Forum Real Estate Income Fund
Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form N-PORT; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.
Raised
$100K
Investors
1
Min Invest
None stated
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What this filing shows
·Every sentence is a value as filed on SEC Form D
Forum Real Estate Income Fund is an entity organized in Delaware that filed a Form D with the SEC on September 2, 2026. The offering claims Investment Company Act of 1940 (registered fund). Forum Real Estate Income Fund reported $100,000 sold from 1 investor as of the Form D filed September 2, 2026. The Form D names Foreside Funds Distributors LLC (CRD 31334), associated with None as the recipient of sales compensation soliciting in all states. The issuer's address of record is C/O Freif Advisors, LLC, 240 Saint Paul Street, Suite 400, Denver, CO 80206.
Critical Disclosures
What the filings and the regulators have said about this entity that a reader should know first. Each line links to its source. The history, the same event across other issuers, and alerts are in the terminal.
Reporting lapsed · Form D · last filing April 19, 2021
Offering declared to continue beyond a year; annual amendment 13+ months overdue An issuer that stops filing is the case the going-concern flag cannot catch: the report that would have carried it was never filed.
EDGAR Filing Data
Form N-PORT — Primary Source
View on SEC.govFund Filings
Interval fund (811-23658). Figures are the fund's own from Forms N-PORT and N-CEN and its repurchase filings on SEC EDGAR. "Marks" is the share of holdings at Level 3 or carried at NAV. All registered funds AltStreet tracks.
- Net assets
- $496.4M at Jun 30, 2026
- Holdings
- 88 positions, $493.4M
- Marks
- 34% of holdings at Level 3 or carried at NAV
- Adviser
- Forum Capital Advisors, LLC
- Fees (N-CEN)
- management fee 1.5%, net operating expenses 3.04% for the year to Dec 31, 2025
- Auditor
- CohnReznick LLP
- Latest repurchase offer
- N-23C3A filed Aug 4, 2026: 2% of outstanding shares, requests due Sep 3, 2026
Checking your access
Filings on Record
Every filing AltStreet's ledger holds for this CIK, newest first (15 of 31). Each opens the SEC archive folder.
In the Terminal
Filing events
0
none on file
Critical / warning
0 / 0
0 watch · 0 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
dark
Fund family Same adviser Forum Structured Finance LP, and 4 other related vehicles · full family and the filing behind each link in the terminal
Investor
- The full fund family and 5 related vehicles (parallel, feeder, successor, sibling series) with the filing that shows each link
- The dated record: 179 facts with source, effective date and capture date, viewable as AltStreet knew them on any past day
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
Pro
- This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
- The same events, statements and NAV moves across every issuer, screenable, with unlimited watches and CSV
Counts and dates above are the free record. The values, the series and the comparisons are the seat. Loading your view…
Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Darren Fisk
Executive Officer · Denver, CO
Chairman, CEO and Interested Trustee
Marc Swerdlow
Executive Officer · Denver, CO
President
Derek Mullins
Executive Officer · Denver, CO
Chief Financial Officer and Treasurer
Amanda Teeple
Executive Officer · Denver, CO
Vice President
Tom Merrill
Executive Officer · Denver, CO
Assistant Treasurer
John B. Blue
Executive Officer · Denver, CO
Chief Compliance Officer
Elisabeth B. Dahl
Executive Officer · Cincinnati, OH
Secretary
B. Forum Capital Advisors, LLC
Promoter · Denver, CO
Investment Adviser for the Issuer
B. Janus Capital Management LLC
Promoter · Denver, CO
Sub-Adviser for the Issuer
Placement Agents and Sales Compensation (Form D)
Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.
Foreside Funds Distributors LLCCRD 31334 on BrokerCheck
Associated broker-dealer: None · Berwyn, PA · Soliciting in all states
Questions About Forum Real Estate Income Fund
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Forum Real Estate Income Fund?
Forum Real Estate Income Fund is an issuer that filed a Form D with the SEC on September 2, 2026. The filing claims Investment Company Act of 1940 (registered fund).
Is Forum Real Estate Income Fund legit?
AltStreet does not rate legitimacy; it reports the public record. Forum Real Estate Income Fund filed a Form D with the SEC on September 2, 2026 claiming Investment Company Act of 1940 (registered fund). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $100,000 sold to 1 investor. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is Forum Real Estate Income Fund registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Forum Real Estate Income Fund claimed Investment Company Act of 1940 (registered fund) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has Forum Real Estate Income Fund raised?
Forum Real Estate Income Fund reported $100,000 sold from 1 investor as of the Form D filed September 2, 2026.
Who is selling Forum Real Estate Income Fund and how are they paid?
The Form D names Foreside Funds Distributors LLC (CRD 31334), associated with None as the recipient of sales compensation soliciting in all states.
Who is behind Forum Real Estate Income Fund?
The Form D lists 9 related persons: Darren Fisk, executive officer (Chairman, CEO and Interested Trustee); Marc Swerdlow, executive officer (President); Derek Mullins, executive officer (Chief Financial Officer and Treasurer); Amanda Teeple, executive officer (Vice President); Tom Merrill, executive officer (Assistant Treasurer); John B. Blue, executive officer (Chief Compliance Officer); Elisabeth B. Dahl, executive officer (Secretary); B. Forum Capital Advisors, LLC, promoter (Investment Adviser for the Issuer), and 1 more. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Forum Real Estate Income Fund located?
The issuer's address on its SEC filings is C/O Freif Advisors, LLC, 240 Saint Paul Street, Suite 400, Denver, CO 80206. Its phone number of record is 303-501-8860. It is organized under the laws of Delaware.
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Data Methodology
Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.