MaxCap Group
MaxCap Group is an Australian commercial real estate debt and equity investment manager founded in 2007, serving institutional investors, family offices, and UHNW wholesale clients across Australia and New Zealand through its flagship MaxCap Investment Trust and complementary fund vehicles.
- Company typePrivate
- Founded2007
- HeadquartersSydney, Australia
- Headcount101–250
- GTM typeB2B
- OfferingServices
What MaxCap Group does
MaxCap Group is an Australian commercial real estate debt and equity investment manager founded in 2007 by Wayne Lasky and Brae Sokolski. The firm operates a vertically integrated institutional-grade platform employing over 95 investment professionals across Australia and New Zealand, and has executed more than 790 commercial real estate investments since inception, originating and managing over $1.2 billion in investments. MaxCap primarily serves institutional investors (superannuation and industry funds), family offices and ultra-high net worth wholesale investors, and on the origination side provides debt and equity financing to commercial real estate developers and owners across residential, office, industrial, hotel, student accommodation, and mixed-use sectors.
The core product is the MaxCap Investment Trust (MIT), an evergreen debt fund vehicle offering two options — a First Mortgage option targeting 9.35% net return (RBA cash rate plus 5.00%) and a High Yield option targeting 12.35% net return (RBA cash rate plus 8.00%) — both with monthly liquidity. The product suite is complemented by the MaxCap Diversified Opportunity Fund (MDOF), Syndicated SPV Investments for deal-by-deal exposure, and direct debt and equity financing solutions for CRE borrowers. Underlying technology is positioned as an institutional-grade vertically integrated platform; proprietary research conducted with the University of Technology Sydney underpins the firm's data-driven claims, including an 11.7% pa alpha on the total CRE loan book at 1.5% annualised volatility under conservative modelling assumptions.
MaxCap generates revenue primarily through recurring management fees on funds under management (subscription model) and transaction-related fees on syndicated SPV investments. The firm is licensed to deal only with wholesale clients under Australian Financial Services Licence (AFSL 462 086) and Australian Credit Licence (ACL 395067). Distribution is multi-channel: direct investor relationships, financial adviser networks, and wealth management platforms including Hub24, Macquarie, NetWealth, and Praemium. In September 2021, clients of Apollo Global Management acquired up to a 50% equity stake, providing strategic capital and global institutional reach; the original founders retained operational control.
MaxCap Group firmographics
Firmographics- Name
- MaxCap Group
- Legal name
- MaxCap Group
- Website
- https://maxcapgroup.com.au
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- MaxCap Group is an Australian commercial real estate debt and equity investment manager founded in 2007, serving institutional investors, family offices, and UHNW wholesale clients across Australia and New Zealand through its flagship MaxCap Investment Trust and complementary fund vehicles.
- Ownership category
- akta.pro rank
MaxCap Group industry classification
Industry- Product category
- Commercial Real Estate Debt & Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282), Mortgage Bankers & Loan Correspondents (6162)
- akta.pro primary industry
- Commercial Mortgage Servicing & Asset Management (Master/Special) (FSALADAJ)
Keywords
Where MaxCap Group is headquartered
LocationHeadquarters
- HQ city
- Sydney
- HQ country
- Australia
- HQ region
- Oceania
Offices3 records
Markets served
MaxCap Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Fund Management Fees: Management fees charged on Funds Under Management and Advice through flagship fund vehicles like the MaxCap Investment Trust (MIT) which offers First Mortgage and High Yield investment options.
- Syndicated SPV Investments: Deal-by-deal investment offerings providing exposure to individual commercial real estate debt positions or direct investments, with shorter investment terms and targeted risk/return profiles.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Monthly | MaxCap Investment Trust (MIT) - First Mortgage |
| Other | Monthly | MaxCap Investment Trust (MIT) - High Yield |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
MaxCap Group product offering
Product offeringCore offering
MaxCap Group manages and distributes commercial real estate debt and equity investment products on behalf of institutional and wholesale investors in Australia and New Zealand. Its core offerings are the evergreen MaxCap Investment Trust (MIT) debt fund (with First Mortgage and High Yield options), the MaxCap Diversified Opportunity Fund (MDOF), and syndicated SPV investments, alongside commercial real estate debt and equity financing solutions for property developers and owners. The firm is licensed only for wholesale clients and operates a vertically integrated platform with over 95 investment professionals.
Product overview
MaxCap Group is a leading Australian Commercial Real Estate Debt and Equity investment manager and strategic investment partner of Apollo Global Management. Founded in 2007, the company operates a vertically integrated institutional-grade platform with over 95 investment professionals. The product portfolio centers on the MaxCap Investment Trust (MIT), an evergreen flagship debt fund offering First Mortgage and High Yield product options, complemented by the MaxCap Diversified Opportunity Fund (MDOF). Additional offerings include Syndicated SPV Investments for single-asset exposure, as well as debt and equity financing solutions for commercial real estate borrowers across residential, office, industrial, hotel, student accommodation, and mixed-use sectors throughout Australia and New Zealand.
Differentiator
Problem solved
Functional benefit
Brands
- MaxCap Investment Trust (MIT): MaxCap's flagship debt fund vehicle offering investors exposure to established, diversified pools of high-quality Commercial Real Estate Debt (CRED) positions with regular liquidity and choice of return targets.
