Forward Management said it is trying to make its relationship with Uniplan Real Estate Advisors a bit closer.

Forward Management, the investment advisor to the Forward Funds and marketer of separate account products, said it is working towards owning part of Uniplan Real Estate Advisors. Uniplan is the sub-advisor to the Forward Uniplan Real Estate Investment Fund and manages a separate account product marketed by Forward.

The firms have signed a letter of intent regarding Forward’s plan to buy a minority equity position in Uniplan. The pair currently has a marketing services agreement.



Subscribe Now

Access to premium content including in-depth coverage of mutual funds, hedge funds, 401(K)s, 529 plans, and more.

3-Week Free Trial

Insight and analysis into the management, marketing, operations and technology of the asset management industry.