Products

Global Diversified

Invest in a diversified portfolio of Global Real Estate Securities
Focused on outperforming the global benchmark with below benchmark volatility
Diversified both regionally and by property type to take advantage of low correlations
Secular growth story of securitized real estate remains compelling
Recent company recapitalizations create long term growth opportunities

Concentrated portfolio of Forum Securities’ best real estate securities ideas
Aims to maximize returns while efficiently taking on risk (achieve high Sharpe Ratio)
Focused on driving returns through security and regional selection
Less benchmark constraint: greater ownership of companies outside the index
Greater exposure to emerging markets to take advantage of secular growth story
Secular growth story of securitized real estate remains intact

Focus on high quality, global core real estate in high barrier-to-entry markets
Liquidity superior to private real estate on entry and exit
Provide complete transparency of sector, market and business line exposure down to individual buildings
Ability to actively manage asset allocation within a broader private real estate exposure
Moderate loan to value with strong interest coverage
Fully customizable portfolio
Ability to reduce impact of public equity market volatility

An innovative product focused on emerging markets real estate sector
Partially hedged structure 130/30 with total return focus
Emerging Markets (EM) offer higher growth rates, stronger internal demand, lower leverage than the developed world counterparts
Sovereign risk lower in EM than in selected developed markets
Stronger demographics, pent-up demand and lack of supply support real estate investment thesis
Ability to extract alpha from under-researched, under-invested and less transparent universe
Ability to reduce impact of public equity market volatility

We’re focused on developing innovative approaches to investing in global public real estate securities.