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Forum Capital Advisors Introduces Forum CRE Income Fund

by Sea Point Realtors

New fund to meet investor demand for commercial real estate loan strategies

DENVER, Aug 10, 2021 (GLOBE NEWSWIRE) – Forum Capital Advisors, LLC, a boutique asset management firm and subsidiary of Denver-based Forum Investment Group, announced the launch of its latest investment offering: the Forum CRE Income Fund ( "FCREIF"), a continuously offered closed-ended tendering fund with a 40 Act private placement that focuses on investment opportunities in commercial real estate bonds. FCREIF provides high net worth individuals, institutions, family offices and financial intermediaries with access to commercial real estate loans and represents a restructuring of the company's successful Forum Integrated Income Fund ("FIIF"), which closed in December 2020 for $ 50 million.

"Based on the strong performance of our first bond offering, the Forum Integrated Income Fund, and in response to the feedback from many of our investors who wanted to top up their investment, we listened and took action with the introduction of FCREIF," said Forum founder and CEO , Darren Fisk. "FCREIF aims to provide access to commercial real estate bonds at a time when investors are looking for better alternatives to portfolio diversification and new income opportunities. We are very excited about the FCREIF and look forward to offering investors a new opportunity to gain access to the commercial real estate bond market. "

Commercial real estate bonds are an asset class that has traditionally not been easily accessible to retail investors and represents an alternative potential source of income and diversification at a time when both are difficult to find. Forum has a track record of providing commercial real estate bond opportunities, and FCREIF offers investors sophisticated real estate asset management at a relatively reasonable minimum investment.

Research suggests that private investors traditionally invest too little money in alternative investments and real estate, especially when compared to institutional investors. FCREIF strives to be a real estate investment that is free of high fees, low liquidity, or highly correlated to the S&P 500 and other traditional assets. FCREIF offers a limited liquidity function1 and has a history of low correlation with the broad equity market, which can help diversify and isolate portfolios.

To learn more, visit http://www.FCREIF.com.

About Forum Investment Group
The Forum Investment Group – with the affiliated companies Forum Real Estate Group and Forum Capital Advisors – is a private real estate investment company with expertise and focus on multi-family investments throughout the entire real estate cycle and across the entire capital stock. The company offers real estate acquisition, development and debt investments and has a solid track record of generating reliable ongoing income with an attractive risk-return profile and building long-term value and appreciation for investors. Affiliate, Forum Capital Advisors, LLC ("FCA"), founded in 2018, is a registered investment advisor and manager of the Company's fund investment vehicles. More information is available at http://www.ForumRE.com.

1 Each quarterly repurchase offer is generally limited to the repurchase of 5% of the weighted average number of shares outstanding in the previous calendar year (or 20% in each calendar year). An early redemption fee payable to the Fund of 2.00% will be charged to the repurchase of Shares by a Shareholder at any time prior to the day immediately preceding the one year anniversary of the Shareholder's purchase of the Shares. Please see the memorandum for more details.

Important investment considerations

Investors should carefully consider the investment objectives, risks, fees and costs before investing. For a prospectus or summary prospectus containing this and other information about the Fund, please call or visit 303.501.8804 http://www.FCREIF.com read this brochure or prospectus carefully before investing.

Diversification neither secures a profit nor protects it from losses.

There are risks associated with investing in the Fund, including the risk that an investor may receive little or no return on their investment or that an investor may lose some or all of that investment. Therefore, investors should carefully consider the following key risks before investing in the Fund. There is no guarantee that the Fund will achieve its performance or investment objectives, or that it will achieve any target return or return on capital employed or any target dividend return. Shareholders may lose some or all of their invested capital and potential investors should not buy shares in the Fund unless they can readily accept the consequences of such loss. Limited liquidity is only made available to Shareholders through the Fund's quarterly repurchase offers. There is no guarantee that shareholders will be able to sell all of the shares they wish in a quarterly repurchase offer. The Fund's investments are also subject to liquidity risk. Funds with main investment strategies that include the securities of companies with a smaller market capitalization, derivatives or securities with significant market and credit risk are usually most exposed to liquidity risk.

As a non-diversified investment company, the fund may invest more than 5% of its total assets in securities from one or more issuers. The Fund may therefore be more susceptible than a diversified fund to adverse effects from events affecting an individual borrower, geographic location, security or type of investment. It is expected that the Fund's investments in real estate bonds will be backed by real estate assets. The Fund's focus on the real estate sector may increase the volatility of the Fund's returns and also expose the Fund to the risk of an economic downturn in this sector than if its portfolio includes investments in other sectors. In addition, there is no limit to the amount of fund assets that can be invested in any single geographic area within the United States. To the extent that the Fund concentrates its investments in a limited number of assets or geographical areas, the Fund is subject to certain risks associated with concentrated investments. Commercial real estate debt securities (e.g., mortgages, mezzanine loans, and preferred stocks) that are backed by commercial real estate are subject to default, foreclosure, and loss risks that are greater than similar risks associated with loans tied to the security of individual family homes. The Fund intends to invest some of its assets in pools or tranches of Commercial Mortgage Backed Securities (CMBS) *. In an environment of rising interest rates, if payments for underlying mortgages are not made as expected, the value of CMBS can be adversely affected, resulting in an increase in the effective life of the security and an associated increase in the interest rate sensitivity of a longer-term instrument. Subordinated CMBS are also subject to a higher credit risk than higher rated CMBS. Mortgage loans on commercial real estate generally do not have standardized terms, which can complicate their structure and increase due diligence costs. Commercial mortgage loans also typically have shorter terms than single family residential mortgage loans and are generally not fully amortized, which means that when due, a significant principal or "balloon" payment may be due.

Intermediary: Foreside Fund Services, LLC

* A collateral backed by commercial and multi-family mortgages rather than residential property.

Media contact:
ForumRealEstate@wearecsg.com