Apollo Realty Sets Nov. 25 Virtual Shareholder Meeting for Director Elections

TL;DR

**Apollo Realty's upcoming shareholder meeting is a rubber stamp for the current board and auditor, signaling business as usual with a virtual twist.**

AI Summary

Apollo Realty Income Solutions, Inc. (ARIS) is holding its Annual Meeting on November 25, 2025, to elect seven directors and ratify Deloitte & Touche LLP as its independent registered public accounting firm for the 2025 fiscal year. The board of directors has nominated Lisa Coca, Jess Lipsey, Gary Meltzer, Philip Mintz, Stuart Rothstein, Michael Swell, and Roberta Sydney for re-election. Jess Lipsey, who became CEO and President in December 2024, also serves as Chief Investment Officer of the Adviser. Philip Mintz, a Partner at Apollo and Vice Chairman of Global Real Estate, previously served as ARIS's Co-CEO and Co-President until June 2024. As of the August 27, 2025 Record Date, ARIS had 10,206 shares of Class S, 4,869 shares of Class D, 1,199,099 shares of Class I, 820,943 shares of Class E, 1,547,618 shares of Class F-I, 19,963,963 shares of Class A-I, and 36,023,392 shares of Class A-III Common Stock issued and outstanding, totaling 59,569,190 shares across all classes. The company emphasizes virtual attendance for increased participation and cost savings on mailings.

Why It Matters

This DEF 14A filing outlines the routine governance matters for Apollo Realty Income Solutions, Inc., primarily the election of its seven-member board and auditor ratification. For investors, understanding the board's composition, especially with key figures like CEO Jess Lipsey and former Co-CEO Philip Mintz, provides insight into the company's strategic direction and real estate investment expertise. The virtual meeting format reflects a broader market trend towards digital engagement, potentially increasing investor access and reducing operational costs, which could indirectly benefit shareholders. In a competitive real estate investment landscape, a stable and experienced board, including members with diverse backgrounds like Lisa Coca in climate tech and Gary Meltzer in public accounting, is crucial for navigating market challenges and identifying new opportunities.

Risk Assessment

Risk Level: low — The filing primarily concerns routine corporate governance matters: the election of seven directors and the ratification of Deloitte & Touche LLP as the independent auditor for the 2025 fiscal year. There are no contentious proposals or significant changes in leadership indicated, with the board recommending 'FOR' all proposals. The virtual meeting format is a standard practice and does not introduce new material risks.

Analyst Insight

Investors should review the qualifications of the nominated directors, particularly Jess Lipsey as CEO and Philip Mintz as Vice Chairman of Global Real Estate, to ensure alignment with their investment thesis. Submitting proxy votes promptly, even if not attending the virtual meeting, is crucial to ensure quorum and avoid follow-up mailing expenses for ARIS.

Key Numbers

• November 25, 2025 — Annual Meeting Date (Date stockholders will vote on proposals)
• August 27, 2025 — Record Date (Date for determining stockholders entitled to vote)
• 7 — Number of Directors (Number of directors to be elected to the board)
• 1:00 p.m. Eastern Time — Annual Meeting Start Time (Time the virtual Annual Meeting will commence)
• 59,569,190 — Total Shares Outstanding (Aggregate shares across all classes as of Record Date)
• 50% — Quorum Requirement (Percentage of votes required for a quorum at the Annual Meeting)
• $0.01 — Par Value per Share (Par value of Common Stock)
• September 8, 2025 — Proxy Materials Availability Date (Date proxy statement and annual report were first made available)
• 19,963,963 — Class A-I Shares Outstanding (Largest class of common stock outstanding as of Record Date)
• 36,023,392 — Class A-III Shares Outstanding (Second largest class of common stock outstanding as of Record Date)

Key Players & Entities

• Apollo Realty Income Solutions, Inc. (company) — Registrant
• Deloitte & Touche LLP (company) — Independent registered public accounting firm
• Anastasia Mironova (person) — Chief Financial Officer, Treasurer and Secretary
• Lisa Coca (person) — Nominee for director, Partner at Toyota Ventures
• Jess Lipsey (person) — Chief Executive Officer, President, Director, Chief Investment Officer of the Adviser
• Gary Meltzer (person) — Nominee for director, Executive Advisor at Harris Ariel Advisory LLC
• Philip Mintz (person) — Nominee for director, Partner at Apollo, Vice Chairman of Global Real Estate
• Apollo Global Management, Inc. (company) — Parent company, 'Apollo' refers to this entity
• SEC (regulator) — Securities and Exchange Commission
• New York (location) — Location of Apollo Realty Income Solutions, Inc. and signing location

