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Presidio Property Trust, Inc. (SQFT)

USD2.35 -0.01 (-0.42%)
US NASDAQ Real Estate REIT - Diversified
Address 4995 Murphy Canyon Road 92123
San Diego, CA, US
CEO Jack Kendrick Heilbron
IPO 2020-10-07
CIK 1080657 ISIN US74102L5012

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Also trades on NASDAQ Capital Market · SQFT (USD) NASDAQ Capital Market · SQFTP (USD) NASDAQ Capital Market · SQFTW (USD)
Description

Presidio Property Trust, Inc. (SQFT), previously known as NetREIT, operates as an internally managed, diversified real estate investment trust. The company's core business involves the acquisition, ownership, and management of a geographically diverse portfolio of real estate assets located throughout the United States. These holdings span various categories, including office, industrial, and retail properties, as well as residential model homes specifically leased to homebuilders. As of September 30, 2020, the company's extensive portfolio comprised: 128 Model Homes, held either directly or through equity interests in six affiliated limited partnerships and one wholly-owned corporation. Ten office buildings and a single industrial property, collectively offering approximately 998,016 rentable square feet. Additionally, it owned four retail shopping centers, encompassing approximately 131,722 rentable square feet.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD2.35 -0.01 (-0.42%)
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Volume Profile
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Liquidity & share structure
Average Volume
840.6K
Beta
1.83
Float Shares
1.17M
Free Float %
80.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-6.13% -21.03% -13.83% -1.22% -38.90% -14.86% -54.64% -65.51% -90.94% -93.84% -93.84%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (1 ratings, all time) Buy
Price Targets & DCF
Current price
2.35
DCF (Unlevered) 6,156.72 +261,887.9%
DCF (Levered) 6,008.97 +255,600.9%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 0% Bullish
Rating 2024-11 Change
Strong Buy 0 0
Buy 0 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
0.01
Distress
Piotroski F-Score
3 / 9
Average
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
5 / 5
High
Operational MOAT
  • Revenue growth
    -11.2% Q1'26: -8.5% (vs Q1'25)
  • EPS growth
    -284.4% Q1'26: -107.7% (vs Q1'25)
  • FCF margin
    Q1'26: -25.4% (vs Q1'25)
  • EBIT margin
    Q1'26: +0.0% (vs Q1'25)
  • ROIC
    Q1'26: +0.0% (vs Q1'25)
  • Share dilution
    -90.1% Q1'26: +15.3% (vs Q1'25)
  • Debt / EBITDA
    21.64× Q1'26: 0.00× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.93) × ERP
WACC = 4% × Ke + 96% × Kd (7.4%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 6,156.72 Current price: 2.35
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Revenue
24.35M
est: 23.59M (+3.2%)
19.23M
est: 19.51M (-1.4%)
17.76M
est: 17.34M (+2.5%)
17.64M
est: 18.30M (-3.7%)
18.93M
est: 182.00M (-89.6%)
16.81M
est: 22.00M (-23.6%)
EBITDA
9.66M
est: 9.33M (+3.5%)
8.75M
est: 7.72M (+13.4%)
12.88M
est: 6.86M (+87.8%)
23.27M
est: 6.61M (+251.9%)
-11.33M
est: 65.77M (-117.2%)
3.79M
est: 7.95M (-52.4%)
EBIT
3.51M
est: 3.99M (-12.1%)
3.35M
est: 3.30M (+1.6%)
7.41M
est: 2.93M (+152.8%)
17.85M
est: 2.34M (+664.3%)
-16.84M
est: 23.22M (-172.5%)
-1.08M
est: 2.81M (-138.4%)
Net Income
-7.67M
est: -87.94M (+91.3%)
-3.63M
est: -53.88M (+93.3%)
-2.13M
est: -75.56M (+97.2%)
10.15M
-25.63M
-8.28M
SGA
5.75M
est: 7.97M (-27.8%)
6.23M
est: 6.59M (-5.6%)
6.16M
est: 5.86M (+5.2%)
6.79M
est: 1.25B (-99.5%)
7.53M
est: 12.40B (-99.9%)
5.70B
est: 1.50B (+280.5%)
EPS
-0.69
est: -7.10 (+90.3%)
-0.14
est: -4.35 (+96.8%)
0.13
est: -6.10 (+102.1%)
0.68
-2.25
-8.65
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-15 C+ 2/5 3/5 1/5 1/5 1/5 1/5 5/5
