Not just investment.
Responsible investment.

We understand that our investment decisions today have lasting consequences for
client portfolios, society and the generations of tomorrow.

The meaning of responsible investment at Zagga

We have developed a framework to integrate appropriate ESG protocols and procedures into our process. ESG considerations are embedded in our investment analysis and credit assessment.

These considerations enable us to assess the environmental and social impact of our counterparties to ensure they are committed to sustainable building practices and smart technology integration for long-term, positive impacts.

We will seek appropriate disclosure on ESG issues from the entitles to which we lend.

Governance and strategy

The independently-chaired ESG Advisory Committee will provide advice to the various Zagga Sub-Committees on all matters relating to Responsible Investment and Sustainable Finance in the commercial real estate market.

We have documented Zagga’s approach to ESG and sustainable business practices across a number of policies and we will continue to review best practice approaches, particularly in the CRED and investment management markets.

ESG Advisory
Committee

Picture of Nikki Kemp

Nikki Kemp

Independent Chair

Picture of Alan Greenstein

Alan Greenstein

Picture of Kevin Berkowitz

Kevin Berkowitz

Picture of Frank Hageali

Frank Hageali

Picture of Marcus Morrison

Marcus Morrison

Picture of Steven Levy

Steven Levy

Picture of Richard Stacey

Richard Stacey

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About

We would like to acknowledge the Traditional Custodians of the lands, seas, and communities in which we provide our services. We would also like to pay our respects to the Elders past, present and emerging, and the continuing cultural influence they have on Australia.

Zagga Market Pty Limited (Australian Credit Licence 490904) ACN 611 662 401 acts as the Servicer of loans acting on behalf of the credit provider, Zagga Investments Pty Limited (AFSL 492354) ACN 615 154 786, trustee of the Zagga Investments Lending Trust

Additional Disclaimer

All portfolio numbers quoted correct as at 30 October 2024.

*Average investor return across the active portfolio as at 30 October 2024.

**Target return is after expenses and any applicable management fees for the year ending 30 June 2024. OCR = Australian Reserve Bank Official Cash Rate.

Past performance is not a reliable indicator of future performance and investments are subject to investment risk, fees and costs. Returns are not guaranteed.

Prospective investors wishing to invest in a Zagga direct investment or a Zagga Fund should fully consider the Information Memorandum, ZFF Fact Sheet and/or ZWF Brochure, available from Zagga, before applying to invest. Investments are subject to risks.

Articles on this website have been prepared by Zagga Investments Pty Limited (AFSL 492354) ACN 615 154 786 (Zagga) for information purposes only. It doesn’t take into account your objectives, financial situation or needs, nor is it intended as a substitute for any accounting, tax or other professional advice, consultation or service. Nothing in this article shall be construed as a solicitation to buy or sell any financial product, or to engage in or refrain from engaging in any transaction.

Past performance should not be taken as an indication or guarantee of future performance and no representation or warranty, express or implied, is made regarding future performance. Economic conditions may change.

Any analysis provided in this article is based on information obtained from sources believed to be reliable but Zagga does not make any representation or warranty that it is accurate, complete or up to date. Zagga accepts no obligation to correct or update the information or opinions in it. Any opinions expressed in this article are of the author and is subject to change without notice. Readers are reminded to exercise caution and use their own judgment when interpreting and applying the information contained in this article No member of Zagga accepts any liability whatsoever for any direct, indirect, consequential or other loss arising from any use of such information.

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