Forum Real Estate Income Fund
Why invest?
Strong partnership
Combines the expertise of two industry leaders to source and actively allocate between private real estate debt and public securitized opportunities
![residential real estate](https://www.janushenderson.com/wp-content/uploads/sites/4/ref-stat-card-lft.jpg)
Balanced income and volatility
Designed to generate yield and risk-adjusted returns through a diversified portfolio of real estate debt that has historically exhibited low correlation to the broader market
![People walking in the street slow shutter speed part 2](https://www.janushenderson.com/wp-content/uploads/sites/4/ref-stat-card-mid.jpg)
Access
A structured '40 Act interval fund, providing access to traditionally institutional* assets and hard-to-replicate investments
![People walking in the street slow shutter speed](https://www.janushenderson.com/wp-content/uploads/sites/4/ref-stat-card-rt.jpg)
About this fund
Utilizing our strategic partnership to actively allocate between direct lending and institutional* CMBS, based on relative value and risk-adjusted return potential. We focus on institutional investment opportunities within real estate debt to achieve three main objectives: maximize current income, preserve investor capital, and realize long-term capital appreciation.
Collaborative approach to portfolio selection and allocation
Private Real Estate Debt
- Deals sourced by Forum, a national real estate developer, operator and investment firm
![Collaboration Chart](https://www.janushenderson.com/wp-content/uploads/sites/4/chart-collaboration-forum.png)
Institutional CMBS
- Ideas sourced from Janus Henderson’s securitized franchise
- Focus on high quality CMBS investments across various sub-sectors
Strategy Overview
F share Fund inception
October 30, 2019
Investment category
Real estate debt
Benchmark
Bloomberg CMBS BBB index
Potential investments
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- Agency securitizations
- Non-Agency securitizations
- Single Asset Single Borrower CMBS (SASB)
- Preferred Equity
- Mezzanine Loans
- CMBS-B Pieces
- Direct Multifamily Real Estate
- Senior Loans