Inovalis Real Estate Investment Trust (INO-UN) — Strategic Asset Allocation Index
Inovalis Real Estate Investment Trust (INO-UN) has a Strategic Asset Allocation Index of 20.6% as of September 2025. Strategic assets (PP&E of CA$- plus long-term investments of CA$39.27 Million) total CA$39.27 Million, measured against net assets of CA$190.44 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check financial resilience of Inovalis Real Estate Investment Trust to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Inovalis Real Estate Investment Trust Strategic Asset Allocation Index (2015–2024)
This chart shows how Inovalis Real Estate Investment Trust's Strategic Asset Allocation Index has evolved across 10 annual periods from 2015 to 2024. As of September 2025, the index stands at 20.6%, representing strategic assets of CA$39.27 Million against net assets of CA$190.44 Million CAD. See financial agility of Inovalis Real Estate Investment Trust to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Inovalis Real Estate Investment Trust (2015–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Inovalis Real Estate Investment Trust from 2015 to 2024, covering 10 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 the full company profile including market capitalisation, see how much is Inovalis Real Estate Investment Trust worth.
| Year | SAAI | Strategic Assets (CAD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 20.6% | CA$37.45 Million | CA$- | CA$37.45 Million | CA$182.10 Million | ▲ +3.6 pp |
| 2023 | 17.0% | CA$41.97 Million | CA$- | CA$41.97 Million | CA$247.37 Million | ▼ -154.3 pp |
| 2022 | 171.2% | CA$493.44 Million | CA$437.42 Million | CA$56.02 Million | CA$288.18 Million | ▲ +29.1 pp |
| 2021 | 142.1% | CA$491.96 Million | CA$427.63 Million | CA$64.33 Million | CA$346.08 Million | ▼ -21.7 pp |
| 2020 | 163.9% | CA$617.21 Million | CA$541.22 Million | CA$75.99 Million | CA$376.66 Million | ▼ -10.1 pp |
| 2019 | 173.9% | CA$579.48 Million | CA$478.70 Million | CA$100.78 Million | CA$333.14 Million | ▼ -4.3 pp |
| 2018 | 178.3% | CA$520.64 Million | CA$421.94 Million | CA$98.70 Million | CA$292.08 Million | ▼ -17.7 pp |
| 2017 | 196.0% | CA$519.91 Million | CA$440.81 Million | CA$79.09 Million | CA$265.28 Million | ▲ +6.8 pp |
| 2016 | 189.2% | CA$456.12 Million | CA$412.23 Million | CA$43.89 Million | CA$241.13 Million | ▼ -17.5 pp |
| 2015 | 206.6% | CA$396.04 Million | CA$355.70 Million | CA$40.34 Million | CA$191.65 Million | — |