What if you could see inside a deal before you wired the money?
Most CRE syndication platforms originate deals and vet them in-house. That means the same people selling you the investment are the ones telling you it's safe. Zego RE eliminates that conflict. Our proprietary APEX engine independently scores every deal across multiple risk dimensions — so you never have to take a GP's word for it again.
352-unit multifamily | Brookhaven, GA | $52M total cap
APEX VERIFIED — 94/100
Target IRR
18.0%
Equity Multiple
2.1x
DSCR
1.42x
Min. Investment
$25K
$19T total US IRA market
Proprietary ML scoring engine
290M+ property records
<20% target deal pass rate
50-State Blue Sky compliance
What We Build
An AI-powered investment platform that independently vets commercial real estate deals.
The Problem
CRE syndication platforms originate deals and vet them in-house. The same entity selling investors the deal is telling them it's safe. This structural conflict of interest has resulted in billions lost across platform collapses — and retail investors bear the brunt.
Our Solution
Zego RE is a full-stack prop-tech platform with a proprietary AI scoring engine (APEX) that independently evaluates every deal across multiple risk dimensions. We do not originate deals. We score them. That structural separation is the product.
Who It's For
Accredited investors, self-directed IRA holders, family offices, and GP sponsors. Our primary audience is individual accredited investors who want institutional-grade deal vetting without the institutional minimums. GPs use the platform to list deals and reach verified capital.
Current Stage
Beta product with 10,000+ assets scored across 6 asset classes (CRE, land, crypto, stocks, startups, alternatives). 27+ platform pages live. 99+ API endpoints. AI-powered CFO agent, lending portal, compliance automation, and research analyst engine all operational. Pre-revenue, targeting Q3 2026 public launch.
The Real Problem
You already know something is broken. The question is — how much has it cost you?
72%
of CRE syndications lack independent due diligence. The platform that originates the deal is the same one that scores it, markets it, and collects fees on it.
$63M+
in investor capital frozen or lost in a single platform collapse. Not because the real estate failed — because the platform that sold the deals was the same one responsible for vetting them.
Ask yourself:
Would you trust a used car dealer who also ran the inspection shop?
Would you take investment advice from someone whose fee depends on you saying yes?
Then why would you trust a platform that profits from every deal it puts in front of you — to also tell you which deals are safe?
That structural conflict is exactly what APEX was built to eliminate.
Why Zego RE
This is what independent vetting actually looks like.
We do not originate deals. We do not take carried interest or GP equity. Our revenue comes from platform services — placement fees paid by sponsors, not investors. Because we earn the same fee regardless of which deal closes, we have no incentive to steer you toward any particular investment. APEX scores every deal the same way.
Deep
Multi-Dimensional Scoring
Every deal runs through a proprietary ML engine that evaluates market dynamics, property fundamentals, sponsor credibility, and financial structure. Anomaly detection flags problematic deals before they ever reach the platform. Only deals meeting our institutional-grade threshold are listed.
Rigorous
Sponsor Verification
Before a GP's deal reaches your screen, we've already evaluated their track record, regulatory history, entity verification, and third-party screening. If they wouldn't pass institutional-grade due diligence, they don't pass ours.
End-to-End
Compliance Automation
Reg D Form D auto-filing, accredited investor verification, KYC/AML screening, OFAC checks, and 50-state Blue Sky filing — all handled before you ever see a subscription document. record retention designed for SEC 17a-4 requirements for full audit trail. Designed to automate the compliance workflow end-to-end.
This website does not constitute an offer to sell or a solicitation of an offer to buy any securities. All deal data, returns, projections, and portfolio values shown are for informational purposes only and are subject to change. Zego RE is not a registered broker-dealer, investment adviser, or tax advisor. All investments involve risk including potential loss of principal. Past performance does not guarantee future results. Forward-looking statements and projections are based on assumptions and are not guarantees of future performance. Consult a qualified financial advisor, tax professional, and legal counsel before making investment decisions. Investments offered through Zego RE will be available only to accredited investors per SEC Regulation D 506(c).
About Zego RE
We built this because we couldn't find it anywhere else.
Zego RE exists to answer a question that should have been answered years ago: why does a self-directed IRA investor get worse deal vetting than a pension fund?
