Forum Capital Interval Fund Begins Trading on Fidelity and Schwab

Forum Capital Advisors LLC, a Denver-based real estate investment and asset management firm, announced it has partnered with both Fidelity Investments and Charles Schwab & Co Inc., to add Forum Real Estate Income Fund to their intermediary platforms, broadening access to the firm’s interval fund for financial advisors and their clients.

Forum Real Estate Income Fund, offered under the ticker symbol FORAX, is a daily priced interval fund registered under the 1940 Act created to deliver access to “institutional investment-quality commercial real estate debt investments not typically available to individual investors.”

Forum says the fund focuses on maximizing current income, preserving investor capital and realizing long-term capital appreciation primarily by targeting income producing, institutional quality debt investments across both the public and private sectors backed by hard assets and long-standing relationships with experienced sponsors.

“In FORAX, Fidelity and Schwab have added a simple ‘point-and-click’ solution that provides its clients with exposure to a growing institutional real estate debt portfolio – one with competitive investment minimums, no subscription documents and no private fund investor restrictions,” said Darren Fisk, Forum’s founder and chief executive officer. “Since the fund’s inception in October 2019, we have built a diverse portfolio of 33 investments across 46 states. We believe that our partnership with Janus Henderson, an experienced and internationally recognized investment manager, provides the fund with expanded visibility and access to hard-to-source institutional debt investments that it would not otherwise see.”

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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