Forum Investment Group

Markets just repriced the rate outlook — significantly.

After the Fed's first meeting under Chair Kevin Warsh, fed funds futures shifted from pricing ~2.5 cuts in early 2026 to nearly 2 hikes by mid-2027.

If you're evaluating fixed income alternatives for clients, duration matters more now.

Forum Real Estate Income Fund (FORAX) carries just 7 months of effective duration (vs. 3+ years for traditional fixed income) with floating-rate income that can reprice as rates move — positioning designed for exactly this kind of shift.

More at the link: https://hubs.li/Q04nWKfD0

Disclosures: https://hubs.li/Q04nW-xK0

What a fantastic week hosting guests from &Partners at our Market Symposium. We’re grateful to be included as a Visionary Partner and for the opportunity to spend time with so many members of the &Partners team.

Thank you for the engaging conversations, thoughtful questions, and meaningful connections throughout the week. It was a pleasure getting to know such a thoughtful and engaged group of professionals. We look forward to continuing the partnership and the conversations ahead.

The multifamily recovery is beginning to take shape.

Supply remains constrained. Demand remains resilient. And valuations continue to reflect a correction driven more by interest rates than property fundamentals.

Key trends* we're watching:
- Construction costs up 28% since 2021
- New deliveries down 50–62% from peak levels
- Wages outpacing rents for 39 consecutive months
- Multifamily NOI growth outpacing asset value appreciation

As institutional capital re-enters real estate equity, we believe multifamily remains one of the most compelling sectors to watch.
To support growing advisor demand, Forum investment solutions are now available through the CAIS Marketplace.

Learn more: https://hubs.li/Q04kXBPT0

*Sources and disclosures: https://hubs.li/Q04kXrCy0

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