Modiv Inc (MDV) — Strategic Asset Allocation Index

Latest as of December 2025: 213.6%

Modiv Inc (MDV) has a Strategic Asset Allocation Index of 213.6% as of December 2025. Strategic assets (PP&E of $422.14 Million plus long-term investments of $9.44 Million) total $431.58 Million, measured against net assets of $202.04 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

213.6%
Strategic Assets / Net Assets

Strategic Assets

$431.58 Million
PP&E + LT Investments

PP&E

$422.14 Million
USD

Net Assets

$202.04 Million
USD

Modiv Inc Strategic Asset Allocation Index (2017–2025)

This chart shows how Modiv Inc's Strategic Asset Allocation Index has evolved across 9 annual periods from 2017 to 2025. As of December 2025, the index stands at 213.6%, representing strategic assets of $431.58 Million against net assets of $202.04 Million USD. Explore cash flow conversion of Modiv Inc to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for Modiv Inc (2017–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for Modiv Inc from 2017 to 2025, 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 the full company profile including market capitalisation, see Modiv Inc stock valuation.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 213.6% $431.58 Million $422.14 Million $9.44 Million $202.04 Million ▲ +2.7 pp
2024 210.9% $451.53 Million $442.21 Million $9.32 Million $214.05 Million ▼ -8.9 pp
2023 219.8% $494.85 Million $473.76 Million $21.09 Million $225.12 Million ▲ +45.3 pp
2022 174.5% $420.71 Million $410.70 Million $10.01 Million $241.03 Million ▲ +41.9 pp
2021 132.7% $295.07 Million $285.13 Million $9.94 Million $222.43 Million ▼ -38.4 pp
2020 171.0% $325.36 Million $315.36 Million $10.00 Million $190.25 Million ▲ +15.6 pp
2019 155.4% $395.05 Million $384.66 Million $10.39 Million $254.24 Million ▼ -48.4 pp
2018 203.8% $210.10 Million $210.10 Million $- $103.09 Million ▲ +33.2 pp
2017 170.6% $135.27 Million $135.27 Million $- $79.30 Million
pp = percentage points