The Forum Real Estate Income and Impact Fund (REIIF) is an impact-driven, institutional quality, open-ended private fund focused on Canadian rental housing.
REIIF invests principally in new age multi-family rental apartments, purpose-built student accommodations (PBSA), and co-living communities located in supply constrained markets across Canada.
REIIF strives to deliver a sector-leading impact and ESG-driven portfolio that will enhance yields and total returns while future-proofing the portfolio to ensure diversity and resiliency of income.
Focus on naturally high turnover assets offering inflation protection; a strategic emphasis on purpose-built student accommodations, micro units, and co-living assets - sectors characterized by high resident turnover, the opportunity to mark-to-market rents more frequently and strong demand.
Performance Snapshot
Potential for stable, and growing income stream along with long-term capital appreciation, and limited correlation to public market volatility.
Monthly Returns (%){{1}}
Series F
Jan
Feb
Mar
Apr
May
June
July
Aug
Sept
Oct
Nov
Dec
Annual
2022
0.02
5.08
0.46
0.20
0.19
0.19
1.49
0.25
0.22
0.84
0.21
1.00
10.51
2023
0.81
1.00
0.70
0.05
0.14
0.47
0.60
0.12
3.95
Geographically diverse and curated best-in-class assets that represent REIIF's investment themes and focus on impact across Canada.
