Retaja Group

What Retaja Group does

Retaja Group is a privately held, licensed securities broker founded in 2001 and headquartered in Orange County, California. The firm operates as a FINRA-registered broker-dealer (CRD# 8080514) under a Series 82 licensing arrangement with FNEX.com/FNEX Capital, LLC, and also holds a California Department of Real Estate Broker license (01892415) issued in 2001. The company is founder-led by Greg, who emphasizes a relationship-first approach to deal sourcing and risk management. The firm focuses on alternative investment placements and debt/equity brokerage for a defined set of qualified investor and borrower segments.

The firm's offering is organized around three customer cohorts: (1) accredited investors, qualified institutional buyers (QIBs), and qualified purchasers (QPs) seeking access to alternative investment opportunities spanning real estate, minerals, oil, gas, and non-traditional equity; (2) sponsors and issuers raising equity capital in the $5MM-$50MM range; and (3) real estate borrowers seeking commercial debt through a 39-program loan matrix. The loan products cover DSCR (1-4 units and 5+ units), bridge loans, construction loans, fix-and-flip, SBA products, and specialty verticals including cannabis, healthcare, hospitality, and mobile home parks. The firm supports this product matrix with interactive online tools such as a DSCR loan calculator that models leverage parameters, rates, and payment estimates.

Retaja Group generates revenue through transaction-based fees across multiple streams: securities transaction fees collected through FNEX Capital; loan origination and brokerage fees across 39 product types; equity raise placement fees in the $5MM-$50MM range; and professional/advisory services. The go-to-market is relationship-driven and sales-led, with primary deal flow sourced through referrals, direct phone and email outreach, and Calendly-scheduled consultations. The technology footprint is limited to a public website and web-based calculators; there is no disclosed SaaS platform, mobile application, or proprietary technology stack. The company operates as a domestic US intermediary with no disclosed institutional backing, external funding, or headcount data.

Name

Retaja Group

Legal name

Retaja Group

Website

https://retajagroup.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

1–10 employees

Short description

Retaja Group is a licensed securities broker founded in 2001, specializing in alternative investment placements for accredited investors and commercial debt brokerage across 39 loan programs for real estate borrowers, operating as a Series 82 agent under FNEX Capital.

Ownership category

akta.pro rank

Product category

Alternative Investment Brokerage

NAICS

Securities and Commodity Contracts Intermediation and Brokerage (5231), All Other Financial Investment Activities (52399)

SIC

Loan Brokers (6163), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Special Purpose & Alternative Asset Brokerage (BPAJABAH)

akta.pro secondary industries

CRE Loan Syndication & Participation (FSALADAK), Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE)

Keywords

• Alternative investment brokerage
• Commercial loan brokerage
• Accredited investor placements
• Equity capital raising
• Securities broker-dealer services

Headquarters

HQ city

Irvine

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Securities Transaction Fees: Revenue generated through FNEX Capital, LLC for securities offerings in alternative investments, real estate, mineral, oil, gas, and non-traditional equity opportunities. FINRA registered broker-dealer activity.
2. Loan Origination/Brokerage Fees: Commercial debt and loan programs across 39 product types generating origination and brokerage fees. Programs include DSCR, Bridge, Construction, SBA, and specialty lending.
3. Equity Raise Facilitation: Facilitation of equity raises in the $5MM to $50MM range for sponsors seeking capital, with relationship-driven deal sourcing and placement services.
4. Professional Services: Consulting and advisory services related to investment opportunities and loan programs for accredited investors and institutional buyers.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Retaja Group is a licensed securities broker-dealer (FINRA CRD# 8080514, Series 82 agent under FNEX Capital, LLC) that facilitates alternative investment opportunities in real estate, minerals, oil, gas, and non-traditional equity for accredited investors. The company also acts as a commercial loan broker across 39 loan program types (DSCR, Bridge, Construction, SBA, Fix & Flip, specialty lending) and facilitates equity capital raises in the $5MM-$50MM range for sponsors seeking institutional-quality deal flow.

