Essex Property Trust Inc Strategic Asset Allocation Index
Essex Property Trust Inc strategic asset allocation index. Essex Property Trust Inc (ESS) has a Strategic Asset Allocation Index of 11.5% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $649.31 Million) total $649.31 Million, measured against net assets of $5.63 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See debt-free asset ratio of Essex Property Trust Inc to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Essex Property Trust Inc (2010–2025)
Strategic asset allocation index of Essex Property Trust Inc from 2010 to 2025. This chart shows how Essex Property Trust Inc's Strategic Asset Allocation Index has evolved across 16 annual periods from 2010 to 2025. As of March 2026, the index stands at 11.5%, representing strategic assets of $649.31 Million against net assets of $5.63 Billion USD. Check ESS goodwill-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
Essex Property Trust Inc Strategic Asset Allocation Index by Year (2010–2025)
Essex Property Trust Inc strategic asset allocation index by year from 2010 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Essex Property Trust Inc from 2010 to 2025, covering 16 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 Essex Property Trust Inc stock valuation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 219.4% | $12.59 Billion | $11.96 Billion | $630.55 Million | $5.74 Billion | ▲ +3.3 pp |
| 2024 | 216.0% | $12.43 Billion | $11.49 Billion | $935.01 Million | $5.75 Billion | ▲ +9.9 pp |
| 2023 | 206.1% | $11.60 Billion | $10.53 Billion | $1.06 Billion | $5.63 Billion | ▲ +3.3 pp |
| 2022 | 202.8% | $12.01 Billion | $10.88 Billion | $1.13 Billion | $5.92 Billion | ▲ +4.1 pp |
| 2021 | 198.7% | $12.34 Billion | $11.16 Billion | $1.18 Billion | $6.21 Billion | ▼ -0.6 pp |
| 2020 | 199.3% | $12.39 Billion | $11.31 Billion | $1.08 Billion | $6.22 Billion | ▲ +9.5 pp |
| 2019 | 189.9% | $12.23 Billion | $10.89 Billion | $1.34 Billion | $6.44 Billion | ▲ +4.6 pp |
| 2018 | 185.3% | $11.91 Billion | $10.61 Billion | $1.30 Billion | $6.43 Billion | ▼ -2.6 pp |
| 2017 | 187.9% | $12.09 Billion | $10.94 Billion | $1.16 Billion | $6.44 Billion | ▲ +1.4 pp |
| 2016 | 186.5% | $11.82 Billion | $10.56 Billion | $1.26 Billion | $6.34 Billion | ▲ +3.4 pp |
| 2015 | 183.1% | $11.69 Billion | $10.62 Billion | $1.06 Billion | $6.38 Billion | ▲ +0.2 pp |
| 2014 | 183.0% | $11.27 Billion | $10.11 Billion | $1.16 Billion | $6.16 Billion | ▼ -62.6 pp |
| 2013 | 245.5% | $4.92 Billion | $4.24 Billion | $677.13 Million | $2.00 Billion | ▲ +1.9 pp |
| 2012 | 243.6% | $4.59 Billion | $4.02 Billion | $571.35 Million | $1.88 Billion | ▲ +243.6 pp |
| 2011 | 0.0% | $0.00 | $0.00 | $- | $1.55 Billion | ▼ -259.4 pp |
| 2010 | 259.4% | $3.51 Billion | $3.41 Billion | $107.84 Million | $1.36 Billion | — |