Janus Henderson Announces Strategic Partnership to Market Forum Real Estate Income Fund

Posted by Siobhan Sargent on Apr 15, 2024 6:00:00 AM


DENVER – April 15, 2024 -- Janus Henderson Investors (NYSE: JHG) today announced the firm has entered into a strategic partnership with Forum Investment Group to market the Forum Real Estate Income Fund (the “Fund”), a real estate private credit and debt focused interval fund. (Tickers: FORFX [F share] and FORAX [I share]).

Janus Henderson has been a sub-adviser on the Fund since inception in 2019. Two members of the Janus Henderson Investments team sit on the Investment Committee for the Fund, John P. Kerschner, CFA, Head of Securitized Products, and Jason Brooks, Portfolio Manager.

“The agreement to now have Janus Henderson market the Fund is a testament to the distribution and client service strength of the firm and the North America Client Group. The partnership will provide access to differentiated products like real estate private credit and debt to Janus Henderson clients in an investor-friendly structure,” said Michael Schweitzer, Head of North America Client Group.

The Fund targets high income with relatively low volatility by providing access to institutional real estate debt investments not typically available to individual investors.

“We believe it is a compelling time to invest in the Fund’s strategy because of our ability to shift allocations between private real estate credit and institutional CMBS, with compelling yield and total return opportunities not typically available in traditional fixed income. We are proud of our track record and expertise in sourcing and properly evaluating high quality, hard-to-replicate real estate debt investments,” said Pat Brophy, Portfolio Manager of the Fund.

The Fund benefits from the strength of two of the industry’s experienced investment advisers to source, evaluate, and monitor the Fund’s institutional quality real estate investments.

Forum Capital Advisors, a subsidiary of Forum Investment Group, is a Denver-based, investment management firm registered with the SEC and serves as investment adviser to the 1940 Act interval Fund.

“We are excited to expand our relationship with the Janus Henderson team beyond the sub-adviser relationship to now include a marketing services partnership on the Fund,” said Lee Beck, Managing Partner and Head of Investment Management at Forum Investment Group. “We believe the Fund’s strategy and historical performance will be an attractive alternative to traditional fixed income for advisors seeking exposure to real estate private credit and debt for their client portfolios.”



Press Inquiries

Janus Henderson Investors

Candice Sun, +1 303-336-5452


Sarah Johnson, +1 720-364-0708



Forum Investment Group

Edward Lopez, +1 310-903-0710



Investor Relations Inquiries

Janus Henderson Investors

Jim Kurtz, 303-336-4529



Forum Investment Group

Investor Relations, +1 303-501-8804



About Janus Henderson

Janus Henderson Group is a leading global active asset manager dedicated to helping clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service.

As of December 31, 2023, Janus Henderson had approximately US$335 billion in assets under management, more than 2,000 employees, and offices in 24 cities worldwide. The firm helps millions of people globally invest in a brighter future together. Headquartered in London, Janus Henderson is listed on the New York Stock Exchange (NYSE).

Source: Janus Henderson Group plc


About Forum Investment Group

Forum Investment Group is a private real estate investment management firm specializing in the multifamily sector with an investment platform that offers institutions and financial intermediaries access to multifamily debt, private credit, and equity investment exposure.

As of December 31, 2023, Forum had over $2.5 billion in total acquisition and development cost, and over 15,000 multifamily units across more than 20 states1.


1. Figures represent Forum’s current and historical multifamily portfolio, including stabilized / operating properties defined as a Forum property that has achieved 92% occupancy, assets that are under construction / development properties defined as a Forum property that is under construction and has not received its final certificate of occupancy, assets in lease up defined as a Forum property that has received final certificate of occupancy but is not yet stabilized at 92% occupancy, and assets that had been sold as of December 31, 2023. Includes assets owned by Forum related parties and affiliates. Does not include commercial/land projects.


Investing involves risk, including the possible loss of principal and fluctuation of value. There is no assurance the stated objective(s) will be met.

Please consider the charges, risks, expenses, and investment objectives carefully before investing. A prospectus and summary of additional information will contain this and other information. You can obtain a copy of the prospectus by visiting FREIF.com or by calling Forum Investment Group at 888-267-1456 or emailing InvestorRelations@forumcapadvisors.com. The final prospectus should be read carefully before investing.

Securitized products, such as mortgage- and asset-backed securities (MBS and ABS) and Collateralized Loan Obligations (CLOs), are more sensitive to interest rate changes, have extension and prepayment risk, and are subject to more credit, valuation, and liquidity risk than other fixed-income securities. Concentrated investments in a single sector, industry or region will be more susceptible to factors affecting that group and may be more volatile than less concentrated investments or the market as a whole.

Actively managed portfolios may fail to produce the intended results. No investment strategy can ensure a profit or eliminate the risk of loss.

Janus Henderson is a trademark of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc.

Foreside Fund Services, LLC is the Distributor for Forum Real Estate Income Fund.

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