There’s a golden rule when it comes to investing: diversification is key. Even if you’re early in your investor journey, you’ve probably heard this advice. Let’s talk about why it’s so important.
Historically, private investments in real estate have been reserved for the wealthy for generations — by design. Prior to the stock market crash in 1929 that led to the Great Depression, the securities market was largely unregulated by the federal government.
Whether you’re an experienced, accredited investor, or you’re just getting started, we are committed to developing content and guides to support you through every step of your investor journey. Check back often for more insights, investor guides, and more.
And sign up to receive occasional emails from Forte, so you never miss out on helpful information, or new investment opportunities.
Why Fractional Real Estate Shares are the Ultimate Diversifier for Investors There’s a golden rule when it comes to investing: diversification is key. Even if you’re early in your investor...
The Revolution in Private Real Estate Investing is Happening Now Historically, private investments in real estate have been reserved for the wealthy for generations — by design. Prior to the...
Forte makes real estate investing simple, transparent, and accessible. We give investors the opportunity to buy shares in a single purpose vehicle (SPV), representing fractional ownership in real estate properties without the headaches of being a real estate developer, a contractor, or a landlord. You have the potential to earn passive income and potential long-term appreciation, while we handle property management, deal structuring, and reporting.
Learn more about Forte in our About Us page.
Forte is open to both accredited and non-accredited U.S. investors under SEC Regulation A+, Tier 2. This means you don’t need to be a millionaire or a seasoned investor to start building your portfolio.
If you are an accredited investor, we just need to verify your accreditation status. You can do so by completing this form and sending it to us at info@forteifund.com.
Non-accredited investors are subject to the investment limits set forth in Regulation A+.
Deal-by-deal investing gives you full control over where your money goes. Instead of pooling your capital into a portfolio managed by someone else — as you would with a REIT (Real Estate Investment Trust) or a traditional real estate fund — you select the specific properties that match your strategy, risk tolerance, and return goals.
Here’s how the models compare:
Deal-by-Deal Investing (Forte) | REITs | Real Estate Funds | |
Control | You choose each property directly. | None | None |
Transparency | Full access to individual property details and performance. | Limited scope: you see fund-level results, not property-level data. | Limited scope: you see fund-level results, not property-level data. |
Flexibility | Invest only in deals that fit your goals. | Fixed: you’re exposed to every property in the portfolio. | Fixed: you buy into the whole fund. |
Liquidity | Typically illiquid until property exits. | Often publicly traded and more liquid. | Illiquid until the fund matures. |
Tax Benefits | Pass-through tax advantages via K-1s and property depreciation. | REITs issue 1099-DIVs which is a less flexible tax treatment. | K-1s may apply but at the fund level only. |
At Forte, our deal-by-deal model gives you the ability to customize your portfolio, invest in properties you believe in, and track performance with complete transparency – all starting with a minimum of $1,000.
Like all investments, there are risks. In the real estate space, there are three major risks to be aware of:
At Forte, we strive to mitigate risks through careful due diligence, market research, and ongoing asset management.
