SUN COMMUNITIES REIT INC (SUI)

Sector: Real Estate

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2026 Annual Meeting Analysis

SUN COMMUNITIES REIT INC · Meeting: May 12, 2026

Policy v1.2medium 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

8

Directors AGAINST

1

Say on Pay

FOR

Auditor

FOR

Director Elections

Election of Nine Directors

8 FOR/1 AGAINST

Against Analysis

✗ AGAINST
Mark A. Denienmeeting attendance below 75 percent

Mr. Denien attended only 71% of board and committee meetings during his 2025 tenure, which falls below the 75% minimum attendance threshold required by policy; while he joined the board in May 2025 and his partial-year attendance is noted as context, the disclosed figure of 71% still triggers a mandatory AGAINST vote on attendance grounds.

For Analysis

✓ FOR
Gary A. Shiffman

Long-tenured Chairman and former CEO with over 30 years of service; SUI's 3-year price return of +8.3% trails the equity REIT benchmark (^FNER — FTSE NAREIT All Equity REITs Index) by only 1.1 percentage points, well below the 50-point threshold required to trigger an AGAINST vote for a director with low-positive absolute TSR, so no TSR trigger fires; no overboarding, attendance, independence, or other policy concerns noted.

✓ FOR
Charles D. Young

Appointed as CEO and director on October 1, 2025, meaning he has been on the board less than 24 months; under policy, directors within the first 24 months are fully exempt from the TSR trigger, and no other policy concerns apply.

✓ FOR
Tonya Allen

Independent director since 2021 with relevant investment and governance experience; SUI's 3-year gap versus the equity REIT benchmark (^FNER — FTSE NAREIT All Equity REITs Index) is only -1.1 percentage points, far below the 50-point threshold needed to trigger an AGAINST vote; no overboarding, attendance, or other policy concerns.

✓ FOR
Meghan G. Baivier

Independent Lead Independent Director since 2017 with strong REIT financial expertise; the TSR gap versus ^FNER is only -1.1 percentage points, well within acceptable limits; no overboarding, attendance, or other policy concerns.

✓ FOR
Jeff T. Blau

Independent director since 2023 with deep real estate capital markets experience; TSR gap versus the equity REIT benchmark (^FNER — FTSE NAREIT All Equity REITs Index) does not breach the 50-point threshold; no attendance, overboarding, or other policy concerns noted.

✓ FOR
Jerome W. Ehlinger

Independent director since 2024 with extensive REIT investment expertise; director tenure is under 24 months so the TSR trigger does not apply; attendance and other criteria are clear of any policy flags.

✓ FOR
Brian M. Hermelin

Independent director since 2014 with private equity and operating experience; the company's 3-year TSR gap versus the equity REIT benchmark (^FNER — FTSE NAREIT All Equity REITs Index) of -1.1 percentage points is well below the 50-point trigger threshold; attendance and all other criteria pass policy screens; note that Mr. Hermelin holds a small indirect interest in the company's office lease entity alongside Chairman Shiffman, but this was disclosed and approved by the independent NCG Committee and does not affect his independence classification.

✓ FOR
Craig A. Leupold

Independent director since 2024 with 27-year career in publicly traded real estate securities analysis; tenure is under 24 months so TSR trigger is exempt; no attendance, overboarding, or other policy concerns.

Eight of nine nominees pass all policy screens and receive a FOR vote. Mark A. Denien receives an AGAINST vote solely due to disclosed meeting attendance of 71% during his 2025 tenure, which falls below the 75% threshold required by policy. The TSR trigger does not fire for any nominee — SUI's 3-year price return of +8.3% trails the equity REIT benchmark (^FNER — FTSE NAREIT All Equity REITs Index) by only 1.1 percentage points, far below the 50-point underperformance threshold applicable to companies with low-positive absolute TSR. Directors appointed within the past 24 months (Young, Ehlinger, Leupold, Denien) are exempt from the TSR trigger regardless.

Say on Pay

✓ FOR

CEO

Gary A. Shiffman

Total Comp

$12,549,984

Prior Support

95%%

The prior year say-on-pay vote received approximately 95% shareholder support, well above the 70% threshold that would require a response, and the company made thoughtful adjustments to its compensation structure including increasing the performance-based share of long-term awards to 70% for the incoming CEO. Pay mix is strongly variable — the proxy states that at-risk pay averages 91.4% of target total compensation across named executives, which comfortably exceeds the 50-60% variable pay minimum required by policy. The company's 3-year TSR of +8.3% essentially matches the equity REIT benchmark (^FNER — FTSE NAREIT All Equity REITs Index) at a gap of only -1.1 percentage points, meaning the pay-for-performance alignment check does not flag a disconnect between above-benchmark incentive pay and shareholder experience; a meaningful clawback policy is also disclosed.

Auditor Ratification

✓ FOR

Auditor

Deloitte & Touche LLP

Tenure

N/A

Audit Fees

N/A

Non-Audit Fees

N/A

tenure not disclosedfee data not available in filing excerpt

The proxy confirms the appointment of Deloitte & Touche LLP as the new auditor for 2026, replacing Grant Thornton; because this is a new engagement, tenure concerns do not apply, and Deloitte is a Big 4 firm fully appropriate for a $16 billion market-cap company. Auditor fee data was not included in the provided filing excerpt, so the non-audit fee ratio test cannot be computed, but per policy the tenure trigger requires confirmed data to fire and the absence of fee data does not itself trigger a AGAINST vote; no restatement concerns are disclosed.

Overall Assessment

The 2026 Sun Communities annual meeting ballot contains three proposals: director elections, say-on-pay, and auditor ratification. Eight of nine director nominees receive a FOR vote, with Mark Denien receiving an AGAINST vote due to sub-75% meeting attendance; say-on-pay and the new Deloitte auditor appointment both receive FOR votes, supported by strong shareholder alignment on compensation structure and the appropriateness of a Big 4 firm for a company of this size.

Filing date: March 30, 2026·Policy v1.2·medium confidence

Compensation Peer Group

13 companies disclosed in 2026 proxy filing

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VTRVentas, Inc.