When macro uncertainty rattles the market, Real Estate Credit Investments (LON:RECI) quietly stands its ground. In this latest interview, Harman & Co analyst Mark Thomas breaks down why RECI’s near 10% dividend yield, low equity correlation, and proven downside resilience make it a standout option. He explains how RECI offers rare liquidity in a typically illiquid asset class, and why that matters now more than ever.
Key Moments:
00:11 – Introduction to RECI and its market niche
01:05 – Mark Thomas on the report “What RECI Brings to Investors”
01:19 – 10% dividend yield backed by recurring income
01:33 – Diversification benefits and low market correlation
01:42 – Competitive edge through experienced debt management
02:06 – Liquid access to an illiquid asset class
02:27 – Six years of model stability
03:27 – How RECI thrives in tough market conditions
04:47 – Opening access to private credit markets
05:40 – Macro risks and RECI’s micro-investment strategy
Real Estate Credit Investments is a specialist investor in UK and European real estate credit markets, focusing on fundamental credit analysis and long-term value.
