Forum Investment Group Introduces New Real Estate Exchange Strategy

DENVER--(BUSINESS WIRE)--Forum Investment Group (“Forum”) a private real estate investment management firm, recently introduced a new Real Estate Exchange strategy, a private, tax-deferred real estate exchange solution designed to help qualified investors reinvest 1031 exchange proceeds by transitioning from active property ownership into a passive, professionally managed real estate structure.

Forum’s Real Estate Exchange strategy is designed to provide investors an alternative to direct property ownership following the sale of appreciated real estate. Through this strategy, investors may reinvest exchange proceeds into institutional-quality, income-producing commercial real estate while working with a Qualified Intermediary and adhering to all applicable 1031 exchange requirements and timelines.

Unlike traditional exchange programs that are limited or episodic, Forum’s Real Estate Exchange strategy is structured as a continuous program, providing access to exchange solutions as timing and planning needs arise. The strategy also contemplates potential 721 Exchange and UPREIT structures, which may enable tax-deferred contributions of real property to a REIT.

While investors have historically accessed exchange solutions through a range of third-party providers, Forum’s Real Estate Exchange strategy marks the firm’s first proprietary program designed to deliver a more integrated, institutionally aligned approach to tax-deferred investing within Forum’s broader real estate platform.

“A successful 1031 exchange requires thoughtful planning and disciplined execution,” said Darren Fisk, Founder & CEO of Forum Investment Group. “Our Real Estate Exchange strategy is designed to support investors through this process by providing access to professionally managed real estate structures aligned with long-term portfolio planning. As Forum has grown, we felt the time was right to introduce our own Real Estate Exchange program—one that reflects our investment discipline, platform scale, and long-term alignment with investors.”

1031 exchanges incorporate commonly used exchange structures, including Delaware Statutory Trusts (DSTs), which allow investors to own fractional interests in professionally managed commercial real estate, as well as 721 Exchange and UPREIT structures that may enable investors to contribute real property to a REIT on a tax-deferred basis.

Potential benefits of Forum’s Real Estate Exchange strategy may include the ability to defer capital gains taxes, transition to hands-off ownership, pursue ongoing income and potential capital appreciation, and plan for future generational wealth through estate planning strategies, such as step-up in basis for heirs.

As with all 1031 exchanges, investors must identify replacement properties within 45 days of sale and complete the exchange within 180 days, working directly with a Qualified Intermediary. Forum does not provide tax or legal advice, and investors are encouraged to consult their own tax and legal advisors regarding their individual circumstances.

For more information about Forum and its Real Estate Exchange strategy, please visit www.ForumIG.com.

About Forum: Forum Investment Group (“Forum”) is a Denver-based boutique investment management firm dedicated to empowering individual investors by investing through real estate cycles. With assets in 25 strategic states, Forum built its foundation in development and evolved into acquisition and financing, providing access to a range of real estate investments. For more information, please visit ForumIG.com.

IMPORTANT INFORMATION
This material is provided for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to purchase, any securities. This is not intended as and may not be relied on in any manner as legal, tax or investment advice, a recommendation, or as an offer to sell, a solicitation of an offer to purchase or a recommendation of any interest in any fund or security offered by Forum. The information contained herein is subject to change without prior notice and is also incomplete. There is no assurance that Forum will achieve its investment objectives.