Forum Investment Group Selected for Envestnet UMA Platform Interval Fund Lineup, Featuring Forum Real Estate Income Fund (FORAX)

DENVER--(BUSINESS WIRE)--Forum Investment Group (“Forum”) today announced that its Forum Real Estate Income Fund (FORAX) has been selected for inclusion on Envestnet’s Unified Managed Account (UMA) platform. Forum is among a select group of asset managers included as part of Envestnet’s expanded interval fund initiative, enabling financial advisors to incorporate alternative investment strategies directly into UMA portfolios alongside ETFs, mutual funds, and separately managed accounts.

The Forum Real Estate Income Fund (FORAX) is an interval fund designed to provide investors with access to institutional-quality real estate credit investments across both public¹ and private markets—opportunities that are typically not available to individual investors. The fund’s primary objective is to generate current income while preserving capital, with a secondary focus on long-term appreciation.

FORAX employs a diversified credit strategy spanning commercial mortgage-backed securities, private real estate loans, and other real estate-backed debt instruments, emphasizing senior positions in the capital stack and asset-backed collateral to support income generation and risk management. Structured as an interval fund, FORAX provides periodic liquidity through quarterly redemption windows, allowing access to less liquid, higher-yielding investments within a regulated framework.

Envestnet conducted an operational due diligence, with a focus on managers’ ability to support trading, liquidity management, and seamless integration within the UMA framework. Forum’s inclusion reflects both its operational capabilities and the growing demand among wealth management clients for income-oriented alternative strategies.

“As a current investor in Forum Investment Group’s FORAX, we’ve been attracted to the fund’s combination of low volatility and compelling income profile,” said Lawrence Pizzella, CEO and Managing Director at ARIA Wealth Management. “Its addition to the Envestnet UMA platform has been a meaningful advancement for our firm, significantly improving implementation efficiency. The ability to allocate without navigating trade windows or managing locked positions has streamlined our model management process and enhanced our ability to deliver consistent portfolio updates for clients.”

Through this integration, advisors can allocate to FORAX within custom UMA models, while leveraging Envestnet’s platform to manage trading, rebalancing, and liquidity windows. This advancement enhances the accessibility and implementation of interval funds, supporting more efficient model-based portfolio construction.

“We are honored to be included in Envestnet’s initial interval fund lineup and to bring the Forum Real Estate Income Fund (FORAX) to advisors through the UMA platform,” said Lee Beck, President of Forum. “FORAX reflects our core investment philosophy—delivering institutional-quality real estate credit strategies focused on income and downside protection—now in a structure that is increasingly accessible to wealth management clients.”

The addition of interval funds to the UMA platform represents a meaningful step forward in integrating public and private market exposures within a unified portfolio structure. Forum looks forward to supporting advisors as they evaluate the role of real estate credit and interval funds in diversified client portfolios.

Advisors currently using Envestnet who are interested in learning more about Forum Investment Group or the Forum Real Estate Income Fund (FORAX) are encouraged to contact Forum’s Investor Relations Team at [e-mail] or 303.501.8804. View the fund’s website for the most recent performance, important Fund information, and definitions and descriptions of benchmarks.

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. Envestnet is not affiliated with Forum Investment Group. The availability of a fund on the Envestnet platform should not be construed to be a promotion, offering, or recommendation by Envestnet to buy or sell securities.

Forum Real Estate Income Fund is a diversified, closed-end management investment company that continuously offers its shares of common stock (the “Shares”), and is operated as an “interval fund.”

There is currently no secondary market for its shares, and the Fund does not expect any secondary market to develop for its shares. Accordingly, you may not be able to sell shares when and/or in the amount that you desire. Investors should consider shares of the Fund to be an illiquid investment.

Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. Investors should read the prospectus and summary of additional information carefully with this and other information about the Fund.

Distributor: Foreside Fund Services, LLC

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1} Public debt refers to institutional securities investments typically only available to institutions and not to retail investors.