FORUM PARTNERS INVESTMENT MANAGEMENT LLC

Thesis

They focus on identifying and investing in real assets and leading real estate companies, prioritizing downside protection while preserving upside potential. FPIM operates globally with offices in North America, Europe, and Asia-Pacific. Their strategy involves investing in and alongside private and public real estate companies, particularly in the middle market, that have a demonstrated ability to add value. They offer tailored financial and strategic solutions to unlock enterprise and asset value, with a priority on income and capital preservation. FPIM utilizes various structures including regional funds, separate accounts, platform-specific partnerships, and direct investments as a limited partner. While historically raising regional private equity real estate funds, they have adapted to include co-investment platforms and deal-by-deal solicitations, leveraging balance sheet capital and institutional partnerships. As of December 31, 2018, FPIM had approximately $189.6 million in AUM, with the Forum Group deploying approximately $7.7 billion since inception across 24 countries and over 100 investments. They invest globally, targeting established real estate companies for growth and/or restructuring capital, suggesting a preference for companies beyond early stages, likely in Series A through growth stages or those requiring restructuring. Their typical check size per investment deal is not explicitly stated.