- MaxCap Diversified Opportunity Fund (MDOF)
Products and services
- MaxCap Investment Trust (MIT) MaxCap's flagship evergreen commercial real estate debt fund vehicle offering institutional and wholesale investors exposure to diversified pools of high-quality Commercial Real Estate Debt (CRED) positions. Available in two product options: First Mortgage targeting 9.35% net returns and High Yield targeting 12.35% net returns, with monthly liquidity through the evergreen structure.
- MaxCap Diversified Opportunity Fund (MDOF) A diversified opportunity fund providing investors access to broader commercial real estate investment opportunities across the risk-return spectrum, spanning opportunistic, value add, core, and core plus strategies across various real estate sectors.
- Syndicated SPV Investments Single asset investment offerings enabling deal-by-deal assessment and selection with exposure to one asset, loan, or borrower. Includes CRE Debt and Direct Investment options with greater flexibility, shorter investment terms, and focus on risk mitigation, targeted at sophisticated investors.
- Commercial Real Estate Debt Solutions Debt financing solutions for commercial real estate borrowers, including first-mortgage construction facilities and debt funding for property developers and owners across residential, office, industrial, hotel, student accommodation, and mixed-use sectors throughout Australia and New Zealand.
- Equity Solutions Equity investment solutions for commercial real estate projects and developers, providing capital for development opportunities throughout Australia and New Zealand.
Quantifiable outcome
- 11.7% pa alpha with 1.5% annualised volatility on total CRE loan book
- +3 more outcomes
Companies that use MaxCap Group
Customer profileNamed customers7 records
Segments3 records
Ideal customer profiles4 records
MaxCap Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
MaxCap Group partnerships and signals
Strategic signalScale indicators7 records
Recent moves6 records
Expansion highlights6 records
MaxCap Group competitors and assessment
Company assessmentBroad incumbents
- Brookfield Asset Management: Global alternative asset manager with massive CRE debt and equity platform. While much larger and more diversified, overlaps with MaxCap in commercial real estate credit investing and institutional fund management.
- CBRE Investment Management: Global real estate investment manager with debt and equity strategies. Overlaps with MaxCap in CRE debt origination and management for institutional clients globally.
- LaSalle Investment Management: Global real estate investment manager operating debt and equity strategies. Comparable to MaxCap in CRE debt fund management, though significantly larger and with broader geographic footprint.
Direct peers
- Heitman: Global real estate investment manager with debt and equity strategies. Comparable to MaxCap in deploying institutional capital into CRE credit with similar investor base and fund structures.
- Centuria Capital Group: ASX-listed Australian real estate fund manager and debt provider. Directly competes with MaxCap in CRE lending and investment management across institutional and wholesale segments.
- Ares Management Real Estate Group: Global alternative asset manager with large CRE debt and equity franchises. Comparable to MaxCap in deploying institutional capital into CRE credit strategies with similar target returns.
- Qualitas: ASX-listed Australian real estate debt and equity investment manager. Most direct competitor to MaxCap, operating a similar CRE debt-focused fund structure targeting institutional and wholesale investors in Australia.
- Barwon Investment Partners: Australian alternative asset manager focused on healthcare, property, and private credit. Operates CRE debt strategies with institutional investor base, comparable to MaxCap's fund offerings.
- ICG (Intermediate Capital Group): Global alternative asset manager with significant real estate debt strategies. Comparable to MaxCap's CRE debt focus with institutional fund structures and wholesale investor offerings.
Regional players
- Gresham Partners: Australian advisory and investment firm with real estate and capital markets expertise. Comparable to MaxCap in serving Australian institutional and UHNW clients with bespoke investment solutions.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
MaxCap Group social profiles
Digital presenceMaxCap Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
MaxCap Group leadership team
Management profileNumber of profiles
Profiles22 records
MaxCap Group subsidiaries and ownership
Company hierarchySubsidiaries2 records
MaxCap Group funding detail
Funding detailFunding overview
Funding rounds3 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
MaxCap Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about MaxCap Group
What does MaxCap Group do?
MaxCap Group manages and distributes commercial real estate debt and equity investment products on behalf of institutional and wholesale investors in Australia and New Zealand. Its core offerings are the evergreen MaxCap Investment Trust (MIT) debt fund (with First Mortgage and High Yield options), the MaxCap Diversified Opportunity Fund (MDOF), and syndicated SPV investments, alongside commercial real estate debt and equity financing solutions for property developers and owners. The firm is licensed only for wholesale clients and operates a vertically integrated platform with over 95 investment professionals.
Is MaxCap Group a public or private company?
MaxCap Group is a private company. It is classified as private equity controlled and is currently operating.
When was MaxCap Group founded?
MaxCap Group was founded in 2007. It employs 101 to 250 people.
Where is MaxCap Group based?
MaxCap Group is headquartered in Sydney, Australia, in the Oceania region.
How does MaxCap Group make money?
Two revenue lines are on record. Fund Management Fees are the primary driver. The others are syndicated SPV Investments.
Who are MaxCap Group's main competitors?
Broad incumbents on record are Brookfield Asset Management, CBRE Investment Management and LaSalle Investment Management. Direct peers are Heitman, Centuria Capital Group, Ares Management Real Estate Group, Qualitas, Barwon Investment Partners and ICG (Intermediate Capital Group). Gresham Partners is listed as a regional player.
Does MaxCap Group have an API?
No public API is recorded for MaxCap Group.
What industry is MaxCap Group in?
MaxCap Group's product category is Commercial Real Estate Debt & Investment Management. Its primary akta.pro industry code is FSALADAJ, Commercial Mortgage Servicing & Asset Management (Master/Special). Its NAICS code is 523940 and its SIC code is 6282.