Arena REIT Management

Management criteria checks 4/4

Arena REIT's CEO is Rob de Vos, appointed in Feb 2019, has a tenure of 5.75 years. total yearly compensation is A$1.70M, comprised of 44.1% salary and 55.9% bonuses, including company stock and options. directly owns 0.37% of the company’s shares, worth A$5.93M. The average tenure of the management team and the board of directors is 6.4 years and 5.5 years respectively.

Key information

Rob de Vos

Chief executive officer

AU$1.7m

Total compensation

CEO salary percentage	44.1%
CEO tenure	5.8yrs
CEO ownership	0.4%
Management average tenure	6.4yrs
Board average tenure	5.5yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Rob de Vos's remuneration changed compared to Arena REIT's earnings?
Date	Total Compensation	Salary	Company Earnings
Jun 30 2024	AU$2m	AU$750k	AU$58m
Mar 31 2024	n/a	n/a	AU$52m
Dec 31 2023	n/a	n/a	AU$46m
Sep 30 2023	n/a	n/a	AU$60m
Jun 30 2023	AU$2m	AU$725k	AU$74m
Mar 31 2023	n/a	n/a	AU$135m
Dec 31 2022	n/a	n/a	AU$196m
Sep 30 2022	n/a	n/a	AU$265m
Jun 30 2022	AU$2m	AU$700k	AU$334m
Mar 31 2022	n/a	n/a	AU$312m
Dec 31 2021	n/a	n/a	AU$290m
Sep 30 2021	n/a	n/a	AU$228m
Jun 30 2021	AU$1m	AU$500k	AU$165m
Mar 31 2021	n/a	n/a	AU$130m
Dec 31 2020	n/a	n/a	AU$96m
Sep 30 2020	n/a	n/a	AU$86m
Jun 30 2020	AU$1m	AU$500k	AU$77m
Mar 31 2020	n/a	n/a	AU$72m
Dec 31 2019	n/a	n/a	AU$67m
Sep 30 2019	n/a	n/a	AU$63m
Jun 30 2019	AU$814k	AU$371k	AU$59m
Mar 31 2019	n/a	n/a	AU$60m
Dec 31 2018	n/a	n/a	AU$62m
Sep 30 2018	n/a	n/a	AU$63m
Jun 30 2018	AU$597k	AU$320k	AU$64m

Compensation vs Market: Rob's total compensation ($USD1.10M) is about average for companies of similar size in the Australian market ($USD1.10M).

Compensation vs Earnings: Rob's compensation has been consistent with company performance over the past year.

CEO

Rob de Vos

5.8yrs

Tenure

AU$1,699,430

Compensation

Mr. Robert Andrew de Vos, also known as Rob, has been CEO, Managing Director and Director at Arena REIT since February 19, 2019. Mr. de Vos served as Head of Property at Arena REIT until February 19, 2019,...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Robert de Vos	CEO, MD & Executive Director	5.8yrs	AU$1.70m	0.37% A$ 5.9m
Gareth Winter	Company Secretary	12.7yrs	AU$1.03m	0.32% A$ 5.1m
Samantha Rist	Head of Investor Relations	6.4yrs	no data	no data

6.4yrs

Average Tenure

Experienced Management: ARF's management team is seasoned and experienced (6.4 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Robert de Vos	CEO, MD & Executive Director	5.8yrs	AU$1.70m	0.37% A$ 5.9m
Gareth Winter	Company Secretary	9.9yrs	AU$1.03m	0.32% A$ 5.1m
Adam Tindall	Independent Non-Executive Director	no data	no data	0.0073% A$ 118.2k
David Ross	Independent Non-Executive Chairman	12.1yrs	AU$253.00k	0.054% A$ 871.3k
Rosemary Hartnett	Independent Non Executive Director	5.3yrs	AU$150.75k	0.010% A$ 162.0k
Helen Thornton	Independent Non-Executive Director	1.9yrs	AU$139.75k	0.0034% A$ 54.9k

5.5yrs

Average Tenure

Experienced Board: ARF's board of directors are considered experienced (5.5 years average tenure).

