H&R Real Estate Investment Trust (HR-UN) — Strategic Asset Allocation Index
H&R Real Estate Investment Trust (HR-UN) has a Strategic Asset Allocation Index of 11.7% as of December 2025. Strategic assets (PP&E of CA$- plus long-term investments of CA$484.70 Million) total CA$484.70 Million, measured against net assets of CA$4.14 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See H&R 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
H&R Real Estate Investment Trust Strategic Asset Allocation Index (2013–2025)
This chart shows how H&R Real Estate Investment Trust's Strategic Asset Allocation Index has evolved across 13 annual periods from 2013 to 2025. As of December 2025, the index stands at 11.7%, representing strategic assets of CA$484.70 Million against net assets of CA$4.14 Billion CAD. For live market cap and overall valuation, see H&R Real Estate Investment Trust market capitalisation.
Annual Strategic Asset Allocation Index for H&R Real Estate Investment Trust (2013–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for H&R Real Estate Investment Trust from 2013 to 2025, covering 13 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 H&R Real Estate Investment Trust shareholders equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (CAD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 11.7% | CA$484.70 Million | CA$- | CA$484.70 Million | CA$4.14 Billion | ▼ -84.9 pp |
| 2024 | 96.7% | CA$5.10 Billion | CA$- | CA$5.10 Billion | CA$5.28 Billion | ▲ +74.2 pp |
| 2023 | 22.4% | CA$1.17 Billion | CA$- | CA$1.17 Billion | CA$5.19 Billion | ▼ -157.8 pp |
| 2022 | 180.2% | CA$9.89 Billion | CA$8.83 Billion | CA$1.06 Billion | CA$5.49 Billion | ▼ -20.9 pp |
| 2021 | 201.2% | CA$9.60 Billion | CA$8.61 Billion | CA$992.68 Million | CA$4.77 Billion | ▲ +1.3 pp |
| 2020 | 199.9% | CA$12.13 Billion | CA$11.18 Billion | CA$955.47 Million | CA$6.07 Billion | ▲ +15.0 pp |
| 2019 | 184.9% | CA$13.02 Billion | CA$12.02 Billion | CA$1.00 Billion | CA$7.04 Billion | ▼ -9.1 pp |
| 2018 | 194.0% | CA$13.97 Billion | CA$12.68 Billion | CA$1.28 Billion | CA$7.20 Billion | ▼ -3.8 pp |
| 2017 | 197.8% | CA$14.20 Billion | CA$13.07 Billion | CA$1.13 Billion | CA$7.18 Billion | ▲ +0.8 pp |
| 2016 | 197.0% | CA$13.62 Billion | CA$12.56 Billion | CA$1.05 Billion | CA$6.91 Billion | ▼ -3.7 pp |
| 2015 | 200.6% | CA$13.69 Billion | CA$12.58 Billion | CA$1.12 Billion | CA$6.82 Billion | ▲ +4.3 pp |
| 2014 | 196.4% | CA$12.82 Billion | CA$12.12 Billion | CA$703.02 Million | CA$6.53 Billion | ▼ -16.3 pp |
| 2013 | 212.7% | CA$13.34 Billion | CA$12.79 Billion | CA$558.15 Million | CA$6.27 Billion | — |