SAFE
SafeholdSAFE
SAFE
About: Safehold Inc is a REIT that operates its business by acquiring, managing, and capitalizing ground leases. Ground leases are long-term contracts between the landlord (the Company) and a tenant or leaseholder. Ground leases generally represent ownership of the land underlying commercial real estate projects that are net leased by the fee owner of the land to the owners/operators of the real estate projects built thereon.
Employees: 74
0
Funds holding %
of 7,429 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
50% more funds holding in top 10
Funds holding in top 10: 2 [Q1] → 3 (+1) [Q2]
40% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 57
6% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 31
1.37% less ownership
Funds ownership: 66.97% [Q1] → 65.61% (-1.37%) [Q2]
2% less funds holding
Funds holding: 203 [Q1] → 198 (-5) [Q2]
19% less capital invested
Capital invested by funds: $896M [Q1] → $730M (-$167M) [Q2]
20% less call options, than puts
Call options by funds: $2.45M | Put options by funds: $3.05M
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$16
0%
upside
Avg. target
$21
31%
upside
High target
$28
75%
upside
3 analyst ratings
1 positive
33%
2 neutral
67%
0 negative
0%
JMP Securities Mitch Germain | 75%upside $28 | Market Outperform Maintained | 12 Aug 2025 |
JP Morgan Anthony Paolone | 19%upside $19 | Neutral Maintained | 9 Jul 2025 |
Mizuho Haendel St. Juste | 0%downside $16 | Neutral Maintained | 16 Jun 2025 |
Financial journalist opinion
Based on 7 articles about SAFE published over the past 30 days
Positive
Seeking Alpha
1 week ago
REIT Replay: U.S. REIT Indexes Grow During Week Ended Aug. 15
The Dow Jones Equity All REIT index grew 0.59% during the recent week, while the MSCI US REIT index increased 0.71%. The healthcare REIT index was the sole Dow Jones US real estate sector property index to close the recent week in the red, down 1.57%. Cannabis-oriented Innovative Industrial Properties Inc. was the top-performing REIT stock above a $200 million market capitalization for the recent week, with a share-price gain of 14.01%.
Positive
Seeking Alpha
1 week ago
Safehold: Deep Discount To NAV, Steady Income, And A Long-Term Land Play
Safehold offers a unique, stable ground lease REIT model with strong asset security, investment-grade ratings, and a 5% well-covered dividend yield. Shares trade at a deep 58% discount to NAV, reflecting market skepticism about long-term value realization, but present a compelling value for patient investors. Recent earnings show modest revenue growth and portfolio resilience despite higher rates, with resumed deal activity and no near-term debt maturities.
Neutral
PRNewsWire
2 weeks ago
Star Holdings Reports Second Quarter 2025 Results
NEW YORK , Aug. 7, 2025 /PRNewswire/ -- Star Holdings (NASDAQ: STHO) announced today that it has filed its Quarterly Report on Form 10-Q for the quarter ended June 30, 2025 with the Securities and Exchange Commission. Net income (loss) attributable to common shareholders for the first quarter was ($39.3 million) and earnings (loss) per share was ($2.95).
Neutral
Seeking Alpha
2 weeks ago
Safehold Inc. (SAFE) Q2 2025 Earnings Call Transcript
Safehold Inc. (NYSE:SAFE ) Q2 2025 Earnings Conference Call August 5, 2025 5:00 PM ET Company Participants Brett Asnas - Chief Financial Officer Jay S. Sugarman - CEO & Chairman Pearse Hoffmann - Senior Vice President of Capital Markets & Investor Relations Timothy Doherty - Chief Investment Officer Conference Call Participants Anthony Paolone - JPMorgan Chase & Co, Research Division Harsh Hemnani , - Green Street Advisors, LLC, Research Division Jeremy Michael Kuhl - Goldman Sachs Group, Inc., Research Division Jonathan Michael Petersen - Jefferies LLC, Research Division Ki Bin Kim - Truist Securities, Inc., Research Division Mitchell Bradley Germain - Citizens JMP Securities, LLC, Research Division Ravi Vijay Vaidya - Mizuho Securities USA LLC, Research Division Ronald Kamdem - Morgan Stanley, Research Division Operator Good afternoon, and welcome to Safehold's Second Quarter 2025 Earnings Conference Call.
Positive
Zacks Investment Research
2 weeks ago
Safehold (SAFE) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Safehold (SAFE) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Neutral
PRNewsWire
2 weeks ago
Safehold Reports Second Quarter 2025 Results
NEW YORK , Aug. 5, 2025 /PRNewswire/ -- Safehold Inc. (NYSE: SAFE) reported results for the second quarter 2025. SAFE published a presentation detailing these results which can be found on its website, www.safeholdinc.com in the "Investors" section.
Neutral
PRNewsWire
3 weeks ago
Safehold Sets Second Quarter 2025 Earnings Release Date and Webcast
NEW YORK , July 29, 2025 /PRNewswire/ -- Safehold Inc. (NYSE: SAFE) announced today that it will release its financial results for the second quarter 2025 after the market close on Tuesday, August 5, 2025. The Company will host an earnings conference call reviewing these results and its operations beginning at 5:00 p.m.
Neutral
PRNewsWire
1 month ago
Safehold Closes Ground Lease for Affordable Housing Development in San Diego
NEW YORK , July 24, 2025 /PRNewswire/ -- Safehold Inc. (NYSE: SAFE), the creator and leader of the modern ground lease industry, has closed on a ground lease for the development of an Affordable Housing community in the Mission Valley area of San Diego, CA. The Low-Income Tax Credit development will provide 227 total units upon delivery in 2028.
Neutral
PRNewsWire
2 months ago
Safehold Closes Ground Lease for San Diego Multifamily Development
NEW YORK , June 26, 2025 /PRNewswire/ -- Safehold Inc. (NYSE: SAFE), the creator and leader of the modern ground lease industry, has closed on a ground lease and leasehold loan for the ground-up development of a 259-unit multifamily development in the East Village neighborhood of Downtown San Diego. The eight-story project will be developed by Riaz Capital, a California-based developer and operator investing on behalf of their Qualified Opportunity Zone fund.
Neutral
PRNewsWire
2 months ago
Safehold Closes On Salt Lake City Hospitality Asset, 150th Ground Lease in Portfolio
NEW YORK , June 23, 2025 /PRNewswire/ -- Safehold Inc. (NYSE: SAFE), the creator and leader of the modern ground lease industry, has closed on the acquisition of an existing ground lease beneath the Asher Adams hotel in Downtown Salt Lake City. Developed through a partnership between The Athens Group and Hatteras Sky, the 225-key, full-service hotel was completed in 2024 and operates as part of Marriott's Autograph Collection.
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