Safehold Inc. (SAFE)

In the past six months, Safehold's stock has trended up by 3.86%. Safehold issued its Q3 2025 earnings, reporting an EPS of $0.41 and quarterly revenue increased by 6.0% year-over-year. Safehold declared a quarterly common stock dividend of $0.17700 on December 15, 2025, payable on January 15, 2026. Safehold's Q4 2025 earnings are estimated for Wednesday, February 11, 2026, with a conference call scheduled for Thursday, February 12, 2026. There was news regarding a Morgan Stanley downgrade and concerns over Safehold's growth and litigation. Safehold announced the tax treatment of its 2025 dividends on January 22, 2026, reported inducement awards under NYSE Listing Rule 303A.08 on December 3, 2025, and closed a ground lease for an affordable housing development in Woodland Hills on January 6, 2026.

Safehold's business model provides stability and predictable cash flows, mitigating short-term demand seasonality. The company's focus on various property types in major U.S. markets suggests a diversified approach to real estate demand. Recent data indicates high customer stickiness and improving efficiency, with consistent demand for their ground lease solutions. Safehold's ground lease solutions are designed to provide low-cost capital and serve as a gap filler for affordable housing developments, indicating a consistent underlying demand for their capital solutions.

Safehold, Inc. is a Real Estate company operating within the REIT - Diversified industry, headquartered in New York City. The company focuses on revolutionizing real estate ownership through its modern ground lease capital solution, owning the land and leasing it long-term to tenants. Safehold's business model aims to provide a capital advantage for customers and generate higher returns, incorporating risk aversion. The company provides ground leases for various property types and offers custom products like "Ground Lease Plus", "SAFExSWAP", and "SAFExSELL". iStar Inc. manages the company as its largest shareholder.

Safehold Inc. operates in major markets throughout the United States, focusing on the top 30 U.S. markets. Their portfolio includes diverse locations nationwide, spanning the East Coast, Southwest, Northwest, and South Central regions.

Safehold Inc. is recognized for revolutionizing real estate ownership by offering a more efficient way for owners to unlock the value of the land beneath their buildings. The company's reports have an aggregate usefulness score of 4.7 out of 5.0. Testimonials highlight the Safehold team as a reliable partner, providing innovative capital solutions. The company emphasizes its commitment to sustainability, with a Corporate Sustainability Report available. There is no specific information available regarding negative events that have significantly impacted Safehold's brand reputation in the past year, beyond the general concerns over growth and litigation mentioned in early February 2026.

Safehold Inc. has 376 institutional owners and shareholders holding a total of 55,236,561 shares. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, MSD Capital L P, T. Rowe Price Investment Management, Inc., iShares Core S&P Small-Cap ETF (IJR), State Street Corp, T. Rowe Price Small-Cap Value Fund, Inc. (PRSVX), Vanguard Real Estate Index Fund Investor Shares (VGSIX), Vanguard Total Stock Market Index Fund Investor Shares (VTSMX), and Jpmorgan Chase & Co. iStar Inc. is Safehold's largest shareholder and also manages the company.