Plaza Retail REIT (PLZ-UN) — Strategic Asset Allocation Index
Plaza Retail REIT (PLZ-UN) has a Strategic Asset Allocation Index of 10.4% as of June 2026. Strategic assets (PP&E of CA$- plus long-term investments of CA$60.84 Million) total CA$60.84 Million, measured against net assets of CA$582.37 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See PLZ-UN equity financing ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Plaza Retail REIT Strategic Asset Allocation Index (2013–2025)
This chart shows how Plaza Retail REIT's Strategic Asset Allocation Index has evolved across 13 annual periods from 2013 to 2025. As of June 2026, the index stands at 10.4%, representing strategic assets of CA$60.84 Million against net assets of CA$582.37 Million CAD. For live market cap and overall valuation, see PLZ-UN stock market capitalisation.
Annual Strategic Asset Allocation Index for Plaza Retail REIT (2013–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Plaza Retail REIT 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 PLZ-UN total equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (CAD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 10.2% | CA$58.27 Million | CA$- | CA$58.27 Million | CA$568.54 Million | ▼ -0.3 pp |
| 2024 | 10.6% | CA$57.59 Million | CA$- | CA$57.59 Million | CA$543.60 Million | ▲ +0.7 pp |
| 2023 | 9.9% | CA$54.56 Million | CA$- | CA$54.56 Million | CA$548.92 Million | ▼ -224.1 pp |
| 2022 | 234.1% | CA$1.22 Billion | CA$1.17 Billion | CA$51.18 Million | CA$521.30 Million | ▼ -4.9 pp |
| 2021 | 239.0% | CA$1.19 Billion | CA$1.14 Billion | CA$48.68 Million | CA$497.89 Million | ▼ -20.6 pp |
| 2020 | 259.6% | CA$1.11 Billion | CA$1.06 Billion | CA$46.94 Million | CA$426.90 Million | ▲ +18.6 pp |
| 2019 | 240.9% | CA$1.14 Billion | CA$1.09 Billion | CA$49.12 Million | CA$471.45 Million | ▲ +12.2 pp |
| 2018 | 228.7% | CA$1.03 Billion | CA$988.64 Million | CA$44.61 Million | CA$451.70 Million | ▲ +11.7 pp |
| 2017 | 217.1% | CA$1.01 Billion | CA$959.62 Million | CA$45.55 Million | CA$463.10 Million | ▼ -5.7 pp |
| 2016 | 222.8% | CA$1.01 Billion | CA$959.89 Million | CA$46.55 Million | CA$451.74 Million | ▼ -16.9 pp |
| 2015 | 239.7% | CA$1.01 Billion | CA$945.76 Million | CA$59.81 Million | CA$419.55 Million | ▲ +11.8 pp |
| 2014 | 227.8% | CA$928.21 Million | CA$889.29 Million | CA$38.92 Million | CA$407.39 Million | ▼ -55.8 pp |
| 2013 | 283.6% | CA$929.27 Million | CA$900.16 Million | CA$29.11 Million | CA$327.64 Million | — |