SAFE
Safehold Inc.13.62
-0.19-1.38%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
977.32MP/E (TTM)
8.68Basic EPS (TTM)
1.57Dividend Yield
0.05%Recent Filings
8-K
8-K
8-K
8-K
Safehold's $9B UCA estimate
Safehold Inc. disclosed an estimated $9,069 million unrealized capital appreciation in its owned residual ground lease portfolio as of September 30, 2025, derived from $15,634 million in combined property values exceeding the $6,565 million ground lease cost basis. This metric, valued by independent firm CBRE using sales comparison and income approaches, underscores the safety of Safehold's capital structure position and potential for long-term value reversion upon lease expirations. Yet tenant rights, like buyout options and preemptive purchase clauses, could limit realization. Valuations roll annually but may not mirror current markets.
8-K
Safehold Q3 earnings surge
Safehold Inc. reported Q3 2025 results on November 5, showing revenues up 6% to $96.2 million and GAAP net income rising 51% to $29.3 million, or $0.41 per share, boosted by avoiding last year's $6.8 million credit loss provision. The company originated $42 million in new ground leases at 7.3% economic yield and funded $48 million total, expanding its core portfolio to $6.9 billion GBV with 3.4x rent coverage. Portfolio growth remains robust. Yet lagging valuations may understate office declines.
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