2026-05-14 C+ 2/5 3/5 1/5 1/5 1/5 1/5 5/5
2026-05-13 C+ 2/5 3/5 1/5 1/5 1/5 1/5 5/5
2026-05-12 C+ 2/5 3/5 1/5 1/5 1/5 1/5 5/5
2026-05-11 C+ 2/5 3/5 1/5 1/5 1/5 1/5 5/5
2026-05-08 C+ 2/5 3/5 1/5 1/5 1/5 1/5 5/5
2026-05-07 C+ 2/5 3/5 1/5 1/5 1/5 1/5 5/5
2026-05-06 C+ 2/5 3/5 1/5 1/5 1/5 1/5 5/5
2026-05-05 C+ 2/5 3/5 1/5 1/5 1/5 1/5 5/5
2026-05-04 C+ 2/5 3/5 1/5 1/5 1/5 1/5 5/5
2026-05-01 C+ 2/5 3/5 1/5 1/5 1/5 1/5 5/5
2026-04-30 C+ 2/5 3/5 1/5 1/5 1/5 1/5 5/5
2026-04-29 C+ 2/5 3/5 1/5 1/5 1/5 1/5 5/5
2026-04-28 C+ 2/5 3/5 1/5 1/5 1/5 1/5 5/5
2026-04-27 C+ 2/5 3/5 1/5 1/5 1/5 1/5 5/5
2026-04-24 C+ 2/5 3/5 1/5 1/5 1/5 1/5 5/5
2026-04-23 C+ 2/5 3/5 1/5 1/5 1/5 1/5 5/5
2026-04-22 C+ 2/5 3/5 1/5 1/5 1/5 1/5 5/5
2026-04-21 C+ 2/5 3/5 1/5 1/5 1/5 1/5 5/5
2026-04-20 C+ 2/5 3/5 1/5 1/5 1/5 1/5 5/5
2026-04-17 C+ 2/5 3/5 1/5 1/5 1/5 1/5 5/5
2026-04-16 C+ 2/5 3/5 1/5 1/5 1/5 1/5 5/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-5.69M
OE per share TTM
-4.55
Owner's Yield
-152.49%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
264.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
1
Total invested
2.0K
Insider transactions (90d)
0
Beneficial owners (>5%)
17
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Armistice Capital, LLC 1.32M 9.99% 1.32M 1.32M IA, OO Delaware 2022-02-15
2 Steven Boyd 1.32M 9.99% 1.32M 1.32M HC, IN Delaware 2022-02-15
3 K. Heilbron 1.14M 7.80% 1.12M 20.0K 1.12M 20.0K IN States 2024-03-04
4 M. Katz 834.0K 5.80% 834.0K 834.0K IN States 2024-03-04
5 VITO GARFI 598.3K 4.10% 598.3K IN 2024-05-10
6 BRENT MORRISON 265.5K 1.80% 265.5K IN 2024-05-10
7 ELENA PILIPTCHAK 239.9K 1.60% 239.9K IN 2024-05-10
8 ZUMA CAPITAL MANAGEMENT, LLC 233.4K 1.60% 233.4K OO 2024-05-10
9 OURAY CAPITAL MANAGEMENT, LLC 228.1K 1.60% 228.1K OO 2024-05-10
10 OURAY FUND MANAGEMENT, LLC 181.4K 1.20% 181.4K OO 2024-05-10
11 ZCM OPPORTUNITIES FUND, LP 162.0K 1.10% 162.0K PN 2024-05-10
12 OURAY SELECT, LP 76.5K 1.00% 76.5K PN 2024-05-10
13 SAMARA GROWTH FUND, LP 53.9K 1.00% 53.9K PN 2024-05-10
14 SAMARA SELECT FUND, LP 51.0K 1.00% 51.0K PN 2024-05-10
15 OURAY PARTNERS INTERNATIONAL LTD. 46.7K 1.00% 46.7K CO 2024-05-10
16 REUBEN BERMAN 0.00% IN 2024-05-10
17 STEFANI CARTER 0.00% IN 2024-05-10

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2025 Q3
Investors holding
1
-2 vs prev Q
New positions
0
Closed positions
2
Increased
0
Reduced
0
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 CX INSTITUTIONAL -464.0 (-100.0%) -2.0K (-100.0%) 0.00% -0.041 pp 0.00% 0.000 pp USD 4 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 1 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Vanguard Extended Market ETF VXF 0.00% 18.1K 0.05%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
3
Sells
0
Shares acquired
400.00
Shares disposed
Cash buys
3.00
Cash sales
Net activity
+400
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2024-05-09 Piliptchak Elena Director I COMMON STOCK - Series A 0 0.00 76,475
2024-01-05 KATZ GARY MORRIS Officer A-Award A Common Stock - Series A 250,945 1.20 301.1K 675,011
2024-01-05 Hightower Steven Director A-Award A Common Stock - Series A 22,010 1.20 26.4K 75,765
2024-01-05 Heilbron Jack Kendrick Director / Officer A-Award A Common Stock - Series A 360,000 1.20 432.0K 710,156
2024-01-05 Hager Tracie Jan Director A-Award A Common Stock - Series A 20,920 1.20 25.1K 43,321
2024-01-05 DURFEY JAMES ROBERT Director A-Award A Common Stock - Series A 20,920 1.20 25.1K 113,444
2024-01-05 BARNES JENNIFER A Director A-Award A Common Stock - Series A 20,920 1.20 25.1K 84,326
2024-01-04 Bruen David Director A-Award A Common Stock - Series A 25,104 1.20 30.1K 98,987
2024-01-04 Bentzen Edwin H IV Officer A-Award A Common Stock - Series A 135,262 1.20 162.3K 243,378
