Our Investment Philosophy

As a high conviction active investment manager focused on direct property investment opportunities, Occasio offers investors access to structured transactions delivering superior risk-adjusted returns.

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Investment principles

Occasio’s investment principles are guided by experience, analysis and detailed research.

At the portfolio and asset level, we deliver investment returns through:

→ Strong, partnership-based approach with delivery partners to ensure alignment of interest. 


→ Strategic asset allocation. This ensures diversification of investment exposure and returns. 


→ Focusing on a risk-adjusted view on investment pricing and structuring at investment stage. 


→ Ongoing risk mitigation and enhancing returns through active investment management. 


→ Occasio co-investment in transaction opportunity demonstrates our integrity and belief in our investment.

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Investment Origination

Occasio follows a disciplined process, albeit maintaining flexibility to structure bespoke investment transactions, which includes:
→ Research
→ Asset and sponsor selection
→ Technical due diligence
→ Identification of return enhancement opportunities

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Occasio’s Expertise

Our experience in sourcing and managing investments results in industry leading returns for our clients. 


The Occasio team’s complementary experience, skills and networks cover many different disciplines.


These include:

→ Active investment management

→ Risk management

→ Financial modelling and structuring 

→ Project Delivery 

→ Development management 

International experience across property and other industry sectors including:

→ Residential apartments

→ Land subdivision 

→ Aged care

→ Retirement living 

→ Commercial office 

→ Industrial 

→ Private equity 

→ Infrastructure

→ Retail 

→ Agri-business

→ Childcare

 
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About Us

We structure innovative investment opportunities to deliver superior risk-adjusted returns to our investment and delivery partners alike.  We do this by sourcing, structuring, managing and overseeing the operational functions of our investments to create value and mutually beneficial outcomes.


Occasio is a specialist, industry-leading property investment  business. Our global experience means we can identify,  structure and deliver superior risk-adjusted returns.


Our core values are:

→ Integrity

→ Sophistication

→ Reputation

→ Transparency

→ Respect

Occasio combines its comprehensive technical and financial experience with its desire to create and deliver sustainable success for our investment and delivery partners.  We consistently provide unique arbitrage opportunities as a result of our extensive direct and active investment experience across various asset classes.

Occasio’s relationships and reputation set us apart, and the number of clients and investors that return to Occasio is a testament to our model and the results we deliver.

Our Team
 

Get to Know Our Leadership Team

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Managing Director

Ray Zelouf has over 20 years’ experience in senior executive positions. Ray has led numerous property transactions totalling over $1Bn in value and covering over 1,000 dwellings. His diverse business knowledge with deep commercial acumen is complemented with experience across property, corporate finance and investments. Ray’s previous roles include being Chief Investment Officer at a leading Melbourne based property developer, Chief Operating Officer of ANZ Bank’s global corporate finance division, and leading a $1.6Bn funds management business.

Ray is a member of the UDIA finance and Taxation Committee.

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Senior Investment Manager

Richard Struthers is a commercially astute property specialist with varied domestic and international property experience obtained through working with listed property funds in professional services (EY), as a commercial finance manager for a listed property developer and as a relationship manager in the specialist commercial property segment of ANZ. Richard brings a wide range of skills, including financial and property analysis, credit assessment and project and corporate strategy, holds a Bachelor of Science in Economics and is a Chartered Accountant.

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Portfolio Analytics Manager

Sam has over 15 years’ experience in property development, funds management and insurance businesses, including MAB, ISPT, National Australia Bank and Medibank Private. Across these sectors, he has combined both technical and quantitative modelling skills to develop sophisticated decision-making algorithms to optimise investment outcomes. Sam holds a Bachelor of Science and MBA (Exec).

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CFO

Michael spent 25 years with ANZ, lending money to small, medium and large businesses.  In 2011 he left the banking sector and in 2012 established a Virtual CFO practice to use his financial knowledge, skills and experience to provide financial control and CFO services to owners of small and medium businesses. Michael holds a Bachelor of Commerce and has completed the CPA programme.