Forum Real Estate Income Fund - I Shares
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
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Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
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Performance
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Price
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NAV
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Beta / Standard Deviation
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Company Information
Provider
Forum
Manager/Tenure
(Years)
(Years)
Patrick Brophy (4), Neil Shah (2), Jason Brooks (0)
Website
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Address
Forum
Portland ME - 04112
Portland ME - 04112
Country
United States
Phone Number
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Investment Strategy
The investment seeks to maximize current income and preserve investor capital, with a secondary focus on long-term capital appreciation. The fund concentrates its investments (i.e., invests more than 25% of its assets) in the real estate industry. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of borrowings for investment purposes) in a portfolio of commercial real estate loans and other real estate-related investments located in the United States. It is non-diversified.