Forum Real Estate Income Fund

Forum Real Estate Income Fund (CIK 1857314) is an SEC-registered fund company and $442.6M in net assets as of 2026-03-31.

Registrant

Fund series (1)

SeriesNet assets
Forum Real Estate Income Fund$442.6M

Largest reported holdings (across all series)

HoldingValue
FREMF Mortgage Trust$26.2M
LEX Trust$20.4M
BX Trust$20.0M
GS Mortgage Securities Trust$20.0M
Park West Preferred Equity FIXED 12.5% /$18.4M
WILLIAMS VILLAGE II LAND LOAN, 11.99% /$17.8M
The Alary Preferred FIX RT, 12/31/2028 /$17.4M
Fidelity Treasury Portfolio$14.5M
DROP Mortgage Trust 2021-FILE$14.4M
BX Trust$14.1M
BX Trust$14.0M
FREMF Mortgage Trust$12.4M
COMM Mortgage Trust$12.3M
Great Wolf Trust$12.1M
Hilton USA Trust$11.1M

More