RECI Real Estate Credit Investments

Hardman & Co Research: Q&A with Mark Thomas on Real Estate Credit Investments (RECI) 'Opportunities in uncertain times'

Hardman & Co Research
Hardman & Co Research: Q&A with Mark Thomas on Real Estate Credit Investments (RECI) 'Opportunities in uncertain times'

01-March-2023 / 14:40 GMT/BST
The issuer is solely responsible for the content of this announcement.


Hardman & Co Video | Analyst interview

Q&A with Mark Thomas on Real Estate Credit Investments (RECI) | Opportunities in uncertain times

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

 

Mark talks us through his latest report on Real Estate Credit Investments entitled , discussing why competitors have withdrawn yet the market can still be attractive for RECI and why he sees the business as being resilient in challenging times as well as thinking about the risks involved.

 

Listen to the interview .

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

Contact:

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.



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The issuer is solely responsible for the content of this announcement.


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Reports on Real Estate Credit Investments

Keith Hiscock ... (+2)
  • Keith Hiscock
  • Mark Thomas

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...

Mark Thomas ... (+3)
  • Mark Thomas
  • Mike Foster
  • Nigel Hawkins

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...

Mark Thomas ... (+3)
  • Mark Thomas
  • Mike Foster
  • Richard Jeans

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 ...

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

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...

Brian Moretta ... (+3)
  • Brian Moretta
  • Jason Streets
  • Mark Thomas

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, ...

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