Social Housing REIT plc (SOHO) — Strategic Asset Allocation Index

Latest as of June 2023: 151.9%

Social Housing REIT plc (SOHO) has a Strategic Asset Allocation Index of 151.9% as of June 2023. Strategic assets (PP&E of GBX665.42 Million plus long-term investments of GBX-) total GBX665.42 Million, measured against net assets of GBX437.99 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Social Housing REIT plc (SOHO) shareholders funds for net asset value and shareholders' equity analysis.

SAAI

151.9%
Strategic Assets / Net Assets

Strategic Assets

GBX665.42 Million
PP&E + LT Investments

PP&E

GBX665.42 Million
GBX

Net Assets

GBX437.99 Million
GBX

Social Housing REIT plc Strategic Asset Allocation Index (2017–2022)

This chart shows how Social Housing REIT plc's Strategic Asset Allocation Index has evolved across 6 annual periods from 2017 to 2022. As of June 2023, the index stands at 151.9%, representing strategic assets of GBX665.42 Million against net assets of GBX437.99 Million GBX. See Social Housing REIT plc net asset quality index to measure how much of total assets are equity-financed.

Annual Strategic Asset Allocation Index for Social Housing REIT plc (2017–2022)

The table below presents the year-by-year Strategic Asset Allocation Index for Social Housing REIT plc from 2017 to 2022, covering 6 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. For live market cap and overall valuation, see Social Housing REIT plc market cap and net worth.

Year SAAI Strategic Assets (GBX) PP&E LT Investments Net Assets Change (pp)
2022 152.0% GBX667.71 Million GBX667.71 Million GBX- GBX439.29 Million ▲ +5.0 pp
2021 147.0% GBX641.29 Million GBX641.29 Million GBX- GBX436.11 Million ▲ +13.6 pp
2020 133.5% GBX572.10 Million GBX572.10 Million GBX- GBX428.65 Million ▲ +5.7 pp
2019 127.8% GBX472.35 Million GBX472.35 Million GBX- GBX369.73 Million ▲ +38.8 pp
2018 89.0% GBX324.07 Million GBX324.07 Million GBX- GBX364.16 Million ▲ +20.3 pp
2017 68.7% GBX138.51 Million GBX138.51 Million GBX- GBX201.67 Million
pp = percentage points