Milestone underscores demand for income-focused real estate strategies
Forum Investment Group today announced that the Forum Real Estate Income Fund (“FREIF” or “the Fund”) surpassed $300 million in net assets under management (AUM) — a major milestone reflecting growing investor demand for differentiated, income-oriented solutions in today’s evolving market.
Structured as an interval fund (ticker: FORAX), FREIF is a compelling alternative to traditional fixed income that seeks to provide high income potential with lower volatility by investing in a diversified portfolio of public1 and private real estate debt investment opportunities. Since launching October 30, 2019, the Fund has attracted RIAs, family offices, and high-net-worth individuals seeking alternatives to traditional bonds.
“Reaching the $300 million mark is more than a milestone, it signals FREIF’s evolution into a scaled platform with staying power,” said Lee Beck, President at Forum. “In a time when investors are rethinking portfolio allocations, FREIF presents a viable alternative to traditional fixed income exposure.”
As of June 30, 2025, FREIF reported:
- 1-year net return: 10.82% (Class F), 10.72% (Class I)
- 3-year annualized return: 10.82% (Class F)
- Since inception cumulative net return2: 58.43% (Class F), 29.16% (Class I), 9.22% (Class K)
These results highlight the Fund’s consistent income generation across multiple market cycles, including the COVID-19 crisis and recent interest rate volatility.
“FREIF fills a growing gap in investor portfolios,” said Pat Brophy, Portfolio Manager. “We’ve built a strategy that emphasizes reliability, real estate fundamentals, and transparency — and we’re proud of what’s ahead.”
FREIF’s portfolio emphasizes hard-asset, real estate-backed debt investments, with a focus on downside risk mitigation and long-term value creation. For more information, FREIF.com.
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