Building Success on Solid Investment Principles

Forum’s investment decisions are guided by clearly defined principles and criteria rooted in solid asset fundamentals. This approach, combined with our extensive experience as a principal investor and developer, allows us to successfully execute on highly structured and complex transactions that other investment firms might find too challenging.

Our investments are based on:

  • Strong relationships with private and public sector partners and clients
  • Fixed-income hard assets – such as P3 infrastructure, power and renewables, or real estate – that once developed, generate long-term contracted cash flows from investment-grade counter parties
  • Innovative thinking to produce creative and sophisticated solutions to transaction structures and execution, all tailored to the needs of partners and clients
  • Financial discipline reinforced by close and ongoing attention to investment fundamentals