Essential Properties Realty Trust Inc (EPRT) — Strategic Asset Allocation Index

Latest as of September 2023: 141.6%

Essential Properties Realty Trust Inc (EPRT) has a Strategic Asset Allocation Index of 141.6% as of September 2023. Strategic assets (PP&E of $4.02 Billion plus long-term investments of $-) total $4.02 Billion, measured against net assets of $2.84 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Essential Properties Realty Trust Inc (EPRT) asset resilience to evaluate the company's liquid asset resilience ratio.

SAAI

141.6%
Strategic Assets / Net Assets

Strategic Assets

$4.02 Billion
PP&E + LT Investments

PP&E

$4.02 Billion
USD

Net Assets

$2.84 Billion
USD

Essential Properties Realty Trust Inc Strategic Asset Allocation Index (2016–2022)

This chart shows how Essential Properties Realty Trust Inc's Strategic Asset Allocation Index has evolved across 7 annual periods from 2016 to 2022. As of September 2023, the index stands at 141.6%, representing strategic assets of $4.02 Billion against net assets of $2.84 Billion USD. See EPRT free cash flow debt coverage to measure the company's free cash flow as a share of total liabilities.

Annual Strategic Asset Allocation Index for Essential Properties Realty Trust Inc (2016–2022)

The table below presents the year-by-year Strategic Asset Allocation Index for Essential Properties Realty Trust Inc from 2016 to 2022, covering 7 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 the full company profile including market capitalisation, see Essential Properties Realty Trust Inc market capitalisation.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2022 150.5% $3.76 Billion $3.70 Billion $52.66 Million $2.50 Billion ▲ +5.3 pp
2021 145.1% $2.97 Billion $2.95 Billion $15.43 Million $2.04 Billion ▲ +0.9 pp
2020 144.2% $2.28 Billion $2.26 Billion $17.06 Million $1.58 Billion ▼ -2.0 pp
2019 146.3% $1.76 Billion $1.76 Billion $- $1.20 Billion ▼ -12.8 pp
2018 159.0% $1.29 Billion $1.27 Billion $17.50 Million $811.04 Million ▼ -311.9 pp
2017 471.0% $854.33 Million $854.33 Million $- $181.40 Million ▲ +244.1 pp
2016 226.9% $396.24 Million $396.24 Million $- $174.65 Million
pp = percentage points