Source - DGAP Regulatory

Hardman & Co Research
Hardman & Co Research: Real Estate Credit Investments (RECI) - Meeting any potential macro challenges head on

20-May-2025 / 11:30 GMT/BST
The issuer is solely responsible for the content of this announcement.


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

Meeting any potential macro challenges head on

 

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 reduction in MTM bond holdings. As noted in previous reports, in challenging macro times, spreads widen, and peers withdraw, giving RECI new investment opportunities.

 

Please click on the link below for the full report:

https://hardmanandco.com/research/corporate-research/reci-meeting-any-potential-macro-challenges-head-on/

If you are interested in meeting the company, you can register your interest by clicking on the above link.

To contact us:

Hardman & Co
9 Bonhill Street

London

EC2A 4DJ

www.hardmanandco.com

Follow us on X  @HardmanandCo

Contact:

Mark Thomas



 

 

mt@hardmanandco.com

 

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.



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


End of Announcement - EQS News Service

2141716  20-May-2025 

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