BSR Real Estate Investment Trust (HOM-UN) — Strategic Asset Allocation Index
BSR Real Estate Investment Trust (HOM-UN) has a Strategic Asset Allocation Index of 215.9% as of June 2023. Strategic assets (PP&E of CA$1.95 Billion plus long-term investments of CA$-) total CA$1.95 Billion, measured against net assets of CA$901.32 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See BSR Real Estate Investment Trust net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
BSR Real Estate Investment Trust Strategic Asset Allocation Index (2016–2022)
This chart shows how BSR Real Estate Investment Trust's Strategic Asset Allocation Index has evolved across 7 annual periods from 2016 to 2022. As of June 2023, the index stands at 215.9%, representing strategic assets of CA$1.95 Billion against net assets of CA$901.32 Million CAD. For live market cap and overall valuation, see BSR Real Estate Investment Trust (HOM-UN) total market value.
Annual Strategic Asset Allocation Index for BSR Real Estate Investment Trust (2016–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for BSR Real Estate Investment Trust from 2016 to 2022, covering 7 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 HOM-UN net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (CAD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 207.2% | CA$2.02 Billion | CA$2.02 Billion | CA$- | CA$975.75 Million | ▼ -80.6 pp |
| 2021 | 287.8% | CA$1.92 Billion | CA$1.92 Billion | CA$- | CA$666.57 Million | ▼ -51.6 pp |
| 2020 | 339.4% | CA$1.08 Billion | CA$1.08 Billion | CA$- | CA$318.66 Million | ▼ -31.7 pp |
| 2019 | 371.1% | CA$1.06 Billion | CA$1.06 Billion | CA$- | CA$285.00 Million | ▲ +46.1 pp |
| 2018 | 325.0% | CA$937.55 Million | CA$937.55 Million | CA$- | CA$288.51 Million | ▲ +49.1 pp |
| 2017 | 275.9% | CA$818.01 Million | CA$818.01 Million | CA$- | CA$296.53 Million | ▼ -16.8 pp |
| 2016 | 292.7% | CA$635.48 Million | CA$635.48 Million | CA$- | CA$217.14 Million | — |