Forum Investment Group Strengthens Credit Platform with New Head of Debt

Forum Investment Group is pleased to announce that Jason Brooks has joined the firm as Head of Debt, bringing more than 22 years of capital markets, real estate securities, and investment management experience to the organization. In this newly created leadership role, Jason will oversee all aspects of Forum’s public credit-related investment activities and strategies, helping to scale the firm’s credit platform and expand its capabilities in real estate lending and structured finance.

Throughout his career, Jason has built a reputation for deep credit experience, rigorous underwriting, and strong investment performance across public and private markets. Prior to joining Forum, Jason spent over 12 years at Janus Henderson Investors as a Portfolio Manager and Global Securitized Products Analyst, where he led research and investment selection across a range of securitized fixed income strategies, including CMBS and ABS. He played a key role in managing multi-billion-dollar portfolios and driving risk-adjusted returns through market cycles.

Prior to Janus Henderson Investors, Jason served as Director of Structured Securities at TIAA-CREF, where he led CMBS research and contributed to the construction and management of fixed income mutual funds. Early in his career, as an Associate at Gramercy Capital Corp, Jason’s responsibilities included asset selection, surveillance, and structural leadership on both cash and synthetic securitizations backed by commercial real estate assets.

“Jason brings a valuable combination of institutional investment discipline and real estate credit depth that will be instrumental as we expand our debt strategies,” said Lee Beck, President of Forum Investment Group. “His ability to navigate complex capital structures and assess risk across the real estate and securitized landscape will enhance the value we deliver to our investors and borrowers.”

“I’m excited to join Forum at such a pivotal time in the firm’s growth,” said Jason Brooks. “Forum’s integrated platform and long-term investment approach create a strong foundation for expanding our credit strategies. I look forward to building on that momentum and helping to deliver innovative, risk-aware debt solutions that support both our investors and real estate partners.”

About Forum: Forum Investment Group (“Forum”) is a Denver-based boutique investment management firm dedicated to empowering individual investors by investing through real estate cycles. With assets in over 20 states, Forum built its foundation in development and evolved into acquisition and financing, providing access to a range of real estate investments. For more information, please visit ForumIG.com.

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