Forum Real Estate Income Fund

Information Request

Request More Information about the Fund

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  • Legal Agreements

  • By requesting additional information, you acknowledge that materials shared with or in Forum Capital Advisors’ data room may only be marketed to “Accredited Investors”, as defined in Rule 215 of the Securities Exchange Act of 1933.


    Currently, an individual or entity is an Accredited Investors if he, she or it are:

    • A bank, insurance company, registered investment company, business development company, or small business investment company;
    • An employee benefit plan, within the meaning of the Employee Retirement Income Security Act, if a bank, insurance company, or registered investment adviser makes the investment decisions, or if the plan has total assets in excess of $5 million USD;
    • Any organization described in section 501(c) of the Internal Revenue Code, corporation, or partnership with assets exceeding $5 million USD;
    • A director, executive officer, or general partner of the company offering or selling the securities; a business in which all the equity owners are accredited investors;
    • A natural person who has individual net worth, or joint net worth with the person's spouse, that exceeds $1 million USD at the time of purchase (This calculation of net worth must exclude the person's primary residence as an asset, but include as a liability any debt secured by the primary residence in excess of its fair market value and any increase in debt secured by the residence up to its fair market value that has occurred within the preceding 60 days if such debt was not used to acquire the residence);
    • A natural person with income exceeding $200,000 USD (or joint income with a spouse exceeding $300,000 USD) in each of the two most recent years and a reasonable expectation of reaching the same income level in the current year; or
    • A trust with assets in excess of $5 million USD, not formed to acquire the securities offered, whose purchases a sophisticated person makes.
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