Product overview

Retaja Group operates as a debt and equity solutions provider offering a platform-plus-services model. The core offering centers on Debt & Equity Solutions connecting accredited investors with investment opportunities in real estate, minerals, oil, gas, and non-traditional equity. The company facilitates equity raises in the $5MM-$50MM range and provides 39 commercial loan programs including DSCR loans (1-4 units and 5+ units), Bridge Loans, Apartment Loans, Fix & Flip, Construction, and specialty programs for Healthcare, Hospitality, and Cannabis. Supporting tools include interactive loan calculators for DSCR estimation. The platform serves three main segments: Investors (accredited investors seeking opportunities), Sponsors (borrowers raising equity), and Borrowers (commercial loan applicants).

Differentiator

Problem solved

Functional benefit

Products and services

• Alternative Investment Opportunities Investment offerings in real estate, minerals, oil, gas, and non-traditional equity opportunities, made available to Accredited Investors, Qualified Institutional Buyers (QIB), and Qualified Purchasers (QP) through the company's investor portal. Securities are offered via FNEX Capital, LLC.
• Commercial Debt & Loan Programs A suite of 39 commercial loan program options for real estate investors and developers, including DSCR 1-4 Units, DSCR 5+ Units, Bridge, Apartment Loans, Fix & Flip, Construction, Mixed-use, Land/Farm/Ag, Self-Storage, Warehouse/Industrial, Mobile Home Parks, Healthcare/Assisted Living, Medical, Office, Church, Hospitality, SBA, Cannabis, C-Pace, USDA, and specialty programs, accessible via the borrowers portal with online calculators.
• Equity Raising Services Facilitation of equity capital raises in the $5MM to $50MM range for sponsors with unique opportunities in real estate, minerals, oil, gas, and alternative investments. The intake process requires a Customer Identification Form (CIF), followed by a Deal Summary form and a draft Fund Placement Agreement.
• DSCR 5+ Unit Loan Program Loan program specifically for 5+ unit residential or commercial properties under DSCR underwriting, with 30-year and 5-year ARM term options.
• Bridge Loan Program Short-term bridge financing for properties requiring quick funding, including options for properties experiencing rent delinquency.

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Direct peers

• CrowdStreet: An online marketplace for commercial real estate and alternative-investment offerings targeting accredited investors. Highly comparable to Retaja's sponsor-to-investor placement flow, though operating at significantly greater digital scale.
• Fundrise: Alternative real estate investment platform offering sponsor and fund placement to retail and accredited investors. Comparable to Retaja's sponsor equity-raise services in the $5MM–$50MM range, though at much larger scale.
• Yieldstreet: Alternative-investment platform offering private placements in real estate, marine, legal, and other non-traditional assets to accredited investors — closely overlapping Retaja's alternative-asset thesis (real estate, minerals, oil & gas, non-traditional equity).
• Newfi: Non-QM and DSCR wholesale/bridge lender covering many of the same specialty programs as Retaja (DSCR 1–4, 5+, bridge, fix-and-flip, specialty). Closely comparable as both a product-line and a loan-brokerage counterparty.
• Lima One Capital: Specialty DSCR, bridge, construction, and fix-and-flip lender operating across many of the same verticals as Retaja's 39-program matrix. Comparable as a counterparty in Retaja's loan brokerage flow and as a product-set peer.
• AcreTrader: Alternative-investment platform offering fractional ownership in farmland and other non-traditional assets to accredited investors. Comparable to Retaja's non-traditional equity thesis (minerals, oil & gas, non-traditional equity).
• North Capital: A private placement and broker-dealer platform that connects issuers with accredited investors — directly comparable to Retaja's securities placement business via FNEX. Operates as an intermediary for alternative-investment offerings rather than as a principal.
• PeerStreet: Real estate debt investment marketplace connecting originators and investors across bridge and DSCR loans — directly comparable to the borrower-to-capital intermediary role Retaja plays on the debt side.
• Kiavi: Bridge and DSCR lender for real estate investors (formerly LendingHome). Comparable to Retaja's loan brokerage book, particularly the bridge, fix-and-flip, and DSCR programs, and operates as a counterparty rather than a competitor.

Emerging players

• CAIS: Independent platform providing financial advisors access to a curated menu of alternative investments, including private placements. Comparable to Retaja's accredited-investor distribution thesis at institutional scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/retaja-group

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Retaja Group