Welcome to our dedicated page for Forum Real Estate Income Fund Class K Shares news (Ticker: FORBX), a resource for investors and traders seeking the latest updates and insights on Forum Real Estate Income Fund Class K Shares stock.
Forum Real Estate Income Fund Class K Shares (FORBX) provides investors with income through strategically managed real estate assets. This news hub offers essential updates for tracking the fund's performance in commercial, residential, and industrial property markets.
Access timely reports on quarterly earnings, property acquisitions, and portfolio rebalancing alongside analysis of market trends impacting REIT. Investors gain insights into occupancy rates, lease renewals, and diversification strategies that drive FORBX's income-focused approach.
All content is curated to help stakeholders monitor the fund's response to interest rate changes, economic cycles, and competitive pressures. Bookmark this page for direct access to SEC filings, dividend announcements, and management commentary – critical resources for evaluating long-term income stability.
Forum Investment Group announced strong performance for its Forum Real Estate Income Fund (FREIF) in 2024, achieving a 13.36% annualized net return for the F share class (FORFX). The fund, which focuses on institutional real estate debt investments, delivered a 9.82% total dividend yield for the F share class and distributed $0.2805 per share in Q4 2024.
The Fund maintains a $192.5 million net AUM diversified across private credit and institutional CMBS markets. Portfolio Manager Pat Brophy highlighted the team's expertise and diversified strategy as key drivers of the solid risk-adjusted returns, expressing confidence in the Fund's flexibility to adapt to market conditions in 2025.
