Slate Grocery REIT (SGR-U) — Strategic Asset Allocation Index
Slate Grocery REIT (SGR-U) has a Strategic Asset Allocation Index of 7.4% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $62.27 Million) total $62.27 Million, measured against net assets of $841.08 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Slate Grocery REIT balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Slate Grocery REIT Strategic Asset Allocation Index (2017–2025)
This chart shows how Slate Grocery REIT's Strategic Asset Allocation Index has evolved across 9 annual periods from 2017 to 2025. As of June 2026, the index stands at 7.4%, representing strategic assets of $62.27 Million against net assets of $841.08 Million USD. For live market cap and overall valuation, see SGR-U stock market capitalisation.
Annual Strategic Asset Allocation Index for Slate Grocery REIT (2017–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Slate Grocery REIT from 2017 to 2025, covering 9 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 SGR-U net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 7.6% | $63.14 Million | $- | $63.14 Million | $836.15 Million | ▼ -5.6 pp |
| 2024 | 13.2% | $112.43 Million | $- | $112.43 Million | $853.96 Million | ▲ +0.8 pp |
| 2023 | 12.3% | $107.10 Million | $- | $107.10 Million | $867.24 Million | ▼ -223.6 pp |
| 2022 | 235.9% | $2.20 Billion | $2.09 Billion | $109.46 Million | $931.10 Million | ▼ -35.9 pp |
| 2021 | 271.8% | $1.70 Billion | $1.61 Billion | $87.30 Million | $623.92 Million | ▼ -11.1 pp |
| 2020 | 282.9% | $1.28 Billion | $1.28 Billion | $3.47 Million | $452.72 Million | ▼ -37.8 pp |
| 2019 | 320.6% | $1.29 Billion | $1.29 Billion | $5.05 Million | $403.43 Million | ▲ +4.8 pp |
| 2018 | 315.9% | $1.38 Billion | $1.38 Billion | $- | $437.80 Million | ▼ -2722.9 pp |
| 2017 | 3038.7% | $1.45 Billion | $1.45 Billion | $0.00 | $47.86 Million | — |