Hardman & Co Research on Real Estate Credit Investments (RECI):

Positioned for the current crisis

In this note, we review how RECI is positioned to face the current market challenges, noting i) the track record of superior credit assessment, monitoring and collection reducing the probability of default, ii) the high quality and high level of security limiting the loss in the event of default, iii) low exposure to high-risk sectors and proven limited loss in ones where they have had exposures in the past, iv) proven conservative accounting, and v) the benefits to income from rising rates and re-investment opportunities. There are risks, including investor sentiment and the macroeconomic environment, but the Cheyne team proved, through COVID-19, that it has the skills to deliver consistent returns in challenging times.

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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.