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    Forum Investment Group Announces the Closing of its Private Credit Strategy at $226M

    Forum Investment Group Announces the Closing of its Private Credit Strategy at $226M

    DENVER, October 7, 2024-- Forum Investment Group (“Forum” or the “Firm”), a private real estate investment management firm specializing in the multifa..

    Siobhan Sargent | October 7, 2024
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    2024 First Quarter Market Update with CIO, Jay Miller

    2024 First Quarter Market Update with CIO, Jay Miller

    Multifamily Real Estate
    Siobhan Sargent | April 23, 2024
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    Janus Henderson Announces Strategic Partnership to Market Forum Real Estate Income Fund

    Janus Henderson Announces Strategic Partnership to Market Forum Real Estate Income Fund

    DENVER – April 15, 2024 -- Janus Henderson Investors (NYSE: JHG) today announced the firm has entered into a strategic partnership with Forum Invest..

    Siobhan Sargent | April 15, 2024
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    Forum Investment Group Provides Preferred Equity for Multifamily Development in Saginaw, Texas

    Forum Investment Group Provides Preferred Equity for Multifamily Development in Saginaw, Texas

    Denver, Colorado – November 10, 2023 – Forum Investment Group (“Forum”), a Denver-based private real estate investment management firm, announced toda..

    Siobhan Sargent | November 10, 2023
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    Forum Investment Group Hires Industry Veteran Lee Beck as Managing Partner

    Forum Investment Group Hires Industry Veteran Lee Beck as Managing Partner

    Denver, Colorado – October 19, 2023 – Forum Investment Group1 (“Forum”), a Denver-based real estate investment and asset management firm, announced to..

    Siobhan Sargent | October 19, 2023
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    Forum Capital Advisors Provides Preferred Equity for Multifamily Development in Atlanta, Georgia

    Forum Capital Advisors Provides Preferred Equity for Multifamily Development in Atlanta, Georgia

    Real Estate Debt , Multifamily Real Estate

    Denver, Colorado – September 12, 2023 – Forum Capital Advisors LLC (“Forum”) , a Denver-based real estate investment and asset management firm, announ..

    Siobhan Sargent | September 12, 2023
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    Forum Capital Advisors Provides Preferred Equity for Multifamily Development in Cleveland Heights, Ohio

    Forum Capital Advisors Provides Preferred Equity for Multifamily Development in Cleveland Heights, Ohio

    Real Estate Debt , Multifamily Real Estate

    Denver, Colorado – September 8, 2023 – Forum Capital Advisors LLC (“Forum”), a Denver-based real estate investment and asset management firm, announce..

    Siobhan Sargent | September 8, 2023
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    Forum Investment Group Announces Closing of $836.1M Roll-up Transaction

    Forum Investment Group Announces Closing of $836.1M Roll-up Transaction

    Real Estate Debt , Multifamily Real Estate

    Denver, Colorado – August 3, 2023 – Forum Investment Group LLC (“Forum”), a Denver-based real estate investment and asset management firm, announced t..

    Siobhan Sargent | August 3, 2023
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    Forum Capital Advisors Provides Preferred Equity for Multifamily Development in Beaufort, South Carolina

    Forum Capital Advisors Provides Preferred Equity for Multifamily Development in Beaufort, South Carolina

    Real Estate Debt , Multifamily Real Estate

    Denver, Colorado – June 28, 2023 – Forum Capital Advisors LLC (“Forum”), a Denver-based investment management firm, announced today that it has closed..

    Siobhan Sargent | June 28, 2023
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    Forum Capital Advisors Provides Preferred Equity for Multifamily Development in San Antonio, Texas

    Forum Capital Advisors Provides Preferred Equity for Multifamily Development in San Antonio, Texas

    Real Estate Debt , Multifamily Real Estate

    Denver, Colorado – June 21, 2023 – Forum Capital Advisors LLC (“Forum”), a Denver-based investment management firm, announced today that it has closed..

    Siobhan Sargent | June 21, 2023
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    Forum Investment Group and Mass Equities Acquire Land in Erie, Colorado for Future Multifamily Development

    Forum Investment Group and Mass Equities Acquire Land in Erie, Colorado for Future Multifamily Development

    Multifamily Real Estate

    Project to Feature 206 Apartment Units on a 4.5-Acre Site Located within Erie Town Center Master Plan

    Denver, Colorado – May 31, 2023 – Forum Investme..

    Siobhan Sargent | May 31, 2023
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    Forum Capital Advisors Provides Preferred Equity for Multifamily Development in Fort Myers, Florida

    Forum Capital Advisors Provides Preferred Equity for Multifamily Development in Fort Myers, Florida

    Multifamily Real Estate

    Denver, Colorado – May 16, 2023 – Forum Capital Advisors LLC (“Forum”), a Denver-based asset management firm, announced that it has closed on a $26 mi..

