AEW UK REIT PLC (AEWU) — Q4 Results

Investor webinar replay

Replay transcript excerpt

Good afternoon, and welcome to the AEW UK REIT PLC Q4 Investor Presentation. The conference is recorded meeting. Investors will be in listen only mode. Questions are encouraged and could be submitted at any time via the Q and A tab situated in the right hand corner of your screen. Just simply type in your question and press send. The company may not be in a position to answer every question received during the meeting itself, but the company can review all questions submitted to their published responses where it's appropriate to do so. Before we begin, we'd like to submit the following poll. I'd now like to hand you over to Laura Elgin, Portfolio Manager. Good afternoon. Thanks, Paul, and hi there to everyone who's joining us today. As Paul has just said, I'm Laura Elkin. I'm the portfolio manager for AEWU. I have been away from the company for approximately twelve months on maternity leave, but I returned about two months ago. And very pleased to be back here with George and Henry and the rest of the team at AEW working on the company again. So to to kick off today's presentation, just a reminder here of our strategy. We are value investors at AEWU, and we use value investment principles, to drive our performance, where we have shown a very strong level of outperformance against The UK commercial property market over the last coming up to now ten years. We also think, that today is a very exciting time, a very, hopefully, prosperous time to be a value investor. And we've got some slides coming up to demonstrate to you, on exactly why that is. So once we own assets, we, have an in house asset management team, and we use active asset management principles to drive a high level of income from our properties, which we have used to pay our market leading dividend for no...