CareTrust REIT Inc. Strategic Asset Allocation Index
CareTrust REIT Inc. strategic asset allocation index. CareTrust REIT Inc. (CTRE) has a Strategic Asset Allocation Index of 138.3% as of September 2023. Strategic assets (PP&E of $1.54 Billion plus long-term investments of $-) total $1.54 Billion, measured against net assets of $1.11 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See CTRE net asset quality score to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of CareTrust REIT Inc. (2014–2022)
Strategic asset allocation index of CareTrust REIT Inc. from 2014 to 2022. This chart shows how CareTrust REIT Inc.'s Strategic Asset Allocation Index has evolved across 9 annual periods from 2014 to 2022. As of September 2023, the index stands at 138.3%, representing strategic assets of $1.54 Billion against net assets of $1.11 Billion USD. Check CTRE goodwill-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
CareTrust REIT Inc. Strategic Asset Allocation Index by Year (2014–2022)
CareTrust REIT Inc. strategic asset allocation index by year from 2014 to 2022. The table below presents the year-by-year Strategic Asset Allocation Index for CareTrust REIT Inc. from 2014 to 2022, covering 9 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 market cap of CareTrust REIT Inc..
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 168.8% | $1.43 Billion | $1.43 Billion | $- | $849.37 Million | ▼ -5.4 pp |
| 2021 | 174.2% | $1.59 Billion | $1.59 Billion | $- | $915.76 Million | ▲ +15.0 pp |
| 2020 | 159.2% | $1.46 Billion | $1.46 Billion | $- | $914.14 Million | ▲ +3.2 pp |
| 2019 | 156.0% | $1.45 Billion | $1.41 Billion | $33.30 Million | $927.59 Million | ▼ -4.6 pp |
| 2018 | 160.7% | $1.23 Billion | $1.22 Billion | $18.05 Million | $768.25 Million | ▼ -36.1 pp |
| 2017 | 196.8% | $1.17 Billion | $1.15 Billion | $17.95 Million | $594.62 Million | ▲ +190.7 pp |
| 2016 | 6.1% | $27.74 Million | $13.87 Million | $13.87 Million | $452.43 Million | ▼ -0.3 pp |
| 2015 | 6.5% | $16.95 Million | $8.48 Million | $8.48 Million | $262.29 Million | ▼ -384.6 pp |
| 2014 | 391.1% | $443.75 Million | $436.21 Million | $7.53 Million | $113.46 Million | — |