AEW UK REIT PLC (AEWU) — Q3 Update

Investor webinar replay

Replay transcript excerpt

Good morning, and welcome to the AEW UK REIT PLC Q3 Update. Throughout this recorded presentation, investors will be in listen only mode. Questions are encouraged and they can be submitted at any time using the Q and A tab situated on the right hand corner of your screen. Simply type in your questions and press send. The company may not be in a position to answer every question received during the meeting itself. However, the company can view your questions submitted today and publish responses when it is appropriate to do so. 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. Thanks, Alex, and good morning, everyone. Apologies. We are broadcasting to you camera off today, just due to some technical problems, but hopefully, you, you'll be able to see us, back again for for next quarter. So hi. Good morning, everyone. I'm Laura Elkin. I'm the portfolio manager for AEW UK REIT. We are going to start today with just a couple of slides, informing you about our strategy. And this is the same strategy that we've been running for the past, gosh, coming up to eleven years now for AEWU. It's a strategy that really plays to the strengths of our team. So that is as stock pickers, as asset managers, and just as real property geeks. Because all of our team here are chartered surveyors, so we very much know the ins and outs of property and how to maximize value. And and if I had to describe that strategy in one sentence, I would say that we are sector agnostic value investors. And that means that we can look across the whole of The UK commercial property market, to find pockets of value where we see it best from time to time. And that generally sees us always buying strong locations to ...