RECI Real Estate Credit Investments

Hardman & Co Research: Real Estate Credit Investments (RECI) Marks taken in uncertainty, released thereafter

Hardman & Co Research
Hardman & Co Research: Real Estate Credit Investments (RECI) Marks taken in uncertainty, released thereafter

05-Aug-2022 / 07:15 GMT/BST

Hardman & Co Research on Real Estate Credit Investments (RECI): Marks taken in uncertainty, released thereafter

In this note, we review RECI’s track record of taking MTM hits on its bond portfolio in periods of uncertainty, followed by releases in the subsequent periods. We believe this reflects the market applying a broad-brush approach to risk, and giving insufficient credit to RECI’s superior control assessment, monitoring and restructuring systems, which we summarise again in this note. We have outlined in previous reports why we believe RECI shows resilience against inflation, interest-rate increases and inflation risks (inter alia, see , , , and ).

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Mike Foster



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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.
End of Announcement - EQS News Service

1413861  05-Aug-2022 

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