UMH Properties Inc Strategic Asset Allocation Index
UMH Properties Inc strategic asset allocation index. UMH Properties Inc (UMH) has a Strategic Asset Allocation Index of 144.1% as of September 2025. Strategic assets (PP&E of $1.30 Billion plus long-term investments of $30.29 Million) total $1.34 Billion, measured against net assets of $926.41 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See UMH Properties Inc net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of UMH Properties Inc (2011–2024)
Strategic asset allocation index of UMH Properties Inc from 2011 to 2024. This chart shows how UMH Properties Inc's Strategic Asset Allocation Index has evolved across 14 annual periods from 2011 to 2024. As of September 2025, the index stands at 144.1%, representing strategic assets of $1.34 Billion against net assets of $926.41 Million USD. Check UMH Properties Inc tangible book value ratio to evaluate the tangible quality of the company's equity base.
UMH Properties Inc Strategic Asset Allocation Index by Year (2011–2024)
UMH Properties Inc strategic asset allocation index by year from 2011 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for UMH Properties Inc from 2011 to 2024, covering 14 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 UMH Properties Inc (UMH) total market value.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 137.6% | $1.26 Billion | $1.23 Billion | $28.45 Million | $915.91 Million | ▼ -29.3 pp |
| 2023 | 167.0% | $1.18 Billion | $1.16 Billion | $24.85 Million | $706.79 Million | ▼ -28.5 pp |
| 2022 | 195.4% | $1.08 Billion | $1.06 Billion | $18.42 Million | $551.20 Million | ▲ +71.1 pp |
| 2021 | 124.3% | $922.39 Million | $913.46 Million | $8.94 Million | $742.14 Million | ▼ -46.7 pp |
| 2020 | 171.0% | $858.23 Million | $858.23 Million | $0.00 | $501.81 Million | ▲ +2.7 pp |
| 2019 | 168.4% | $919.83 Million | $803.64 Million | $116.19 Million | $546.34 Million | ▼ -20.6 pp |
| 2018 | 189.0% | $802.64 Million | $703.04 Million | $99.60 Million | $424.70 Million | ▲ +11.4 pp |
| 2017 | 177.5% | $747.83 Million | $614.87 Million | $132.96 Million | $421.22 Million | ▼ -19.2 pp |
| 2016 | 196.7% | $623.70 Million | $514.95 Million | $108.76 Million | $317.03 Million | ▼ -26.1 pp |
| 2015 | 222.8% | $548.66 Million | $473.65 Million | $75.01 Million | $246.24 Million | ▲ +19.6 pp |
| 2014 | 203.2% | $424.44 Million | $360.88 Million | $63.56 Million | $208.83 Million | ▲ +49.9 pp |
| 2013 | 153.4% | $292.30 Million | $292.30 Million | $- | $190.59 Million | ▲ +45.0 pp |
| 2012 | 108.4% | $189.72 Million | $189.72 Million | $- | $174.99 Million | ▲ +108.4 pp |
| 2011 | 0.0% | $0.00 | $0.00 | $- | $105.88 Million | — |