Open to everything.
Stopping at nothing.

Forum people take action, get messy and get results.

Together we can achieve everything.

We’re a culture of do-ers. Always improving. Never settling. Going deep. Putting our heart and soul into everything we deliver. Everyone contributes. Everyone has each’s other’s backs. We welcome challenges, celebrate successes and always keep our eyes on the prize. Good thing we know how to play hard, too.

Our Core Values:

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Blaze the future:

Take initiative. Push what’s possible. Own your path but stay nimble. Embrace change, take risks and always challenge the status quo.

icon-hands

Stay open:

Have the courage to make yourself vulnerable. Communicate honestly and respectfully. Share mistakes and trust one another.

icon-handshake

Make it better together:

Go all in. Get messy. Welcome new ideas and share yours freely. Be a sponge. Bump heads. Talk it out. Listen. Learn. Repeat.

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Dare to be clear:

Certainty is impossible, but clarity is essential. Eliminate the noise and focus your strategy to achieve something better, something great.

Our Mission:

Push what’s possible using a risk-first approach to create long-term value for our investors and employees throughout any real estate cycle.

Our Vision:

To be recognized as the most trusted, innovative and creative boutique alternative investment firm in the U.S.

TOP 10 TRAITS OF A FORUM TEAM MEMBER:

PERKS + BENEFITS:

Life moves fast at Forum. Here’s how we do our part to make sure our people are happy, healthy, well-rounded and well-supported.

Health & Wellness:

  • Comprehensive Medical, Dental and Vision
  • Basic Life & Personal Accident Insurance
  • Basic Long- and Short-Term Disability Insurance
  • Employee Assistance Program
  • Onsite Yoga Classes
  • Fully-Stocked Kitchen
  • Massages & Acupuncture
  • Health & Wellness Allowance
  • Peer Thrive Program
Community & Development:

  • Mentorship Program and Peer Support
  • Careerpath Development & Planning
  • Ongoing Career Training & Development
  • Regular Team-Building Events
  • Individual and Group Volunteer Days
Work/Life:

  • 10 Paid Company Holidays
  • Self-Managed Vacation and PTO Policy
  • Work-From-Home Flexibility
  • Employee Memberships & Discounts
  • Anniversary Milestone Program
  • Multiple Work Lounges
Financial:

  • 401K
  • Flexible Spending Account
  • Tuition Reimbursement
  • Gift Matching Program

CURRENT CAREER OPPORTUNITIES:

Director – Development

Director – Development

POSITION SUMMARY
Responsible for bottom-line profit and loss responsibility for project conceptualization, planning, permitting, market and financial analysis, financing, retail leasing, design and construction and successfully develop or redevelop multifamily real estate.

ESSENTIAL DUTIES & RESPONSIBILITIES

Participate in the identification, feasibility analysis and negotiation of real estate acquisitions.

Source and analyze the feasibility of potential development sites and evaluate associated development schemes.
Financial investment analysis, pro-forma modeling (oversight) of new developments, opportunistic investment strategies and potential public participation.

Source land acquisition opportunities, conceptual planning.
Participate in the identification and negotiation of debt financing including public and/or TIF financing, public grants, public incentives, and tax credits.

Prepare and direct internal requests for authorization of capital investment and expenditures to initiate development, prepare investment committee packages and investment committee package support.

Direct activities with attorneys, architects, engineers, and other consultants to plan projects related to public entitlement, site permits, acquisition due diligence and closing activities.

Work with local citizen groups, governmental bodies and other interested parties to obtain necessary project permits and entitlements.

Direct and manage the Development project execution team responsible for the construction of projects, coordination of designers and consultants and general contractor, etc.

Monitor and assure timely completion of the investment and development within the established budget, schedule, brand identity and required investment returns.

Initiate, plan and manage the marketing and leasing plan for development/investment opportunities, including all aspects of marketing materials and promotion, broker relations and supervision of listing agents (as applicable) to broadly expose property, anticipate competition, and secure lease prospects.

Understand and negotiate all aspects of lease agreements to determine the impact of each lease on the value of each development/investment.
Provide leadership, mentoring, professional guidance, direction and supervision to other internal team members, including Development Project Associates and Investment Analysts.

