RECI reports November NAV of 142.4p and maintains quarterly dividend

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 November 2025 is now available:

MONTHLY UPDATE

As at 30 November 2025, the Company was invested in a diversified portfolio of 24 investments with a valuation of £281.9m. The Company’s available cash was £31.8m and net effective leverage was 28.0%.

In the month, a Core+ senior loan for hotels and spas in the UK was fully repaid and realised £19.6m gross proceeds (7.0% IRR), and £35.7m was committed into a senior profit participating loan to refinance the same portfolio of assets.

October NAV141.5p
Interest income1.0p
Asset valuations(0.1)p
FX0.1p
Expenses(0.1)p
November NAV142.4p

ASSET VALUATIONS

Movements in NAV due to asset valuations amounted to negative £0.1m in the month. These related primarily to the write downs to the French office loans.

Asset Valuations 
French Offices(0.3)p
Other0.2p
Total(0.1)p
Share on:
Find more news, interviews, share price & company profile here for:

Latest Company News

Investor sentiment in global real estate reaches multi-year high

Global real estate investor confidence has reached its highest point since 2019, as institutions position portfolios for recovery and renewed capital deployment.

RECI Investor Day highlights upside opportunities in real estate lending

Hardman & Co analyst Mark Thomas discusses Real Estate Credit Investments Limited’s latest Investor Day, highlighting a strong pipeline of opportunities in less competitive real estate lending sub-sectors, disciplined capital allocation, and a continued focus on balancing risk management with shareholder returns.

RECI reports strong longer-term NAV performance to December 2025

As at 31 December 2025, Real Estate Credit Investments Limited delivered a NAV total return of 5.0% over one year, 20.7% over three years and 40.2% over five years, reflecting consistent income generation and portfolio resilience.

Real Estate repositions as capital rotates across private markets

Investors are taking a sharper, more selective approach as real estate competes within the wider real-assets mix.

RECI investor update discusses continuation vote and real estate debt outlook

Real Estate Credit Investments Limited (RECI) has published its latest investor update on the DirectorsTalk platform.

Real Estate Credit Investments Gains Strong Shareholder Backing Following 2025 Continuation Vote (LON:RECI)

RECI secured 95% continuation backing as management discussed higher rates, refinancing risk, discount management and recovery processes within its senior real estate debt portfolio focused.

Search

Search