Hardman & Co Research · ISIN: GB00B0HW5366 · EQS - Company News

threats and opportunities

Hardman & Co Research on Real Estate Credit Investments (RECI): The rise of private credit: threats and opportunities  One of the key trends in global financing markets has been the rise of private credit. In this report, we consider the implications for RECI. On the upside, we note i) the disintermediation of banks reconfirms the drivers to its business model, ii) this should be positive for sentiment, and iii) most of RECI’s competitive advantages relative to banks also apply to private...

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In this overview you can view company news in the chronological order of publication. The source information comes from EQS News, the leading European news distributor. The most recent news item is listed first.
20 February 2025 01:30PM
threats and opportunities
Hardman & Co Research on Real Estate Credit Investments (RECI): The rise of private credit: threats and opportunities  One of the key trends in global financing markets has been the rise of private credit. In this report, we consider the implications for RECI. On the upside, we note i) the disintermediation of banks reconfirms the drivers to...
Hardman & Co Research
01 November 2024 01:00PM
Understanding the discount, its rise, and future prospects
Hardman & Co analyst interview | Diversified Financial Services Q&A on Real Estate Credit Investments (RECI) | Understanding the discount, its rise, and future prospects Real Estate Credit Investments (RECI) Plc is the topic of conversation when Hardman & Co analyst Mark Thomas joins DirectorsTalk Interviews. In this interview, Mark ...
Hardman & Co Research
15 October 2024 04:25PM
Why the discount has been closing and its outlook
Hardman & Co Research on Real Estate Credit Investments (RECI): Why the discount has been closing and its outlook   RECI’s discount has halved over the past six months. We believe this is due to both actions taken by the trust (with an active buyback programme, changing asset mix and enhanced disclosure of highest-risk positions) and more f...
Hardman & Co Research
05 August 2024 12:57PM
Strategy and resilience
Hardman & Co analyst interview | Investment Companies Q&A on Real Estate Credit Investments (RECI) | Strategy and resilience  Real Estate Credit Investments (RECI) is the topic of conversation when Hardman & Co analyst Mike Foster joins DirectorsTalk Interviews. In this interview, Mike shares his insights on RECI. The discussion cove...
Hardman & Co Research
25 July 2024 02:02PM
Capital Markets Day
Hardman & Co Research on Real Estate Credit Investments (RECI): Capital Markets Day   RECI benefits from deep expertise, not only in selecting assets but in having the capability to protect assets where positions need attention. As part of the larger Cheyne debt investor specialist – with over $11bn assets under management – RECI has top-ti...
Hardman & Co Research
14 March 2024 12:25PM
Conservative accounting at play
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 ...
Hardman & Co Research
27 February 2024 04:35PM
French and German exposures in perspective
Hardman & Co Research on Real Estate Credit Investments (RECI): French and German exposures in perspective   We last reviewed RECI’s operations in France, 25% of the latest portfolio, in our note, Vive la difference, published 15 February 2022. The core approach is unchanged, but, following the December 2023 factsheet report of an unrealise...
Hardman & Co Research
28 November 2023 02:30PM
Actively managing the portfolio to the latest market opportunities
Hardman & Co analyst interview | Investment Companies Q&A on Real Estate Credit Investments | Actively managing the portfolio to the latest market opportunities  A 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 giv...
Hardman & Co Research
16 November 2023 12:35PM
Portfolio management to optimise risk/reward
Hardman & Co Research on Real Estate Credit Investments (RECI): Portfolio management to optimise risk/reward   In previous notes, we have reviewed why we believe RECI has procedures and practices that limit downside losses to help ensure the resilience of the NAV. In this note, we explore further how portfolio management helps optimise risk...
Hardman & Co Research
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Corporate Research 0 - - Corporate Research
Directors Dealings 0 - - DD
Short Seller (DE) 0 - - SSR (DE)
Short Seller (UK) 0 - - SSR (UK)
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