Expanding Investment Platform Forum Investment Group recently closed a significant private credit strategy funding of 226 million dollars, demonstrating a robust investment platform that could benefit from additional financial products and third-party service integrations to scale further.

Leadership Enhancements The firm has strengthened its executive team with high-profile appointments like Lee Beck as Managing Partner and James Miller as Chief Investment Officer, signaling a strategic focus on growth and operational excellence which could open opportunities for executive engagement.

Strategic Partnerships Partnerships with industry leaders like Axos Advisor Services and JLL suggest an openness to collaborative ventures, creating potential for joint service offerings, co-branded funds, or technology integrations in the real estate investment space.

Sustainable Growth in Real Estate With recent investments in multifamily assets such as a $66 million project in Fort Lauderdale, there is continued focus on multifamily development and asset management that aligns with market trends, presenting opportunities for property management solutions and financing services.

Technology Stack Utilizing a modern mix of CRM, data management, and productivity tools, Forum is positioned to enhance digital engagement and data-driven investment management services, ideal for offering advanced analytics, CRM upgrades, or process automation solutions.