UMH Properties Inc (UMH) — 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 net asset quality score to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
UMH Properties Inc Strategic Asset Allocation Index (2011–2024)
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. For live market cap and overall valuation, see market value of UMH Properties Inc.
Annual Strategic Asset Allocation Index for UMH Properties Inc (2011–2024)
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. See UMH net assets for net asset value and shareholders' equity analysis.
| 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 | — |