FOREST INVESTMENT ASSOCIATES

Overview

Forest Investment Associates is a limited partnership focused on managing pooled real estate investment vehicles and providing portfolio management for institutional businesses and institutions. The firm has been SEC-registered since 1986 and operates primarily as a sponsor and general partner for pooled funds, serving an institutional client base. Its advisory mandate centers on real estate funds, with the firm acting as manager and managing member of its pooled vehicles rather than a broad capital allocator across multiple external manager platforms. Fee arrangements include a mix of percentage-of-AUM, fixed fees and performance-based fees. Forest Investment Associates does not list itself as an active ESG investor on filings and is not registered as a multi-state or newly formed adviser. Its business model emphasizes running closed-end real estate funds and related pooled structures for institutional investors, rather than discretionary wrap or retail advisory solutions.

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Investments & Alternatives

Location & Offices