0001999371-24-002273.txt : 20240214 0001999371-24-002273.hdr.sgml : 20240214 20240214141303 ACCESSION NUMBER: 0001999371-24-002273 CONFORMED SUBMISSION TYPE: 5 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Nemzer Brad CENTRAL INDEX KEY: 0001931414 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 5 SEC ACT: 1934 Act SEC FILE NUMBER: 811-23658 FILM NUMBER: 24635965 MAIL ADDRESS: STREET 1: C/O FORUM CAPITAL ADVISORS, LLC STREET 2: 240 SAINT PAUL STREET, SUITE 400 CITY: DENVER STATE: CO ZIP: 80206 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: Forum Real Estate Income Fund CENTRAL INDEX KEY: 0001857314 ORGANIZATION NAME: IRS NUMBER: 862859042 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: C/O FORUM CAPITAL ADVISORS, LLC STREET 2: 240 SAINT PAUL STREET, SUITE 400 CITY: DENVER STATE: CO ZIP: 80206 BUSINESS PHONE: 303-501-8860 MAIL ADDRESS: STREET 1: C/O FORUM CAPITAL ADVISORS, LLC STREET 2: 240 SAINT PAUL STREET, SUITE 400 CITY: DENVER STATE: CO ZIP: 80206 FORMER COMPANY: FORMER CONFORMED NAME: Forum CRE Income Fund DATE OF NAME CHANGE: 20210415 5 1 nemzer-form5_123123.xml ANNUAL STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP X0508 5 2023-12-31 0 0 0 0001857314 Forum Real Estate Income Fund FORFX 0001931414 Nemzer Brad 10808 SUNDIAL RIM RD HIGHLANDS RANCH CO 80126 0 1 0 0 Vice President 0 Founders Shares 2023-01-31 2023-01-31 5 P 0 37.34 9.29 A 607.607 D Founders Shares 2023-02-28 2023-02-28 5 P 0 37.28 9.33 A 607.607 D Founders Shares 2023-03-30 2023-03-30 5 P 0 42.54 9.20 A 607.607 D Founders Shares 2023-04-28 2023-04-28 5 P 0 46.91 9.13 A 607.607 D Founders Shares 2023-05-31 2023-05-31 5 P 0 46.36 9.16 A 607.607 D Founders Shares 2023-06-29 2023-06-29 5 P 0 40.96 9.13 A 607.607 D Founders Shares 2023-07-28 2023-07-28 5 P 0 39.07 9.15 A 607.607 D Founders Shares 2023-08-30 2023-08-30 5 P 0 43.80 9.25 A 607.607 D Founders Shares 2023-09-29 2023-09-29 5 P 0 39.73 9.29 A 607.607 D Founders Shares 2023-10-27 2023-10-27 5 P 0 36.28 9.29 A 607.607 D Founders Shares 2023-11-29 2023-11-29 5 P 0 46.32 9.30 A 607.607 D Founders Shares 2023-12-29 2023-12-29 5 P 0 46.16 9.36 A 607.607 D /s/ Brad Nemzer 2024-02-13