Forum Investment Group

Forum Exchange DST platform

Forum announced its Real Estate Exchange strategy on January 14, 2026, presenting it as the firm's first proprietary exchange program and as a private, tax-deferred route for qualified investors reinvesting 1031 exchange proceeds from direct ownership into passive, professionally managed real estate ⁵. The design is a 1031 exchange into a Delaware statutory trust with the option of a later 721 exchange into FMREIT Operating Partnership; Forum states that the master tenant is a wholly owned FMREIT OP subsidiary and that the master lease, carrying a 20-year term, is guaranteed by FMREIT OP ⁶. The guarantor itself dates to a transaction Forum announced as closing August 3, 2023, which rolled 17 apartment properties — a stated 3,539 units across eight states with a combined value of $836.1 million — into Forum Multifamily Real Estate Investment Trust, Inc. ⁷.

Forum Exchange I DST and The Indigo

Under the offering documents effective December 22, 2025, Forum Exchange I DST acquired The Indigo at 300 Prominence Point Parkway, Canton, Georgia, from unaffiliated seller Arris Canton LLC on November 21, 2025 for $37.2 million; the trust is structured as an all-equity offering with a maximum equity amount of $41,864,176, and the memorandum states that FMREIT Operating Partnership, rather than the DST investors, controls whether to exercise the option to acquire their interests and whether consideration is cash or Operating Partnership units ⁸. In its December 2025 brochure, Forum identified Forum Exchange I DST as the Delaware statutory trust that owns The Indigo, with interests offered to certain qualified and accredited investors under that memorandum, and stated that the trust has no plans to acquire or develop any properties or investments other than that project and its reserves ⁹. A December 9, 2025 announcement characterized The Indigo — a newly delivered Class A, 168-unit community north of Atlanta — as Forum's first real estate acquisition in nearly five years ¹⁰.

Earlier completed outcomes

Forum's Q3 2025 development track record lists completed sponsor-and-affiliate development sales including the 362-unit Veranda Highpointe in Colorado, sold December 15, 2015, and the 300-unit Residences at Kent Place in Colorado, sold July 13, 2017; both are development realizations rather than DST outcomes ¹¹. On the credit side, Forum announced a $226 million final close of its private credit strategy, dated September 30, 2024 ¹².