AEW UK REIT PLC (AEWU) — Investor Update

Investor webinar replay

Replay transcript excerpt

Good morning, and welcome to the AEW UK REIT PLC Investor Update. Throughout this recorded presentation, investors will be in listen only mode. Questions can be submitted, and the company will respond to questions where appropriate to do so post the meeting. Before we begin, I would like to submit the following poll. And I would now like to hand you over to portfolio manager, Laura Elkin. Good morning, everyone. Thank you very much for joining us. I'm Laura Elkin. I'm the Portfolio Manager for AEW UK REIT PLC. Hi, Yvonne. I'm Henry Barts. I'm Assistant Portfolio Manager and Lead Asset Manager on the portfolio. So this quarter, we have had to prerecord our quarterly update to you. So I'm afraid that there won't be chance for any Q and A today. But if you do have any questions following today's presentation, please get in touch with us either through our Investor Relations department or via the question and answer section of the Investor Meet company website. And we will endeavor to respond to those questions where appropriate. And then we believe that next quarter, we will be joining you as normal live and with the Q and A function fully up and running. So we recently put out our NAV announcement. And we'll come on to talk about some really strong updates that we've had during the company for the company during the quarter. We've had some really strong letting activity that we're excited to be able to talk to you about. But just coming back to the overall strategy and talking about that, at high level on these first few slides. So the strategy that we run at AEW is the strategy that we have always run here for the past eleven years. And to describe that strategy in a sentence, we are sector agnostic value investors. So that really means that we look across the whole o...