RIA · CRD 340426SEC-Registered

Updated:

FREIF ADVISORS LLC

Forum Real Estate Income Fund (FREIF) targets high income with low volatility by providing access to public and private real estate debt investments not...

FREIF ADVISORS LLC

Forum Real Estate Income Fund (FREIF) targets high income with low volatility by providing access to public and private real estate debt investments not typically available to individual investors. It focuses on income, expertise, and simplicity. The Fund is a diversified, closed-end management investment company operated as an interval fund, with objectives to maximize current income, preserve investor capital, and realize long-term capital appreciation.

Website
freif.com

General information

Firm type

RIA

Year founded

2019

Location

Region

North America

Country

United States

City

Denver

Corporate office

New York, NY, United States

Principals

Jason Brooks

Head of Debt & Portfolio Manager

Pat Brophy

Portfolio Manager

Neil Shah

Portfolio Manager

Patxi Colbern

Head of Investor Relations

Neil Shah

Head of Product Strategy and Portfolio Manager

Sector focus

real estate debt

Frequently asked questions

Who runs investment decisions at FREIF ADVISORS LLC?

No named investment professionals or principals have been publicly identified at FREIF ADVISORS LLC. The firm's investment decision-makers are not confirmed in available records.

How does FREIF ADVISORS LLC source deals?

FREIF ADVISORS LLC's deal sourcing model is not publicly documented. Without a known website or media coverage, the firm's proprietary deal flow channels are unobservable.

Does FREIF ADVISORS LLC participate in fund commitments or only direct deals?

FREIF ADVISORS LLC's investment approach — fund commitments, direct deals, or a mix — is not public. No portfolio holdings or co-investment activity have been reported.

What investment stages does FREIF ADVISORS LLC typically target?

Target investment stages for FREIF ADVISORS LLC have not been disclosed. The firm's stage preference is unconfirmed.

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