Real Estate Credit Investments reports 1.0% NAV Growth, £297.9m Portfolio, 9.8% Dividend Yield

Real Estate Credit Investments

Real Estate Credit Investments Limited (LON:RECI), a non-cellular company incorporated in Guernsey, has announced that its Investment Manager’s monthly Fact Sheet as at 30 April 2025 is now available:

As at 30 April 2025, the Company was invested in a diversified portfolio of 22 investments with a valuation of £297.9m. The Company’s available cash was £25.1m and net effective leverage was 18%.

During the month, Real Estate Credit Investments invested £3.2m (gross) in senior secured floating notes issued by a UK housebuilder.

Additionally, the Company bought back 200,0000 shares at 120.0p per share.

A full attribution of changes in the NAV per share is presented in the table:

March NAV143.4p
Interest income0.9p
Asset valuations0.6p
FX0.0p
Expenses-0.2p
Buybacks0.1p
April NAV144.8p
Share on:
Find more news, interviews, share price & company profile here for:

Latest Company News

Repricing and re-entry set the tone for private markets

Private markets are moving from caution to selective re-entry as liquidity improves and long-term themes take centre stage.

Real Estate Credit Investments: Why 95% of Investors Voted to Stay In While Rivals Wind Down (Video)

RECI is going against the tide — while many peers wind down, it secured 95% shareholder backing to continue. Ravi Stickney and Andreas Tautscher explain the strategic edge RECI holds in credit markets reshaped by higher rates and asset repricing.

Real Estate Credit Investments Profiting From the Blind Spots in Property Lending (Video)

Hardman & Co’s Mark Thomas reveals how RECI is seizing rare lending opportunities with 8–10% unleveraged returns.

RECI reports November NAV of 142.4p and maintains quarterly dividend

Real Estate Credit Investments reported a net asset value of 142.4 pence per share as at 30 November 2025, with the portfolio invested across 24 real estate credit positions valued at £281.9 million.

Real estate’s next cycle is being built on new foundations

As global real estate evolves, investors are finding new value in energy-smart, digitally enabled assets designed for long-term use.

RECI presentation: High-yielding, controlled-risk lending supports near 10% dividend yield

RECI’s senior real estate credit strategy continues to deliver. In this investor session, hosted by Mark Thomas from Hardman & Co, Chairman Andreas Tautscher and CIO Ravi Stickney reveal how the portfolio is evolving amid continued repayments and reinvestment into high-return assets.

Search

Search