Category: News & Insights

At an exclusive investor luncheon co-hosted by Zagga and JAR Wealth Management Singapore, guests gathered to explore the intersection of global portfolio positioning, macroeconomic outlook, and the growing opportunity in Australian private credit.

Real estate private credit can play defence in portfolios amidst heightened market volatility.

As real estate private credit dominates headlines, it is easy to believe it’s a new, speculative asset class that has just burst onto the scenes. In reality, it’s a globally proven, established asset class with decades of demonstrated success in building more defensive portfolios. In Australia, we are yet to fully realise the scale of this opportunity. By being proactive about risk management, exercising caution amidst uncertainty, and carefully balancing risk and returns, investors can take a risk-off approach to exploring an allocation to real estate private credit and help to unlock its full potential.

As we look ahead, Zagga remains focussed on maintaining disciplined credit standards, protecting investor outcomes, and identifying opportunities that continue to deliver reliable income returns with capital preservation at it’s core. We thank our investors for their continued confidence and support.

As the private credit asset class continues to expand, the role of environmental, social, and governance (ESG) considerations has become central to how investment managers assess risk, manage portfolios, and deliver long-term value.

In a recent interview, Zagga Executive Director, Frank Hageali shared how the firm is integrating ESG into its credit risk process and what this means for investors, developers, and communities.

The story is not just about growth—it’s about what private credit represents, both for investors and for the communities who ultimately rely on the projects it funds.
The rise of private credit in Australia didn’t happen by accident. Regulatory changes curtailed the lending appetite of traditional banks, leaving developers and businesses searching for alternative sources of finance. Into that space stepped specialist managers like Zagga, focused on commercial real estate credit.

Consistent, steady, predictable returns, along with the magic of compounding, are what protect, preserve, and build capital. When it comes to investing for long-term wealth, it pays to be boring. While equity markets rise and fall, real estate private credit has delivered steady, uncorrelated returns.

While this may seem boring to some investors, for us, that very consistency is what makes real estate private credit worthy of consideration in every investor portfolio.

At the recent Commercial Property & Development Finance Summit, industry leaders came together to discuss one of the most significant shifts in Australia’s commercial real estate finance — the rapid rise of private credit.

Our strategy remains firmly focused on disciplined, conservative growth. Safeguarding our investors’ capital is our highest priority. For FY26, our objective is to continue increasing FUM by sourcing high-quality opportunities from accredited borrowers and trusted introducers. We remain committed to innovating and diversifying how these investments are structured and delivered to best serve all stakeholders

In this update, we share an overview of the current market environment and highlight how we are adapting to changing conditions while remaining focused conservative and prudent risk management.
“Zagga remains well-positioned to deliver superior performance, backed by deep expertise, a strong strategy, and proven risk management.” – Steven Levy, Executive Director