Forum Investment Group (“Forum”) today announced the addition of Grant Turner as Managing Director, Client Portfolio Manager for Forum Exchange, further strengthening the firm’s 1031 and DST distribution platform and advancing its long-term exchange strategy.
“Grant brings deep experience in 1031 exchanges, intermediary distribution, and advisor education,” said Lee Beck, President at Forum. “We believe his experience scaling exchange platforms and supporting advisors through complex transactions will enhance our ability to grow Forum Exchange nationally, while maintaining the disciplined, service-oriented approach that defines our firm.”
In this newly created position, Turner will serve as a senior client-facing leader and subject matter expert across Forum’s 1031, Delaware Statutory Trust (DST), and 721 exchange strategies. He will support capital formation efforts across RIAs, wirehouses, independent broker-dealers, and high-net-worth advisor networks, while helping advisors navigate the technical, structural, and positioning considerations of tax-advantaged exchange strategies.
Turner joins Forum with more than 13 years of experience in real estate investment solutions, capital raising, and intermediary distribution. Most recently, he served as an Exchange Specialist at Ares Wealth Management, where he supported the Black Creek and Ares Real Estate Exchange platforms and completed more than $867 million in 1031 transactions.
“Forum has built a differentiated real estate platform grounded in discipline, collaboration, and long-term value creation,” said Turner. “I’m excited to join the team and help expand Forum Exchange by supporting advisors and their clients with thoughtful, well-structured 1031 and 721 solutions.”
“This addition reflects our continued investment in expanding Forum Exchange,” added Harry Alcock, Chief Investment Officer. “Grant’s ability to simplify complex structures and build trusted advisor relationships will be instrumental as we continue to scale the platform.”
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 25 strategic 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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