As you evaluate portfolio exposure and seek ways to manage risk, consider the benefits of direct lending as a strategy to help enhance yield and reduce volatility. We are proud of our performance in 2024 and our track record of delivering differentiated outcomes for clients over the past five years. Learn more about how we can support your investment goals. Contact us today: https://hubs.li/Q0318_c60 hashtag#ForumInvestmentGroup hashtag#DirectLending hashtag#PortfolioStrategy hashtag#InvestmentSolutions
About us
Forum Investment Group is a private real estate investment management firm specializing in the multifamily sector with an investment platform that offers institutions and financial intermediaries access to multifamily debt, private credit, and equity investment exposure.
- Website
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http://www.forumig.com/
External link for Forum Investment Group
- Industry
- Investment Management
- Company size
- 51-200 employees
- Headquarters
- Denver, Colorado
- Type
- Privately Held
- Specialties
- Multifamily, Real Estate, Investing, Real Estate Development, and Real Estate Acquisitions
Locations
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Primary
240 Saint Paul St
Suite 400
Denver, Colorado 80206, US
Employees at Forum Investment Group
Updates
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“Their reporting is the best I’ve seen in my career, in 20 years of doing this. Everyone says that they are going to do a great job servicing your investment once they are done acquiring your assets, very few actually delivery on that promise. Forum does.” In our second advisor video, Nicholas Hamilton of The Hamilton Group Wealth Management visited our Cherry Creek offices to chat with Julie Cooling of the RIA Channel about Forum, business efficiencies, private credit and of course, private real estate. Watch the full video, below. ___________________ Disclosure: Forum has not compensated any party for any endorsement contained in this video. Forum is also not aware of any material conflict of interest arising from any endorsement that may be included in this video.
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As 2024 winds down, we couldn’t resist taking a moment to reflect on what an incredible year it’s been. Take a look at some of the highlights of the year in our 2024 Reflections Fun Facts Video! Thank you for being part of our journey. Here’s to even greater possibilities in 2025—let’s keep building together! #2024Reflections #FunFacts #ThankYou #Gratitude
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Public REITs vs. Private Real Estate: Key Insights on Cap Rates & Volatility Public REITs and private real estate each offer different advantages—but which is the right fit for your portfolio? Whether you’re prioritizing liquidity or seeking stability, understanding these differences can be crucial for portfolio strategy. Watch to learn more! #RealEstateInvesting #REITs #PrivateEquity #MarketInsights
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“The philosophy that the folks at Forum have aligns well with ours,” said Kevin McCulley, CFA, CFP® of Private Capital Management, LLC. Find out more about the philosophy and investment strategy at both Forum and Private Capital Management by tuning into Kevin’s recent conversation with Julie Cooling of RIA Channel, below. Disclosure: https://hubs.li/Q02_Z3Qn0
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***How the Federal Reserve Shapes Real Estate Valuations*** Curious about how interest rates influence the commercial real estate market? Our latest animation breaks it down. As the easing cycle continues, signs point to potential increased activity and stronger valuations. Watch to learn more! #RealEstateInvesting #InterestRates #CommercialRealEstate #MarketInsights
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Making an Impact: Colorado Gives Day December 10th was Colorado Gives Day, an annual celebration that encourages philanthropy throughout the state of Colorado. Forum Investment Group is committed to connecting capital and communities. This Colorado Gives Day, we’re proud to deepen that connection by supporting organizations we believe are making a difference. Our People and Culture Committee has selected four incredible non-profits, each dedicated to providing housing, financial services, and education to those who need it most. Together, we’re working to create brighter futures in the communities we serve. - Habitat for Humanity of Colorado - Sense of Security - Junior Achievement of Colorado - Young Americans Center for Financial Education #ColoradoGivesDay #GivingBack #MakeItBetterTogether #Team
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Timing the Cycle in CRE Investing: The Window of Opportunity Unlike the stock market, where timing is often discouraged, commercial real estate (CRE) investing can benefit from cycle-based timing. Knowing when to enter or exit the market—especially in multifamily distressed debt—can be key to maximizing returns. Our latest blog explores how to leverage market cycles to potentially identify high-quality assets with growth potential amid today's distressed opportunities and provides perspective ways to make informed, strategic moves as the market shifts. https://hubs.li/Q02ZM3gn0 #CREInvesting #Multifamily #MarketCycles #InvestmentStrategies
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“[Forum] can be nimble enough to solve for needs based off anything a client wants to see,” said Matthew Lengel, CFP® of Denver Private Wealth Management. “For us to have that type of relationship in town, to have solutions like Forum does, and have the background and expertise that they have, has been really beneficial to us as a firm.” We welcomed Matt and Julie Cooling of the RIA Channel to our offices last month to discuss market opportunities, investment strategies, challenges and successes. Learn more about Matt, Denver Private Wealth, and why they have chosen to invest with Forum in the full video, below. ______________________________ Disclosure: Forum has not compensated any party for any endorsement contained in this video. Forum is also not aware of any material conflict of interest arising from any endorsement that may be included in this video.
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For investors seeking alternatives to stocks and bonds, commercial real estate (CRE) offers a compelling mix of income, growth, and inflation protection. But within CRE, sectors like multifamily have stood out for their resilience and potential to boost risk-adjusted returns in diversified portfolios. In this blog, we explore the multifamily sector and how it can help balance growth and stability, making it a valuable consideration in portfolio construction. Discover why multifamily is a smart addition for client portfolios. https://hubs.li/Q02ZM3n40 #CRE #MultifamilyInvesting #PortfolioDiversification