Consult with and assist Asset and Operations Managers in identifying operational and management issues, opportunities and benefits relating to development design and construction and transfer of property to portfolio status or sale at completion. Such consultation will include materials and equipment selection, which will be used in developing projected stabilized operating budgets.

Work with Investment Management team to transition project acquisitions and entitlement to project programming, design and delivery phase.

SKILLS & QUALIFICATIONS

Proven track record of increased responsibility and performance across a broad array of areas (e.g. public finance and incentives, permitting, design, construction, finance, and leasing) leading to incremental asset value and realized or quantified profitability.

Strong financial analyses skills, including detailed discounted cash flow analysis utilizing Argus, Excel or similar programs; demonstrated ability to analyze and implement complex financial models and structures and evaluation of corresponding risks.

Exceptional communication, presentation and listening abilities and a demonstrated ability to navigate investment/development opportunities through a multitude of public and private steps for successful completion of economic goals and objectives.

Exceptional interpersonal, relationship-building skills; social intelligence and political acumen.

Highly motivated, proactive self-starter with the ability to work both independently as well as collaboratively in a fast paced, entrepreneurial environment.

Superior organizational and project and time management skills; demonstrated skill with personal and project prioritization to structure day-to-day and long-term planning and execution, and track & maintain complex schedules effectively.

Proven leadership and mentoring skills with an ability to extract the highest potential from supporting personnel and outside vendors and consultants.

Sophisticated research skills to collect and analyze market information to aggressively compete against industry participants for increased market share, establish facts and interpret an extensive array of information in order to draw conclusions, prepare and defend recommendations; and, make the critical investment decisions with corresponding authority and minimal oversight.

Must possess good instincts and strong situational awareness.
Demonstrated ability to source, negotiate and execute:
• Multifamily development opportunities
• Development-related contracts
• Land acquisitions, including the acquisition of raw land with existing buildings

EDUCATION & TECHNICAL SKILLS

Bachelor’s degree in engineering, construction, real estate, architecture, business, finance and/or economics; MBA or Master’s in Real Estate, Finance or related field a plus.

Minimum of 10+ years of hands-on real estate development experience, including multifamily.

Advanced Proficiency in Microsoft Suite: Word, PowerPoint, Excel and Argus (or similar software)

COMPETENCIES

Managing People: Develops subordinates’ skills and encourages growth; Makes decisions and facilitates process improvements; Includes subordinate training and planning; makes self available to subordinates; Provides direction and gains compliance; Provides regular performance feedback; takes responsibility for subordinates’ activities

Judgement: Displays willingness to make decisions; Exhibits sound and accurate judgment; Includes appropriate people in decision making process; Makes timely decisions; Supports and explains reasoning for decisions

Quality: Applies feedback to improve performance; Demonstrates accuracy and thoroughness; Displays commitment to excellence; Looks for ways to improve and promote quality; Monitors own work to ensure quality

Business Acumen: Understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition; aligns work with strategic goals.

Achievement Focus: Demonstrates persistence and overcomes obstacles; measures self against standard of excellence; recognizes and acts on opportunities; sets and achieves challenging goals; takes calculated risks to accomplish goals

Problem Solving: Develops alternative solutions; Gathers and analyzes information skillfully; Identifies problems in a timely manner; Resolves problems in early stages; Works well in group problem solving situations

Dependability: Commits to doing the best job possible; Follows instructions, responds to management direction; Keeps commitments; Meets attendance and punctuality guidelines; Responds to requests for service and assistance

Teamwork: Balances team and individual responsibilities; Contributes to building a positive team spirit; Exhibits objectivity and openness to others’ views; Gives and welcomes feedback; Puts success of team above own interests

Cooperation: Displays positive outlook and pleasant manner; Establishes and maintains effective relations; Exhibits tact and consideration; Offers assistance and support to co-workers; Works actively to resolve conflicts; Works cooperatively in group situations

Analytical: Collects and researches data; designs workflows and procedures; identifies data relationships and dependencies; synthesizes complex or diverse information; uses intuition and experience to complement data.