2023-11-10 Heilbron Jack Kendrick Director / Officer P-Purchase A Preferred Stock - Series D - SQFTP 100 12.76 1.3K 5,000
2023-11-06 Heilbron Jack Kendrick Director / Officer P-Purchase A Preferred Stock - Series D - SQFTP 100 13.66 1.4K 4,800
2023-10-30 Heilbron Jack Kendrick Director / Officer P-Purchase A Preferred Stock - Series D - SQFTP 100 13.73 1.4K 4,700
2023-10-18 Heilbron Jack Kendrick Director / Officer P-Purchase A Preferred Stock - Series D - SQFTP 200 15.00 3.0K 4,600
2023-09-28 Heilbron Jack Kendrick Director / Officer P-Purchase A Preferred Stock - Series D - SQFTP 200 15.54 3.1K 4,400
2023-09-26 Heilbron Jack Kendrick Director / Officer P-Purchase A Preferred Stock - Series D - SQFTP 100 15.92 1.6K 3,900
2023-09-05 Heilbron Jack Kendrick Director / Officer P-Purchase A Common Stock - Series A - SQFT 8,696 0.78 6.8K 350,156
2023-08-22 Heilbron Jack Kendrick Director / Officer P-Purchase A Common Stock - Series A - SQFT 197 0.79 155.85 341,460
2023-08-17 Heilbron Jack Kendrick Director / Officer P-Purchase A Common Stock - Series A - SQFT 10,000 0.82 8.2K 341,263
2023-06-23 Heilbron Jack Kendrick Director / Officer P-Purchase A Common Stock - Series A - SQFT 1,785 0.85 1.5K 329,463
2023-06-20 Heilbron Jack Kendrick Director / Officer P-Purchase A Common Stock - Series A - SQFT 1,195 0.86 1.0K 327,678
2023-06-15 Heilbron Jack Kendrick Director / Officer P-Purchase A Common Stock - Series A - SQFT 300 0.90 270.54 317,678
2023-05-19 Heilbron Jack Kendrick Director / Officer P-Purchase A Preferred Stock - Series D - SQFTP 100 15.50 1.6K 2,400
2023-05-18 Heilbron Jack Kendrick Director / Officer P-Purchase A Common Stock - Series A - SQFT 2,800 0.79 2.2K 317,378
2023-05-18 Hager Tracie Jan Director A-Award A Common Stock - Series A 22,401 0.93 20.8K 22,401
2023-05-18 DURFEY JAMES ROBERT Director A-Award A Common Stock - Series A 17,892 0.93 16.6K 92,524
2023-05-18 Bruen David Director A-Award A Common Stock - Series A 18,580 0.93 17.3K 73,883
2023-05-18 BARNES JENNIFER A Director A-Award A Common Stock - Series A 17,892 0.93 16.6K 63,406
2023-05-16 Heilbron Jack Kendrick Director / Officer P-Purchase A Preferred Stock - Series D - SQFTP 100 15.21 1.5K 2,200
2023-02-24 Hightower Steven Director D Trust Common Stock Warrants - SQFTW 0 0.00 35,102
2023-02-24 Hager Tracie Jan Director D Trust Common Stock Warrants - SQFTW 0 0.00 0
2023-01-03 Sragovicz Adam Officer F-InKind D Common Stock - Series A 13,208 0.95 12.5K 396,771
2023-01-03 Rollings Sumner James Director A-Award A Common Stock - Series A 8,117 1.03 8.4K 70,930
2023-01-03 KATZ GARY MORRIS Officer A-Award A Common Stock - Series A 277,809 1.03 286.1K 436,767
2023-01-03 DURFEY JAMES ROBERT Director A-Award A Common Stock - Series A 8,117 1.03 8.4K 75,044
2023-01-03 Bruen David Director A-Award A Common Stock - Series A 8,467 1.03 8.7K 55,303
2023-01-03 Bentzen Edwin H IV Officer F-InKind D Common Stock - Series A 4,477 0.95 4.3K 108,116
2023-01-03 BARNES JENNIFER A Director A-Award A Common Stock - Series A 8,117 1.03 8.4K 45,514
2022-12-22 Heilbron Jack Kendrick Officer P-Purchase A Common Stock - Series A - SQFT 793 0.92 732.73 314,578
2022-12-19 Heilbron Jack Kendrick Officer P-Purchase A Common Stock - Series A - SQFT 1,000 0.94 940.10 313,785
2022-12-16 Heilbron Jack Kendrick Officer P-Purchase A Common Stock - Series A - SQFT 4,000 1.01 4.0K 304,485
2022-12-02 BARNES JENNIFER A Director A-Award A Common Stock - Series A 4,406 1.13 5.0K 37,397
2022-12-01 Heilbron Jack Kendrick Officer P-Purchase A Preferred Stock - Series D - SQFTP 994 18.37 18.3K 2,300
2022-11-29 Heilbron Jack Kendrick Officer P-Purchase A Preferred Stock - Series D - SQFTP 906 18.55 16.8K 1,306
2022-11-23 Heilbron Jack Kendrick Officer P-Purchase A Preferred Stock - Series D - SQFTP 300 19.18 5.8K 400
2022-09-22 Sragovicz Adam Officer P-Purchase A Preferred Stock - Series D 300 21.75 6.5K 1,800
