Report
Mark Thomas

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.
Underlying
Real Estate Credit Investments

Provider
Hardman & Co
Hardman & Co

We are a rapidly growing, innovative corporate research & consultancy business, based in London, serving the needs of both public and private companies.

Our expert team of sector analysts and market professionals collectively have over 400 years of experience.  This depth of knowledge and a reputation for integrity have built trust with investors. With effective communication and precision distribution, we help companies disseminate their investment message to interested investors, as well as advise them on strategy.

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Analysts
Mark Thomas

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