In addition to the above job-specific competencies, all Forum employees are expected to demonstrate these Forum core competencies:

Adaptability: Accepts criticism and feedback; accustomed to a culture of rapid and constant change and easily adjusts to changing priorities and conditions; manages competing demands.

Innovation: Develops innovative approaches and ideas; displays original thinking and creativity; generates suggestions for improving work; meets challenges with resourcefulness.

Collaboration: Recognizes and cultivates strong interpersonal relationships and cross-functional collaborations; generates value and uses motivation to influence and create change; seeks not to control but to inspire; facilitates dissemination and sharing of knowledge and information.

Accountable: Keeps and follows-through on commitments; readily takes ownership of achieving results by exhibiting responsibility and initiative; displays open, proactive communication that builds trust.

Initiative: Asks for help when needed; looks for and takes advantage of opportunities; seeks increased responsibilities; takes independent actions and calculated risks; undertakes self-development activities; volunteers readily.

Respectful: Displays integrity and honesty; maintains professional demeanor and composure in tense situations; exhibits fairs and generous behavior; readily owns up to mistakes and admits when wrong; strives to “get it right”; displays loyalty even when tough to do so.

Please submit your resume/CV along with a cover letter.

Director – Investments

Director – Investments

POSITION SUMMARY

Senior Member of the team responsible for Forum’s direct real estate investment activities including the acquisition of existing multi-family properties and development sites in Forum’s designated markets. This includes all multifamily property types, market analysis/selection, deal sourcing, underwriting, preparing investment committee materials and relationship building, and assisting in identifying development sites and other investment opportunities in designated markets. Also, responsible to work with the Portfolio Management team and senior management to establish the company’s short-term and long-term investment strategies aimed at expanding the company’s portfolio and maximizing the value of its portfolio.

ESSENTIAL DUTIES & RESPONSIBILITIES

Responsible for the sourcing, underwriting and deal execution of investment opportunities in designated markets, and work with leadership as well as Portfolio Management and other departments to create business plan for each investment opportunity.

Develop, maintain, and manage real estate network to source investment opportunities, including spending significant time in the designated markets.

Track and maintain a pipeline of deals whether they are on market, off market, or have sold to another buyer

Assist in preparing investment presentations and offering memorandums for each acquisition to include detailed business plans that have annual operating plans, financial forecasts and strategic plans.

Assist in creating comprehensive due diligence procedures on investment opportunities, including market, site and zoning assessments

Work with Manager and Executive Leadership to help structure, negotiate, and close transactions.

Assist in the developing, communicating, and implementation of the investment strategy to include the potential of assisting raising capital and identifying equity partners.

Represent Forum at industry events.

SKILLS & QUALIFICATIONS

Minimum of 8 years of real estate investment experience in the multi-family industry.

Experience working across the full timeline of a deal including initial review, underwriting, investment committee, due diligence, development (as appropriate) and asset management.

Experience and comfort to independently field investor questions.

Excellent financial modeling, research, quantitative and analytical skills combined with a growing network of relationships to source investment opportunities.

Strong interpersonal skills with a demonstrated ability to work with internal and external business partners, consultants, and clients.

Ability to effectively communicate complex issues both verbally and in writing to senior management and clients.

Highly self-motivated with the ability to work effectively independently and within a fast-paced, team environment.

Highly organized and skilled at prioritization and time management.

Adept communicator both orally and written.

Results driven.

Exceptional attention to detail and accuracy in performance.

Adaptable, able to quickly respond to changing conditions and requirements without missing a beat.

Effective problem-solver, able to quickly assess a situation and provide new, creative solutions.

Proactively and independently gather information and answers to facilitate and execute duties.

Ability to work under pressure to meet project deadlines.

KEY JOB COMPETENCIES

Communication – Maintains excellent direct dialog with senior leadership, peers, associates and outsiders.

Quality Management – Looks for ways to improve and promote quality; demonstrates accuracy and thoroughness.

Business Acumen – Understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition; aligns work with strategic goals.

Cost Consciousness – Works within approved budget; develops and implements cost saving measures; contributes to profits and revenue; conserves organizational resources.

Judgement – Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process; makes timely decisions.

