Primaris Retail R.E. Invest. Tr. Units Strategic Asset Allocation Index
Primaris Retail R.E. Invest. Tr. Units strategic asset allocation index. Primaris Retail R.E. Invest. Tr. Units (PMZ-UN) has a Strategic Asset Allocation Index of 141.1% as of June 2023. Strategic assets (PP&E of CA$2.97 Billion plus long-term investments of CA$-) total CA$2.97 Billion, measured against net assets of CA$2.11 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Primaris Retail R.E. Invest. Tr. Units balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Primaris Retail R.E. Invest. Tr. Units (2018–2022)
Strategic asset allocation index of Primaris Retail R.E. Invest. Tr. Units from 2018 to 2022. This chart shows how Primaris Retail R.E. Invest. Tr. Units's Strategic Asset Allocation Index has evolved across 5 annual periods from 2018 to 2022. As of June 2023, the index stands at 141.1%, representing strategic assets of CA$2.97 Billion against net assets of CA$2.11 Billion CAD. Check Primaris Retail R.E. Invest. Tr. Units tangible net worth ratio to evaluate the tangible quality of the company's equity base.
Primaris Retail R.E. Invest. Tr. Units Strategic Asset Allocation Index by Year (2018–2022)
Primaris Retail R.E. Invest. Tr. Units strategic asset allocation index by year from 2018 to 2022. The table below presents the year-by-year Strategic Asset Allocation Index for Primaris Retail R.E. Invest. Tr. Units from 2018 to 2022, covering 5 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 live market cap and overall valuation, see market cap of Primaris Retail R.E. Invest. Tr. Units.
| Year | SAAI | Strategic Assets (CAD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 149.9% | CA$3.13 Billion | CA$3.13 Billion | CA$- | CA$2.09 Billion | ▲ +3.3 pp |
| 2021 | 146.6% | CA$3.21 Billion | CA$3.21 Billion | CA$- | CA$2.19 Billion | ▼ -63.4 pp |
| 2020 | 210.0% | CA$2.10 Billion | CA$2.10 Billion | CA$- | CA$1.00 Billion | ▲ +38.2 pp |
| 2019 | 171.9% | CA$2.71 Billion | CA$2.71 Billion | CA$- | CA$1.58 Billion | ▲ +4.9 pp |
| 2018 | 167.0% | CA$2.70 Billion | CA$2.70 Billion | CA$- | CA$1.62 Billion | — |