Overview
Headquarters
Armonk, New York
Forum Capital Partners LLC is a real estate investment management firm that was founded in 2006. Forum is the operating partner for a portfolio of real estate debt and equity investments with a current value in excess of $100 million. The portfolio currently under management includes real estate debt and equity investments in New York, New Jersey, Connecticut and Florida. Assets under management include 40 discrete investments that include 500 multifamily units, 250,000sf of commercial assets and 240 acres of development parcels as well a commercial mortgage loan portfolio. The equity investments are asset managed from the home office with local on-site staff handling day-to-day property management functions. FCP targets transactions in the $5 million to $25 million range and acts as the operating partner for each asset it acquires. We invest our own capital in every deal and raise outside equity investments from high-net-worth individuals, family offices and institutional partners. FCP customizes the capitalization of each transaction thereby providing investors with the ability to select deals based on desired asset types, risk profiles and return characteristics. Forum’s investment management experience includes debt and equity assets ranging from multi-family, office, warehouse, self-storage, mixed-use, parking, luxury home construction, hospitality and service stations. Forum has experience with investments through the planning, entitlement, ground-up construction, lease-up, stabilization and sale as well as turnarounds and restructurings. Our firm is staffed with talented professionals that allow us to leverage expertise throughout every aspect of a transaction, including sourcing, due diligence, financing, legal, design, sales, leasing, property management, dispositions and financial reporting. Forum Capital Partners is a private equity and alternative asset firm providing advisory and fundraising services. Forum Capital Securities LLC operates as a brokerage firm. The Company buys and sells securities such as stocks, bonds, mutual funds, and other investment products. Forum Capital Securities serves customers in the United States. Forum Capital Partners is a leading provider of advisory and fundraising services to experienced private investment managers seeking to diversify and enhance their investor bases. Our extensive experience advising established and emerging manager groups includes teams that are spinning out of existing sponsors or large financial institutions, those that have managed "friends and family" portfolios or proprietary capital, groups raising their first or second institutional funds and former "fundless sponsors." Forum also advises our clients on investor relations and administration issues where desired, and helps general partners address dislocation within their investor bases and navigate any resulting secondary sale processes. We structure our engagements to align our interests with those of our clients. We work with a limited number of fund groups each year to deliver continuous senior level involvement, and since we never represent competing funds, sponsors will always have priority with our institutional investor audience. Forum covers a worldwide network of institutional private equity, real estate and real asset investors, and the consultants and advisors who support their decision-making processes. Our investor network includes many industry thought leaders including the largest corporate, public and union pension funds, leading endowments and foundations, fund of funds managers, insurance companies, and family offices. Forum was founded by Jeffrey Stern and Robert Schwabe in 2001 as the successor to the private equity business they built and managed at CIBC Oppenheimer and its predecessor firm. Jeff and Bob have worked together since 1994 and have raised nearly $7.0 billion in private equity fund commitments for buyout, growth equity, real estate, infrastructure, natural resources, secondary and other private investment funds worldwide.
