Research on Real Estate Credit Investments Limited (RECI:LON) from Hardman & Co
RECI has hosted two short webinars. In the first, RECI’s Chairman and manager gave a presentation outlining the fund’s strategy and operational management to deliver superior returns. In the second, they answered investor questions, including why the fund secured overwhelming shareholder support in the continuation vote at the recent AGM. They discussed how structural shifts are shaping pricing dynamics and how risks are managed. The discussion also explored its competitive advantages in recoveries, the rationale behind selective share buybacks, and how RECI’s lending model meets current opportunities and risk.