2022-09-22 KATZ GARY MORRIS Officer P-Purchase A Common Stock - Series D 265 22.17 5.9K 265
2022-06-14 Heilbron Jack Kendrick Officer P-Purchase A Common Stock - Series A 2,097 2.96 6.2K 308,314
2022-05-25 Heilbron Jack Kendrick Officer P-Purchase A SQFTW 10,000 0.16 1.6K 10,000
2022-05-19 DURFEY JAMES ROBERT Director A-Award A Common Stock - Series A 5,343 3.74 20.0K 52,835
2022-05-19 BARNES JENNIFER A Director A-Award A Common Stock - Series A 1,336 3.74 5.0K 28,888
2022-01-06 Sragovicz Adam Officer F-InKind D Common Stock - Series A 6,051 3.71 22.4K 132,170
2022-01-06 KATZ GARY MORRIS Officer F-InKind D COMMON STOCK - SERIES A 9,076 3.76 34.2K 158,958
2022-01-06 Heilbron Jack Kendrick Director / Officer F-InKind D Common Stock - Series A 10,804 3.76 40.7K 306,217
2022-01-06 Dubose Larry Gene Director F-InKind D Common Stock - Series A 6,425 3.76 24.2K 144,574
2022-01-04 Sragovicz Adam Officer F-InKind D Common Stock - Series A 7,170 3.83 27.5K 138,221
2022-01-04 KATZ GARY MORRIS Officer F-InKind D COMMON STOCK - SERIES A 3,608 3.83 13.8K 168,034
2022-01-04 Heilbron Jack Kendrick Director / Officer F-InKind D Common Stock - Series A 9,598 3.83 36.8K 317,021
2022-01-04 Dubose Larry Gene Director F-InKind D Common Stock - Series A 3,967 3.83 15.2K 150,999
2022-01-03 Sragovicz Adam Officer A-Award A Common Stock - Series A 14,712 3.81 56.1K 145,391
2022-01-03 Rollings Sumner James Director A-Award A COMMON STOCK - SERIES A 8,117 3.81 30.9K 62,813
2022-01-03 KATZ GARY MORRIS Officer A-Award A COMMON STOCK - SERIES A 71,827 3.81 273.7K 149,574
2022-01-03 Heilbron Jack Kendrick Director / Officer A-Award A Common Stock - Series A 101,508 3.81 386.7K 300,348
2022-01-03 Dubose Larry Gene Director A-Award A Common Stock - Series A 10,508 3.81 40.0K 133,949
2022-01-03 DURFEY JAMES ROBERT Director A-Award A COMMON STOCK - SERIES A 8,117 3.81 30.9K 47,492
2022-01-03 Bruen David Director A-Award A COMMON STOCK - SERIES A 8,467 3.81 32.3K 46,836
2022-01-03 Bentzen Edwin H IV Officer F-InKind D COMMON STOCK - SERIES A 242 3.83 927.08 27,431
2022-01-03 BARNES JENNIFER A Director A-Award A COMMON STOCK - SERIES A 8,117 3.81 30.9K 27,552
2021-12-21 Heilbron Jack Kendrick Director / Officer P-Purchase A Preferred Stock - Series D 500 21.04 10.5K 1,900
2021-12-17 Heilbron Jack Kendrick Director / Officer P-Purchase A Preferred Stock - Series D 300 22.51 6.8K 1,400
2021-12-06 Heilbron Jack Kendrick Director / Officer P-Purchase A Common Stock - Series A 1,100 3.53 3.9K 198,840
2021-12-03 Rollings Sumner James Director A-Award A COMMON STOCK - SERIES A 5,252 3.81 20.0K 54,696
2021-12-03 DURFEY JAMES ROBERT Director A-Award A COMMON STOCK - SERIES A 5,252 3.81 20.0K 39,375
2021-12-03 Bruen David Director A-Award A COMMON STOCK - SERIES A 2,626 3.81 10.0K 38,369
2021-12-03 BARNES JENNIFER A Director A-Award A COMMON STOCK - SERIES A 5,252 3.81 20.0K 19,435
2021-12-01 Sragovicz Adam Officer P-Purchase A Preferred Stock - Series D 500 23.50 11.8K 1,500
2021-12-01 Heilbron Jack Kendrick Director / Officer P-Purchase A Preferred Stock - Series D 300 23.41 7.0K 1,400
2021-09-20 Heilbron Jack Kendrick Director / Officer P-Purchase A Common Stock - Series A 5,100 3.50 17.9K 197,740
2021-08-19 Heilbron Jack Kendrick Director / Officer P-Purchase A Common Stock - Series A 165 3.65 602.25 192,034
2021-08-18 DURFEY JAMES ROBERT Director P-Purchase A COMMON STOCK - SERIES A 2,000 3.69 7.4K 2,000
2021-08-17 DURFEY JAMES ROBERT Director P-Purchase A COMMON STOCK - SERIES A 10,000 3.60 36.0K 34,123
2021-08-16 Heilbron Jack Kendrick Director / Officer P-Purchase A Common Stock - Series A 300 3.54 1.1K 300
2021-08-16 Dubose Larry Gene Director P-Purchase A Common Stock - Series A 827 3.51 2.9K 123,441
