AEW UK REIT PLC (AEWU) — Update relating to the three-month period ended 30 June 2025

Investor webinar replay

Replay transcript excerpt

Good morning, and welcome to the AEW UK REIT PLC Investor Presentation. 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 review your questions submitted today and publish responses where 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 to everyone. You're joining us here on a rather rainy morning in London. Apologies that you don't have us on video this morning as we normally like to join. We've had a few IT issues this morning, but hopefully, you can hear us loud and clear coming through old school by the phone. Just doing a recap on the company, and starting with, a summary of our strategy. So during the last quarter, we passed through our ten year anniversary, which is really exciting for us. Really great to have kind of reached that milestone for the company. Ten years of outperformance and ten years of, of course, our very high dividend. Yeah. Really pleased with that. We haven't yet got our official ten year MSCI performance figures, so I'm afraid we'll have to show you those to you next time. But the strategy that I'm running you through here is the same strategy that we have been running for the course of the last ten years. So that is based on value invest investment principles. And what I'm gonna do is I'm gonna focus today, on the investment criteria down the right hand side...