Bluerock Homes Trust Inc. Strategic Asset Allocation Index
Bluerock Homes Trust Inc. strategic asset allocation index. Bluerock Homes Trust Inc. (BHM) has a Strategic Asset Allocation Index of 11.0% as of September 2025. Strategic assets (PP&E of $- plus long-term investments of $70.66 Million) total $70.66 Million, measured against net assets of $640.03 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Bluerock Homes Trust Inc. balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Bluerock Homes Trust Inc. (2020–2024)
Strategic asset allocation index of Bluerock Homes Trust Inc. from 2020 to 2024. This chart shows how Bluerock Homes Trust Inc.'s Strategic Asset Allocation Index has evolved across 5 annual periods from 2020 to 2024. As of September 2025, the index stands at 11.0%, representing strategic assets of $70.66 Million against net assets of $640.03 Million USD. Check Bluerock Homes Trust Inc. (BHM) tangible net worth to evaluate the tangible quality of the company's equity base.
Bluerock Homes Trust Inc. Strategic Asset Allocation Index by Year (2020–2024)
Bluerock Homes Trust Inc. strategic asset allocation index by year from 2020 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for Bluerock Homes Trust Inc. from 2020 to 2024, covering 5 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 Bluerock Homes Trust Inc. market cap and net worth.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 135.4% | $770.40 Million | $688.73 Million | $81.67 Million | $568.89 Million | ▲ +21.4 pp |
| 2023 | 114.0% | $546.06 Million | $464.90 Million | $81.16 Million | $478.87 Million | ▼ -95.4 pp |
| 2022 | 209.5% | $1.03 Billion | $472.13 Million | $558.41 Million | $491.99 Million | ▲ +132.1 pp |
| 2021 | 77.4% | $357.61 Million | $318.08 Million | $39.52 Million | $461.97 Million | ▲ +39.1 pp |
| 2020 | 38.3% | $70.49 Million | $29.07 Million | $41.42 Million | $183.97 Million | — |