AEW UK REIT PLC (AEWU) — Investor Presentation

Investor webinar replay

Replay transcript excerpt

Good afternoon, ladies and gentlemen, and welcome to the AEW UK REIT PLC Investor Presentation. Of your screen. Please just simply type in your questions and press send. The company may not be in a position to answer every question it receives during the meeting itself. However, the company can review all questions submitted today and we'll publish our responses where it's appropriate to do so. Before we begin, as usual, we would just like to submit the following poll. And if you could give that your kind attention, I'm sure the company would be most grateful. And I would now like to hand you over to the team from AEW UK REIT. Henry, good afternoon, sir. Thank you very much, and good afternoon, everyone. Thank you for joining us today for our quarterly investor me company presentation. Just to introduce myself, I'm Henry Butts. I'm the assistant portfolio manager. I have stepped in, whilst Laura Elkin, the portfolio manager, is away off on maternity leave. Laura will be back in February next year. And this is George Elliott, my colleague, who works closely with me day in, day out on the portfolio. So just going on to the first slide. This is our usual, sort of snapshot of kind of what we do at AEW. Our sort of catchphrase is high income and actively managed. We are value investors. And by that, what we mean is that we are looking to maximize income and unlock capital upside. And asset management is very important to us in driving our returns. In terms of maximizing income, we have now paid out our 2p per share dividend consistently since q one twenty sixteen, which is 36 consecutive quarters. And if I just touch on this quarter alone, we have added an extra just shy of £600,000 per annum, which represents about 3.2% of the portfolio of income. And back in March, we h...