AEW UK REIT (AEWU) joined the London market in 2015 and has been the best-performing trust in the rapidly dwindling UK commercial property sector since then, with an annualised NAV return of around 9%. It owns a sectorally diversified portfolio of around 30 to 35 properties, which it actively manages, historically completing an average of two acquisitions and two disposals a year. AEWU adopts a value-based approach, aiming for a net initial yield of between 7% and 10% on any purchase plus the potential for rental growth. Its property portfolio is valued at just over £200m, so the average lot s...