Arena REIT Management

Management criteria checks 4/4

Key information

Recent management updates

Arena REIT, Annual General Meeting, Nov 22, 2024

Insufficient new directors

Insufficient new directors

Recent updates

Arena REIT, Annual General Meeting, Nov 22, 2024

Fourth quarter dividend increased to AU$0.046

Arena REIT Announces Distribution for the Quarter Ending 30 September 2024, Payable on 7 November 2024

Arena REIT Reaffirms Earnings Guidance for the Year 2025

Full year 2024 earnings released

Arena REIT has filed a Follow-on Equity Offering in the amount of AUD 120.000001 million.

Arena REIT to Report Fiscal Year 2024 Results on Aug 15, 2024

Dividend of AU$0.043 announced

Arena REIT Announces Distribution for the Quarter Ending 30 June 2024, Payable on 8 August 2024

Dividend of AU$0.043 announced

Arena REIT Announces Distribution for the Quarter Ending 31 March 2024, Payable on 9 May 2024

First half 2024 earnings released: EPS: AU$0.055 (vs AU$0.14 in 1H 2023)

Arena REIT Announces Distribution for the Quarter Ending 31 December 2023, Payable on 8 February 2024

Now 21% undervalued

Arena REIT to Report First Half, 2024 Results on Feb 15, 2024

Upcoming dividend of AU$0.043 per share at 4.5% yield

Arena REIT Announces Distribution for the Quarter Ending 31 December 2023, Payable on 8 February 2024

Upcoming dividend of AU$0.043 per share at 4.8% yield

Arena REIT Announces the Cash Dividend to Period of One Quarter Ending 30 September 2023, Payable on 02 November 2023

Full year 2023 earnings released

Now 21% undervalued

Upcoming dividend of AU$0.042 per share at 4.3% yield

Arena REIT to Report Fiscal Year 2023 Results on Aug 10, 2023

Arena REIT Announces Distribution for the Quarter Ending 30 June 2023, Payable on 3 August 2023

Now 20% undervalued after recent price drop

Now 21% undervalued after recent price drop

Now 21% undervalued after recent price drop

First half 2023 earnings released: EPS: AU$0.14 (vs AU$0.54 in 1H 2022)

Arena REIT Reaffirms Distribution Guidance for the Fiscal Year 2023

Upcoming dividend of AU$0.042 per share

Arena REIT to Report First Half, 2023 Results on Feb 09, 2023

Arena REIT Reaffirms Distribution Guidance for Fiscal Year 2023

Insufficient new directors

Now 21% undervalued after recent price drop

Arena REIT Provides Distribution Guidance for the Fiscal Year 2023

Arena REIT Announces Dividend for the Quarter Ending 30 September 2022, Payable on 03 November 2022

Insufficient new directors

Full year 2022 earnings released: EPS: AU$0.96 (vs AU$0.48 in FY 2021)

Arena REIT Provides Dividend Guidance for the Fiscal 2023

Arena REIT Announces Distribution for the Quarter Ending 30 June 2022, Payable on 4 August 2022

Arena REIT to Report Fiscal Year 2022 Results on Aug 11, 2022

First half 2022 earnings: EPS in line with expectations, revenues disappoint

Arena REIT Provides Dividend Guidance for the Year 2022

Now 20% undervalued after recent price drop

Upcoming dividend of AU$0.04 per share

Full year 2021 earnings released: EPS AU$0.48 (vs AU$0.25 in FY 2020)

Upcoming dividend of AU$0.037 per share

Upcoming dividend of AU$0.037 per share

Arena REIT Announces Distribution for the Quarter Ending 31 March 2021, Payable on 6 May 2021

New 90-day high: AU$3.19

First half 2021 earnings released: EPS AU$0.18 (vs AU$0.14 in 1H 2020)

New 90-day high: AU$3.15

New 90-day high: AU$2.92

New 90-day high - AU$2.65

New 90-day high - AU$2.51

An unknown buyer acquired 5 early learning centers in Regional Queensland from Arena REIT (ASX:ARF) for AUD 13.3 million.

Full year earnings released

Arena REIT (ASX:ARF) acquired Four operating ELC.

Arena REIT to Report Fiscal Year 2020 Results on Aug 13, 2020

Arena REIT has completed a Follow-on Equity Offering in the amount of AUD 24.98995 million.

CEO Compensation Analysis

CEO

Tenure

Compensation

Leadership Team

Average Tenure

Board Members

Average Tenure