Forum Real Estate Income Fund (FREIF) today announced the re-election of its full Board of Trustees and shareholder approval of Nuveen as the Fund’s new non-discretionary sub-adviser, reinforcing FREIF’s commitment to strategic growth, enhanced sourcing, and investment excellence.
The re-election of the Board reflects ongoing investor confidence in FREIF’s governance, investment strategy, and performance oversight under the leadership of portfolio managers Pat Brophy and Neil Shah. Forum also appointed Jason Brooks as a Portfolio Manager, joining Brophy and Shah. Brooks brings over a decade of experience in real estate credit, most recently at Janus Henderson Investors, where he specialized in commercial mortgage-backed securities (CMBS) and securitized credit.
Following the successful conclusion of the proxy solicitation process, FREIF shareholders formally approved the appointment of Nuveen, a global investment manager with over $1.3 trillion in assets under management, including more than $400 billion in real estate debt and equity investments. As non-discretionary sub-adviser, Nuveen will provide investment recommendations, market research, deal sourcing, credit insights and trading related to real estate securities and debt instruments such as CMBS. Nuveen will operate under the supervision of Forum. All investment decisions and execution authority remain fully with the FREIF portfolio management team.
“We’re pleased to welcome Nuveen to FREIF’s investment ecosystem,” said Lee Beck, President of Forum. “Their deep bench of securitized credit professionals, extensive market access, and strategic perspective will enhance our sourcing engine while maintaining our proven investment structure.”
“We’re excited to support Forum and the FREIF platform with our real estate market research and credit expertise,” said Jeff Carlin, Senior Managing Director, Head of Global Wealth Advisory Services at Nuveen. “We believe this collaboration is well aligned with our commitment to supporting sophisticated investment strategies with deep sector knowledge and market access.”
With the approval of Nuveen and the expanded portfolio management team, Forum believes FREIF is well positioned to deliver continued value to shareholders through enhanced credit research, deeper sourcing reach, and disciplined portfolio execution.
About Forum
Forum Investment Group (“Forum”) is a private real estate investment management firm specializing in the multifamily sector. With assets in over 20 states, Forum built a foundation specifically in development and has evolved into acquisition. In 2018, the firm established its investment management platform to offer institutions and financial intermediaries access to multifamily debt, private credit, and equity exposure. For more information, please visit ForumIG.com.
Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. Investors should read the prospectus and summary of additional information carefully with this and other information about the Fund. For additional information, please call 888-267-1456 or email InvestorRelations@ForumIG.com.
Distributor: Foreside Fund Services, LLC
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Edward Lopez, Profile Advisors
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