Our Mission
Eliminate the conflict of interest in CRE syndication — structurally.
Every major syndication failure in the last decade traces back to the same structural flaw: the platform that profits from placing capital is the same one responsible for vetting it. We separate those functions entirely. APEX scores deals. We don't originate them. That's the difference between a platform and a gatekeeper.
Our Vision
A world where your retirement capital gets the same protection as institutional money.
$19 trillion sits in US IRAs. A growing share is moving into self-directed accounts — and into commercial real estate. These investors deserve the same quality of underwriting, compliance automation, and ongoing monitoring that a family office demands. We're building that infrastructure.
Leadership
The Founding Team
Zego RE
Zego RE was born from a simple observation: institutional real estate investors get months of independent underwriting, third-party sponsor vetting, and stress-tested risk models before a dollar moves.
Individual investors get a pitch deck and a webinar. The platform that curated the deal is the same one that scored it. The compliance is manual. The data is opaque. And when something goes wrong, there's no audit trail to review.
We built the APEX engine to close that gap — a proprietary scoring system that evaluates deals across multiple dimensions, flags anomalies automatically, and generates a full audit trail for every decision it makes.
Domain — Commercial Real Estate, PropTech, AI in Finance
Team — Engineering, Data Science, Compliance
Stage — Pre-revenue, platform in active development
Business Model
Placement Fee
1-2% of capital placed through the platform, paid by the GP/sponsor — never the investor.
AUM Fee
0.25% annual fee on assets under management for ongoing monitoring, reporting, and compliance automation.
Referral Income
0.5% referral fee from SDIRA custodian partners for qualified investor introductions.
Investors never pay Zego RE directly. All fees are sponsor-side or custodian-referred.
Multi-dimensional ML scoring trained on proprietary datasets. Every deal is evaluated across market, property, financial, and operational factors — with continuous model improvement as outcomes are tracked.
Sponsor Trust Layer
Comprehensive sponsor credibility analysis covering track record, regulatory history, entity verification, and third-party screening — designed to surface risk that pitch decks don't show.
Autonomous Operations
Regulatory filings, investor reporting, and portfolio analytics run continuously without manual intervention. Designed for always-on compliance and financial operations at institutional scale.
End-to-End Compliance
Full regulatory workflow automation covering federal and state filing requirements, investor identity verification, screening protocols, and long-term record retention.
Retirement Account Integration
Purpose-built for self-directed retirement accounts. Custodian connectivity, prohibited transaction prevention, and multi-account-type support built into the core platform.
Institutional-Grade Infrastructure
High-availability cloud architecture with encrypted communications, automated failover, real-time monitoring, and enterprise security controls throughout the platform.
Ready to see what structurally independent deal vetting looks like from the inside?
Explore the platform and see APEX-scored capital vehicles in the pipeline.
This website does not constitute an offer to sell or a solicitation of an offer to buy any securities. All deal data, returns, projections, and portfolio values shown are for informational purposes only and are subject to change. Zego RE is not a registered broker-dealer, investment adviser, or tax advisor. All investments involve risk including potential loss of principal. Past performance does not guarantee future results. Forward-looking statements and projections are based on assumptions and are not guarantees of future performance. Consult a qualified financial advisor, tax professional, and legal counsel before making investment decisions. Investments offered through Zego RE will be available only to accredited investors per SEC Regulation D 506(c).
Platform Capabilities
Nine systems working together so you don't have to.
Every feature below runs autonomously. No manual reviews. No spreadsheet underwriting. Designed to close compliance gaps before they become liabilities.
01
APEX Deal Intelligence
Proprietary ML scoring evaluates every deal across multiple risk and return dimensions. Scores update dynamically as new data arrives. Only deals that meet our institutional-grade threshold are surfaced to investors.
02
Risk Sentinel
Automated anomaly detection flags synthetic deal structures, valuation discrepancies, and document irregularities. Problematic deals are intercepted before they reach your screen.
03
Downside Modeling
Every deal is stress-tested against multiple economic scenarios — from mild correction to severe downturn. You see the downside risk before you commit capital, not after.
