Real Estate Credit Investments (LON:RECI) is the topic of conversation when Mike Foster, Analyst at Hardman & Co joins DirectorsTalk Interviews.
Mike reminds us of what RECI does, with a NAV of 147p and a dividend of 12p whether it is sustainable, why Mike estimates a loss on investments of £6.2m despite modest gains, the quality of the loan exposure and how that might change, risks involved, how RECI performed in the September 2022 turbulence and since and how the market looks with regards to prospects.
Real Estate Credit Investments (LON:RECI) is a specialist investor in UK and European real estate credit markets with a focus on fundamental credit and value.
