Investment Overview
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Forward Development Group specializes in identifying and executing high quality multi-family, senior living, and retail developments in carefully targeted markets.​ We partner with a diverse range of equity sources, including institutional groups, family offices, and high-net-worth individuals, to bring these opportunities to fruition.
Our investment strategy focuses on the Midwest, specifically the greater Madison, Wisconsin area. The Madison market consistently ranks among the top in the Country for the multi-family asset class. Fundamentals such as strong employment, continued population growth, and ideal tenant demographics all centered around a University-based City drive strong demand, absorption, and rent growth in the multi-family sector.
Throughout the entitlement, construction, and operational phase of development, Forward Development Group seeks to maximize performance and return for our investors through a comprehensive asset management approach. Our typical investment horizon ranges from 5 to 10 years, subject to favorable macroeconomic conditions, after which we exit through the sale of stabilized, income-producing assets.
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Active Offerings
Investment opportunities tailored to your personal portfolio
Direct ownership interest (limited partner) in the asset, giving the investor a share of both the income generated by the asset itself and the potential appreciation in value over the life of the investment term.
Form of debt investment (passive) in which the investor provides financing to the asset and receives payments of principal and interest over the term of the note.
Equity Investment
Feature
Note (Debt) Investment
Ownership, investor is part owner
Junior (paid last)
Variable returns (cash flow + appreciation)
Ownership interest in property entity
Active/passive, depending on partnership
Medium/High (performance dependent)
Unlimited upside from appreciation/profit
Variable, dependent upon performance
Typically illiquid until sale/refinance
Growth, ownership, long-term appreciation
Investment Type
Position in Capital Stack
Return Type
Collateral / Security
Control / Involvement
Risk Level
Return Potential
Cash Flow Predictability
Liquidity
Typical Investor Objective
Debt, investor is a lender
Subordinate to senior, ahead of equity
Fixed (interest payments)
Potential for subordinate mortgage
Limited and usually passive
Low/Medium
Capped, limited to interest payments
Fixed, based on amortization schedule
Typically able to sell notes
Predictable, short-term income stream
CONTACT
GET IN TOUCH
Questions for our Investment Team?
Corporate Office:
507 W. Verona Avenue, Suite 200
Verona, WI 53593
608.848.9050
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