A discussion around Real Estate Investment Trusts (REITs) is taking place, with a particular focus on those yielding over 8%. CLI and EBOX are cited as potential investment options due to their discount and yield rates.

There are concerns about a particular REIT’s performance because of its lead manager being on maternity leave despite the stock having the best yield in the mainstream REIT group.

AEWU is being considered as a replacement for BCPT, with the Stock Watchers attracted by its Net Asset Value (NAV) and constant dividend, though there are concerns about it being potentially ‘bid for’.

There is speculation around the potential for AEWU to be bid for, as it is being considered for inclusion in a Stock Watcher’s income portfolio.

A gentle recovery from lows is noted in one of the stock’s performance.

A discussion is taking place regarding various holdings and recent purchases, with a bearish sentiment noted due to the top holdings.

There is a debate about the potential for AEWU to cut its dividend, with some arguing it could happen due to the absence of good sales in the pipeline, while others argue that the company has a track record of maintaining dividends even when not fully covered by earnings.

The stock price of AEWU seems weak with a persistent seller, leading to modest top-ups by some Stock Watchers.

AEWU’s consistent 8p per annum dividend since its Initial Public Offering (IPO) nearly nine years ago is pointed out as a reason for its slightly higher rating compared to peers.

Concerns are raised over the impact of Company Voluntary Agreements (CVAs) causing the dividend to be uncovered again.