AEW UK REIT plc (LSE:AEWU) portfolio manager Laura Elkin talked with Proactive's Stephen Gunnion about portfolio performance, dividend stability and the company’s investment strategy in a challenging UK property market. Elkin touched on the company’s latest quarterly performance, including a 2% NAV total return and the payment of the 41st consecutive dividend at 2p per share per quarter. Elkin attributed this consistency to a long-standing investment strategy that the company has followed for more than a decade, focusing on disciplined stock selection and active asset management. She described AEW UK REIT as a sector-agnostic value investor, allowing the company to seek opportunities across the full commercial property universe. This diversified and countercyclical approach has helped deliver income growth over the past three years, despite subdued conditions across parts of the property market. Elkin explained that the company places significant emphasis on defensive acquisition pricing to protect value and support long-term returns. The discussion also covered valuation movements during the quarter, with Elkin noting that a profitable asset sale more than offset valuation softness. She highlighted retail warehousing and industrial assets as areas where rental growth remains achievable, pointing to the company’s 37% weighting to industrials as a key source of future income growth. As Elkin stated, “asset management is a key driver” of both valuation uplift and income progression. Elkin also addressed income sustainability, explaining that the REIT’s selective acquisition process and unique dividend policy have contributed to what she described as “the most stable dividend across the UK diversified REITs.” Looking ahead, she outlined ambitions to grow the company, improve liquidity and maintain strong shareholder returns. For more interviews like this, visit Proactive’s YouTube channel, and don’t forget to like the video, subscribe to the channel, and enable notifications for future updates. #AEWUKREIT #UKProperty #REITs #DividendIncome #PropertyInvestment #CommercialProperty #InvestorInterview #UKREIT #AssetManagement #IncomeInvesting