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 20.1% as of June 2026. Strategic assets (PP&E of CA$- plus long-term investments of CA$28.41 Million) total CA$28.41 Million, measured against net assets of CA$141.08 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See net asset quality index of Inovalis Real Estate Investment Trust to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Inovalis Real Estate Investment Trust Strategic Asset Allocation Index (2015–2025)
This chart shows how Inovalis Real Estate Investment Trust's Strategic Asset Allocation Index has evolved across 11 annual periods from 2015 to 2025. As of June 2026, the index stands at 20.1%, representing strategic assets of CA$28.41 Million against net assets of CA$141.08 Million CAD. For live market cap and overall valuation, see INO-UN market cap.
Annual Strategic Asset Allocation Index for Inovalis Real Estate Investment Trust (2015–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Inovalis Real Estate Investment Trust from 2015 to 2025, covering 11 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 INO-UN net asset value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (CAD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 25.9% | CA$35.63 Million | CA$- | CA$35.63 Million | CA$137.65 Million | ▲ +5.3 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 | — |