Artis Real Estate Investment Trust Strategic Asset Allocation Index

Latest as of September 2025: 14.3%

Artis Real Estate Investment Trust strategic asset allocation index. Artis Real Estate Investment Trust (AX-UN) has a Strategic Asset Allocation Index of 14.3% as of September 2025. Strategic assets (PP&E of CA$- plus long-term investments of CA$201.62 Million) total CA$201.62 Million, measured against net assets of CA$1.41 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Artis Real Estate Investment Trust balance sheet quality to measure how much of total assets are equity-financed.

SAAI

14.3%
Strategic Assets / Net Assets

Strategic Assets

CA$201.62 Million
PP&E + LT Investments

PP&E

CA$-
CAD

Net Assets

CA$1.41 Billion
CAD

Strategic Asset Allocation Index of Artis Real Estate Investment Trust (2013–2024)

Strategic asset allocation index of Artis Real Estate Investment Trust from 2013 to 2024. This chart shows how Artis Real Estate Investment Trust's Strategic Asset Allocation Index has evolved across 12 annual periods from 2013 to 2024. As of September 2025, the index stands at 14.3%, representing strategic assets of CA$201.62 Million against net assets of CA$1.41 Billion CAD. Check tangible net worth ratio of Artis Real Estate Investment Trust to evaluate the tangible quality of the company's equity base.

Artis Real Estate Investment Trust Strategic Asset Allocation Index by Year (2013–2024)

Artis Real Estate Investment Trust strategic asset allocation index by year from 2013 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for Artis Real Estate Investment Trust from 2013 to 2024, covering 12 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 AX-UN stock market capitalisation.

Year SAAI Strategic Assets (CAD) PP&E LT Investments Net Assets Change (pp)
2024 21.2% CA$335.41 Million CA$- CA$335.41 Million CA$1.58 Billion ▼ -11.2 pp
2023 32.4% CA$556.33 Million CA$- CA$556.33 Million CA$1.72 Billion ▼ -149.8 pp
2022 182.2% CA$4.06 Billion CA$3.30 Billion CA$757.00 Million CA$2.23 Billion ▲ +13.1 pp
2021 169.1% CA$4.15 Billion CA$3.89 Billion CA$257.26 Million CA$2.46 Billion ▼ -28.7 pp
2020 197.8% CA$4.62 Billion CA$4.42 Billion CA$200.31 Million CA$2.33 Billion ▲ +0.8 pp
2019 197.0% CA$4.87 Billion CA$4.68 Billion CA$186.61 Million CA$2.47 Billion ▲ +7.1 pp
2018 189.9% CA$5.20 Billion CA$5.02 Billion CA$176.50 Million CA$2.74 Billion ▼ -0.8 pp
2017 190.7% CA$4.97 Billion CA$4.77 Billion CA$200.38 Million CA$2.61 Billion ▼ -8.6 pp
2016 199.4% CA$5.24 Billion CA$5.02 Billion CA$213.56 Million CA$2.63 Billion ▼ -5.0 pp
2015 204.4% CA$5.25 Billion CA$5.07 Billion CA$173.07 Million CA$2.57 Billion ▲ +8.2 pp
2014 196.2% CA$5.35 Billion CA$5.26 Billion CA$98.07 Million CA$2.73 Billion ▼ -1.8 pp
2013 198.0% CA$4.92 Billion CA$4.88 Billion CA$42.43 Million CA$2.48 Billion —
pp = percentage points