BXP INC (BXP)

Sector: Real Estate

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2026 Annual Meeting Analysis

BXP INC · Meeting: May 21, 2026

Policy v1.2high confidenceView Filing ↗
For informational purposes only. This AI-generated analysis applies a published voting policy to publicly available proxy filings. It does not constitute investment advice, proxy voting advice, or a solicitation of any kind. AI analysis may be incomplete or inaccurate — always review the actual filing and make your own independent decision.

Directors FOR

11

Directors AGAINST

0

Say on Pay

FOR

Auditor

FOR

Director Elections

Election of Eleven (11) Directors

11 FOR
✓ FOR
Owen D. Thomas

BXP's 3-year total return of +19% outpaces the ^FNER (FTSE NAREIT All Equity REITs Index) by +5.9 percentage points, well below the 35-point trigger threshold required to fire a vote against; no overboarding, attendance, or independence concerns.

✓ FOR
Douglas T. Linde

As an executive director, the same TSR trigger applies; BXP's +19% 3-year return outperforms ^FNER by +5.9 percentage points, far short of the 35-point threshold; no other concerns identified.

✓ FOR
Joel I. Klein

Independent Lead Independent Director with 13+ years of service; TSR trigger does not apply given BXP's outperformance of ^FNER; no overboarding (holds no other public company board seats), and attendance exceeded 75%.

✓ FOR
Bruce W. Duncan

Independent director with extensive REIT experience; holds no current outside public company board seats; TSR trigger does not apply; all audit committee independence and financial expertise requirements met.

✓ FOR
Diane J. Hoskins

Independent director with deep real estate and architecture expertise; holds no other public company board seats; TSR trigger does not apply; no concerns identified.

✓ FOR
Mary E. Kipp

Independent director with executive and energy-sector experience; holds one other public company board seat (Hawaiian Electric), within the three-seat limit; TSR trigger does not apply; qualifies as audit committee financial expert.

✓ FOR
Matthew J. Lustig

Independent director with 15+ years of real estate investment banking experience; holds one outside public company board seat (Ventas, Inc.), within the three-seat limit; TSR trigger does not apply; no other concerns.

✓ FOR
Timothy J. Naughton

Independent director who joined in May 2024, giving him less than 24 months of tenure, which exempts him from the TSR trigger under policy; holds two outside public company board seats (AvalonBay and Park Hotels), within the three-seat limit; strong REIT governance credentials.

✓ FOR
Julie G. Richardson

Independent director who joined in May 2025, well within the 24-month new-director exemption from the TSR trigger; holds two current outside public company board seats (UBS Group AG and Datadog), within the three-seat limit; qualifies as audit committee financial expert.

✓ FOR
William H. Walton, III

Independent director with extensive real estate investment experience; holds one outside public company board seat (FRP Holdings), within the three-seat limit; TSR trigger does not apply; no other concerns identified.

✓ FOR
Derek Anthony (Tony) West

Independent director who joined in May 2023, just over 24 months ago but tenure covers less than half of the 3-year measurement window; TSR trigger does not fire regardless given BXP's +5.9pp outperformance of ^FNER; holds no other public company board seats; no other concerns.

All eleven director nominees receive a FOR vote. BXP's 3-year total shareholder return of +19% outperforms the ^FNER (FTSE NAREIT All Equity REITs Index) by approximately +5.9 percentage points, well below the 35-point underperformance threshold required to trigger votes against directors under the low-positive-TSR policy band. No directors are overboarded, attendance was above 75% for all nominees, all audit committee members have the required financial expertise, and no independence or familial-relationship concerns were identified. Two directors (Naughton and Richardson) are within the 24-month new-director exemption from the TSR trigger regardless.

Say on Pay

✓ FOR

CEO

Owen D. Thomas

Total Comp

$23,047,305

Prior Support

89%%

The 2025 Say on Pay vote received approximately 89% support, well above the 70% threshold that would require remediation action, and the company made meaningful changes to its compensation program in direct response to the 67.5% support received in 2024 (reducing the weight of individual goals, adding earnings-based metrics to the long-term plan, and eliminating the standalone absolute TSR component). The pay program is heavily performance-oriented — the company discloses that 93% of the CEO's total target pay is 'at risk,' with more than half of long-term equity delivered as performance-based awards tied to multi-year relative total shareholder return, earnings growth, and rigorous stock price hurdles under the 2025 Outperformance Plan. BXP's 3-year total shareholder return of +19% outperforms the ^FNER (FTSE NAREIT All Equity REITs Index) by +5.9 percentage points, meaning above-benchmark incentive pay is supported by relative performance, and the company has a meaningful clawback policy in place.

Auditor Ratification

✓ FOR

Auditor

PricewaterhouseCoopers LLP

Tenure

N/A

Audit Fees

$3,105,153

Non-Audit Fees

$1,046,470

Non-audit fees (audit-related fees of $628,539 plus tax fees of $415,931 plus other fees of $2,125 = $1,046,595) represent approximately 34% of total audit fees of $3,105,153, which is comfortably below the 50% threshold that would raise independence concerns. PwC is a Big 4 firm appropriate for a company of BXP's size and complexity. Auditor tenure is not disclosed in the proxy, so no tenure trigger is applied per policy. No material financial restatements were identified.

Overall Assessment

BXP's 2026 annual meeting presents three standard proposals: election of eleven directors, advisory vote on executive pay, and auditor ratification. All three receive a FOR vote — the director slate is clean with no TSR trigger, overboarding, or independence issues; the compensation program was meaningfully reformed following a weak 2024 say-on-pay result and earned 89% support in 2025; and the auditor fee structure shows non-audit fees well within acceptable limits at approximately 34% of audit fees.

Filing date: April 10, 2026·Policy v1.2·high confidence

Compensation Peer Group

16 companies disclosed in 2026 proxy filing

AREAlexandria Real Estate Equities, Inc.
AMTAmerican Tower Corporation
AVBAvalonBay Communities, Inc.
DLRDigital Realty Trust, Inc.
DEIDouglas Emmett, Inc.
ESSEssex Property Trust, Inc.
HSTHost Hotels & Resorts, Inc.
KRCKilroy Realty Corporation
PLDPrologis, Inc.
REGRegency Centers Corporation
SPGSimon Property Group, Inc.
SLGSL Green Realty Corp.
UDRUDR, Inc.
VTRVentas, Inc.
VNOVornado Realty Trust
WELLWelltower Inc.