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Family OfficeIndividual InvestorInstitutional InvestorRIAOther
Approx. Net Worth
Less than $1 million$1 million – $5 million$5 million – $10 million$10 million – $50 million$50 million – $100 millionOver $100 million
Annual Household Income
Forum Real Estate Debt FundForum Opportunistic FundForum Direct Real EstateALL
GrowthIncomeGrowth & Income
Short (less than 3 years)Average (6-7 years)Long (more than 7 years)
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Forum Capital Advisors’ services are only available to accredited investors. By requesting additional information, you acknowledge that the materials presented to you in Forum Capital Advisors’ data room may only be marketed under the Investment Advisors Act to investors who are “qualified clients” as defined in Rule 205-3 of the Investment Advisors Act. By requesting information, you are confirming that you meet the qualifications of a “qualified client.”
Forum Capital Advisors, LLC is an affiliate of Forum Investment Group and a registered investment adviser.