DIVERSIFIED HEALTHCARE TRUST (DHC)

Sector: Real Estate

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2026 Annual Meeting Analysis

DIVERSIFIED HEALTHCARE TRUST · Meeting: June 10, 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

6

Directors AGAINST

1

Say on Pay

FOR

Auditor

FOR

Director Elections

Election of Trustees

6 FOR/1 AGAINST

Against Analysis

✗ AGAINST
Adam Portnoyoverboarding — sitting CEO holding 4+ outside public board seats

Portnoy is the sitting CEO of RMR Inc. and currently serves on the boards of DHC, Service Properties Trust, Office Properties Income Trust, Seven Hills Realty Trust, Industrial Logistics Properties Trust, and The RMR Group Inc. — that is at least five outside public board seats, well above the two-seat limit our policy sets for sitting CEOs whose primary duty is to their own company's shareholders.

For Analysis

✓ FOR
Christopher J. Bilotto

Bilotto joined the board in 2024 (within 24 months of the meeting), so he is exempt from the TSR trigger; he has relevant REIT and real estate operating experience and no overboarding, attendance, or independence concerns.

✓ FOR
Alan Felder

Felder joined the board in March 2025 (within 24 months), so he is exempt from the TSR trigger; he brings deep investment banking and real estate capital markets expertise and holds no other public company board seats.

✓ FOR
Lisa Harris Jones

DHC's 3-year total return is strongly positive (+351.9%) and outperforms the ^FNER — FTSE NAREIT All Equity REITs Index by +341.4 percentage points, far exceeding the 65-point threshold required to trigger a vote against under the strong-positive-TSR tier, so no TSR concern applies; Harris Jones has relevant legal, governance, and real estate experience, met the 75% attendance standard, and holds only two active public board seats.

✓ FOR
Phyllis M. Hollis

The TSR trigger does not apply given DHC's exceptional outperformance of the ^FNER — FTSE NAREIT All Equity REITs Index over three years (+341.4pp vs. 65pp threshold); Hollis brings investment banking and finance expertise, chairs the Compensation Committee, and has no overboarding or attendance issues.

✓ FOR
Dawn K. Neher

Neher joined the board in 2024 (within 24 months), making her exempt from the TSR trigger; she is the designated Audit Committee financial expert with over 35 years of real estate finance experience and holds no other public board seats.

✓ FOR
Jeffrey P. Somers

The TSR trigger does not apply given DHC's massive outperformance of the ^FNER — FTSE NAREIT All Equity REITs Index (+341.4pp vs. 65pp threshold for the strong-positive tier); Somers brings extensive legal, governance, and REIT board experience, met the 75% attendance standard, and currently holds two active public board seats (DHC and Office Properties Income Trust and Seven Hills Realty Trust — both RMR clients where his service is closely related to his DHC role).

Six of seven nominees receive a FOR vote. Adam Portnoy is flagged AGAINST solely due to overboarding — as the sitting CEO of RMR Inc. he holds at least five outside public company board seats, far exceeding our two-seat limit for sitting CEOs. All other nominees pass TSR, attendance, independence, qualifications, and overboarding screens; several newer directors are exempt from the TSR trigger by virtue of joining within the past 24 months, and the remaining longer-tenured directors benefit from DHC's extraordinary stock performance, which massively exceeds the ^FNER — FTSE NAREIT All Equity REITs Index benchmark.

Say on Pay

✓ FOR

CEO

Christopher J. Bilotto

Total Comp

$448,520

Prior Support

N/A

discretionary bonus structure lacks specific measurable performance targets — note flagged but not disqualifying given unique externally-managed structure

DHC is externally managed by RMR, so the company pays its CEO only in stock awards — the CEO's total reported compensation of $448,520 is well below benchmark for a CEO at a $1.6 billion market cap REIT, and the 66%/34% bonus-to-salary split at the RMR level shows meaningful variable pay orientation. The absence of specific performance targets for bonuses is a structural limitation of the externally-managed model rather than a board governance failure, and the company's stock surged over 150% in the past year, making pay-for-performance alignment clear. Given the very modest absolute pay level, the transparent disclosure of RMR's compensation process, and the strong alignment between executive outcomes and shareholder returns, a FOR vote is appropriate.

Auditor Ratification

✓ FOR

Auditor

Deloitte & Touche LLP

Tenure

6 yrs

Audit Fees

$1,522,800

Non-Audit Fees

$23,108

Non-audit fees (tax fees of $22,160 plus other fees of $948 = $23,108) represent only about 1.5% of audit fees ($1,522,800), comfortably below the 50% threshold that would raise independence concerns; Deloitte has served since June 2020 (approximately 6 years), well below the 25-year tenure threshold; and DHC has a market cap above $1 billion, making a Big 4 auditor appropriate.

Overall Assessment

DHC's 2026 annual meeting presents a three-proposal ballot; we vote FOR on executive compensation and auditor ratification with no material concerns, and vote FOR all director nominees except Adam Portnoy, who is flagged AGAINST solely due to overboarding as a sitting CEO holding at least five outside public board seats. DHC's extraordinary stock performance — a 3-year return of +351.9% versus +10.5% for the ^FNER — FTSE NAREIT All Equity REITs Index — means no director faces a TSR-based concern, and the company's compensation structure, while unusual due to external management, is transparent and modest in absolute terms.

Filing date: March 19, 2026·Policy v1.2·high confidence