Share Name Share Symbol Market Type Share ISIN Share Description
Aew UK Reit LSE:AEWU London Ordinary Share GB00BWD24154 ORD GBP0.01
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 93.70p 93.20p 94.20p 93.70p 93.40p 93.70p 73,612 08:00:13
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 12.3 9.8 7.2 13.1 142.01

Aew UK Reit Share Discussion Threads

Showing 151 to 175 of 175 messages
Chat Pages: 7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
14/10/2018
12:25
That C share issue surely totally bizarre! Sure, institutions do bizarre things like buying CREI constantly at huge premiums, but buying a new class of AEWU at a premium versus the AEWU at a discount does sound rather unlikely. Smacks of management spending too much time looking to measures which will quantum leap their FUM and hence their fees! AEWL a case in point...
skyship
14/10/2018
11:33
I last looked at this in January and didn't want to add another propco to my portfolio. Also, AEWL was a bit of a disaster. Anyway, I can't find much wrong with it, except maybe that exposure to retail (12%) is 12% more than I'd like, voids maybe a bit high, and WAULT is about 5 years - a bit short. Will the share issuance programme work out? (Asking for new 'C' shares at a premium when the ords are at a discount.)
jonwig
14/10/2018
11:02
Only negatives that I can see that may be marking down the share price are Short trading record, Short leases, business mix (retail, office, industrial etc) but so far can't fault anything they have done. Topped up on Friday at 93.02p.
eeza
14/10/2018
10:40
Well, Killing_time, this is a quote from their July announcement "-- At 30 June, the fair value independent valuation of the property portfolio was GBP191.95 million (31 March 2018: GBP192.34 million), following the part sale of Pearl Assurance House, Nottingham, during the quarter. On a like-for-like basis the valuation of the property portfolio increased by GBP3.26 million (1.73%) over the quarter (31 March 2018: GBP0.74 million and 0.48%). -- NAV of GBP149.14 million or 98.40 pence per share (31 March 2018: GBP146.03 million or 96.36 pence per share)." Your yield is about right but the discount to NAV is only about 4% They are due to declare the next dividend shortly which should go ex-div early in Nov and paid at the end of that month. It seems to be a well managed company with a good income yield. I am slightly overweight in this one.
a0002577
14/10/2018
10:09
Last actual NAV on 31/07/2018 = 98.19p Div now 8.55%
killing_time
12/10/2018
13:38
Does seem unloved. Keeping a small holding here.
spectoacc
12/10/2018
13:05
Strange because management seem to be doing a good job, so far as I can see.
eeza
12/10/2018
12:58
Yes, it has been a most disappointing investment. Offset to some extent by the excellent yield, which is why I am invested here. The only thing I can say for it is that it has not fallen as far as some of my other investments in the pre-brexit bear market.
lord gnome
12/10/2018
12:54
Seems to be under a lot more selling pressure than other REITS. Chart looking very sickly now. Virtually straight line down from 103p in October last year to 93p now.
eeza
14/8/2018
10:55
AEW UK REIT plc lets Orion House, Oxford, on a 25 year lease - HTTP://www.commercialnewsmedia.com/archives/79375 AEW UK REIT plc (“the Company”), which directly owns a diversified portfolio of regional UK commercial property assets, has let Orion House, East Point Business Park to Genesis Care on a new 25 year lease. Genesis Care is a specialist cancer treatment company with a portfolio of clinics across the UK. They already occupy 14,500 sq ft at East Point Business Park; following the successful application to D1 use they have acquired the recently refurbished 12,842 sq ft Orion House to cater for their expansion plans for their Oxford clinic. East Point Business Park was purchased by AEW in 2015 and comprises five self-contained office buildings. Michael Shears, Director at AEW, comments“We are delighted with this 25 year lease to Genesis Care; it is good to have such commitment from a tenant and helps demonstrate the quality of the business park and its proximity to Oxford. The letting typifies the active management style of the AEW UK REIT which buys assets in strong locations often with elements of shorter income or vacancy so that long term value can be created for its investors.” Charlotte Reaney, Senior Surveyor for property agents, Lambert Smith Hampton comments “Genesis Care’s expansion into Orion House has helped to create a Healthcare hub at East Point, which we hope will attract more medical occupiers to site in the future. This will complement the already strong Medical, Science and Research centre that Oxford has become in the last few years.”
speedsgh
01/8/2018
13:43
I own both these and a little RGL, although not much of the latter. happy to keep reinvesting the dividends for the next few years and watching. these are part of my UK positive/ BREXIT schmexit trade
bg23
30/7/2018
21:00
On both AEWU and NRR, with a covered 8% yield and excellent proven management, why try timing an entry. Jump in and be damned!! After all, you’re being well compensated for doing so.
chucko1
30/7/2018
13:42
EPRA EPS cover of dividend is a positive milestone. I guess it's all down to how well they can now manage the portfolio when leases comes to an end/break relative to the rental increases they flagged on acquisition.
stemis
27/7/2018
12:31
.....until the next recession ;) Edit - must admit I haven't made up my mind about NRR yet. Do like it, but think I'll get it cheaper later.
spectoacc
27/7/2018
12:04
Every tine I have bought into this my buy has been marked a sell by ADVFN. Looks very good value for a well managed company - compares with NRR which I also like. The approx 8% yields on both look sustainable.
a0002577
27/7/2018
11:55
Could be; both L & U been suffered an overhang, despite NAV having risen & seemingly trading well.
spectoacc
27/7/2018
10:51
Some large trades went through just after 9.00am. Overhang cleared?
lord gnome
27/7/2018
08:35
A very reassuring update. Divi looks set firm and we are just starting to see some nav growth coming through. I like the fact that it is conservatively geared. Happy to hold. Those quarterly dividends come in handy as well.
lord gnome
27/7/2018
08:19
Not held for a while but bought back in based on discount/yield. They've wisely left wiggle room on future divi but good to see divi finally being covered by earnings, with some proceeds from last sale still to invest.
spectoacc
27/7/2018
07:50
Yes, everything seems to be on-track & reassuring.
eeza
27/7/2018
07:48
Good rise in NAV should push the share price back up again.
killing_time
27/7/2018
07:44
Decent report, happy to hold with a good yield
t-trader
27/7/2018
07:25
XD 9 Aug. Pay 31 Aug = 2p.
eeza
27/7/2018
07:25
Nav up, divi maintained.
neilyb675
27/7/2018
07:13
NAV & Div RNS "Highlights · At 30 June, the fair value independent valuation of the property portfolio was £191.95 million (31 March 2018: £192.34 million), following the part sale of Pearl Assurance House, Nottingham, during the quarter. On a like-for-like basis the valuation of the property portfolio increased by £3.26 million (1.73%) over the quarter (31 March 2018: £0.74 million and 0.48%). · NAV of £149.14 million or 98.40 pence per share (31 March 2018: £146.03 million or 96.36 pence per share). · EPRA earnings per share ("EPRA EPS") for the quarter of 2.04 pence per share (31 March 2018: 1.76 pence per share), in line with the Company's target annual dividend of 8.00 pence per share. The increase in earnings compared with the prior quarter reflects a full quarter's income having been received from the five acquisitions made during the prior quarter. · The Company today announces an interim dividend of 2.00 pence per share for the three months ended 30 June 2018. · NAV total return of 4.28% and shareholder total return of 3.22% for the three months ended 30 June 2018. · The Company remains conservatively geared with a gross loan to value ratio of 26.05% (31 March 2018: 26.00%). · At 30 June 2018, the Company held £6.72 million cash for investment. http://uk.advfn.com/p.php?pid=nmona&article=77947582
eeza
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