    Siobhan Sargent | May 16, 2023
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    Forum Capital Advisors Announces Interval Fund (FORAX) Now Available For Purchase Via Fidelity Investments and Charles Schwab

    Forum Capital Advisors Announces Interval Fund (FORAX) Now Available For Purchase Via Fidelity Investments and Charles Schwab

    Forum Real Estate Income Fund (FORAX), now available for purchase by advisors via Fidelity Investments and Charles Schwab, provides access to institut..

    Siobhan Sargent | April 5, 2023
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    Forum Capital Advisors Launches New Ticker-Based Interval Fund Through Axos Advisor Services

    Forum Capital Advisors Launches New Ticker-Based Interval Fund Through Axos Advisor Services

    Forum Real Estate Income Fund (FORFX), now available through Axos Advisor Services, provides access to institutional commercial real estate debt inves..

    Siobhan Sargent | February 22, 2023
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    Forum Investment Group Hires Jay Miller as Chief Investment Officer

    Forum Investment Group Hires Jay Miller as Chief Investment Officer

    DENVER – January 9, 2023 – Forum Investment Group (“Forum”), a Denver-based real estate investment and asset management firm, announced today that ind..

    Siobhan Sargent | January 9, 2023
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    Forum Capital Advisors Provides Preferred Equity for Townhome Development in Longmont, Colorado

    Forum Capital Advisors Provides Preferred Equity for Townhome Development in Longmont, Colorado

    Real Estate Investing , Real Estate Debt , Multifamily Real Estate

    Longmont, Colorado – November 2022 – The Forum Structured Finance Team at Forum Capital Advisors LLC, a Denver-based real estate investment and asset ..

    Siobhan Sargent | November 21, 2022
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    Forum Capital Advisors Arranges a $30.5 Million Financing for Multifamily Development in Palm Bay, Florida

    Forum Capital Advisors Arranges a $30.5 Million Financing for Multifamily Development in Palm Bay, Florida

    Middle Market Housing , Multifamily Real Estate

    Palm Bay, Florida – November 2022 – The Forum Structured Finance Team at Forum Capital Advisors LLC, a Denver-based real estate investment and asset m..

    Siobhan Sargent | November 9, 2022
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    Investing in a Rising Interest Rate Environment

    Investing in a Rising Interest Rate Environment

    Real Estate Investing , Multifamily Real Estate , Rising Interest Rates

    So far this year, the Fed has increased interest rates a total of 300 basis points, after not raising rates at all since 2018. How might this affect m..

    Siobhan Sargent | October 21, 2022
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    Forum Capital Advisors Arranges $12 Million Preferred Equity for Multifamily Development in Cape Coral, Florida

    Forum Capital Advisors Arranges $12 Million Preferred Equity for Multifamily Development in Cape Coral, Florida

    Middle Market Housing , Multifamily Real Estate

    CAPE CORAL, Fla. – October 2022 – The Forum Structured Finance Team at Forum Capital Advisors LLC, a Denver-based real estate investment and asset man..

    Siobhan Sargent | October 4, 2022
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    Forum Investment Group & Brookhaven Capital Partners Acquire Land in Denver for Future Multifamily Development

    Forum Investment Group & Brookhaven Capital Partners Acquire Land in Denver for Future Multifamily Development

    Middle Market Housing , Multifamily Real Estate

    Project to Feature 300 Apartment Units on a 2.6-Acre Site Located in the Heart of Denver.

    DENVER, Colorado – August 2, 2022 - Forum Investment Group (..

    Siobhan Sargent | August 4, 2022
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    Forum Capital Advisors Arranges $66 Million for Multifamily Development North of Miami

    Forum Capital Advisors Arranges $66 Million for Multifamily Development North of Miami

    FORT LAUDERDALE, Fla. – July 25, 2022 – Forum Capital Advisors LLC, a Denver-based real estate investment and asset management firm, announced today t..

    Siobhan Sargent | July 26, 2022
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    Forum Investment Group Taps Industry Veteran Mick Manning to Lead Buildout of Broker-Dealer Platform

    Forum Investment Group Taps Industry Veteran Mick Manning to Lead Buildout of Broker-Dealer Platform

    DENVER – June 20, 2022 – Forum Investment Group (“Forum”), a Denver-based real estate investment and asset management firm, announced today that Mick ..

    Siobhan Sargent | June 20, 2022
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    Forum Investment Group Launches Structured Finance Platform for the Multifamily Real Estate Sector

    Forum Investment Group Launches Structured Finance Platform for the Multifamily Real Estate Sector

    Real estate investment and asset management firm brings on experienced team to support new credit and finance business vertical

    DENVER, Colo. – Novemb..

    Investor Relations | March 1, 2022
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    Tax Talk: How Depreciation Reduces the Tax Bite Without Affecting Income

    Tax Talk: How Depreciation Reduces the Tax Bite Without Affecting Income

    Real Estate Investing , Multifamily Real Estate , Real Estate Taxes

    Those who invest in real estate generally tout three main benefits of the asset class: diversification, attractive returns, and income generation. But..