FAQ

Industry Context

Apollo Realty Income Solutions, Inc. operates within the real estate investment trust (REIT) sector, specifically focusing on income-generating properties. The industry is characterized by its sensitivity to interest rate movements, economic cycles, and real estate market dynamics. Companies in this space compete for capital and desirable assets, with a focus on stable cash flows and dividend distributions to shareholders.

Regulatory Implications

As a publicly traded company, ARIS is subject to extensive SEC regulations, including those governing proxy solicitations and annual meetings. Compliance with these rules ensures transparency and fair treatment of shareholders. The company's adherence to corporate governance standards and disclosure requirements is critical for maintaining investor confidence and avoiding regulatory penalties.

What Investors Should Do

1. Review the Proxy Statement and Annual Report available at www.proxyvote.com.
2. Submit proxy voting instructions before the Annual Meeting.
3. Register for the virtual Annual Meeting by November 22, 2025, if planning to attend.

Key Dates

• 2025-11-25: Annual Meeting of Stockholders — Stockholders will vote on the election of directors and ratification of the independent auditor.
• 2025-08-27: Record Date — Determines which stockholders are entitled to vote at the Annual Meeting.
• 2025-09-08: Proxy Materials Availability Date — Proxy Statement and 2024 Annual Report made available to stockholders.
• 2025-11-22: Registration Deadline for Virtual Annual Meeting — Stockholders must register by this date to attend and participate in the virtual meeting.

Glossary

DEF 14A

A filing with the SEC that provides detailed information to shareholders in preparation for an annual meeting, including information about director nominees, executive compensation, and voting matters. (This document is the proxy statement for Apollo Realty Income Solutions, Inc.'s annual meeting.)

Proxy Statement

A document that the SEC requires companies to provide to shareholders before a shareholder meeting, containing information about the matters to be voted on. (This document solicits proxies for the Annual Meeting of Stockholders.)

Record Date

A specific date set by a company's board of directors to determine which shareholders are eligible to receive notice of and vote at a shareholder meeting. (August 27, 2025, is the Record Date for determining stockholders entitled to vote at the Annual Meeting.)

Common Stock

A class of stock that represents ownership in a corporation and typically carries voting rights. (ARIS has various classes of Common Stock outstanding, with a par value of $0.01 per share.)

Independent Registered Public Accounting Firm

An external audit firm hired by a company to conduct an independent audit of its financial statements. (The ratification of Deloitte & Touche LLP as ARIS's independent auditor for fiscal year 2025 is a key agenda item.)

Virtual Annual Meeting

A shareholder meeting conducted online, allowing remote participation via a live webcast. (ARIS is holding its Annual Meeting virtually to increase participation and reduce mailing costs.)

Year-Over-Year Comparison

This filing is a proxy statement for the 2025 Annual Meeting, and as such, it primarily focuses on upcoming proposals and director elections rather than a year-over-year comparison of financial performance. Information regarding the company's financial results for the preceding fiscal year (2024) would typically be found in the accompanying Annual Report, which is referenced as being available alongside this proxy statement.

Key Financial Figures

• $0.01 — er of shares of common stock, par value $0.01 per share ("Common Stock"), as of the c
• $1 billion — founded in 2013 and the manager of the $1 billion Trophy Property Development Fund ("TPD"
• $800 million — ate investing efforts and deployed over $800 million in equity. He was also the Chief Execut
• $4 billion — region and managed assets in excess of $4 billion. Mr. Mintz holds a BA in Political Scie

Filing Documents

• ny20053034x1_def14a.htm (DEF 14A) — 316KB
• logo_apollov2.jpg (GRAPHIC) — 11KB
• ny20053034x1_pc01.jpg (GRAPHIC) — 564KB
• ny20053034x1_pc02.jpg (GRAPHIC) — 621KB
• 0001140361-25-034309.txt ( ) — 3621KB
• ck0001882850-20250908.xsd (EX-101.SCH) — 2KB
• ny20053034x1_def14a_htm.xml (XML) — 1KB

From the Filing

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant Filed by a Party other than the Registrant Check the appropriate box: Preliminary Proxy Statement Confidential, For Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) Definitive Proxy Statement Definitive Additional Materials Soliciting Material under 240.14a-12 Apollo Realty Income Solutions, Inc. (Name of Registrant as Specified in its Charter) (Name of Person(s) Filing Proxy Statement, if Other Than the Registrant) Payment of Filing Fee (Check the appropriate box): No fee required. Fee paid previously with preliminary materials. Fee computed on table in exhibit required by Item 25(b) per Exchange Act Rules 14a-6(i)(1) and 0-11. NOTICE OF ANNUAL MEETING OF STOCKHOLDERS TO BE HELD ON NOVEMBER 25, 2025 To the Stockholders of Apollo Realty Income Solutions, Inc.: The 2025 annual meeting of stockholders (the "Annual Meeting") of Apollo Realty Income Solutions, Inc., a Maryland corporation ("ARIS," our "Company," "we," "our" or "us"), will be held on November 25, 2025, at 1:00 p.m., Eastern Time, to consider and vote on the following matters: (1) The election of seven directors to serve on ARIS' board of directors until ARIS' 2026 annual meeting of stockholders and until their respective successors are duly elected and qualify; (2) The ratification of the appointment of Deloitte & Touche LLP as ARIS' independent registered public accounting firm for the 2025 fiscal year; and (3) The transaction of such other business as may properly come before the Annual Meeting or any postponements or adjournments thereof. The close of business on August 27, 2025 has been fixed by our board of directors as the record date (the "Record Date") for the determination of the stockholders entitled to notice of, and to vote at, the Annual Meeting and any postponements or adjournments thereof. All stockholders are cordially invited to attend the Annual Meeting virtually. By hosting the Annual Meeting via a live webcast, we believe we are able to communicate more effectively with our stockholders and enable increased attendance and participation from locations around the world. Whether or not you plan to attend the virtual Annual Meeting, in order to assure proper representation of your shares at the Annual Meeting, we urge you to submit your proxy voting instructions. By submitting your proxy voting instructions promptly, you can help ARIS avoid the expense of follow up mailings and ensure the presence of a quorum at the Annual Meeting. If you are a stockholder of record or you hold a proxy from a stockholder of record and attend the Annual Meeting, you may, if so desired, revoke your prior proxy voting instructions and vote your shares electronically at the Annual Meeting. In order to attend and participate in the virtual Annual Meeting, you must register in advance at www.proxyvote.com by 11:59 p.m., Eastern Time, on November 22, 2025. Stockholders have substantially the same opportunities to participate in our virtual Annual Meeting as they would have in an in-person meeting and will be able to listen, vote and submit questions during the virtual meeting. The Annual Meeting will begin promptly at 1:00 p.m., Eastern Time. Please check in by 12:45 p.m., Eastern Time, on the day of the Annual Meeting so that any technical difficulties may be addressed before the live webcast begins. If you are a registered holder of shares of common stock, par value $0.01 per share ("Common Stock"), as of the close of business on the Record Date, you may vote your shares of Common Stock by proxy or electronically at the Annual Meeting, and your Virtual Control Number will be on your proxy card. If you hold shares of our Common Stock in "street name" through a broker or other financial institution, you must follow the instructions provided by your broker or other financial institution regarding how to instruct your broker or financial institution to vote your shares of Common Stock. If you hold your shares in "street name" through a broker or other financial institution and you wish to vote electronically at the Annual Meeting, you must provide a legal proxy from your broker or other financial institution during registration and you will be assigned a Virtual Control Number in order to vote electronically during the Annual Meeting. If you do not obtain a legal proxy to vote your shares, you will still be able to attend the Annual Meeting (but will not be able to vote your shares electronically at the meeting) so long as you demonstrate proof of stock ownership. Instructions on how to register, connect and participate via the Internet, including how to demonstrate proof of stock ownership, are posted at www.proxyvote.c

View Full Filing

View this DEF 14A filing on SEC EDGAR