Zagga Fund update – period ended 31 December 2024
We are very pleased to report that all Funds across the Zagga portfolio have performed very well for the period ended 31 December 2024.
We are very pleased to report that all Funds across the Zagga portfolio have performed very well for the period ended 31 December 2024.
The last month has seen what might be called “green shoots” of an economic recovery in Australia, aided by an easing in cost of living pressures as inflation has retreated towards the RBA target band.
It is important to note that these encouraging signs are from a weak starting point – it is too early to be confident of a meaningful economic recovery, but it is encouraging to see some better news.
Looking for higher returns and diversification? Dive into alternative real estate investments in Australia – discover new opportunities & explore how Zagga can help you build a stronger portfolio.
DOMAIN
This sad wreck of a terrace house in Sydney’s Redfern, abandoned by its owner, then occupied by a squatter and, as a final insult, set on fire, was once labelled ‘Australia’s worst house’.
FEAR AND GREED
Australia is still in the midst of a housing crisis. House prices have risen for 15 consecutive months. Rents are soaring. Demand is outstripping supply. Alan Greenstein talks to Sean about the potential for private credit to make a difference to the housing crisis.
Explore the Zagga Feeder Fund, a pooled fund offering risk-adjusted returns through investment exposure to mortgage-secured commercial real estate debt. Learn about our Feeder Fund, the target return, and the benefits of investing with Zagga.
Current economic, real estate and investment trends driving the discussions at the PERE Asia Conference underscore the promising outlook for investors in private credit. The appealing fundamentals of Australia, coupled with the preference for fixed income strategies and low volatility, highlight the need for private credit to be a key component of every investor’s portfolio.
There are reasons to expect a better second half of 2024 for the economy: Income tax cuts will take effect from 1 July 2024, the prospect for interest rate cuts, rising real wages and a positive wealth effect for households from housing and the strength in the stock market.
Following a spate of builders collapsing, it’s crucial for investors to seek experienced CRED investment managers to protect and grow their capital.
Strong demand from rapid population growth in concert with limited supply because of relatively soft rates on new dwelling construction are seeing house prices continuing to rise. The price increases are across all capital cities and are extending to most regional centres.
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
All portfolio numbers quoted correct as at 1 October 2025.
*Average investor return across the active portfolio as at 1 October 2025.
**Target return is after expenses and any applicable management fees for the year ended 30 June 2026. 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.