Aew Uk Reit Share Discussion Threads

[fred177] 16/2/2022 14:55

They announced bath street planning approval on the 11th check their website for RNS

[raptor_fund] 16/2/2022 12:31

I feel I can add to the PRYZM story, having held AEW for several years and also being current student @ Cardiff. The club is mainly frequented by first year students and sixth form students. It's in competition with this night club called story next door which was redone recently, but a lot of people prefer PRYZM. The building itself is part beautiful old victoeian, and part newer addition, I'd say redevelopment of the old part would be tricky but the new part would be a good location for a tower. It's on the corner of a good busy street and a street that's dead during the day, but with a couple of club's mainly for students. The town going out place is in a slightly different locale.

[catch007] 16/2/2022 12:26

Bath Street sale is more important now accounting for circa 6% void until planning permission achieved - Alex Short was hopeful it would be given last week and sale completed next quarter however we await news.

[spectoacc] 16/2/2022 12:03

Where else do you get a yield like that sufficient to cover the divi I guess. And barring worse variants, Covid/lockdowns do finally seem to be behind us.

[catch007] 16/2/2022 12:01

Surprising purchase given night club risk. I guess not a large deal, good yield and decent tenant. No news re Bath Street planning permission as yet?

[ammons] 16/2/2022 07:17

Bought a night club.......................

[ryesloan] 01/2/2022 11:37

I wonder if they will address raising funds? Their track record speaks for itself and with the share price now back to a premium now might be a good time to grow the assets under management. At under £200m this is still a small trust so could do with scaling a touch I think...would help to bring the OCF down.

[badtime] 28/1/2022 11:24

Doh ..got my weeks mixed up ..sigh

[chucko1] 27/1/2022 19:40

No - it went ex-div today. Explains 2p of the drop (of around 2.8p).

[badtime] 27/1/2022 19:36

Seeing the drop I thought it was ex div ...but thats not until next Thursday

[skinny] 26/1/2022 07:52

.

AEW UK REIT Plc is pleased to announce that Alex Short, Portfolio Manager, and Henry Butt, Director, will provide a live presentation relating to the three-month period ended 31 December 2021 via the Investor Meet Company platform on 8 February 2022 at 10:00am GMT.

The presentation is open to all existing and potential shareholders. Questions can be submitted pre-event via your Investor Meet Company dashboard up until 09:00am the day before the meeting or at any time during the live presentation.

Investors can sign up to Investor Meet Company for free and add to meet AEW UK REIT Plc via:



Investors who already follow AEW UK REIT Plc on the Investor Meet Company platform will automatically be invited.

[fred177] 21/1/2022 12:20

AIRE not as dull as you may think Glesntone adding again this week through Adam Smith,theyve also chaned their name to Glenstone REit and moved to fancy new offices in Duke Street from East Sheen. A bid must be in the offing

[brucie5] 20/1/2022 12:46

Very happy with this. What a great income stock it's been since March last year when I first bought in... 36% + divis.

[chucko1] 20/1/2022 10:41

Yes, AIRE appears to be in its own private universe. Seems happy there.

[skinny] 20/1/2022 10:27

Yes AIRE is frustrating - I bought in Feb 2020 and Nov 2021 AV 72p - which is where it (still) is.

[chucko1] 20/1/2022 10:17

I have AIRE (remarkably quiet, recently) but not the other two. No particular reason why not!

[skyship] 20/1/2022 10:11

chucko - yes, I believe I am one of those making that mistake with AEWU. Still, so many other ones to play. I hold your BREI, EPIC & SREI; but also AIRE, HCFT & MCKS.

[jt58] 20/1/2022 10:07

Thanks for your comments. Everything comes with a risk and I am spread across a mix of these property REITs so not overly concerned at this moment. With an increasing NAV here and inflation at current levels return more than offsets the risk.

[chucko1] 20/1/2022 08:43

Over the past 12-18 months or so, there has been ongoing concern about the "payability" of the dividend. To me, from the manner in which assets have been sold and bought, and also from the concrete statements from the management, the dividend being paid at 8p has never seriously been in doubt.

It is manifestly affordable. Perhaps not always covered by cash, but clearly that is because they have been constantly recycling, and to significant shareholder benefit. What would shareholders prefer? To be 100% invested in perpetuity but lose the benefit from certain realisable makrket gains and development opportunities?

I expect that some potential investors have talked themselves out of buying AEWU at much lower prices owing to this dividend misconception.

That said, I prefer certain alternatives right now as I see AEWU as being rather keenly priced for the relative risk. SREI, BREI and EPIC for instance. And SUPR still cheap for the very low risk.

[jt58] 20/1/2022 08:09

Any concerns over the divi if now being covered by rental income over several quarters?

[cwa1] 20/1/2022 07:37

Very solid and satisfactory stuff

[lord gnome] 20/1/2022 07:24

Excellent update. What a solid investment this is. Great income stock.

[panshanger1] 22/11/2021 18:02

Me too 'What Investment' does ( I think )a quarterly I/T supplement and some monthly coverage but not as good

[spangle93] 22/11/2021 17:11

The one I miss is Money Observer, because with its demise there is no other journal that focuses on ITs or other collective investments