Diversification with regular income (webinar)

DiversificationInvestingMarkets, Industries and TrendsProperty

Diversification with regular income (webinar)

Content provided by Zagga

In this short webinar, Zagga CEO & Co-Founder, Alan Greenstein, provides a brief introduction to commercial real estate debt (CRED) and explains how this subset of the broader Private Debt asset class is experiencing strong growth globally.

Given the low-return environment we have experienced of late, sophisticated investors are looking to options like private debt to maximise yield. With higher yields hard to find elsewhere, two thirds of global investors surveyed intend to increase their investment in private credit, according to a PREQIN survey in August 2020.

A key attraction of investing in CRED is that it provides exposure to the property sector, but without the potential volatility of listed Real Estate Investment Trusts (REITs) and can help astute investors generate attractive returns without single-asset risk exposure.

In this webinar, Alan will:

  • explain Commercial Real Estate Debt (CRED) and show how it is on a growth trajectory
  • compare and contrast our flagship Zagga Feeder Fund with the more recently launched Zagga Wealth Fund
  • discuss the investment strategy of the Funds and explain how that differs to investing directly via the Zagga platform
  • share the target returns for each Fund and review the historical performance of the Zagga Feeder Fund.

Find out how an investment in a Zagga Fund can provide that much needed investment diversification opportunity whilst continuing to earn regular, fixed-income style returns; in the recording below.

Webinar summary:

In the current pandemic environment, market fluctuations are a daily tabloid headline, sometimes driven by logic, mostly by sentiment. So, given such economic volatility coupled with a low interest rate environment, how do you, a sophisticated investor, achieve stable risk-mitigated returns and yields well above the current cash rate?

Investing in loans secured by property can still generate solid returns without carrying long-term risk in the asset, and certainly, when compared with returns on cash or near-cash investment options, can generate a comparatively attractive return, without single-asset risk exposure.

Whether your goal is to diversify your investments, receive dependable income, or seek a cash or near-cash alternative for your self-managed super fund, an investment in a Zagga Fund could be a credible addition to your investment portfolio.

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Disclaimer: 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.

Note: The information contained on this page is provided for educational purposes only, is general in nature and is prepared without taking into account particular objective, financial circumstances, legal and tax issues and needs. The information provided here is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to your individual circumstances. While the SMSF Association believes that the information provided on this page is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided on this page is not considered financial product advice for the purposes of the Corporations Act 2001.