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Allan Tubin

Chief Financial Officer and Treasurer at FIRST REAL ESTATE INVESTMENT TRUST OF NEW JERSEY
Executive

About Allan Tubin

Allan Tubin is FREIT’s Chief Financial Officer and Treasurer (appointed February 2019) and concurrently CFO of Hekemian & Co., FREIT’s external manager; he is 86 years old and qualifies as an SEC “Audit Committee Financial Expert,” though he is not a director and therefore not independent under NASDAQ rules . FREIT is externally managed and does not retain executive officers on an exclusive basis, with Tubin responsible for corporate/project finance, budgeting, tax planning, accounting, and SEC compliance for FREIT . Company performance context: revenues and EBITDA were broadly stable over FY2022–FY2024, while net income fluctuated; see table below (values marked with * retrieved from S&P Global).

MetricFY 2022FY 2023FY 2024
Revenues ($USD)$30.836 million*$27.879 million*$28.078 million*
EBITDA ($USD)$12.157 million*$11.313 million*$11.397 million*
Net Income ($USD)$45.992 million $0.760 million $15.852 million

Values retrieved from S&P Global for cells marked with *.

Past Roles

OrganizationRoleYearsStrategic Impact
Hekemian & Co.Chief Financial Officer1996–present Leads corporate/project finance, budgeting, tax planning; member of acquisitions and development due diligence team supporting forecasting/modeling for FREIT
Donaldson, Lufkin & JenretteCFO for international real estate activitiesPre-1996 Oversaw international real estate finance; foundation for RE finance leadership
Ernst & YoungCertified Public AccountantEarly career (pre-DLJ) Accounting/audit grounding supporting SEC compliance and controls

External Roles

OrganizationRoleYearsStrategic Impact
Hekemian & Co.Chief Financial Officer1996–present External manager to FREIT; key interface for management agreement execution, property finance, and SEC compliance

Fixed Compensation

ComponentFY 2022FY 2023FY 2024
Base Salary ($USD)$40,000 $43,244 (prorated after March 9, 2023 raise to $45,000) $45,000
Target Bonus (%)— (no bonus program for executive officers)
Actual Bonus Paid ($USD)
PerquisitesNot disclosed; FREIT states no other compensation/perquisites to executive officers beyond salary and equity plan

Notes: Compensation Committee increased CFO base salary from $40,000 to $45,000 effective March 9, 2023 (prorated in FY2023) .

Performance Compensation

FREIT does not pay non-equity incentive compensation, performance units/shares, or bonuses to executive officers; the only plan is the Equity Incentive Plan (directors receive equity awards; executive officers do not receive performance equity in disclosed periods) .

MetricWeightingTargetActualPayoutVesting
Not applicable (no executive bonus/LTIP)

Equity Incentive Plan change-of-control terms: options become exercisable and restricted share awards become free of restrictions upon a “change in control” or sale of substantially all assets; as of FY2024, executive officers/directors collectively had no unexercised options outstanding .

Equity Ownership & Alignment

ItemDetail
Total beneficial ownership13,662 shares (CFO Tubin)
Shares outstanding basis7,471,344 shares outstanding as of May 20, 2025
Ownership % of shares outstanding~0.183% (calculated: 13,662 / 7,471,344; basis values cited above)
Vested vs unvestedNo outstanding options or restricted shares for Tubin; table shows none
Options (exercisable/unexercisable)None outstanding for Tubin
Pledged sharesNo pledging disclosed for Tubin; pledging disclosed for other insiders, not Tubin
Hedging policyHedging prohibited for directors/officers (e.g., puts/calls/swaps)
Stock ownership guidelinesNot disclosed for executive officers; directors receive annual equity awards

Employment Terms

  • No employment contracts for executive officers; no severance or compensatory plan triggered by resignation/retirement or change-in-control at the executive level .
  • Equity Plan acceleration on change-in-control or sale of substantially all assets applies only to outstanding options/restricted awards; Tubin has none outstanding as of FY2024 .
  • FREIT is externally managed by Hekemian & Co.; the Management Agreement renews automatically and includes termination fees (including 2.5× termination fee upon a merger/acquisition scenario). Executive officers (including Tubin) are not exclusive to FREIT; Hekemian & Co. manages FREIT properties and receives fees/commissions under the agreement .
  • Insider trading policy bars trading with MNPI and prohibits hedging; Section 16(a) compliance reported as timely for FY2024 .

