OUR INVESTMENT APPROACH

Building success on solid investment principles

Our 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 our 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 our partners and clients
  • Financial discipline reinforced by close and ongoing attention to investment fundamentals

We welcome joint ventures

While Forum typically acts as a lead developer and investor, we welcome opportunities to enter into project-specific and strategic joint ventures as a development and investment partner. What can we bring to this partnership? A lot, including significant experience and expertise in the P3 marketplace. For infrastructure, power and renewables, and real estate development and investment firms with specific strengths and project-specific expertise, a partnership with Forum can deliver tremendous results and value.