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Forward Funds

Forward Progressive Real Estate

Institutional Class
Fund Management
Updated as of:
September 30, 2008
 
 
 
 

Forward Uniplan Advisors, Inc.
 

Forward Uniplan Advisors, Inc. is the fund's sub-advisor.
   
 
a Wisconsin-based firm focused on real estate investments founded in 1984 by portfolio manager Rick Imperiale
Uniplan provides both retail and institutional investment management capabilities to a growing client base
the firm employs four investment professionals with experience in real estate securities
members of the Uniplan team take to the road to compare the country's local real estate markets
 
Portfolio Manager
Rick Imperiale		 Imperiale founded Uniplan, Inc., in 1984 to provide investment management for individual for individual and institutional investors.
 
 
entrepreneur at heart - Imperiale founded Uniplan, Inc. in 1984 to provide investment management for individual and institutional investors
master of one – Imperiale was a jack of all trades in the past, evaluating stock and bonds as well as REITs, so he understands all the factors that influence real estate investments
the insider – he is well connected throughout the Real Estate Investment Trust community
Imperiale “wrote the book on REITs” and his REIT book is titled “Real Estate Investment Trusts – New Strategies For Portfolio Management”
   
  Class: Institutional
Change to: Investor
   
Overview
Category: Real Estate
Ticker Symbol: FPREX
CUSIP: 349913525
Benchmark: FTSE NAREIT Equity REITs Index
Inception: May 1, 2008
Net Assets: $6.2 Million
Load Fee: No Load
Gross Expense Ratio: 1.20%
Net Expense Ratio: 1.20%
Minimum Investment
Initial: $100,000
Statistics
Price/Book:* 2.8
Forward P/E:* 14.1
EPS Growth Rate:* 11.00%
Long-Term Debt-to-Equity:* 46.00%
Weighted Avg. Market Capitalization:* $7.1 Billion
Average Capitalization:* $7.0 Billion
Number of Holdings: 24
Annualized Turnover: 0.00%

*Data refers to the Fund’s holdings and not to the Fund itself.

Price/Book Ratio and Price/Earnings represent equity securities within the Fund’s portfolio, and are not intended to demonstrate Fund growth income earned by the Fund, or distributions made by the Fund.

EPS Growth Rate – 5 Year is an estimate of the Fund’s annual percentage growth rate of earnings per share over the next five-year period.
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Forward Funds are distributed by ALPS Distributors, Inc.
© 2008 Forward Management, LLC. All rights reserved.