Income Opportunity Realty Investors (IOR) — Strategic Asset Allocation Index

Latest as of June 2023: 9.7%

Income Opportunity Realty Investors (IOR) has a Strategic Asset Allocation Index of 9.7% as of June 2023. Strategic assets (PP&E of $- plus long-term investments of $11.17 Million) total $11.17 Million, measured against net assets of $114.87 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. For live market cap and overall valuation, see IOR stock market capitalisation.

SAAI

9.7%
Strategic Assets / Net Assets

Strategic Assets

$11.17 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$114.87 Million
USD

Income Opportunity Realty Investors Strategic Asset Allocation Index (2006–2022)

This chart shows how Income Opportunity Realty Investors's Strategic Asset Allocation Index has evolved across 16 annual periods from 2006 to 2022. As of June 2023, the index stands at 9.7%, representing strategic assets of $11.17 Million against net assets of $114.87 Million USD. See Income Opportunity Realty Investors balance sheet quality to measure how much of total assets are equity-financed.

Annual Strategic Asset Allocation Index for Income Opportunity Realty Investors (2006–2022)

The table below presents the year-by-year Strategic Asset Allocation Index for Income Opportunity Realty Investors from 2006 to 2022, 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. Also explore IOR net asset momentum to track the company's year-over-year net asset growth rate.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2022 10.0% $11.17 Million $- $11.17 Million $111.98 Million ▼ -3.4 pp
2020 13.3% $13.93 Million $- $13.93 Million $104.46 Million ▲ +13.3 pp
2019 0.0% $0.00 $0.00 $- $100.24 Million ▲ +0.0 pp
2018 0.0% $0.00 $0.00 $0.00 $96.10 Million ▼ -25.8 pp
2017 25.8% $22.72 Million $22.72 Million $0.00 $87.89 Million ▼ -0.5 pp
2016 26.3% $22.72 Million $22.72 Million $0.00 $86.38 Million ▼ -0.6 pp
2015 26.9% $22.72 Million $22.72 Million $0.00 $84.30 Million ▼ -4.1 pp
2014 31.1% $25.72 Million $25.72 Million $- $82.80 Million ▲ +31.0 pp
2013 0.0% $24.51K $24.51K $- $81.24 Million ▼ -32.3 pp
2012 32.4% $24.51 Million $24.51 Million $- $75.72 Million ▲ +32.3 pp
2011 0.0% $24.55K $24.51K $37.00 $74.20 Million ▼ -40.2 pp
2010 40.2% $29.56 Million $29.56 Million $- $73.53 Million ▼ -0.9 pp
2009 41.2% $29.50 Million $29.50 Million $- $71.69 Million ▼ -11.0 pp
2008 52.2% $36.94 Million $36.94 Million $- $70.77 Million ▼ -38.5 pp
2007 90.7% $40.57 Million $40.57 Million $- $44.74 Million ▼ -38.3 pp
2006 129.0% $58.62 Million $58.62 Million $- $45.44 Million
pp = percentage points