OWNERSHIP PLAN

Untitled-2The Forum is the only Continuing Care Retirement Community in the greater San Francisco area that offers equity ownership. Instead of paying an entrance fee with little or no return, you purchase membership interest in our community.

The membership share offers true ownership advantages, including tax benefits and the ability to sell. Depending on market conditions, you could receive all or a large part of your initial investment back, as well as a portion of any appreciated value. This helps you preserve your estate and leave a legacy for the next generation.

Plus, as a resident-owner, you have a voice in how our community operates through an active resident Board of Directors. You’re part of a true neighborhood of empowered and self-governed homeowners.

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