Retail Opportunity Investments Management
Management criteria checks 4/4
Retail Opportunity Investments' CEO is Stuart Tanz, appointed in Oct 2009, has a tenure of 15.17 years. total yearly compensation is $6.63M, comprised of 13.6% salary and 86.4% bonuses, including company stock and options. directly owns 1.83% of the company’s shares, worth $42.46M. The average tenure of the management team and the board of directors is 12.9 years and 15.2 years respectively.
Key information
Stuart Tanz
Chief executive officer
US$6.6m
Total compensation
| CEO salary percentage | 13.6% |
| CEO tenure | 15.2yrs |
| CEO ownership | 1.8% |
| Management average tenure | 12.9yrs |
| Board average tenure | 15.2yrs |
Recent management updates
Recent updates
Retail Opportunity Investments: Unfavorable Risk-Reward Balance
Nov 07Retail Opportunity Investments: No Opportunity Right Now
Sep 15Blackstone's Rumored Buyout Of Retail Opportunity Is Auspicious For Shopping Centers
Jul 31Retail Opportunities Investment: Several Choices, All Of Them Good
Jul 20Retail Opportunity Investments: A High-Single-Digit Return From A Defensive REIT
Jun 19Retail Opportunity Investments: M&A Is Likely
Apr 03Retail Opportunity Investments Q4: Great Time To Buy These Prime Assets
Mar 06Retail Opportunity Investments Corp.: Limited Opportunities For Further Growth
Sep 27Retail Opportunity Investments goes ex-dividend tomorrow
Sep 14If EPS Growth Is Important To You, Retail Opportunity Investments (NASDAQ:ROIC) Presents An Opportunity
Aug 18
Here's Why We Think Retail Opportunity Investments (NASDAQ:ROIC) Is Well Worth Watching
May 19CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Sep 30 2024 | n/a | n/a | US$58m |
| Jun 30 2024 | n/a | n/a | US$34m |
| Mar 31 2024 | n/a | n/a | US$37m |
| Dec 31 2023 | US$7m | US$900k | US$34m |
| Sep 30 2023 | n/a | n/a | US$36m |
| Jun 30 2023 | n/a | n/a | US$46m |
| Mar 31 2023 | n/a | n/a | US$48m |
| Dec 31 2022 | US$7m | US$900k | US$51m |
| Sep 30 2022 | n/a | n/a | US$50m |
| Jun 30 2022 | n/a | n/a | US$52m |
| Mar 31 2022 | n/a | n/a | US$57m |
| Dec 31 2021 | US$6m | US$875k | US$53m |
| Sep 30 2021 | n/a | n/a | US$54m |
| Jun 30 2021 | n/a | n/a | US$39m |
| Mar 31 2021 | n/a | n/a | US$27m |
| Dec 31 2020 | US$6m | US$875k | US$32m |
| Sep 30 2020 | n/a | n/a | US$33m |
| Jun 30 2020 | n/a | n/a | US$44m |
| Mar 31 2020 | n/a | n/a | US$47m |
| Dec 31 2019 | US$6m | US$875k | US$48m |
| Sep 30 2019 | n/a | n/a | US$49m |
| Jun 30 2019 | n/a | n/a | US$45m |
| Mar 31 2019 | n/a | n/a | US$45m |
| Dec 31 2018 | US$5m | US$850k | US$42m |
| Sep 30 2018 | n/a | n/a | US$43m |
| Jun 30 2018 | n/a | n/a | US$38m |
| Mar 31 2018 | n/a | n/a | US$39m |
| Dec 31 2017 | US$5m | US$850k | US$38m |
Compensation vs Market: Stuart's total compensation ($USD6.63M) is about average for companies of similar size in the US market ($USD5.51M).
Compensation vs Earnings: Stuart's compensation has been consistent with company performance over the past year.
CEO
Stuart Tanz (65 yo)
15.2yrs
Tenure
US$6,626,718
Compensation
Mr. Stuart A. Tanz has been the Chief Executive Officer and President of Retail Opportunity Investments GP LLC - General Partner of Retail Opportunity Investments Partnership, LP since 2009. Mr. Tanz has b...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 15.2yrs | US$6.63m | 1.83% $ 42.5m | |
| Executive VP | 12yrs | US$2.31m | 0.35% $ 8.2m | |
| Chief Operating Officer | 15.1yrs | US$2.58m | 0.45% $ 10.5m | |
| VP & Chief Accounting Officer | 1.6yrs | no data | 0.029% $ 673.7k | |
| Investor Relations Officer | 12.9yrs | no data | no data | |
| Investor Relations Officer | no data | no data | no data |
12.9yrs
Average Tenure
60yo
Average Age
Experienced Management: ROIC's management team is seasoned and experienced (12.9 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 15.2yrs | US$6.63m | 1.83% $ 42.5m | |
| Independent Director | 17.4yrs | US$166.00k | 0.11% $ 2.5m | |
| Independent Director | 17.4yrs | US$193.50k | 0.046% $ 1.1m | |
| Independent Director | 12.8yrs | US$205.00k | 0.071% $ 1.6m | |
| Independent Director | 17.4yrs | US$202.50k | 0.081% $ 1.9m | |
| Non-Executive Chairman | 17.9yrs | US$910.89k | 0.29% $ 6.6m | |
| Independent Director | 3yrs | US$169.00k | 0.015% $ 348.5k | |
| Independent Director | 3.8yrs | US$172.00k | 0.021% $ 478.4k | |
| Independent Director | 3yrs | US$173.50k | 0.015% $ 348.5k |
15.2yrs
Average Tenure
65yo
Average Age
Experienced Board: ROIC's board of directors are seasoned and experienced ( 15.2 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/23 12:23 |
| End of Day Share Price | 2024/12/20 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2023/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
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Industry and Sector Metrics
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Analyst Sources
Retail Opportunity Investments Corp. is covered by 26 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Wesley Golladay | Baird |
| null null | BMO Capital Markets Equity Research |
| Paul Adornato | BMO Capital Markets Equity Research |