About FORBX
Forum Real Estate Income Fund is a specialized real estate income fund structured as a continuously offered, closed-end interval fund. Its primary function is to provide investors with reliable current income and capital preservation by investing predominantly in a diversified portfolio of commercial real estate debt instruments and related investments. The fund targets a variety of sectors within the real estate industry, including multifamily, industrial, mixed use, hospitality, office, and retail properties.
Rather than owning real estate directly, the fund emphasizes exposure to real estate-backed credit opportunities such as senior loans, mezzanine loans, commercial mortgage-backed securities (CMBS), preferred equity, and securities issued by publicly traded and private real estate investment trusts (REITs). By focusing on both public and private credit markets, the fund seeks to capitalize on income-generating assets that can offer alternatives to traditional fixed income, while its interval structure offers quarterly liquidity to investors. Disciplined asset and risk management underpin its approach, with a strong emphasis on diversification, income optimization, and mitigation of market- and sector-specific risks.
Forum Real Estate Income Fund plays a notable role in bridging traditional and alternative real estate financing, especially as banks and conventional lenders adjust their participation in the real estate sector.
Stock Exchange NASDAQ
Ticker Symbol FORBX
FORBX had a total return of 7.90% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.12%.
