Homeco Daily Needs REIT (HDN) — Strategic Asset Allocation Index

Latest as of June 2025: 1.9%

Homeco Daily Needs REIT (HDN) has a Strategic Asset Allocation Index of 1.9% as of June 2025. Strategic assets (PP&E of AU$- plus long-term investments of AU$59.00 Million) total AU$59.00 Million, measured against net assets of AU$3.07 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Homeco Daily Needs REIT balance sheet quality to measure how much of total assets are equity-financed.

SAAI

1.9%
Strategic Assets / Net Assets

Strategic Assets

AU$59.00 Million
PP&E + LT Investments

PP&E

AU$-
AUD

Net Assets

AU$3.07 Billion
AUD

Homeco Daily Needs REIT Strategic Asset Allocation Index (2020–2024)

This chart shows how Homeco Daily Needs REIT's Strategic Asset Allocation Index has evolved across 5 annual periods from 2020 to 2024. As of June 2025, the index stands at 1.9%, representing strategic assets of AU$59.00 Million against net assets of AU$3.07 Billion AUD. For live market cap and overall valuation, see HDN market cap overview.

Annual Strategic Asset Allocation Index for Homeco Daily Needs REIT (2020–2024)

The table below presents the year-by-year Strategic Asset Allocation Index for Homeco Daily Needs REIT from 2020 to 2024, covering 5 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See Homeco Daily Needs REIT (HDN) net assets for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (AUD) PP&E LT Investments Net Assets Change (pp)
2024 1.9% AU$59.00 Million AU$- AU$59.00 Million AU$3.07 Billion ▲ +0.0 pp
2023 1.9% AU$56.20 Million AU$- AU$56.20 Million AU$2.99 Billion ▼ -151.5 pp
2022 153.3% AU$4.72 Billion AU$4.66 Billion AU$57.80 Million AU$3.08 Billion ▲ +2.0 pp
2021 151.3% AU$4.75 Billion AU$4.74 Billion AU$7.60 Million AU$3.14 Billion ▲ +32.2 pp
2020 119.2% AU$1.11 Billion AU$1.11 Billion AU$- AU$933.10 Million
pp = percentage points