RECI Real Estate Credit Investments

Hardman & Co Research: Q&A with Mark Thomas on Real Estate Credit Investments (RECI) 'Opportunities in uncertain times'

Hardman & Co Research
Hardman & Co Research: Q&A with Mark Thomas on Real Estate Credit Investments (RECI) 'Opportunities in uncertain times'

01-March-2023 / 14:40 GMT/BST
The issuer is solely responsible for the content of this announcement.


Hardman & Co Video | Analyst interview

Q&A with Mark Thomas on Real Estate Credit Investments (RECI) | Opportunities in uncertain times

Real Estate Credit Investments (RECI) is the topic of conversation when Hardman & Co analyst Mark Thomas joins DirectorsTalk Interviews.

 

Mark talks us through his latest report on Real Estate Credit Investments entitled , discussing why competitors have withdrawn yet the market can still be attractive for RECI and why he sees the business as being resilient in challenging times as well as thinking about the risks involved.

 

Listen to the interview .

If you are interested in meeting the company, you can register your interest .

To contact us:

Hardman & Co
1 Frederick’s Place

London

EC2R 8AE

Follow us on Twitter @HardmanandCo

Contact:

Mark Thomas



+44 (0)203 693 7075

 



 

Hardman & Co Research can still be accessed for free after MiFID II. Please to read the statement.

About Hardman & Co: Hardman Research Ltd, trading as Hardman & Co, is an appointed representative of Capital Markets Strategy Ltd and is authorised and regulated by the Financial Conduct Authority; our FCA registration number is 600843. Hardman Research Ltd is registered at Companies House with number 8256259. Attention is drawn to the important disclaimers at the end of the report.



Dissemination of a CORPORATE NEWS, transmitted by EQS Group.
The issuer is solely responsible for the content of this announcement.


End of Announcement - EQS News Service

1572289  01-March-2023 

fncls.ssp?fn=show_t_gif&application_id=1572289&application_name=news&site_id=research_pool
EN
01/03/2023

Underlying

To request access to management, click here to engage with our
partner Phoenix-IR's CorporateAccessNetwork.com

Reports on Real Estate Credit Investments

Mark Thomas ... (+2)
  • Mark Thomas
  • Mike Foster

Real Estate Credit Investments (RECI): Manager presentation and Q&A

RECI has hosted two short webinars. In the first, RECI’s Chairman and manager gave a presentation outlining the fund’s strategy and operational management to deliver superior returns. In the second, they answered investor questions, including why the fund secured overwhelming shareholder support in the continuation vote at the recent AGM. They discussed how structural shifts are shaping pricing dynamics and how risks are managed. The discussion also explored its competitive advantages in recover...

Brian Moretta ... (+3)
  • Brian Moretta
  • Mark Thomas
  • Mike Foster

Hardman & Co Monthly: March 2026

Feature article: Tech sector outlook | Small cap finding support at COVID-19 levels The past year has been a challenging period for UK technology stocks. The sector has diverged from buoyant UK blue chips due to the perceived threats of AI-induced disruption. This underperformance has been regardless of generally positive trading news, and larger cap software & services companies have performed significantly worse than their smaller brethren. Takeovers have continued to pick off the remainin...

Mark Thomas ... (+3)
  • Mark Thomas
  • Mike Foster
  • Nigel Hawkins

The Monthly: February 2026

Stormy times at present – a sunnier outlook? Undoubtedly, 2025 was a difficult year for Infrastructure Investment Companies (IICs) and Renewable Energy Infrastructure Funds (REIFs). Investors have seen underperformance against the FTSE 100, widening NAV discounts, several delistings, managed wind-downs (MWDs) and regulatory issues both in the UK and in the US. The question for investors is: where do we go from here? On the one hand, yields for some REIFS are well over twice those of 10-year gil...

Mark Thomas ... (+2)
  • Mark Thomas
  • Martin Hall

Hardman & Co Monthly: January 2026

This month’s feature article is the Hardman & Co Healthcare Index written by Dr Martin Hall, Head of Life Sciences at Hardman & Co. The main function of the HHI is to monitor the performance, and to highlight the attractiveness, of life sciences investments over the long term, and to try to identify those stocks that have disruptive technologies that consistently allow them to outperform both the index and the markets. Many of the 49 constituents of the index are high-risk, with micro-capitali...

Mark Thomas
  • Mark Thomas

Real Estate Credit Investments - Investor Day: opportunities aplenty

In previous reports, we have highlighted RECI’s downside resilience. Our key takeaway from the November Investor Day was the scale of RECI’s current opportunities. The key driver to the strong pipeline is the manager having the expertise and scale to access the least competitive sectors of real estate lending. By doing so, it can earn good returns (typically 8%-10% unleveraged) and only see a modest impact from whole-market dynamics. Regular repayments, both contractual and customers refinancing...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch