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Jeffrey Bajtner

Chief Investment Officer and Chief Operating Officer at Strawberry Fields REIT
Executive

About Jeffrey Bajtner

Jeffrey Bajtner (age 40) is Chief Investment Officer (since March 2022) and, effective the 2025 Record Date, Chief Operating Officer at Strawberry Fields REIT; he joined the company in June 2021 to oversee acquisitions and dispositions. He holds a B.S. in Accounting & Finance from Yeshiva University (2007) and is a licensed CPA in Illinois . Company performance under the current team included portfolio growth from 107 to 124 facilities in 2024 and to 130 by early 2025, with acquisitions of $108.0M in 2023 and $130.3M in 2024 and AFFO demonstrating a 12.6% CAGR over six years; the stock price increased during 2024 from $7.79 to $10.54 (peak $12.90) .

Past Roles

OrganizationRoleYearsStrategic Impact
BlitzLake Partners (Chicago real estate developer)Oversaw acquisitions and asset management2015–2021Acquisition and asset management leadership across mixed-use properties
NorthStar Realty Finance Corp.Asset management and capital markets (focus: healthcare, multifamily, retail)2012–2015Exposure to healthcare/multifamily/retail investments, capital markets execution

External Roles

OrganizationRoleYearsNotes
None disclosedNo external board or committee roles disclosed in company filings

Fixed Compensation

Metric2021202220232024
Base Salary ($)$150,000 $180,000 $200,000 $250,000
Bonus ($)$0 $0 $0 $0
Total Cash ($)$150,000 $180,000 $200,000 $250,000

Notes:

  • The company had not adopted formal compensation policies for executive bonuses or equity grants as of the 2024 proxy; incentives were expected to be designed by the compensation committee going forward .

Performance Compensation

  • The company disclosed no formal performance metric framework (weightings, targets, payout curves) and paid no annual bonuses to Bajtner in 2021–2024 .
  • Equity award activity: Bajtner reported a Form 4 stock award grant of 2,174 common shares on January 31, 2025; post-transaction beneficial ownership was 2,174 shares. Vesting schedule and award type were not detailed in proxy filings; Form 4 identifies the award and holdings .

Equity Awards Detail

Grant DateInstrumentShares GrantedFair ValueVesting Schedule
2025-01-31Stock award (Form 4)2,174 Not disclosedNot disclosed

Equity Ownership & Alignment

ItemValue
Beneficial Ownership (common shares)2,174 shares
Ownership as % of Common Shares Outstanding0.0%
OP UnitsNone disclosed for Bajtner
Options (exercisable/unexercisable)None disclosed
Shares pledged as collateralNone; company states no executive or director pledges
Stock ownership guidelinesNot disclosed

Employment Terms

TermDisclosure
Employment start at STRWJune 2021 (joined to lead acquisitions/dispositions)
Current rolesCIO since March 2022; COO effective Record Date (March 25, 2025)
Employment agreementNone; officers are not party to employment agreements
Severance provisionsNot disclosed
Change-of-control provisionsNot disclosed
Non-compete / Non-solicitNot disclosed
Clawback policyNot disclosed (code of conduct discussed; no clawback specifics)

Performance & Track Record

Metric20232024Notes
Acquisitions (real estate)$108.0M $130.3M CEO letter highlights disciplined 10%+ unlevered cash-on-cash return focus
Facilities Count124 at YE 2024; 130 by early 2025
AFFO Growth12.6% CAGR over six years (company-wide)
Stock Price (calendar 2024)Start: $7.79 End: $10.54; intrayear high: $12.90
2024–2025 acquisitions impact21 SNFs + 2 ALs acquired (Jan 1, 2024–Mar 13, 2025) for $154.3M; expected initial annual cash revenues ≈ $17.7M

Compensation Committee Analysis

  • Committee members: Stanford Gertz, Jack Levine, Mark Myers; all independent directors per governance disclosures .
  • Scope: CEO goal-setting and pay approvals, incentive plan design/administration, proxy disclosure, director remuneration reviews .
  • Company noted intention for the compensation committee to design pay programs aligned to operating results and shareholder returns; formalized policies were not yet adopted as of 2024 proxy .

Related Party Transactions (Governance context)

  • A significant number of STRW tenants are related parties affiliated with CEO Moishe Gubin and director Michael Blisko; multiple master leases cover these relationships (e.g., Indiana and Tennessee master leases) with defined rent schedules and escalators .
  • No guarantees from related parties to company debt; deposits held at OptimumBank (where CEO is chairman) were $5.9M at 12/31/2024 .

Risk Indicators & Red Flags

  • Minimal direct equity ownership by Bajtner (2,174 shares; 0.0%), limiting “skin-in-the-game” alignment; however, no pledging and recent stock award increase alignment incrementally .
  • Absence of employment agreement and disclosed severance/change-of-control terms reduces contractual retention levers .
  • Extensive related-party tenant base introduces governance scrutiny and potential conflict-of-interest perceptions (though terms are disclosed) .

Say-on-Pay & Shareholder Feedback

  • No say-on-pay approval percentages or shareholder proposal outcomes specific to executive compensation were disclosed in the cited filings; board/committee structures and attendance provided .

Investment Implications

  • Alignment: Bajtner’s direct ownership is de minimis (2,174 shares; 0.0%), and there are no disclosed options/OP units—this lowers personal economic exposure but avoids pledging concerns; the January 2025 stock award introduces modest alignment .
  • Retention: No employment agreement or severance/change-of-control protections are disclosed, suggesting limited golden-handcuff retention features; retention likely depends on role scope, future equity awards, and market compensation resets the committee plans to design .
  • Performance linkage: With no formal performance metric framework or bonus history through 2024, pay-for-performance mechanisms appear nascent; investors should monitor the compensation committee’s program roll-out to tie incentives to AFFO growth, disciplined ROIC/lease yields, and stock performance as outlined by management .
  • Governance/trading signals: The company’s rapid portfolio expansion and expected $17.7M initial annual cash revenue from recent acquisitions support operating momentum, but the breadth of related-party leases elevates governance risk premia; insider activity by Bajtner shows grant-only (no sales), implying no near-term selling pressure from him .