Quality – Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality; applies feedback to improve performance; monitors own work to ensure quality.

COMPANY-WIDE COMPETENCIES

• Professional (dependable)
• Focus on results
• Analytical, problem solver
• Team work and collaboration
• Emotional intelligence
• Self-starter, takes initiative
• Continuous learning
• Maintains quality standards

FORUM VALUES

Blaze the future. Take initiative. Push what’s possible. Own your path but stay nimble. Embrace change, take risks and always challenge the status quo.
(Entrepreneurial)

Dare to be clear. Certainty is impossible, but clarity is essential. Eliminate the noise and focus your strategy to achieve something better, something great.
(Clear)

Stay open. Have the courage to make yourself vulnerable. Communicate honestly and respectfully. Share mistakes and trust one another.
(Vulnerable, Transparency)

Make it better together. Go all in. Get messy. Welcome new ideas and share yours freely. Be a sponge. Bump heads. Take it out. Listen. Learn. Repeat.
(Collaborative)

EDUCATION + EXPERIENCE

Bachelor’s degree or equivalent

8+ years related experience and/or training; or equivalent combination of education and experience


No certifications required

PHYSICAL DEMANDS

While performing the duties of this Job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; stoop, kneel, crouch, or crawl and talk or hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.

Travel is required.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.

Please submit your resume/CV along with your transactions deal sheet.

Director – Investor Relations

Director – Investor Relations

POSITION SUMMARY

Responsible for executing a multifaceted investor relations strategy, foundational tactics, and an overall roadmap. Working closely with Forum Leadership and Business Development/Investor Relations teams, you will ensure that Forum’s universe is appropriately aligned with investors and stakeholders. We are looking for you to start to form meaningful, genuine and sustainable relationships with each of our investors that honor their individual preferences and needs while remaining committed to our platform. We are looking to build Forum as a significant and trusted player in real estate investment / asset management sphere, and this role will need to drive a long-term strategy with our current and prospective investors to ensure we have the resources needed to execute on the company’s long-term vision.

ESSENTIAL DUTIES & RESPONSIBILITIES

Define and execute a robust investor relations vision, strategy, and roadmap that aligns with our broader Forum relationship strategy across the team.

Evaluate, optimize, and support positive and meaningful relationships with our investors and shareholders.

Create a clear and consistent communication strategy and cadence with our various investor audiences.

Lead or participate in all investor calls and meetings, including development of related content and collateral, to ensure productive meetings

Analyze investor and target (potential investor) profiles for participation in roadshows to maximize effectiveness of Executive Leadership Team and business development teams’ time.

Responsible for recording/documenting all investor conversations, activity, and meetings using CRM systems (e.g. Juniper Square and Salesforce, etc.).

Responsible for timely follow-up on leads and referrals (i.e. within 24 hours).

Prepare and manage quarterly reporting process, including crafting investor newsletters, quarterly reports, and talking points for CEO quarterly videos or announcements.

Develop, manage and execute an active calendar of next-level events including annual investor conferences, non-deal roadshows, and other investor and analyst events.

Work with Marketing & Communications to prepare marketing materials, offering memoranda, legal documents (operating agreements), and presentations to new and existing clients.

Strategic input to budget and budgeting process, including monthly monitoring of expenses.

Manage relevant third-party vendor services, including contract renewals.

Manage investor database.

Be familiar with and adhere to all rules, regulations, and investment constraints.

Create, develop and manage reporting, analytics, and investor documents.

Work with finance, investment, and legal teams to respond to ordinary course investor inquiries.

SKILLS & QUALIFICATIONS

Prior experience in an investor-facing role.

Exceptional interpersonal and strong relationship management skills anchored by a love for creating a personalized investor experience is paramount – an ability to make every investor feel special.

Highly self-motivated with a proactive, entrepreneurial mindset – and an ability to thrive in a relatively unstructured, but goal-oriented professional environment.

Strong written and verbal communication skills with a clear ability to effectively collaborate with other departments and professionals – inside and outside the organization.

Extremely detail-oriented, with a desire to deliver exceptional experiences and quality work.

