, May 2024

Forum Investment Group Announces the Closing of its Private Credit Strategy at $226M With the September 30th close, Forum exceeded its target raise by 2.2x, broadening the firm’s multifamily private credit strategy. Read More: https://hubs.li/Q02SmKyB0

Yesterday, members of the Forum team spent the morning volunteering at the 40th Anniversary Community Food Garden Harvest at Civic Center Park. This was a small yet fulfilling way to give back to our community, while spending time with our teammates outside of the office. Thanks to everyone who joined us!

After September’s rate cut made headlines last week, Forum Investment Group’s Senior Director & Portfolio Manager, Pat Brophy, met with editor Sam Rowan at PERE Credit, to unpack the potential implications for CRE lenders and borrowers: “Now that we see the direction interest rates are heading, it opens things up – maybe the extend-and-pretend strategy works out better now because people can see the light at the end of the tunnel, at least in terms of the cost of capital.” Read the full story here: https://hubs.li/Q02RgPZ10

Multifamily Market Analysis Series: Dallas/Fort Worth, Texas Welcome to Dallas/Fort Worth (DFW), one of the nation’s largest metropolitan areas – home to one of the busiest airports in the country and numerous professional sports teams*. In our second video of the series, we dig into some of the key drivers of growth in the DFW metro and why we believe multifamily real estate is an attractive investment opportunity now. 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/Q02Rh7GM0 #multifamily #realestate #investing #dallas #forthworth *Sources: U.S. Census Bureau, Vintage 2023 Population Estimates; “Top 10 U.S. Metro Areas in Annual Numeric Growth: July 1, 2022 to July 1, 2023”, as of March 14, 2024. Airports Council International; “Top 10 Busiest Airports in the World Shift with the Rise of International Air Travel Demand”, April 14, 2024.

According to Rental Housing Economist, #JayParsons post, multifamily permits in the top 50 U.S. metros continue to drop – nearly everywhere. We believe this further supports the demand for multifamily across the country. https://hubs.li/Q02QYLJr0 At Forum, we have been focused on multifamily real estate since 2007. We believe multifamily fundamentals remain strong, and that now is a prime time for investors to add multifamily to their investment strategy. Disclosure: https://hubs.li/Q02QYxJh0 Learn more: https://hubs.li/Q02QYFdn0 #multifamily #investing #jayparsons

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Forum CIO James Miller recently sat down with FundFire real assets reporter Davide Mamone and detailed Forum’s perspective surrounding the current attraction to the Sun Belt region’s multifamily market. When asked about some of the factors motivating interest in the region Jay noted: "One positive factor is that it is just less expensive to do business in these states. Combine that with job demand, and you have a good recipe for multifamily development and ownership." Read the full story here: https://hubs.li/Q02QwJdH0

Headed to #IPAVision 2024 next week? Meet us there! Paul Nardozzi and Margo Black will be representing Forum Investment Group and look forward to connecting with fellow attendees. If you are interested in learning more about Forum or catching up with Paul or Margo, reach out to them today!

Meet the Team Mondays Introducing: Paul Nardozzi, Managing Director – Northeast Region Paul brings more than 20 years of investments and capital markets experience to Forum. Paul is responsible for investor acquisition and capital raise efforts specifically in the Northeast territory.