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Mark talks us through his latest report on Real Estate Credit Investments entitled , discussing why competitors have withdrawn yet the market can still be attractive for RECI and why he sees the business as being resilient in challenging times as well as thinking about the risks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



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The issuer is solely responsible for the content of this announcement.


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Reports on Real Estate Credit Investments

Mark Thomas ... (+3)
  • Mark Thomas
  • Mike Foster
  • Richard Jeans

Hardman & Co Monthly: June 2025

Feature article: Addressing the “risk off” investment challenge As we approach mid-2025, life remains challenging for many UK companies and their shareholders, and ‒ as a broad generalisation – consensus suggests little will change in the foreseeable future. So, are we now facing a real risk of the UK economy stagnating due to lack of funding? If that is the case, who is going to take the initiative and avert such a crisis? Business life must continue, despite the macro environment providing ...

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

Real Estate Credit Investments (RECI): Meeting any potential macro cha...

In our view, there remains great uncertainty over the effects of tariffs and whether the US/global economies will fall into a recession. Over the past six years, we have written many times on RECI’s resilient model. In this note, we revisit why RECI’s model is so strong, noting in particular i) its credit assessment, monitoring and problem account management, ii) the benefit of being a senior finance provider, iii) geographical and sector diversity, iv) portfolio mix changes, including the reduc...

Brian Moretta ... (+3)
  • Brian Moretta
  • Jason Streets
  • Mark Thomas

Hardman & Co Monthly: May 2025

Feature article: Attractive asset managers - Radical derating presumes things only get worse The UK asset management sector has been significantly derated over the past couple of years. It has faced the dual problem of a shift towards passives and to private assets and away from traditional listed equities and bonds. However, the sector’s assets haven’t collapsed; its margins have proved relatively robust and its profits fairly stable, even against all the rising costs. The clear implication, ...

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

Hardman & Co Monthly: April 2025

Feature article: 2024 pharma statistics An efficient reporting system has seen all the listed multinational pharmaceutical companies announce results for 2024, which has given us the opportunity to update our industry statistics and drug database. This report provides the first snapshot of global pharmaceutical market growth plus the global and US company rankings for 2024. The year was characterised by 9.2% underlying (ex-COVID-19) growth. Much of the growth was driven by recently launched ant...

Mark Thomas ... (+2)
  • Mark Thomas
  • Nigel Hawkins

Hardman & Co Monthly: March 2025

In this month's feature article, we review the energy situation in the UK. On the domestic front, Ofgem has recently announced the new price cap figure of £1,849 for a typical household’s annual use of gas and electricity; this figure represents an increase of 6.4% over the January-March 2025 price cap. UK energy policy has changed of late, following the election of a Labour government last summer. The quest for Net Zero by 2030 – a hardly realistic target – is now a priority. Rightly or wrong...

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