JBG SMITH PROPERTIES (JBGS)

Sector: Real Estate

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2026 Annual Meeting Analysis

JBG SMITH PROPERTIES · Meeting: April 30, 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

7

Directors AGAINST

1

Say on Pay

FOR

Auditor

AGAINST

Director Elections

Election of Trustees

7 FOR/1 AGAINST

Against Analysis

✗ AGAINST
Phyllis R. Caldwelloverboarding — holds 4 or more public company board seats

Ms. Caldwell currently serves on four public company boards (JBGS, Ocwen Financial, OneMain Holdings, and Oaktree Specialty Lending), which meets the overboarding threshold of four or more seats under our policy, triggering a No vote regardless of her qualifications or the company's stock performance.

For Analysis

✓ FOR
Scott A. Estes

Mr. Estes has served since 2017, holds two outside public board seats (within limits), has strong REIT financial expertise as a former CFO of Welltower, chairs the Audit Committee, and JBGS's 3-year total return of +16.0% trails the peer group median by only 8.4 percentage points — well below the 35-point trigger threshold for a No vote.

✓ FOR
Alan S. Forman

Mr. Forman has served since 2017, chairs the Compensation Committee, has deep real estate investment experience from Yale's endowment, and the 3-year TSR gap versus peers (-8.4pp) is well within the 35-point threshold required to trigger a No vote.

✓ FOR
Michael J. Glosserman

Mr. Glosserman has served since 2017, brings over 50 years of commercial real estate experience, serves on the Audit Committee, and JBGS's 3-year relative TSR underperformance versus peers (-8.4pp) is well below the 35-point threshold for a No vote.

✓ FOR
W. Matthew Kelly

Mr. Kelly is the CEO and has served as a director since 2017; JBGS's 3-year total return of +16.0% trails the peer group median by only 8.4 percentage points, which is well below the 35-point trigger threshold for a No vote on director TSR grounds, and no other policy flags apply.

✓ FOR
Alisa M. Mall

Ms. Mall has served since 2020, holds no other public company board seats, brings relevant real estate investment and capital markets experience, and the 3-year relative TSR gap (-8.4pp) is well within the 35-point threshold.

✓ FOR
William J. Mulrow

Mr. Mulrow has served since 2017, holds two outside public board seats (Consolidated Edison and Titan Mining — within the non-CEO limit of three), has broad finance and government experience, and the 3-year relative TSR gap (-8.4pp) does not breach the 35-point trigger threshold.

✓ FOR
D. Ellen Shuman

Ms. Shuman has served since 2017, serves on both the Audit and Compensation Committees, brings extensive institutional investment experience, and the 3-year relative TSR gap (-8.4pp) is well below the 35-point threshold for a No vote.

Seven of eight nominees receive a FOR vote. Phyllis R. Caldwell receives an AGAINST vote solely due to overboarding — she currently sits on four public company boards (JBGS, Ocwen Financial, OneMain Holdings, and Oaktree Specialty Lending), which meets the four-board threshold that triggers a No vote under our policy. All other nominees pass the TSR screen (JBGS's 3-year return of +16.0% trails the disclosed peer group median by only 8.4 percentage points against a 35-point trigger threshold using ^FNER — FTSE NAREIT All Equity REITs Index as the benchmark context), and no other policy flags arise for the remaining seven directors.

Say on Pay

✓ FOR

CEO

W. Matthew Kelly

Total Comp

$5,521,861

Prior Support

80%%

The CEO's total reported compensation of $5,521,861 is reasonable for a REIT CEO at a roughly $1 billion market cap company, with base salary frozen at $750,000 since the company's founding in 2017 and a significant majority of pay delivered in equity subject to multi-year vesting and performance conditions. The pay program includes meaningful performance hurdles — annual cash incentive goals tied to financial and operating metrics, multi-year equity awards with relative TSR modifiers, and NOI-based performance units — and the company has acknowledged that executives realized only about 56% of granted equity values over 2020–2025, demonstrating real pay-for-performance alignment. Prior-year Say-on-Pay support was 80%, above the 70% threshold that would require a mandatory response, and the pay structure passes both the pay-level and incentive-alignment screens under our policy.

Auditor Ratification

✗ AGAINST

Auditor

Deloitte & Touche LLP

Tenure

N/A

Audit Fees

$1,534,825

Non-Audit Fees

$775,713

non-audit fee ratio exceeds 50% of audit fees

Non-audit fees (combining audit-related fees of $94,000, tax fees of $674,101, and other fees of $7,612) total approximately $775,713, which equals about 50.5% of the $1,534,825 in core audit fees — just above the 50% threshold that triggers a No vote under our policy because a non-audit relationship this large raises concerns about whether the auditor can remain fully independent from management. The proxy does not disclose how long Deloitte has served as auditor, so the tenure trigger cannot be evaluated, but the fee ratio alone is sufficient to warrant an AGAINST vote.

Overall Assessment

This is a three-proposal ballot covering director elections, Say-on-Pay, and auditor ratification. Seven of eight director nominees receive a FOR vote; Phyllis R. Caldwell receives an AGAINST due to overboarding at four public company boards. The auditor ratification receives an AGAINST because non-audit fees slightly exceed 50% of core audit fees, raising auditor independence concerns, while Say-on-Pay receives a FOR given a frozen CEO salary, strong performance-conditioned equity design, and 80% prior-year shareholder support.

Filing date: March 18, 2026·Policy v1.2·high confidence

Compensation Peer Group

14 companies disclosed in 2026 proxy filing

AKRAcadia Realty Trust
CDPCOPT Defense Properties
CUZCousins Properties Incorporated
DEIDouglas Emmett, Inc.
DEAEasterly Government Properties, Inc.
ESRTEmpire State Realty Trust, Inc.
HPPHudson Pacific Properties, Inc.
PGREParamount Group, Inc.
PKPark Hotels & Resorts Inc.
PEBPebblebrook Hotel Trust
SKTTanger Inc.
MACThe Macerich Company
UEUrban Edge Properties
VREVeris Residential, Inc.