RECI Real Estate Credit Investments

Hardman & Co Research: Q&A with Mark Thomas on Real Estate Credit Investments - Ready for uncertain times

Hardman & Co Research
Hardman & Co Research: Q&A with Mark Thomas on Real Estate Credit Investments - Ready for uncertain times

02-Dec-2022 / 17:25 GMT/BST

Analyst interview | Investment Companies

Q&A with Mark Thomas on Real Estate Credit Investments |

Ready for uncertain times

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

 

Mark gives us an overview of his report entitled ‘Positioned for the current crisis’, tells us more about the track record of superior credit assessment, monitoring and collection reducing the probability of default, and the secured nature of the portfolio, the low exposure to high-risk sectors and proven limited loss in ones where they have had exposures in the past, the accounting points and benefits to rising rates and any risks involved.

 

Real Estate Credit Investments is a closed-ended investment company which originates and invests in real estate debt secured by commercial or residential properties in Western Europe, focusing primarily on the United Kingdom, France and Germany.

Listen to the interview

 

Download our latest report on RECI,

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

Analyst:

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.

 


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

1504427  02-Dec-2022 

fncls.ssp?fn=show_t_gif&application_id=1504427&application_name=news&site_id=research_pool
EN
02/12/2022

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

Mark Thomas ... (+3)
  • Mark Thomas
  • Mike Foster
  • Nigel Hawkins
ARBB Arbuthnot Banki...
RECI Real Estate Cre... ... (+6)

The Monthly: February 2026

Stormy times at present – a sunnier outlook? Undoubtedly, 2025 was a difficult year for Infrastructure Investment Companies (IICs) and Renewable Energy Infrastructure Funds (REIFs). Investors have seen underperformance against the FTSE 100, widening NAV discounts, several delistings, managed wind-downs (MWDs) and regulatory issues both in the UK and in the US. The question for investors is: where do we go from here? On the one hand, yields for some REIFS are well over twice those of 10-year gil...

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
02/02/26 February 2, 2026 1 EN
Mark Thomas ... (+2)
  • Mark Thomas
  • Martin Hall
ARBB Arbuthnot Banki...
RECI Real Estate Cre... ... (+6)

Hardman & Co Monthly: January 2026

This month’s feature article is the Hardman & Co Healthcare Index written by Dr Martin Hall, Head of Life Sciences at Hardman & Co. The main function of the HHI is to monitor the performance, and to highlight the attractiveness, of life sciences investments over the long term, and to try to identify those stocks that have disruptive technologies that consistently allow them to outperform both the index and the markets. Many of the 49 constituents of the index are high-risk, with micro-capitali...

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
01/12/26 January 12, 2026 1 EN
Mark Thomas
  • Mark Thomas
RECI Real Estate Cre...

Real Estate Credit Investments - Investor Day: opportunities aplenty

In previous reports, we have highlighted RECI’s downside resilience. Our key takeaway from the November Investor Day was the scale of RECI’s current opportunities. The key driver to the strong pipeline is the manager having the expertise and scale to access the least competitive sectors of real estate lending. By doing so, it can earn good returns (typically 8%-10% unleveraged) and only see a modest impact from whole-market dynamics. Regular repayments, both contractual and customers refinancing...

RECI REAL ESTATE CREDIT INVESTMENTS
12/02/25 December 2, 2025 1 EN
Mark Thomas ... (+2)
  • Mark Thomas
  • Yingheng Chen
ARBB Arbuthnot Banki...
RECI Real Estate Cre... ... (+6)

Hardman & Co Monthly: November 2025

Feature article: Feeding the future The case for food system investment Megatrends, at a very basic level, dictate the “direction of travel” for economic, social and political activity; investments made on this basis will receive powerful trend support. Today, the transformation of the global food system represents one such structural force. As demographic expansion, rising income and growing climate pressure converge, food sustainability as a strategic, long-term investment theme is no longe...

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
10/31/25 October 31, 2025 1 EN
Brian Moretta ... (+2)
  • Brian Moretta
  • Mark Thomas
ARBB Arbuthnot Banki...
RECI Real Estate Cre... ... (+7)

Hardman & Co Monthly: October 2025

Feature article: Building tomorrow’s AI: How the UK will become the global architect of Trustworthy Intelligence In this month’s feature article, Professor Andy Pardoe, Professor of AI and Chair of the Deep Tech Innovation Centre at the University of Warwick, gives his perspective on the artificial intelligence (AI) industry and how it is advancing at an unprecedented pace, outstripping anything witnessed in previous decades. For researchers, industry leaders and investors, understanding the la...

ARBB ARBUTHNOT BANKING GROUP
RECI REAL ESTATE CREDIT INVESTMENTS
ACSO ACCESSO TECHNOLOGY GROUP
VTAS VOLTA FINANCE (GBP)
CSN CHESNARA PLC
ICGT ICG ENTERPRISE TRUST
A0MXLB NB PRIVATE EQUITY PARTNERS
10/01/25 October 1, 2025 1 EN

ResearchPool Subscriptions

Get the most out of your insights

Get in touch