RECI Real Estate Credit Investments

Q&A on Real Estate Credit Investments (RECI): Conservative accounting at play

Hardman & Co Research
Q&A on Real Estate Credit Investments (RECI): Conservative accounting at play

14-March-2024 / 11:25 GMT/BST
The issuer is solely responsible for the content of this announcement.


Hardman & Co analyst interview | Investment Companies

Q&A on Real Estate Credit Investments | Conservative accounting at play

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

In this interview, Mark gives an overview of his latest report entitled ‘’. He highlights the conservative accounting practices in light of recent unexpected, unrealised losses in French and (minimal) German exposures; he explains the impact of post-COVID-19 shifts on French property investments and contrasts the impaired projects with other more stable French exposures, noting the diversity and quality of the latter.

Real Estate Credit Investments is a specialist investor in UK and European real estate credit markets with a focus on fundamental credit and value.

Listen to the interview .

 

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

To contact us:

Hardman & Co
9 Bonhill Street,

London,

EC2A 4DJ

Follow us on Twitter @HardmanandCo

Analyst:

Mark Thomas



 

 



 

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

1859059  14-March-2024 

fncls.ssp?fn=show_t_gif&application_id=1859059&application_name=news&site_id=research_pool
EN
14/03/2024

Underlying

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

Reports on Real Estate Credit Investments

Brian Moretta ... (+4)
  • Brian Moretta
  • Mark Thomas
  • Martin Hall
  • Paul Mylchreest

The Hardman & Co Monthly: May 2024

Feature article: Is silver the cheapest asset on the planet? Silver is a precious metal, a monetary metal and an industrial metal with a surprisingly wide range of uses. It’s not that well understood by investors and tends to get overshadowed by gold – but, perhaps, not for much longer. We think that the provocative title of this article is justified by silver’s attractive fundamentals. The “official figures” from the Silver Institute estimate that the silver market has been in deficit for the...

Brian Moretta ... (+5)
  • Brian Moretta
  • Keith Hiscock
  • Mark Thomas
  • Martin Hall
  • Yingheng Chen

The Hardman & Co Monthly: April 2024

Feature article: Steady as she goes, but could be better: A review of investment company liquidity since 2016 Liquidity is the lifeblood of equity markets. The measurement of liquid asset availability to a market or company is a way of gauging a market’s health. This article builds on our previous work, which analysed the liquidity data for non-financial trading companies, by applying the same analytical techniques to the investment companies (IC) space. We analyse liquidity for ICs as a whol...

 PRESS RELEASE

Q&A on Real Estate Credit Investments (RECI): Conservative accounting ...

Hardman & Co Research Q&A on Real Estate Credit Investments (RECI): Conservative accounting at play 14-March-2024 / 11:25 GMT/BST The issuer is solely responsible for the content of this announcement. Hardman & Co analyst interview | Investment Companies Q&A on Real Estate Credit Investments | Conservative accounting at play Real Estate Credit Investments (LON:RECI) is the topic of conversation when Mark Thomas, analyst at Hardman & Co, joins DirectorsTalk Interviews. In this interview, Mark gives an overview of his latest report entitled ‘’. He highlights the conservative acc...

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

The Hardman & Co Monthly: March 2024

Feature article: Streamed content takes over…after the Great Correction of 2022 Streaming is a disruptive, content-led, subscription-based technology. Challenging all video distribution business models, it opens up global opportunities for a growing variety of content, including gaming and sport. The Great Correction of 2022 saw the share prices of streamers plunge after market leader Netflix reported slowing subscriber growth. The slowdown in growth of subscribers led investors to refocus on ...

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

Real Estate Credit Investments (RECI) - French and German exposures in...

We last reviewed RECI’s operations in France, 25% of the latest portfolio, in our note, Vive la difference, published 15 February 2022. The core approach is unchanged, but, following the December 2023 factsheet report of an unrealised hit of 1.6p to the NAV from a prime Grade A Paris office exposure, we thought we would review them again. Also, with the November Factsheet reporting a 1.1p NAV hit from a legacy mezzanine position exposed to a Berlin asset, we have considered the de minimis German...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch