Partner Intermediary / Forum Financial Corp.


Key Strategy Elements

Consisting of equity and debt investments in property. Investments typically involve an active management strategy ranging from moderate reposition or releasing of properties to development or extensive redevelopment

  • Refereed to as “target buy and build” the strategy has proven successful in the health care industry.
  • Target: focus on few attractive healthcare segments at a time
  • Buy: Partner with strong, well-positioned businesses as platforms for growth strategies
  • Build: work with Management teams to accelerate growth through sales and marketing enhancements, accretive growth projects and add-on acquisitions