RECI Real Estate Credit Investments

Hadrman & Co Q&A on Q&A on Real Estate Credit Investments: Actively managing the portfolio to the latest market opportunities

Hardman & Co Research
Hadrman & Co Q&A on Q&A on Real Estate Credit Investments: Actively managing the portfolio to the latest market opportunities

28-Nov-2023 / 13:30 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 | Actively managing the portfolio to the latest market opportunities
 

A 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 us an overview of his latest report on RECI, ‘’, he explains what has changed in the asset mix of the portfolio and how the leverage has changed. Mark also highlights a recent reward the company has won and the risks associated with investing.

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

1783679  28-Nov-2023 

fncls.ssp?fn=show_t_gif&application_id=1783679&application_name=news&site_id=research_pool
EN
28/11/2023

Underlying

RECIReal Estate Credit Investments

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

Reports on Real Estate Credit Investments

Keith Hiscock ... (+2)
  • Keith Hiscock
  • Mark Thomas
ARBB Arbuthnot Banki...
RECI Real Estate Cre... ... (+6)

Hardman & Co Monthly: August 2025

Feature article: Economic growth: Cry me a river The UK press and politicians are fixated on growth. The Labour Government came into office 12 months ago promising a new dawn. Its top priority was growth. Its manifesto, “Labour Party Manifesto 2024: Our plan to change Britain” devoted an entire chapter to “Kickstart economic growth”. In this article, we cover: ► Why growth is important ► The downside of growth ► What do politicians and markets mean by growth? ► Is growth in aggregate GDP th...

ARBB ARBUTHNOT BANKING GROUP
RECI REAL ESTATE CREDIT INVESTMENTS
ACSO ACCESSO TECHNOLOGY GROUP
VTAS VOLTA FINANCE (GBP)
ICGT ICG ENTERPRISE TRUST
A0MXLB NB PRIVATE EQUITY PARTNERS
07/31/25 July 31, 2025 1 EN
Mark Thomas ... (+3)
  • Mark Thomas
  • Mike Foster
  • Nigel Hawkins
ARBB Arbuthnot Banki...
RECI Real Estate Cre... ... (+7)

The Hardman & Co Monthly: July 2025

The risk of power cuts in the UK, for a variety of reasons, remains real. Low plant margins (i.e. limited spare capacity at peak) in the UK are obvious enough. However, the events of 28 April 2025 ‒ when Spain, Portugal and parts of France were plunged into lengthy power outages ‒ were very disconcerting. A recent Spanish government report has now placed much of the blame on the national system operator, the Redeia-owned Red Electrica. There was some criticism, too, of unnamed private sector gen...

ARBB ARBUTHNOT BANKING GROUP
RECI REAL ESTATE CREDIT INVESTMENTS
ACSO ACCESSO TECHNOLOGY GROUP
VTAS VOLTA FINANCE (GBP)
APAX APAX GLOBAL ALPHA
ICGT ICG ENTERPRISE TRUST
A0MXLB NB PRIVATE EQUITY PARTNERS
06/30/25 June 30, 2025 1 EN
Mark Thomas ... (+3)
  • Mark Thomas
  • Mike Foster
  • Richard Jeans
ARBB Arbuthnot Banki...
RECI Real Estate Cre... ... (+7)

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 ...

ARBB ARBUTHNOT BANKING GROUP
RECI REAL ESTATE CREDIT INVESTMENTS
ACSO ACCESSO TECHNOLOGY GROUP
VTAS VOLTA FINANCE (GBP)
APAX APAX GLOBAL ALPHA
ICGT ICG ENTERPRISE TRUST
A0MXLB NB PRIVATE EQUITY PARTNERS
05/30/25 May 30, 2025 1 EN
Mark Thomas ... (+2)
  • Mark Thomas
  • Mike Foster
RECI Real Estate Cre...

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...

RECI REAL ESTATE CREDIT INVESTMENTS
05/20/25 May 20, 2025 1 EN
Brian Moretta ... (+3)
  • Brian Moretta
  • Jason Streets
  • Mark Thomas
ARBB Arbuthnot Banki...
RECI Real Estate Cre... ... (+9)

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, ...

ARBB ARBUTHNOT BANKING GROUP
RECI REAL ESTATE CREDIT INVESTMENTS
ACSO ACCESSO TECHNOLOGY GROUP
VTAS VOLTA FINANCE (GBP)
CSN CHESNARA PLC
HAT H&T GROUP
APAX APAX GLOBAL ALPHA
ICGT ICG ENTERPRISE TRUST
A0MXLB NB PRIVATE EQUITY PARTNERS
05/02/25 May 2, 2025 1 EN

ResearchPool Subscriptions

Get the most out of your insights

Get in touch