Finance of America Companies Inc (FOA) — Strategic Asset Allocation Index
Finance of America Companies Inc (FOA) has a Strategic Asset Allocation Index of 15.3% as of December 2025. Strategic assets (PP&E of $21.97 Million plus long-term investments of $38.69 Million) total $60.65 Million, measured against net assets of $395.63 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See FOA net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Finance of America Companies Inc Strategic Asset Allocation Index (2018–2025)
This chart shows how Finance of America Companies Inc's Strategic Asset Allocation Index has evolved across 8 annual periods from 2018 to 2025. As of December 2025, the index stands at 15.3%, representing strategic assets of $60.65 Million against net assets of $395.63 Million USD. For live market cap and overall valuation, see FOA market cap.
Annual Strategic Asset Allocation Index for Finance of America Companies Inc (2018–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Finance of America Companies Inc from 2018 to 2025, covering 8 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. See FOA total equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 15.3% | $60.65 Million | $21.97 Million | $38.69 Million | $395.63 Million | ▼ -5.2 pp |
| 2024 | 20.5% | $64.74 Million | $24.33 Million | $40.41 Million | $315.66 Million | ▼ -6.5 pp |
| 2023 | 27.0% | $73.66 Million | $29.37 Million | $44.30 Million | $272.41 Million | ▼ -280.6 pp |
| 2022 | 307.6% | $1.25 Billion | $19.02 Million | $1.23 Billion | $404.84 Million | ▲ +15.7 pp |
| 2021 | 291.9% | $3.16 Billion | $29.26 Million | $3.13 Billion | $1.08 Billion | ▲ +283.3 pp |
| 2020 | 8.6% | $54.22 Million | $24.51 Million | $29.71 Million | $628.04 Million | ▲ +8.1 pp |
| 2019 | 0.5% | $84.08 Million | $84.08 Million | $- | $16.30 Billion | ▼ -4.6 pp |
| 2018 | 5.1% | $30.48 Million | $30.48 Million | $- | $593.62 Million | — |