The Zagga CRED Fund
Balancing risk management with strong returns
Our flagship, unitised solution
For investors looking for an alternative to shares and traditional fixed income and property investments, the Zagga CRED Fund (ZCF) provides a CREDible avenue for portfolio diversification and regular, risk-adjusted income.
Past performance is not a reliable indicator of future performance
"The Manager is well-placed... to achieve its growth ambitions.
Zagga is an institutional grade manager. It's growth strategy is, just like its lending, inherently conservative – just the way Foresight likes it in private debt."
About the Zagga CRED Fund
By investing in the Zagga CRED Fund (ZCF), investors can access risk-adjusted returns and regular defensive interest income through investment exposure to a diversified portfolio of creditworthy commercial loan transactions, secured by Australian real estate.
ZCF will invest predominantly in senior debt, diversified across a mix of geographic locations, sectors, and borrower profiles.
Below is a high-level summary of the specifically curated portfolio of credit-vetted, mortgage-secured loan transactions in which ZCF may invest.
Camden, NSW
Real Estate Sector
Site Acquisition – Mixed-Use
Loan Purpose
Acquisition of a prime site in the heart of Camden, and to allow time for the Borrower to achieve DA approval for a landmark mixed-use development, to create a vibrant destination precinct
LVR
65.00%
Term
11 to 17 months
East Devonport, TAS
Real Estate Sector
Industrial Development
Loan Purpose
The provision of funds for the completion of subdivision civil works into sixteen industrial lots and the construction of a warehouse on one of those lots
LVR
59.40%
Term
12 to 15 months
Melbourne, VIC
Real Estate Sector
Commercial Office
Loan Purpose
Construction funding for a major refurbishment for an existing, heritage, commercial office building in Flinders Lane, Melbourne, including the construction of two additional floors
LVR
44.18%
Term
15 to 18 months
Rockdale, NSW
Real Estate Sector
Medium Rise Residential
Loan Purpose
The development of a well-progressed project in Rockdale, comprising 61 residential units, including 24 affordable housing units, two commercial spaces, and basement parking
LVR
64.30%
Term
3 to 9 months
Spring Farm, NSW
Real Estate Sector
Land Subdivision
Loan Purpose
For the acquisition and construction of a residential subdivision into 51 residential land lots, with 25 lots already sold prior to commencement, located in one of Sydney’s fastest growing regions
LVR
65.59%
Term
12 to 15 months
Vaucluse, NSW
Real Estate Sector
Luxury Units
Loan Purpose
The refinance of a DA approved site for the future development of four luxury, ocean-front units and to allow the Borrower time to obtain the construction certificate, finalise their building tender and begin initial demolition works
LVR
65.00%
Term
3 to 6 months
Note: These current loan transactions meet the Investment Criteria for ZCF, as detailed in the Information Memorandum. They may not represent the actual Underlying Loans.
How to invest?
For advisers
- Find us on platforms
For investors
- Speak to your financial adviser or broker
Why investors are turning to real estate private credit
For defensive, income-seeking investors and advisors, real estate private credit has become a defensive asset class amidst persistent global volatility. Favoured for its ability to provide diversification, stable income, and bolster portfolio resilience, real estate private credit has undoubtedly moved from the fringes to the front.
Why Zagga?
Superior risk-adjusted returns
Strategic focus on high-growth markets
Robust project exits with quality developers
Rigorous due diligence & stakeholder experience
Resilient performance with low default rates
Your Zagga representatives
Erica Geddes
Associate Director, Distribution
egeddes@zagga.com.au
Simon Ryan
Associate, Distribution
sryan@zagga.com.au
Sidonie Sheene
Associate Director, Distribution, VIC & QLD
sidonie@zagga.com.au
Incorporated in 2016, the Zagga team, consisting of over 30 people, has over 300 years’ combined experience covering the areas of:
- Treasury and Finance
- Distribution
- Marketing and Business Development
- Credit and Operations
We are experienced professionals with a diverse range of professional backgrounds and are currently enjoying a period of growth and expansion in the team.
Do you have questions about the Zagga CRED Fund?
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