04
Regulatory Autopilot
The full regulatory workflow — from federal filings to state-by-state compliance, investor verification, and long-term record retention — runs automatically. No manual steps. No compliance gaps.
05
Retirement Capital Gateway
Purpose-built for self-directed retirement accounts. Direct custodian connectivity, automated fund transfer workflows, and built-in guardrails to prevent prohibited transactions across all account types.
06
Sponsor Trust Score
Comprehensive operator vetting across track record, regulatory history, entity verification, and third-party screening. If a sponsor wouldn't survive institutional-grade due diligence, they don't make it to your screen.
07
On-Demand Deal Analyst
Ask any question about any deal — risk profile, tax implications, projected returns, compliance status, or portfolio fit. Get answers instantly, not after a 2-week analyst review cycle.
08
Secure Deal Room
Encrypted document repository for every deal — offering materials, appraisals, legal agreements, and full scoring reports. Role-based access with complete audit logging on every action.
09
Investor Command Center
Real-time portfolio tracking, distribution schedules, tax document delivery, performance benchmarking, and NAV updates — everything in one view, replacing quarterly PDF reports.
Platform Preview
Built for investors. Deployed and operational.
Every capability below is live in the Zego RE production environment. Platform access is available to qualified investors during onboarding.
APEX Deal Intelligence
Every deal receives a comprehensive due-diligence profile: key return metrics, scenario-based stress testing, and on-demand analysis. Investors can bring their own documents for private evaluation alongside platform-generated insights.
Asset Marketplace
Thousands of scored assets across multiple asset classes. Filter by risk tier, yield strategy, and retirement account eligibility. Every listing shows real-time pricing and a composite quality score.
Digital Securities
Compliant security token holdings with secondary market capability, governance participation, and automated distributions. Tiered classification ensures investors can filter by quality grade.
Sponsor Operations Hub
Sponsors manage active capital vehicles, track fundraising progress, and view investor relationships. Built-in preview mode shows exactly what investors see before they commit capital.
Investor Command Center
Portfolio value, total returns, active investments, and upcoming distributions — all in one view. Filter by property type, track performance, and receive automated tax document delivery. The Zego RE Promise: all investor fees refunded with your first distribution payout.
High-Conviction Screening
Curated selection of top-tier emerging assets with proprietary scoring, safety ratings, and allocation guidance. Designed for accredited investors building concentrated, high-conviction portfolios.
Revenue Operations
Automated deal sourcing and claim recovery engine operating across multiple jurisdictions. Identifies, validates, and processes opportunities autonomously with human oversight at key decision points.
Capital Markets
Commercial financing pipeline with automated creditworthiness scoring and lender matching. Borrowers submit once — the platform handles lender discovery across rate, leverage, and deal type preferences.
Custodian Integration
Self-directed retirement account custodians get a unified view of investor portfolios, distributions, active deals, and fund transfers. Built-in compliance guardrails prevent prohibited transactions automatically.
See all nine systems working together — inside the platform.
No signup required. Explore the scoring engine, deal pipeline, and on-demand analyst.
This website does not constitute an offer to sell or a solicitation of an offer to buy any securities. All deal data, returns, projections, and portfolio values shown are for informational purposes only and are subject to change. Zego RE is not a registered broker-dealer, investment adviser, or tax advisor. All investments involve risk including potential loss of principal. Past performance does not guarantee future results. Forward-looking statements and projections are based on assumptions and are not guarantees of future performance. Consult a qualified financial advisor, tax professional, and legal counsel before making investment decisions. Investments offered through Zego RE will be available only to accredited investors per SEC Regulation D 506(c).
Insights
The information asymmetry ends here.
Research, analysis, and perspectives on what's actually happening in CRE syndication — from the team building the infrastructure to fix it.
MARKET ANALYSIS
Why 72% of CRE Syndications Lack Independent Due Diligence
The structural conflict of platforms that originate and vet their own deals — and why the incentive structure guarantees it will keep happening until someone builds an alternative.
8 min read
SDIRA INVESTING
The $19T Question: What Happens When IRA Capital Meets Unvetted Deals?
Self-directed IRA assets are pouring into commercial real estate. But the infrastructure to protect that capital hasn't kept up. Here's what the gap looks like — and what it costs.