Able to thrive in a high-velocity workplace, with a demonstrated ability to prioritize workload in a fast-paced environment.

Working knowledge and a passion for real estate finance and equity markets preferred.

KEY JOB COMPETENCIES

To perform this job successfully, the individual should demonstrate the following competencies:

Customer Service: Displays courtesy and sensitivity; manages difficult or emotional customer situations; meets commitments; responds promptly to customer needs; solicits customer feedback to improve service.

Achievement Focus: Demonstrates persistence and overcomes obstacles; measures self against standard of excellence; recognizes and acts on good opportunities; sets and achieves challenging goals; takes calculated risks to accomplish goals.

Communications: Exhibits good listening and comprehension; expresses ideas and thoughts well in written form; expresses ideas and thoughts well verbally; keeps others adequately informed; selects and uses appropriate communication methods.

Business Acumen: Understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition; aligns work with strategic goals.

Quality: Demonstrates accuracy and thoroughness; looks for ways to improve quality; applies feedback to improve performance; monitors own work to ensure quality.

Judgment: Displays willingness to make decisions; exhibits sound and accurate judgment; includes appropriate people in decision-making process; makes timely decisions; supports and explains reasons for decisions.

Teamwork: Balances team and individual responsibilities; Contributes to building a positive team spirit; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Puts success of team above own interests

Cooperation: Displays positive outlook and pleasant manner; establishes and maintains effective relations; exhibits tact and consideration; offers assistance and support to co-workers; works actively to resolve conflicts; works cooperatively in group situations.

Problem-Solving: Develops alternative solutions; gathers and analyzes information skillfully; identifies problems in a timely manner; resolves problems in early stages; works well in group problem-solving situations.

Analytical: Collects and researches data; designs workflows and procedures; identifies data relationships and dependencies; synthesizes complex or diverse information; uses intuition and experience to complement data.

COMPANY-WIDE COMPETENCIES

In addition to the above job-specific competencies, all Forum employees are expected to demonstrate these Forum core competencies:

Adaptability: Accepts criticism and feedback; accustomed to a culture of rapid and constant change and easily adjusts to changing priorities and conditions; manages competing demands.

Innovation: Develops innovative approaches and ideas; displays original thinking and creativity; generates suggestions for improving work; meets challenges with resourcefulness.

Collaboration: Recognizes and cultivates strong interpersonal relationships and cross-functional collaborations; generates value and uses motivation to influence and create change; seeks not to control but to inspire; facilitates dissemination and sharing of knowledge and information.

Accountable: Keeps and follows-through on commitments; readily takes ownership of achieving results by exhibiting responsibility and initiative; displays open, proactive communication that builds trust.

Initiative: Asks for help when needed; looks for and takes advantage of opportunities; seeks increased responsibilities; takes independent actions and calculated risks; undertakes self-development activities; volunteers readily.

Respectful: Displays integrity and honesty; maintains professional demeanor and composure in tense situations; exhibits fairs and generous behavior; readily owns up to mistakes and admits when wrong; strives to “get it right”; displays loyalty even when tough to do so.

FORUM VALUES

Blaze the future. Take initiative. Push what’s possible. Own your path but stay nimble. Embrace change, take risks and always challenge the status quo.
(Entrepreneurial)

Dare to be clear. Certainty is impossible, but clarity is essential. Eliminate the noise and focus your strategy to achieve something better, something great.
(Clear)

Stay open. Have the courage to make yourself vulnerable. Communicate honestly and respectfully. Share mistakes and trust one another.
(Vulnerable, Transparency)

Make it better together. Go all in. Get messy. Welcome new ideas and share yours freely. Be a sponge. Bump heads. Talk it out. Listen. Learn. Repeat.
(Collaborative)

EDUCATION + TECHNICAL SKILLS

Bachelor’s degree in business or finance-related field; or equivalent prior work experience.

Minimum 5+ years previous investor relations experience.

Experience in financial services, specifically investment funds, real estate equity and debt products a plus.

Experience with Salesforce, Juniper Square, IntraLinks and/or FISDX preferred.

Advanced proficiency in Microsoft Suite: Word, PowerPoint, Excel

Please submit your resume/CV along with a cover letter.