Investors are waking up to the mispriced corners of the real estate lending market and Real Estate Credit Investments (LON:RECI) is already there.
In this interview, Hardman & Co analyst Mark Thomas outlines how RECI is targeting the least competitive subsectors, using manager Cheyne’s scale and deep expertise to access 8–10% unleveraged returns. From renewed appetite for development finance to strategic capital allocation through buybacks, Thomas explains why RECI is positioned to benefit from the inefficiencies others overlook. Risks remain, but RECI’s track record of managing downside and reallocating capital dynamically is front and centre.
Key Moments
- 00:10 – Introduction to RECI’s focus and Hardman & Co’s new report
- 01:10 – Key takeaways from Invest Today: Opportunities Are Plenty
- 01:51 – How Cheyne is finding high-return deals in low-competition niches
- 02:40 – Why banks are retreating from development finance and how RECI fills the gap
- 03:33 – Capital allocation: balancing pipeline opportunities with share buybacks
- 04:25 – Macroeconomic risks and how RECI mitigates them
- 05:08 – Track record in handling distressed borrowers
Real Estate Credit Investments Plc is a specialist investor in UK and European real estate credit markets, focused on delivering attractive risk-adjusted returns through secured lending.