    Kimberly Schnetzer | November 17, 2021
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    Staying Nimble in A Changing Environment: A Look at Forum’s Epoque Golden

    Staying Nimble in A Changing Environment: A Look at Forum’s Epoque Golden

    Real Estate Investing , Multifamily Real Estate

    8 minute read

    In early 2021, Forum Investment Group made the decision to convert its Epoque Golden, a 120-unit multifamily development in Golden, Colo..

    Patxi Colbern | June 30, 2021
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    Is Your Portfolio Prepared If Inflation Rears Its Head?

    Is Your Portfolio Prepared If Inflation Rears Its Head?

    Real Estate Investing , Multifamily Real Estate

    6 Minute Read

    Dave Kasprzak | June 10, 2021
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    Commercial Real Estate Outlook Varies Greatly by Sector - Pandemic Underscores Necessity and Stability of Multifamily Segment

    Commercial Real Estate Outlook Varies Greatly by Sector - Pandemic Underscores Necessity and Stability of Multifamily Segment

    Real Estate Investing , Multifamily Real Estate

    7 Minute Read

    Coming out of a severe economic downturn, it’s impossible to make a blanket statement about commercial real estate in 2021. Rarely, per..

    Ryan Mase | March 8, 2021
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    A By-the-Numbers Look at the Investment Case for Middle-Market Housing

    A By-the-Numbers Look at the Investment Case for Middle-Market Housing

    Middle Market Housing , Multifamily Real Estate

    6 Minute Read

    In a U.S. rental market that spans a wide range of geographies and demographics, we see the most opportunity within a niche market segme..

    Brad Weinig | December 16, 2020
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    TIF Projects: A Promising Partnership Between Developers and Local Communities

    TIF Projects: A Promising Partnership Between Developers and Local Communities

    Real Estate Investing , Multifamily Real Estate

    6 Minute Read

    Rich Wilson | November 16, 2020
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    Breaking Through: Fund Structures That Grant Access to Coveted Commercial Real Estate Sectors

    Breaking Through: Fund Structures That Grant Access to Coveted Commercial Real Estate Sectors

    Real Estate Investing , Multifamily Real Estate

    6 Minute Read

    With traditional sources of investment income looking risky or offering paltry yields, a growing set of investors are turning to commerc..

    Darren Fisk | October 19, 2020
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    The Tax Factor: The Simple Math Behind Real Estate Investing’s Hidden Benefit

    The Tax Factor: The Simple Math Behind Real Estate Investing’s Hidden Benefit

    Real Estate Investing , 1031 Exchange

    6 Minute Read

    Today’s investor faces a three-pronged problem: low yields, high correlations and – likely – an increasing tax bite. As an asset class,..

    Darren Fisk | September 18, 2020
    Read More
    The Perils of Sitting on the Sideline

    The Perils of Sitting on the Sideline

    Real Estate Investing , Real Estate Debt

    3 Minute Read

    Stuck at a crossroad between election uncertainty and pandemic-related concerns, many investors are pulling off the road to sit things o..

    Nick Thompson | September 18, 2020
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    Real Estate's ‘Missing Middle’ Looking At Opportunities In Workforce Housing

    Real Estate's ‘Missing Middle’ Looking At Opportunities In Workforce Housing

    Real Estate Investing , Middle Market Housing

    3 Minute Read

    Over the last decade, income growth for many American families has not kept pace with rising housing prices leading to a shortag..

    Brad Weinig | September 17, 2020
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    Cost Segregation: A Meaningful Lever for Real Estate Investors to Reduce Tax Burden

    Cost Segregation: A Meaningful Lever for Real Estate Investors to Reduce Tax Burden

    Real Estate Investing

    3 Minute Read

    For income investors, nothing is more deflating than the tax bite. A well-planned income strategy may look good on paper, but loses s..

    John Kolstoe | September 17, 2020
    Read More
    Investment Shelter In A Market Storm: Five Reasons to Consider Multifamily Real Estate Now

    Investment Shelter In A Market Storm: Five Reasons to Consider Multifamily Real Estate Now

    Real Estate Investing

    5 Minute Read

    It’s not surprising that many individual investors have been unnerved by the equity-market volatility and economic uncertainty t..

    Darren Fisk | August 26, 2020
    Read More
    A Retirement Income Crisis is Brewing

    A Retirement Income Crisis is Brewing

    Real Estate Investing , Real Estate Debt

    5 minute read

    Investors of all scale must confront a looming crisis: The struggle to find income. Whether an individual targeting a specific cash flow..

    Nick Thompson | August 20, 2020
    Read More
    The View From The Mezzanine: Looking Into Real Estate's Higher Returns

    The View From The Mezzanine: Looking Into Real Estate's Higher Returns

    Real Estate Investing , Real Estate Debt

    5 Minute Read

    Many RIA clients are seeking yield, but leery of descending to the lower-rated segments of the corporate debt markets to find it..

    Nick Thompson | July 15, 2020
    Read More

    John Kolstoe

    Recent Posts

    Cost Segregation: A Meaningful Lever for Real Estate Investors to Reduce Tax Burden

    Real Estate Investing

    John Kolstoe

    3 Minute Read

    For income investors, nothing is more deflating than the tax bite. A well-planned income strategy may...

    Read More
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