Investing in
Exceptional
Opportunities

Occasio is a specialised investment firm with an enviable track record of delivering exceptional capital solutions and investment returns

GROSS REALISATION VALUE
$ 2 BN+
INVESTMENTS DELIVERED
60 +
RETURNS TO INVESTORS
14.4 %+


p.a.

CAPITAL DEPLOYED
$ 330 M+

Occasio Overview

Occasio is a leading private investment firm focused on structuring innovative capital solutions across real estate, structured finance, and alternative asset strategies. 

Our internationally experienced team offers specialist expertise and a disciplined approach to investing across diverse asset classes, with a strong emphasis on yield generation, capital alignment, and rigorous risk management. 

Our success is driven through our reputation, trusted relationships, and consistently delivering exceptional results for both investors and borrowers.

Our Focus

Occasio prides itself on a partnership approach with our Borrowers and Investors. We seek to understand the strategic goals and objectives of our clients with a view to structuring and delivering capital solutions. 

We structure tailored investment strategies across two core areas, each designed to deliver income-focused outcomes, portfolio diversification, and strong risk-adjusted returns.

REAL ESTATE INVESTMENT

Debt and equity investments in quality property assets with strong underlying value and clear exit strategies.

INCOME SERIES

Tailored capital structures designed to meet complex funding needs and deliver diversified and regular income distributions.

Contact us for any investing or funding enquiries

(03) 8413 0888

info@occasio.com.au

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