Real estate investment fund has “no US office exposure” says Hardman (LON:RECI)

Real Estate Credit Investments

Real Estate Credit Investments Ltd (LON:RECI) announced their latest factsheet at 30 September 2023. 

As at 30 September 2023, the Company was exposed to a diversified, partially inflation protected portfolio of 45 investments with a valuation of £334m.

A dividend of 3.0p per share was declared on 14 September 2023 and paid on 13 October 2023. A full attribution of changes in the NAV per share is presented in the table in the factsheet.

In Hardman’s latest research note of 9 September 2023, analysts noted that Real Estate Credit Investments has limited office exposure and none in the US – the sector most exposed to working from home. In its investment summary, it noted, “RECI generates an above-average dividend yield from well-managed credit assets.” Read the full research note here.

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