About Us

Who we are

Zagga is a leading Australian alternative real estate investment manager, committed to delivering attractive, risk-adjusted investor returns, and tailored private credit solutions, across the capital stack.

To date, we have returned 100% of all investor capital.

Our base of investors includes high net worth individuals, family offices and institutional funders, from Japan, Singapore, China, Mauritius, Switzerland, USA, South Africa and Australia.

We operate with an investor first approach

Our high-calibre team has over 200 years’
combined experience in credit, property and
investment management.

Our objective

“We present risk-mitigated CRED opportunities that consistently deliver steady income which, when compounded over many years, constitute highly attractive returns.”

~ Alan Greenstein, CEO & Co-Founder

With our expertise

We are well placed to assist in creating risk-adjusted, stable investment income through our range of secured, private debt investment opportunities.

Why Zagga?

PARTNERSHIP

We treat our borrowers, investors and service providers as partners in our business.

We recognise that partnership requires that the needs of each partner are met.

Every loan transaction is individually assessed on its merits and is aimed at delivering a commercial, flexible and responsive outcome.

TRUST

We operate with an ‘investor first’ approach and will not compromise credit quality over increased return.

The Zagga executive team has over 200 years’ combined experience in analysing, structuring and managing complex loan transactions.

We operate with integrity, transparency and honesty as our core behaviours.

RELATIONSHIP

We intrinsically understand that sustainable business requires long-term relationships.

We inculcate the value of relationships in our team members.

The growth of our business is based on strong relationships with our investors (all of whom have been introduced through word of mouth referral) and our borrowers (of whom 30% are repeat borrowers).

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Our journey to date

2024

2022-2023

2022
March: FIIG Securities arrange tap-issue
April: SQM Research reaffirms 4-star, SUPERIOR rating
November: Originated portfolio reaches $1 Bn
2023
April: SQM Research reaffirms 4-star, SUPERIOR rating for third year running
June: Launch of the Zagga Real Estate Income Fund (SGP VCC)
2023 cont.
September: Launch of the Zagga CRED Fund (ZCF)
November: ZCF added to the Praemium platform
December: ZCF added to the Netwealth platform
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2020-2021

2020
November: Japanese institutional funder joins as an Investor
December: South African institutional funder joins as an Investor
2021
January: Originated portfolio exceeds $0.722 Bn
February: Launch of the Zagga Wealth Fund (ZWF)
2021 cont.
April: ZILT receives inaugural, 4-star SUPERIOR rating by SQM Research
November: FIIG Securities arrange Corporate Note
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2017-2019

2017
February: Australian Financial Services Licence (AFSL) and Australian Credit Licence (ACL) issued
June: Launched and funded our first transaction at $7.15M with 20 investors
2018
December: Launch of the Zagga Feeder Fund (ZFF)
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Founded in 2016

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Governance

Zagga Investments (ZI) is the investment manager and AFSL holder and Trustee of the Zagga Investments Lending Trust (ZILT), which houses all the loans and related security in separate sub-trusts under ZILT.

The functions performed by ZI include origination of loans, credit assessment of borrowers, portfolio oversight (diversification/ credit ratings), ongoing monitoring of loan performance and follow up of any defaults.

Our Committees

COMPLIANCE

The Compliance Committee covers all regulatory reporting aspects to ATO, ASIC and AUSTRAC, including compliance with ACL and AFSL conditions, key person risk and regular policy reviews and updates.

CREDIT OVERSIGHT

The Credit Oversight Committee reviews Credit Policy, reviews any special, unusual or extraordinary loan applications, authorises new loans for funding, oversees credit exposure, risk underwriting, and defaults.

INVESTMENT RISK

The Investment Committee reviews and oversees the management, deployment and allocation of investments across the Zagga portfolio, including the Zagga discretionary investment trusts.

ESG ADVISORY

The ESG Committee, chaired by an independent ESG expert, is responsible for strategy and policy development, oversees reporting and implementation of strategic priorities.

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Your Zagga Representatives

Incorporated in 2016, the Zagga team, consisting of over 20 people, has over 200 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 investing through Zagga?​

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