Axos Advisor Services, a hybrid custodian and financial services company, partnered with Forum Capital Advisors LLC, a Denver-based real estate investment and asset management firm, to “expand investment offerings” to its registered investment advisors with the addition of the Forum Real Estate Income Fund to the Axos investment platform.
Forum Real Estate Income Fund is focused on maximizing current income, preserving investor capital, and realizing long-term capital appreciation by utilizing floating-rate debt and targeting investments backed by hard assets.
“Axos advisors now have a simple ‘point-and-click’ solution for exposure to institutional real estate debt securities, one with competitive investment minimums, no subscription documents, and no investor restrictions,” Darren Fisk, Forum founder and chief executive officer, said. “Since first launching the fund in October 2019, we have built a diverse portfolio of 36 investments across 48 states with gross assets under management of $72.8 million, since inception. Forum, together with our sub-advisor Janus Henderson Investors US LLC, provides the fund greater visibility and access to hard-to-source institutional debt investments that it wouldn’t otherwise see.”
“The Forum Real Estate Income Fund is a welcome addition to the Axos platform, giving wealth managers entry to the hard-to-access private real estate asset class and the ability to scale private real estate investments across their book of business with a simple ticker symbol,” Rob Hellmann, vice president of product management at Axos Advisor Services, said.
Forum Investment Group is an asset management firm focused on multifamily acquisitions, developments, real estate debt, and structured finance solutions for owners, operators and developers across the U.S.
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