Hardman & Co analyst interview | Investment Companies

Q&A on Real Estate Credit Investments | Conservative accounting at play

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 an overview of his latest report entitled ‘French and German exposures in perspective’. He highlights the conservative accounting practices in light of recent unexpected, unrealised losses in French and (minimal) German exposures; he explains the impact of post-COVID-19 shifts on French property investments and contrasts the impaired projects with other more stable French exposures, noting the diversity and quality of the latter.

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 here.

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Hardman & Co Research can still be accessed for free after MiFID II. Please click here 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.