2021-08-13 Rollings Sumner James Director A-Award A COMMON STOCK - SERIES A 4,650 3.69 17.2K 49,444
2021-08-13 Dubose Larry Gene Director P-Purchase A Common Stock - Series A 7,400 3.61 26.7K 122,614
2021-08-13 DURFEY JAMES ROBERT Director A-Award A COMMON STOCK - SERIES A 4,650 3.69 17.2K 22,123
2021-08-13 Bruen David Director A-Award A COMMON STOCK - SERIES A 2,325 3.69 8.6K 35,743
2021-08-13 BARNES JENNIFER A Director A-Award A COMMON STOCK - SERIES A 1,395 3.69 5.1K 14,183
2021-06-16 KATZ GARY MORRIS Officer S-Sale D COMMON STOCK - SERIES A 6,000 4.08 24.5K 77,747
2021-06-16 Bruen David Director S-Sale D COMMON STOCK - SERIES A 300 4.11 1.2K 34,118
2021-06-16 Bentzen Edwin H IV Officer P-Purchase A Preferred Stock - Series D 100 24.63 2.5K 100
2021-06-11 Sragovicz Adam Officer P-Purchase A Preferred Stock - Series D 1,000 25.00 25.0K 1,000
2021-06-11 Heilbron Jack Kendrick Director / Officer P-Purchase A Preferred Stock - Series D 1,000 25.00 25.0K 1,100
2021-05-14 Rollings Sumner James Director A-Award A COMMON STOCK - SERIES A 1,171 3.42 4.0K 44,324
2021-05-14 DURFEY JAMES ROBERT Director A-Award A COMMON STOCK - SERIES A 5,856 3.42 20.0K 17,473
2021-05-14 BARNES JENNIFER A Director A-Award A COMMON STOCK - SERIES A 1,171 3.42 4.0K 12,788
2021-03-01 Bentzen Edwin H IV Officer D COMMON STOCK - SERIES A 0 0.00 0
2021-01-21 Sragovicz Adam Officer A-Award A Common Stock - Series A 6,494 4.00 26.0K 58,852
2021-01-21 KATZ GARY MORRIS Officer A-Award A COMMON STOCK - SERIES A 25,974 4.00 103.9K 83,747
2021-01-21 JOELSON JESSICA C Officer A-Award A COMMON STOCK - SERIES A 3,450 4.00 13.8K 13,467
2021-01-21 Heilbron Jack Kendrick Director / Officer A-Award A Common Stock - Series A 22,728 4.00 90.9K 190,569
2021-01-21 Dubose Larry Gene Director A-Award A COMMON STOCK - SERIES A 22,728 4.00 90.9K 115,214
2021-01-21 Bruen David Director A-Award A COMMON STOCK - SERIES A 1,623 4.00 6.5K 35,418
2021-01-06 Sragovicz Adam Officer F-InKind D Common Stock - Series A 5,294 3.88 20.5K 52,358
2021-01-06 KATZ GARY MORRIS Officer F-InKind D COMMON STOCK - SERIES A 2,419 3.88 9.4K 57,773
2021-01-06 JOELSON JESSICA C Officer F-InKind D COMMON STOCK - SERIES A 223 3.88 865.24 11,017
2021-01-06 Heilbron Jack Kendrick Director / Officer F-InKind D Common Stock - Series A 5,969 3.88 23.2K 167,841
2021-01-06 Dubose Larry Gene Director F-InKind D COMMON STOCK - SERIES A 2,510 3.88 9.7K 92,486
2021-01-04 Sragovicz Adam Officer A-Award A Common Stock - Series A 19,480 4.13 80.5K 57,652
2021-01-04 Rollings Sumner James Director A-Award A COMMON STOCK - SERIES A 8,117 4.13 33.5K 43,153
2021-01-04 KATZ GARY MORRIS Officer A-Award A COMMON STOCK - SERIES A 19,480 4.13 80.5K 60,192
2021-01-04 JOELSON JESSICA C Officer A-Award A COMMON STOCK - SERIES A 9,740 4.13 40.2K 11,240
2021-01-04 Heilbron Jack Kendrick Director / Officer A-Award A Common Stock - Series A 35,000 4.13 144.6K 173,810
2021-01-04 Dubose Larry Gene Director A-Award A COMMON STOCK - SERIES A 25,974 4.13 107.3K 94,996
2021-01-04 DURFEY JAMES ROBERT Director A-Award A COMMON STOCK - SERIES A 8,117 4.13 33.5K 11,617
2021-01-04 Bruen David Director A-Award A COMMON STOCK - SERIES A 8,467 4.13 35.0K 33,795
2021-01-04 BARNES JENNIFER A Director A-Award A COMMON STOCK - SERIES A 8,117 4.13 33.5K 11,617
2020-12-10 Heilbron Jack Kendrick Director / Officer P-Purchase A Common Stock - Series A 94 2.72 255.68 138,810
2020-04-14 JOELSON JESSICA C Officer A-Award A COMMON STOCK - SERIES A 3,000 0.00 3,000
2020-02-28 BARNES JENNIFER A Director A-Award A COMMON STOCK - SERIES A 7,000 0.00 7,000
2020-01-02 Sragovicz Adam Officer A-Award A COMMON STOCK - SERIES A 15,281 0.00 67,555
2020-01-02 Rollings Sumner James Director A-Award A COMMON STOCK - SERIES A 7,000 0.00 70,071
2020-01-02 Ong Laureen Director A-Award A COMMON STOCK - SERIES A 7,000 0.00 10,125
2020-01-02 KATZ GARY MORRIS Officer A-Award A COMMON STOCK - SERIES A 15,281 0.00 81,424
2020-01-02 Heilbron Jack Kendrick Director / Officer A-Award A Common Stock - Series A 35,000 0.00 274,422
2020-01-02 Elsberry Kenneth Wayne Director A-Award A COMMON STOCK - SERIES A 7,000 0.00 116,253
2020-01-02 Dubose Larry Gene Director A-Award A COMMON STOCK - SERIES A 20,548 0.00 138,043
2020-01-02 DURFEY JAMES ROBERT Director A-Award A COMMON STOCK - SERIES A 7,000 0.00 7,000
2020-01-02 DAO-HADDOCK QUYEN THI Officer A-Award A COMMON STOCK - SERIES A 3,000 0.00 5,494
2020-01-02 Bullard Shirley Y Director A-Award A COMMON STOCK - SERIES A 7,000 0.00 44,076
2020-01-02 Bruen David Director A-Award A COMMON STOCK - SERIES A 7,000 0.00 50,656
2020-01-02 Allen William Director A-Award A COMMON STOCK - SERIES A 8,400 0.00 50,564
2019-12-31 Sragovicz Adam Officer A-Award A COMMON STOCK - SERIES A 8,788 0.00 76,343
2019-12-31 KATZ GARY MORRIS Officer F-InKind D COMMON STOCK - SERIES A 7,044 4.01 28.2K 66,143
2019-12-30 Heilbron Jack Kendrick Director / Officer P-Purchase A Common Stock - Series A 3,098 3.75 11.6K 11,110
2019-12-11 DURFEY JAMES ROBERT Director D Common Stock - Series A 0 0.00 0
2019-08-02 Ong Laureen Director D Common Stock - Series A 0 0.00 0
2019-01-07 DAO-HADDOCK QUYEN THI Officer D Common Stock - Series A 0 0.00 2,494
2019-01-02 Sragovicz Adam Officer A-Award A Common Stock - Series A 45,000 0.00 65,334
2019-01-01 Sragovicz Adam Officer A-Award A Common Stock - Series A 15,281 0.00 20,334
2019-01-01 SCHWARTZ THOMAS E Director A-Award A Common Stock - Series A 6,250 0.00 57,145
2019-01-01 Rollings Sumner James Director A-Award A Common Stock - Series A 6,250 0.00 61,758
2019-01-01 KATZ GARY MORRIS Officer D Common Stock - Series A 0 0.00 70,776
2019-01-01 Heilbron Jack Kendrick Director / Officer A-Award A Common Stock - Series A 30,000 0.00 212,431
2019-01-01 Elsberry Kenneth Wayne Director A-Award A Common Stock - Series A 6,250 0.00 108,766
2019-01-01 Dubose Larry Gene Director A-Award A Common Stock - Series A 6,250 0.00 90,090
2019-01-01 Bullard Shirley Y Director A-Award A Common Stock - Series A 6,250 0.00 35,061
2019-01-01 Bruen David Director A-Award A Common Stock - Series A 6,250 0.00 43,656
2019-01-01 Allen William Director A-Award A Common Stock - Series A 7,500 0.00 42,164
2018-04-24 Heilbron Jack Kendrick Director / Officer P-Purchase A Common Series A 952 4.75 4.5K 8,012
2018-01-11 Sragovicz Adam Officer D Common Series A 0 0.00 5,105
2018-01-01 Heilbron Jack Kendrick Director / Officer A-Award A Common Stock - Series A 25,736 0.00 238,947
2018-01-01 Dubose Larry Gene Director A-Award A Common Stock - Series A 14,074 0.00 97,914
2017-02-09 Heilbron Jack Kendrick Director / Officer P-Purchase A Common Series A 500 6.00 3.0K 7,060
2017-02-09 Elsberry Kenneth Wayne Director P-Purchase A Common Series A 500 6.00 3.0K 103,016
2017-01-03 SCHWARTZ THOMAS E Director A-Award A Common Series A 2,500 0.00 50,895
2017-01-03 Rollings Sumner James Director A-Award A Common Series A 2,500 0.00 55,508
2017-01-03 Pittard Heather L Officer A-Award A Common Series A 3,000 0.00 11,923
2017-01-03 Heilbron Jack Kendrick Director / Officer A-Award A Common Series A 16,000 0.00 182,431
2017-01-03 Harbert Grant Officer A-Award A Common Series A 5,000 0.00 10,000
2017-01-03 Elsberry Kenneth Wayne Director A-Award A Common Series A 4,600 0.00 102,516
2017-01-03 Dubose Larry Gene Director A-Award A Common Series A 8,750 0.00 83,840
2017-01-03 Bullard Shirley Y Director A-Award A Common Series A 2,500 0.00 28,811
2017-01-03 Bruen David Director A-Award A Common Series A 2,500 0.00 37,406
2017-01-03 Allen William Director A-Award A Common Series A 3,000 0.00 34,664
2016-09-21 Heilbron Jack Kendrick Director / Officer P-Purchase A Common Series A 1,000 6.50 6.5K 6,560
2016-09-21 Elsberry Kenneth Wayne Director P-Purchase A Common Series A 1,000 6.50 6.5K 97,916
2016-04-01 Harbert Grant Officer D Common Series A 0 0.00 5,000
2016-03-07 Heilbron Jack Kendrick Director / Officer P-Purchase A Common Series A 2,000 6.50 13.0K 5,560
2016-01-04 SCHWARTZ THOMAS E Director A-Award A Common Series A 3,488 0.00 48,395
2016-01-04 Rollings Sumner James Director A-Award A Common Series A 3,488 0.00 53,008
2016-01-04 Pittard Heather L Officer A-Award A Common Series A 2,500 0.00 8,923
2016-01-04 Heilbron Jack Kendrick Director / Officer A-Award A Common Series A 16,279 0.00 166,431
2016-01-04 Elsberry Kenneth Wayne Director / Officer A-Award A Common Series A 11,628 0.00 96,916
2016-01-04 Dubose Larry Gene Director A-Award A Common Series A 8,721 0.00 75,090
2016-01-04 Bullard Shirley Y Director A-Award A Common Series A 3,488 0.00 26,311
2016-01-04 Bruen David Director A-Award A Common Series A 3,488 0.00 34,906
2016-01-04 Allen William Director A-Award A Common Series A 4,188 0.00 31,664
2015-09-28 Heilbron Jack Kendrick Director / Officer P-Purchase A Common Series 2,310 5.25 12.1K 2,810
2015-09-18 Allen William Director A-Award A Common Series A 700 0.00 23,476
2015-05-01 Heilbron Jack Kendrick Director / Officer P-Purchase A Common Series A 750 7.00 5.3K 150,902
2015-05-01 Elsberry Kenneth Wayne Director / Officer P-Purchase A Common Series A 750 7.00 5.3K 85,288
2015-04-07 Pittard Heather L Officer D Common Series A 0 0.00 6,290
2015-01-12 Allen William Director S-Sale D Common Series A 18,806 7.86 147.8K 26,776
2015-01-02 SCHWARTZ THOMAS E Director A-Award A Common Series A 4,651 0.00 44,907
2015-01-02 Rollings Sumner James Director A-Award A Common Series A 4,651 0.00 47,959
2015-01-02 Heilbron Jack Kendrick Director / Officer A-Award A Common Series A 16,279 0.00 150,152
2015-01-02 Elsberry Kenneth Wayne Director / Officer A-Award A Common Series A 11,628 0.00 84,538
2015-01-02 Dubose Larry Gene Director A-Award A Common Series A 2,500 0.00 60,963
2015-01-02 Bullard Shirley Y Director A-Award A Common Series A 4,651 0.00 21,109
2015-01-02 Bruen David Director A-Award A Common Series A 4,651 0.00 31,418
2015-01-02 Allen William Director A-Award A Common Series A 4,651 0.00 45,583
2014-10-09 Heilbron Jack Kendrick Director / Officer P-Purchase A Common Series A 500 7.00 3.5K 500
2014-10-09 Elsberry Kenneth Wayne Director / Officer P-Purchase A Common Series A 500 7.00 3.5K 72,910
2014-04-02 STALLER BRUCE A Director D-Return D Common Series A 9,044 0.00 26,002
2014-04-01 Allen William Director P-Purchase A Common Series A 18,806 7.86 147.8K 40,931
2014-01-02 STALLER BRUCE A Director A-Award A Common Series A 4,651 0.00 35,046
2014-01-02 SCHWARTZ THOMAS E Director A-Award A Common Series A 4,651 0.00 40,256
2014-01-02 Rollings Sumner James Director A-Award A Common Series A 4,651 0.00 43,308
2014-01-02 Heilbron Jack Kendrick Director / Officer S-Sale D Common Series A 7,730 0.00 16,213
2014-01-02 Hanson John Bradford Officer A-Award A Common Series A 4,651 0.00 18,415

Executive team

Top executives
EBIT / Employee
-71.8K
Shares Outstanding
1.44M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 Jack K. Heilbron Chairman of the Board, President and CEO 447.3K 232.0K 67.7K 747.0K 31.06%
2 2024 Gary M. Katz Chief Investment Officer and former SVP, Asset Management 325.6K 360.0K 30.0K 30.8K 746.4K 48.23%
3 2024 Ed Bentzen Chief Financial Officer 230.0K 180.0K 40.0K 27.6K 477.6K 37.69%
4 2023 Jack K. Heilbron Chairman of the Board, President and CEO 426.0K 200.0K 72.2K 698.2K 28.64%
5 2023 Gary M. Katz Chief Investment Officer and former SVP, Asset Management 310.0K 286.1K 30.0K 58.2K 684.3K 41.81%
6 2023 Adam Sragovicz * Chief Financial Officer 225.6K 286.1K 39.3K 551.0K 51.93%
7 2023 Ed Bentzen Chief Financial Officer 192.1K 85.7K 30.0K 34.3K 342.1K 25.04%
