Frank Forte Featured on Investment Matters Podcast

We're excited to share that Frank Forte, CIO and Managing Partner at Lucern Capital Partners, was recently featured on the "Investment Matters" podcast hosted by CPE's Paul Rosta. In the episode, Frank discusses his journey from a Wall Street-obsessed teenager to co-founding Lucern Capital Partners a decade ago alongside David Hansel, and how the firm has since completed transactions valued at more than $380 million across the East Coast.

Throughout the conversation, Frank shares insights on the burgeoning small-bay industrial market, the operational discipline that drives long-term value creation, and why he believes the broader industrial sector has become overbuilt even as small-bay opportunities remain compelling. The episode also explores Lucern's approach to underwriting in an unsettled market, navigating the bid-ask gap, and the realities of raising capital amid shifting economic conditions.

Listeners will hear Frank discuss:

• His path from Wall Street dreams to private equity success

• Why small-bay industrial presents outsized opportunity today

• The operational execution required to truly create value

• How market volatility is impacting leasing velocity and capital markets

• Caveats for new investors on playing the long game

The episode offers a candid look at Frank's career path, investment philosophy, and take on where opportunity lies in today's commercial real estate landscape - including his reminder that success in this business isn't a get-rich-quick story, but the result of rolling up your sleeves and being a good operator.

Listen to the full episode here.