INVESTMENTS

Our Investment Philosophy

Occasio’s investment philosophy is built on clarity, discipline, and delivery. Our focus is on identifying opportunities that offer strong risk-adjusted returns and structuring them to meet the expectations of our investors.

We take a considered approach to every investment, with detailed analysis, transparency in structure, and active oversight throughout. This consistent execution has resulted in long-standing relationships and repeat participation across multiple offerings.

A consistent record of delivery underpins every opportunity we offer, giving investors the confidence to participate across multiple offerings with clarity and trust in our team.

ESTABLISHED

2016

INVESTMENTS DELIVERED

70

RETURNS TO INVESTORS

14.4%+ p.a

Our Edge

DISCIPLINED SELECTION

Every opportunity is rigorously assessed for structure, return, and downside protection.

ACTIVE OVERSIGHT

Investments are closely managed by a highly experienced team with clear controls and hands-on engagement.

TRUSTED BORROWER NETWORK

Partnerships with experienced borrowers backed by repeat performance and alignment.

INVESTOR-FOCUSED STRUCTURING

Each investment is designed with clear protections and investor preferences in mind.

Investment 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 this in mind.

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 execution strategies.

INCOME SERIES

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

Current Opportunities

The following investment opportunities are open to wholesale investors only.

OPEN-ENDED FUND

Occasio Diversified Income Fund

An open-ended diversified portfolio of private credit and structured finance investments, delivering monthy income backed by real assets and recurring cash flows. Each opportunity is underpinned by detailed research, rigorous due diligence, and hands-on oversight.

Minimum Investment

$100,000

Target Return

RBA Cash Rate + 6.0% p.a.

AUTO FINANCE

Income Series III

Support the growth of an established auto finance lender, backed by a comprehensive security package. The investment delivers substantial risk-adjusted returns, and provides a monthly distribution to investors, underpinned by a first-ranking corporate core debt facility.

Minimum Investment Term

24 months

PROPERTY

Inner Melbourne Industrial Development

Invest in the development of a premium industrial business park in one of Melbourne’s most tightly held inner-north industrial precincts. Structured as a co-investment alongside an experienced development partner, with a proven track record in delivering industrial projects.

Minimum Investment Term

28 months

SPECIALIST MEDICAL FINANCE

Income Series VI

Invest in the continued growth of a leading financier to the medical, dental, and veterinary industries. Since inception in 2018, the business has experienced sustained growth and is led by an experienced management team with significant experience in specialist lending globally.

Minimum Investment Term

36 months

Explore investments

We take a relationship-first approach to everything we do.
Contact our team to discuss current opportunities.