Inside the Investment with Forum Investment Group – Private Real Estate Debt

In this episode of Inside the Investment, we’re joined by Neil Shah, Managing Director, Portfolio Manager & Head of Product Strategy for Forum Investment Group to take a deep dive into Private Real Estate Debt — a fixed income asset class that’s attracting attention from investors seeking yield and diversification.

We’ll explore:

📈 The potential benefits of private real estate debt

⚖️ The risks and challenges investors should weigh

🏢 How it compares to traditional fixed income and real estate equity strategies

🔍 Where it may fit within a broader portfolio

Whether you’re an experienced investor or just beginning to explore alternatives, this episode offers practical insights to help you make informed decisions.

🎧 Listen now and stay ahead with Inside the Investment.

Disclaimer:

Apeiron RIA, LLC DBA Three Oaks Advisory is a registered investment adviser, and the opinions expressed by Adam Keller and Neil Shah on this show are their own and do not reflect the opinions of Three Oaks Advisory nor Forum Investment Group. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.