Neil Shah

Neil Shah is a Senior Director and Portfolio Manager at Forum Investment Group, based in Chicago, Illinois.1 He is an experienced structured credit trading and investment professional specializing in commercial real estate finance, with a particular focus on CMBS (Commercial Mortgage-Backed Securities) and multifamily credit.1

Professional Experience

Neil Shah joined Forum Investment Group in 2021 and has held the following positions:

• Senior Director, Portfolio Manager (2023 - Present)
• Director, Associate Portfolio Manager (2021 - 2023)1

Prior to his current role, Neil worked at:

• Systima Capital Management as Director, Capital Markets & Trading (2014 - 2020)1
• Greystone (previous role)
• Goldman Sachs (previous role)2

Expertise

Neil's expertise includes:

• Commercial real estate finance
• CMBS and multifamily credit
• Freddie Mac K Series
• Fannie Mae DUS
• Ginnie Mae project loans
• Multifamily credit risk transfer programs (Freddie Mac MSCR, Fannie Mae MCAS, and non-agency structures)
• Tax-exempt affordable multifamily mortgage programs12

Responsibilities

At Forum Investment Group, Neil is responsible for managing the company's fund product investments and strategy.2 His role involves structured credit trading, investment activities, and portfolio management.

Education

Neil Shah holds:

• Bachelor's degrees in Mathematics, Economics, and Finance from Indiana University
• Master of Science in Finance and Economics from the London School of Economics and Political Science2

With over 12 years of experience in commercial real estate finance, Neil Shah brings valuable expertise to his role at Forum Investment Group, contributing to the firm's investment strategies and portfolio management.