Essential Properties Realty Trust Inc Strategic Asset Allocation Index

Latest as of September 2023: 141.6%

Essential Properties Realty Trust Inc strategic asset allocation index. 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 tangible equity quality of Essential Properties Realty Trust Inc to evaluate the tangible quality of the company's equity base.

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

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

Strategic asset allocation index of Essential Properties Realty Trust Inc from 2016 to 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.

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

Essential Properties Realty Trust Inc strategic asset allocation index by year from 2016 to 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 live market cap and overall valuation, see Essential Properties Realty Trust Inc (EPRT) 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