6 min read
PROP TECH
Why ML Underwriting Outperforms Manual Review
A human analyst reviews a handful of data points over weeks. Automated scoring evaluates orders of magnitude more — across multiple dimensions — in seconds. This isn't about replacing humans. It's about catching what they can't.
10 min read
COMPLIANCE
The Hidden Cost of Manual Reg D Compliance
Form D filing, Blue Sky notices, accreditation verification, KYC/AML — most syndicators handle these manually. Here's why that creates liability, delays closings, and costs more than automation ever would.
5 min read
DUE DILIGENCE
How to Read a Sponsor's Track Record (Without Taking Their Word for It)
Prior exits, litigation history, regulatory filings, entity verification — the factors that separate credible operators from credible-looking marketing.
7 min read
RECESSION PREPAREDNESS
What Your Syndication Pitch Deck Doesn't Show You About Downside Risk
Every deal looks good in a bull market. Here's how stress testing across three recession scenarios reveals which deals survive — and which were only designed to survive a pitch meeting.
9 min read
Stay ahead of the information gap.
Research and analysis on CRE syndication, prop tech, and investor protection — delivered when it matters.
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This website does not constitute an offer to sell or a solicitation of an offer to buy any securities. All deal data, returns, projections, and portfolio values shown are for informational purposes only and are subject to change. Zego RE is not a registered broker-dealer, investment adviser, or tax advisor. All investments involve risk including potential loss of principal. Past performance does not guarantee future results. Forward-looking statements and projections are based on assumptions and are not guarantees of future performance. Consult a qualified financial advisor, tax professional, and legal counsel before making investment decisions. Investments offered through Zego RE will be available only to accredited investors per SEC Regulation D 506(c).
Create Your Investor Account
It takes under 3 minutes. No commitment. No credit card.
Secure registration — your data is encrypted in transit and at rest.
Your data is encrypted in transit and at rest. See our Privacy Policy for details on how your information is handled.
What happens after you sign up:
You'll verify your accredited investor status, complete identity verification, and gain access to the APEX-screened deal pipeline — all in under 10 minutes.
1
Create account (2 min)
2
Verify accreditation (3 min)
3
Complete identity check (5 min)
4
Access APEX-screened deals
Verify Accredited Investor Status
SEC Regulation D 506(c) requires verification of all investors. Select your preferred method below.
Income / Net Worth
Upload tax returns, W-2s, or a CPA letter confirming income over $200K (or $300K joint) for the past two years.
Third-Party Verification
Instant verification via a licensed third-party provider.
Recommended — fastest option
Professional Credentials
Series 7, Series 65, Series 82 license holders qualify automatically.
Entity / Trust
Entities with $5M+ in assets. All equity owners must be accredited.
Identity Verification
Secure identity verification. This typically takes under 10 minutes.
Secure verification — your identity information is encrypted and handled per SEC requirements.
Secure Identity Verification
Identity Verified
Your identity has been confirmed. KYC/AML screening complete.
Liquidity Note: CRE syndication investments are illiquid. There is no secondary market and no redemption mechanism during the hold period. Investors should expect to hold for the full projected term. Early exit is not guaranteed. See the Operating Agreement for transfer restrictions.
Custodian connection active. Fund transfers and direction-of-investment letters are processed automatically.
Tax Documents
K-1 documents are generated automatically and typically delivered by March 15 (extensions may apply).
K-1 — Brookhaven Village (2025)
K-1 — Vista Ridge (2025)
K-1 — Harbor Oaks (2025)
Notification Preferences
Support
Zego RE Support
AI-powered assistance
Support
Hi! I'm your Zego RE support assistant. I can help with questions about the platform, APEX scoring, SDIRA investing, or getting started. What can I help you with?
Deal Analyst
AI-Powered | Portfolio Analytics | Deal Analysis
AI-powered analysis. Not financial, tax, or legal advice. Consult qualified professionals.
Deal Analyst
I can help you explore deal analytics, tax considerations, waterfall structures, portfolio diversification, and recession stress tests. All analysis is for informational purposes — consult your CPA and attorney before making decisions. What would you like to explore?