AEW UK REIT PLC - Investor Update

AEW UK REIT PLC’s latest investor update highlights resilient company performance, consistent 2 pence quarterly dividends and strong NAV total returns that continue to outperform the MSCI benchmark. The portfolio, valued at £215.7 million across 34 assets at 30 June 2026, offers attractive income, low book values and significant rental growth potential, with a 7.28% net initial yield and 8.87% reversionary yield. Strong asset management delivered a 42% rent increase and 10 year lease renewal at St Helens, alongside new lettings at Runcorn and the successful full letting of 40 Queen Square in Bristol. The company identifies around £200 million of potential acquisitions yielding 8.5% or more across industrial, retail and leisure sectors, supporting its growth strategy. With industrial assets offering an estimated 18.2% cumulative rental growth through 2030, AEW UK REIT remains focused on income generation, active asset management, value investing and capital growth.