Performance & Track Record

MetricFY 2022FY 2023FY 2024
Revenues ($USD)$30.836 million*$27.879 million*$28.078 million*
EBITDA ($USD)$12.157 million*$11.313 million*$11.397 million*
Net Income ($USD)$45.992 million $0.760 million $15.852 million

Values retrieved from S&P Global for cells marked with *.

Context and governance: Tubin is designated as an Audit Committee Financial Expert by the Board and provides certifications and reports under SOX, reflecting his role in disclosure controls and internal controls . The Compensation Committee reviews other REIT compensation generally but emphasizes that FREIT is externally managed and executive officers are not full-time/exclusive; pay levels are set to reflect limited time commitment and scope .

Related Party Transactions and Governance Considerations

  • Rotunda Notes: FREIT advanced capital to Hekemian & Co. employees (including Allan Tubin) to invest in Rotunda 100; initial aggregate ~$1.9 million (approx. $1.8 million to R.S. Hekemian Jr., D.B. Hekemian, and Tubin), later increased aggregate to $4.0 million (with ~$3.8 million to those three), secured by interests, floating interest at LIBOR+225 bps, multiple extensions; repayments tied to refinancing/cash distributions .
  • Management Agreement fees: Management fees at 4–5% of rents collected; fees and reimbursements to Hekemian & Co. disclosed (e.g., ~$1.351 million management fees and ~$563k commissions/reimbursements in FY2024) .
  • Committee independence: Tubin is an executive officer of both FREIT and Hekemian & Co., and not a director; thus he is not independent under NASDAQ rules .

Compensation Structure Analysis

  • Year-over-year: CFO cash salary increased from $40k (FY2022) to $45k (FY2024) with a prorated step-up in FY2023; no bonus or performance pay elements disclosed, reflecting the externally managed model and limited time commitment .
  • Mix: Compensation for executive officers is predominantly fixed cash; no RSUs/PSUs/options granted to Tubin in FY2022–FY2024; directors receive equity awards in lieu of cash retainers .
  • Change-in-control/vesting: Plan-level acceleration exists, but no outstanding awards for Tubin to accelerate .
  • Clawbacks/tax gross-ups: Not disclosed; hedging is prohibited .

Equity Ownership & Alignment (Detail)

HolderShares Beneficially OwnedPercent of ClassNotes
Allan Tubin13,662 ~0.183% (calculated from 7,471,344 shares outstanding) No pledged shares disclosed for Tubin

Board Governance (for context)

  • Tubin is not a director; however, the Board recognized him as an Audit Committee Financial Expert and requires his SOX certifications and reporting to the Audit Committee . Executive officer roster and ages include Tubin at age 86 .

Investment Implications

  • Alignment: Tubin’s pay is modest and purely fixed cash with no disclosed performance-linked incentives or equity grants, reflecting FREIT’s external management structure; alignment relies on professional accountability and SOX-certification obligations rather than variable pay metrics .
  • Selling pressure: No outstanding options/RSUs for Tubin eliminates vest-driven selling pressure; beneficial ownership is small (~0.18% by calculation), with no pledges disclosed .
  • Retention/transition: Absence of employment contracts or severance protections and Tubin’s external role at Hekemian & Co. imply low contractual retention risk but potential transition risk given age (86); succession planning should be monitored .
  • Governance/related party: Historical Rotunda Notes and ongoing management fees to Hekemian & Co. underscore related-party exposure; investors should track fee levels, capital allocation outcomes, and any future transactions involving Hekemian affiliates .
  • Performance context: FREIT’s revenue and EBITDA have been stable FY2022–FY2024, while net income fluctuated; without executive variable compensation tied to operating/TSR metrics, incentives may be less sensitive to near-term performance .

All data points are sourced from FREIT’s 2025 DEF 14A and FY2024 10-K unless otherwise noted; values marked with * were retrieved from S&P Global.