AEW UK REIT PLC - Q3 Update

In this episode, we explore AEW UK REIT PLC's recent Q3 update and their contrarian approach to investing in UK retail assets. Despite the prevailing narrative of declining high streets and the rise of e-commerce, AEW focuses on finding undervalued properties with high yields of over 8%. With a vacancy rate of 6%, they view empty units as opportunities for refurbishment and value enhancement, as demonstrated in their strategic management of a retail park in Barnstaple. They are currently capitalizing on the post-Brexit market downturn to acquire high street assets at discounted prices. Join us as we consider whether this strategy presents a unique value opportunity in a market many perceive to be in decline.