Forum Investment Group

The first quarter of 2025 brought with it a torrent of executive orders with the potential to bring radical change to the U.S. economy and caused broad market volatility. The changes we see coming we believe will be net positive for multifamily investment. We believe that now is not the time to be passive. We are continuing to focus on property and market fundamentals. While we are proceeding carefully, waiting for “the all-clear” may mean missing the moment when price dislocation creates the best relative returns. Hear more from CIO Jay Miller in our Q1 2025 market video: https://hubs.li/Q03hwFzQ0 #forum #realestate #investments #marketupdate

Rooted in authenticity and designed with intention, the Forum Investment Group's workplace in Denver exudes a hospitable, approachable, and comfortable environment. Drawing from the Colorado landscape, the design features warm wood ceilings, natural greenery, and a palette of matte black and copper finishes—all contributing to their brand as a casual-yet-business-forward space with a flexible and nimble footprint. Photos: Jess Blackwell Photography   #esgdesigned #workplacedesign

Distressed CRE Insights: What We Learned at IMN The distressed CRE market is unfolding fast—and we believe opportunity is knocking. At IMN’s Distressed CRE Forum in San Francisco, Jay Miller joined other industry leaders to discuss the rising wave of defaults, multifamily distress, and foreclosure trends shaping 2025. Key takeaways: • Distress is accelerating—underwriting discipline is critical. • Private capital is stepping in where banks are retreating. • Multifamily is feeling the squeeze, but select deals present real upside. A big thanks to IMN for an insightful event! #CRE #DistressedRealEstate #Investing #Multifamily #PrivateCredit #IMN

What an honor! Thank you to Derrick Brooks, CAIS and their advisory network for a wonderful event in St. Pete last week. It was great to be up on the big stage discussing life, sports and investment management. #forum #investmentmanagement #cais #alternativeinvestments #realestate #keynote #nflhalloffame

Forum’s Q1 2025 Market Update is out. The economy is shifting. Are you positioned to take advantage? We break down what’s we see shaping the investment landscape—from executive policy shifts to capital market dynamics and real estate sector trends. 3 things we’re watching closely: • 10-year Treasury yields remain elevated despite Fed signaling cuts • Tariffs and inflation are reshaping the cost to build—constraining new supply • Multifamily continues to outperform with rising rents and demand resilience >>Read More: https://hubs.li/Q03lHgvY0 #Multifamily #RealEstateInvesting #ForumInvestmentGroup #MarketInsights #Alternatives

The Sowell Investment Symposium is about people and partnerships. We’re bringing together a community of elite advisors and respected firms to collaborate on the future of our industry. Rayliant’s keynote with Jason Hsu will challenge our thoughts on tax-aware investing and OCIO platforms. And we’re grateful to have Goldman Sachs Asset Management, GeoWealth, and Forum Investment Group joining the conversation. Excited for what’s ahead. 🔗 Full article: https://lnkd.in/dRJxyrs8 #AdvisorCommunity #OCIO #WealthManagementLeadership #SowellInvestmentSymposium #Rayliant #GoldmanSachs #GeoWealth #ForumInvestmentGroup

Distressed CRE is Accelerating – What’s Next? The distressed real estate cycle is in full swing—are you positioned to take advantage? Don’t miss Forum’s CIO Jay Miller tomorrow as he takes the stage at IMN’s Distressed CRE Forum in San Francisco to break down: • Where he believes distress is hitting hardest • Thoughts on how to structure deals in today’s market • His outlook for multifamily and commercial real estate With foreclosures and delinquencies surging, we believe the window to capitalize is now. If you’re attending, be sure to join the discussion! #CRE #DistressedAssets #Multifamily #PrivateCredit #IMN #RealEstateInvesting

Headed to CAIS Live | South? Meet us there! Forum Investment Group is a proud sponsor of CAIS. Lee Beck and Paul Nardozzi will be representing our firm and look forward to connecting with fellow attendees. If you’d like to learn more about Forum, reach out to them today! Don't forget to stop by the Keynote to hear Lee Beck interview NFL Legend, Derrick Brooks. #CAISLive #FinancialAdvisors #ForumInvestmentGroup #Investing

CONTENT DROP: Market Volatility Podcast Headlines this past week have investor and consumer confidence down. The news cycles are discussing market volatility, home pricing, construction costs, tariffs and much more. But how much is noise and how do you decipher what’s most important? Ryan Brome sat down with CIO Jay Miller and portfolio manager Pat Brophy to dig into the details. What keeps them up at night? What gives them hope? And how do they cut through the noise to make strategic decisions for their respective investment solutions. Listen today: https://hubs.li/Q03jQn2T0 #marketvolatility #realestate #realestatemarkets #realestateinvesting #multifamily #commericalrealestate #forum

Distressed CRE is Heating Up – Are You Ready? Foreclosures, rising defaults, and multifamily delinquencies continue to grow – creating potential opportunities for those who know where to look. Join Forum’s CIO Jay Miller at IMN’s Distressed CRE Forum on May 5th in San Francisco where he’ll discuss market trends and strategies investors may want to consider in today’s volatile environment. Gain insights on topics such as: • What sectors are most vulnerable? • Where are the best risk-adjusted opportunities? • How are sophisticated investors structuring deals? Don’t miss this must-attend panel discussion. #CRE #DistressedRealEstate #Multifamily #Investing #IMN