8 2023 Steve Hightower President of Model Homes 238.3K 31.4K 35.0K 25.0K 329.7K 9.52%
9 2022 Jack K. Heilbron Chairman of the Board, President and CEO 405.7K 386.7K 130.4K 922.8K 41.91%
10 2022 Gary M. Katz Chief Investment Officer and former SVP, Asset Management 287.1K 273.7K 45.4K 67.3K 673.4K 40.64%
11 2022 Adam Sragovicz * Chief Financial Officer 287.1K 273.7K 45.4K 63.6K 669.7K 40.86%
12 2022 Steve Hightower President of Model Homes 220.7K 30.0K 33.1K 29.1K 312.9K 9.60%
13 2015 Jack K. Heilbron Chairman of the Board, President and Chief Executive Officer 308.7K 150.0K 145.0K 85.0K 688.8K 21.05%
14 2015 Kenneth W. Elsberry Chief Financial Officer 209.9K 106.0K 104.0K 21.9K 441.8K 23.54%
15 2015 Larry G. Dubose CFO Treasurer of NetREIT Dubose Model Home REIT, Inc., Chief Executive Officer of NetREIT Advisors LLC 62.5K 75.0K 75.0K 24.0K 236.5K 31.72%
16 2014 Jack K. Heilbron Chairman of the Board, President and Chief Executive Officer 291.2K 140.0K 100.0K 78.7K 610.0K 16.39%
17 2014 Kenneth W. Elsberry Chief Financial Officer 198.0K 80.0K 75.0K 19.8K 372.9K 20.11%
18 2014 Larry G. Dubose CFO Treasurer of NetREIT Dubose Model Home REIT, Inc., Chief Executive Officer of NetREIT Advisors LLC 266.9K 10.0K 60.0K 30.3K 369.2K 16.25%
19 2013 Jack K. Heilbron Chairman of the Board, President and Chief Executive Officer 286.7K 105.0K 100.0K 69.0K 560.6K 17.84%
20 2013 Larry G. Dubose CFO Treasurer of NetREIT Dubose Model Home REIT, Inc., Chief Executive Officer of NetREIT Advisors LLC 264.6K 75.0K 75.0K 36.1K 450.7K 16.64%
21 2013 Kenneth W. Elsberry Chief Financial Officer 194.9K 80.0K 75.0K 18.5K 368.5K 20.36%
22 2012 Jack K. Heilbron Chairman of the Board, President and 273.0K 125.0K 100.0K 73.8K 571.8K 17.49%
23 2012 Larry G. Dubose CFO and Treasurer of NetREIT Dubose Model Home REIT, Inc., 252.0K 100.0K 75.0K 39.6K 466.6K 16.07%
24 2012 Larry G. Dubose CFO Treasurer of NetREIT Dubose Model Home REIT, Inc., 252.0K 100.0K 75.0K 39.6K 456.6K 16.43%
25 2012 Kenneth W. Elsberry Chief Financial Officer 185.6K 10.0K 75.0K 21.2K 381.8K 19.64%
26 2011 Jack K. Heilbron Chairman of the Board, President and 260.0K 110.0K 38.7K 61.2K 469.9K 8.24%
27 2011 Larry G. Dubose CFO and Treasurer of NetREIT Dubose Model Home REIT, Inc., 249.6K 25.0K 38.7K 34.7K 348.0K 11.12%
28 2011 Larry G. Dubose Chief Executive Officer, NetREIT 249.6K 348.0K 0.00%
29 2011 Kenneth W. Elsberry Chief Financial Officer 170.8K 82.5K 38.7K 17.8K 315.8K 12.26%
30 2011 J. Bradford Hanson 155.0K 196.9K 0.00%
31 2010 Jack K. Heilbron Chairman of the Board, President and 250.0K 451.9K 0.00%
32 2010 Larry G. Dubose Chief Executive Officer, NetREIT 200.0K 305.4K 0.00%
33 2010 Kenneth W. Elsberry Chief Financial Officer 170.0K 304.5K 0.00%
34 2001 Thomas E. Schwartz
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-21 DEFA14A
2026-04-21 DEF 14A
2025-04-17 DEFA14A
2025-04-17 DEF 14A
2025-04-07 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-15 SC 13G/A
2026-05-15 10-Q
2026-05-08 SC 13D/A
2026-04-21 DEFA14A
2026-04-21 DEF 14A
2026-04-21 ARS
2026-04-13 4
2026-04-13 4
2026-03-30 8-K
2026-03-27 10-K

Executive team

NameTitleCompensationGender
Jack Kendrick Heilbron Chairman, President & Chief Executive Officer 509.3K male
Gary Morris Katz Chief Investment Officer 396.2K male
Edwin H. Bentzen Chief Financial Officer 297.8K male
Steve Hightower President of PPT Model Homes & Director male
Steven Foss Director of Investor Relations male
ESG Rating
B
REIT - DIVERSIFIED
Rank: 39 out of 48
2026
E (Environmental)
54.1 / 60.9
Company / Sector avg.
S (Social)
62.3 / 69.6
Company / Sector avg.
G (Governance)
64.9 / 75.4
Company / Sector avg.
ESG Total
60.4 / 68.6
Company / Sector avg.
ESG Score History REIT - DIVERSIFIED
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits