Morguard North American Residential Real Estate Investment Trust (MRG-UN) — Strategic Asset Allocation Index
Morguard North American Residential Real Estate Investment Trust (MRG-UN) has a Strategic Asset Allocation Index of 3.5% as of March 2026. Strategic assets (PP&E of CA$- plus long-term investments of CA$74.64 Million) total CA$74.64 Million, measured against net assets of CA$2.16 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Morguard North American Residential Real Estate Investment Trust Strategic Asset Allocation Index (2015–2025)
This chart shows how Morguard North American Residential Real Estate Investment Trust's Strategic Asset Allocation Index has evolved across 11 annual periods from 2015 to 2025. As of March 2026, the index stands at 3.5%, representing strategic assets of CA$74.64 Million against net assets of CA$2.16 Billion CAD. See Morguard North American Residential Real (MRG-UN) flexibility index to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Morguard North American Residential Real Estate Investment Trust (2015–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Morguard North American Residential 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. For the full company profile including market capitalisation, see Morguard North American Residential Real (MRG-UN) total market value.
| Year | SAAI | Strategic Assets (CAD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 3.4% | CA$72.64 Million | CA$- | CA$72.64 Million | CA$2.11 Billion | ▲ +0.1 pp |
| 2024 | 3.4% | CA$70.87 Million | CA$- | CA$70.87 Million | CA$2.11 Billion | ▲ +0.6 pp |
| 2023 | 2.7% | CA$53.28 Million | CA$- | CA$53.28 Million | CA$1.96 Billion | ▼ -198.4 pp |
| 2022 | 201.2% | CA$3.73 Billion | CA$3.63 Billion | CA$105.46 Million | CA$1.86 Billion | ▼ -13.6 pp |
| 2021 | 214.7% | CA$3.35 Billion | CA$3.26 Billion | CA$96.38 Million | CA$1.56 Billion | ▼ -10.4 pp |
| 2020 | 225.2% | CA$3.03 Billion | CA$2.94 Billion | CA$93.00 Million | CA$1.35 Billion | ▼ -17.9 pp |
| 2019 | 243.0% | CA$2.98 Billion | CA$2.87 Billion | CA$106.52 Million | CA$1.23 Billion | ▼ -20.6 pp |
| 2018 | 263.7% | CA$2.97 Billion | CA$2.93 Billion | CA$40.86 Million | CA$1.13 Billion | ▼ -20.5 pp |
| 2017 | 284.2% | CA$2.61 Billion | CA$2.57 Billion | CA$37.30 Million | CA$917.71 Million | ▼ -41.1 pp |
| 2016 | 325.2% | CA$2.22 Billion | CA$2.22 Billion | CA$- | CA$684.03 Million | ▲ +17.9 pp |
| 2015 | 307.4% | CA$2.11 Billion | CA$2.11 Billion | CA$- | CA$684.97 Million | — |