UK Real Estate Investors Target 9.7% Dividend Yield with RECI

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 31 January 2026 is now available.

MONTHLY UPDATE

As at 31 January 2026, the Company was invested in a diversified portfolio of 25 investments with a valuation of £280.7m. The Company’s available cash was £13.4m and net effective leverage was 29.1%.

During the month, RECI invested £15.0m into a Money Market Fund with BONY with a current yield of 3.6%. Cash is available back to the fund within one day of notice and is included in the cash equivalents balance for the fund.

In January, RECI made a £4.3m commitment to a senior loan for the development of a flex living scheme in Spain.

ASSET VALUATIONS

In the month, there were no significant movements in NAV due to asset valuations.

December NAV140.1p
Interest income0.8p
Asset valuations0.0p
FX0.1p
Expenses(0.2)p
January NAV140.8p
Share on:
Find more news, interviews, share price & company profile here for:

Latest Company News

RECI positions for new European real estate credit opportunities as capital is recycled

RECI is recycling capital into first-position secured real estate loans while maintaining cash reserves and a pipeline of opportunities across the UK and Europe.

Real Estate Credit Investments reports £280.7m portfolio and 138.2p NAV for July 2026

Real Estate Credit Investments Limited has published its monthly fact sheet for 31 July 2026, showing a diversified portfolio of 22 investments valued at £280.7m. The company reported £13.4m in cash, 29.5% net effective leverage and £8.2m in cash equivalents. During the month, a French hotel senior loan repaid in full, generating a 10% unlevered IRR.

UK and European real estate credit moves into a new phase

Stabilising rates, adjusted property values and renewed lending activity are creating a more supportive backdrop for UK and European real estate credit.

Real Estate Credit Investments maintains dividend as credit remains resilient

Mark Thomas reviews RECI’s FY26 performance, highlighting its 12p annual dividend, conservative leverage, 92% performing portfolio and options for improving earnings and dividend coverage.

UK real estate offers selective opportunities

UK real estate is becoming more selective, with income quality, location and pricing driving the strongest opportunities.

Search