Year-in-Review: Jacob Grant Forever Fund Portfolio Update
2025 Year-End Update – Jacob Grant Forever Fund Performance & Strategy
We wanted to share a brief, high-level update on how the Jacob Grant Forever Fund has performed over the past year, along with a snapshot of what we’re seeing in the Eastern Idaho real estate market.
Portfolio Overview (as of Q3 2025)
$2,155,000
Total Invested Capital
$8,567,500
Total Asset Value
$2,876,653
Total Equity
97.5%
across all properties
Stabilized Occupancy
A Look at the Portfolio
Over the past year, we made several intentional decisions to strengthen the overall health and long-term stability of the fund. This included selling a small number of underperforming properties and reinvesting time and capital into higher-quality assets.
In late 2024, we added three single-family homes to the portfolio. Improvements were completed earlier this year, and all three homes are now leased and operating as planned.
The rest of the portfolio continues to perform steadily and remains fully stabilized.
Eastern Idaho Market Snapshot
The Eastern Idaho market has largely settled after the volatility of 2022–2023. Pricing and rents have stabilized, and we’re beginning to see modest upward movement in select areas. As usual, core markets are leading this shift, with surrounding communities following more gradually.
This environment continues to support a long-term, disciplined approach—focused on stable housing, conservative decision-making, and sustainability over short-term gains.
View the Full Portfolio to review photos or additional property and financial information.
