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Alternative Funds
Alternative Funds
FORUM TFI is one of the pioneers in the area of alternative investment strategies, i.a. in real estate. Making such investments requires extraordinary qualifications and an exquisite knowledge of the market.
For that reason, FORUM TFI cooperates with a qualified partner every time; in specified cases, they are entrusted with the management of the fund’s assets portfolio. They are entities with an established position on the market, well-regarded and possessing the reqinuired expertise, making the created funds attractive forms of investment even for the most demanding investors.
Forum TFI is a pioneer in matters of creating Alternative Funds in Polamd. Since the beginning of our activity we’ve created 15 Alternative Funds. We’ve created the first gastronomic fund in Poland which met investment objectives.
Cracow Prestigious Investment
One of such funds was “Krakow Prestigious Investments” Closed-end Investment Fund (KPI CIF), which invested investors’ assets in apartment-houses located in the center of Krakow.
The adopted investment strategy, which consisted of careful selection of properties and special attention to the highest standard of their finishing, made it possible to offer investors afund with the predetermined minimum rate of return at the level of 9% per year. KPI CIF raised PLN 30 mil from the investors, to, within just two years, pay them more than PLN 35 mil with interest.
Key success factors
What makes us achieve goals?
We work in synergy with Investors and above all we invite to our projects only the most qualified team of experts. The most inportant resource of Forum TFI is unique know-how acquired through past years.
Our key success factors:
Forum Food&Friends
Forum Food & Friends CIF was the first fund on the Polish market which allowed investors to make profit from the tourism boom that’s happening in Krakow.
Raised assets were allocated in the development of a restaurant chain situated in prestigious locations of the Polish tourist capital. Investments of the fund were managed by a project partner – a professional entity that’s been operating in the restaurant industry for several years. Their tasks were i.a.: the selection of locations, organization and supervision over the process of investment and their long-term operation for a stable and high profit. First redemptions of the investment certificates of the external investors commenced as written in the fund’s statute – in December 2016, and ended in 2019 with a return to the Investors of their invested capital with regard to the 6% presumed annual rate of return.
True business partnership.
If you seek for tailor made solutions matched to your business needs. If you apprreciate complex approach and commited business partner.
Do not hesitate to contact us. We are always open to talk about possible areas for cooperation!
Dedicated
Funds
Thanks to dedicated funds it is possible to effectively restructure assets and create optimal solutions (from the law and business point of view) for implementation of the chosen strategy. They also guarantee confidentiality and anonymity for all carried out business operations, enable safe transfers of assets to descendants, placement of surpluses into innovative undertakings.
Receivables
Funds
Investment activity is based mostly on investing in debt portfolios. Receivables funds can be created to serve as investment vehicles for passive investors, as an interesting alternative to allocating assets into classical financial instruments. They can also bring an Investment Group profits directed to difficult assets.