Safehold Inc Stock Price, News & Analysis

Safehold (NYSE: SAFE) announced on December 1, 2025 the appointment of Michael Trachtenberg as President. Mr. Trachtenberg will oversee operations and execution companywide and report directly to CEO Jay Sugarman.

Mr. Trachtenberg brings more than two decades of operational real estate experience, most recently serving as President of Lubert-Adler, where he led investments, portfolio management and structuring joint ventures and recapitalizations. The company said the appointment follows an extensive board search and aims to support Safehold's next phase of growth in the modern ground lease market.

Safehold (NYSE: SAFE) closed a $400 million unsecured term loan with a fully extended maturity of November 15, 2030 (two twelve-month extension options). The facility carries a borrowing rate tied to SOFR + 90 bps based on the company's A3 / A- / A- credit ratings and is hedged by a SOFR swap at a 3.0% strike through April 2028. Proceeds will repay debt and support general corporate purposes, including full repayment of $227 million of secured debt that unencumbered twelve ground-lease assets, and increase liquidity to $1.3 billion.

Safehold (NYSE: SAFE) announced that S&P Global Ratings upgraded its corporate credit rating to A- from BBB+ on November 24, 2025, and assigned an A- rating with a stable outlook to its operating subsidiary Safehold GL Holdings LLC.

S&P cited Safehold's steady asset quality, business stability and the structural integrity of its ground leases despite stress in the commercial real estate sector. Management said the single-A ratings from all three major agencies should improve capital access and lower the company's cost of funds.

Star Holdings (NASDAQ: STHO) filed its Form 10-Q for the quarter ended September 30, 2025 reporting net income attributable to common shareholders of $1.8 million and EPS of $0.14.

Results included a $0.9 million non‑cash mark‑to‑market adjustment that reduced EPS by $0.07 related to an investment of approximately 13.5 million SAFE shares. During Q3 the company recorded $1.7 million of land revenues from the sale of 12 Magnolia Green lots, received $4.7 million net cash from a legal settlement on a legacy asset, and repurchased ~0.4 million common shares for $3.3 million at an average price of $8.48.

Star Holdings says it will focus on realizing shareholder value through active asset management and asset sales; full results and disclosures are available in the company Form 10‑Q.

Safehold (NYSE: SAFE) reported third quarter 2025 results on November 5, 2025: Q3 revenue $96.2 million, net income attributable to common shareholders $29.3 million, and EPS $0.41. The company closed $42 million of ground lease originations in Q3'25 and has closed $34 million of originations year-to-date in Q4'25, which includes $9M and $29M of forward commitments for Q3 and Q4 respectively that are subject to funding conditions. Management will host an earnings call on Nov 5, 2025 at 5:00 p.m. ET; a replay is available through Nov 19, 2025.

The presentation and replay are available on Safehold's investor website.

Safehold (NYSE: SAFE) closed six ground leases to finance the development of six Low-Income Tax Credit affordable housing communities in Los Angeles with a newly formed developer, HVN Development. The projects are expected to deliver more than 400 units across West and Central Los Angeles and the San Fernando Valley, with completion targeted in 2027. Safehold highlighted its 99-year ground lease capital as a low-cost funding tool to advance LIHTC developments and noted these are infill locations with strong unmet demand. Additional information is available on Safehold's affordable housing platform.

Safehold (NYSE: SAFE) closed a ground lease for a Low Income Tax Credit affordable housing development in the San Fernando Valley, Los Angeles.

The project, developed by The Pacific Companies, will deliver 275 units in 2029. Safehold said it created a dedicated Affordable Housing team in 2025 and is expanding its affordable housing pipeline, positioning its ground-lease capital as a low-cost "gap filler" amid elevated costs and interest rates.

Safehold (NYSE: SAFE) will release third quarter 2025 financial results after market close on Wednesday, November 5, 2025. The company will host an earnings conference call the same day beginning at 5:00 p.m. ET with a live webcast available in the Investors section at www.safeholdinc.com.

Dial-in details are provided for both domestic and international callers, and a replay will be archived on the company website and available by dial-in from 8:00 p.m. ET on November 5 through 12:00 a.m. ET on November 19, 2025. Investor contact is Pearse Hoffmann, Head of Corporate Finance, at investors@safeholdinc.com.

Safehold (NYSE: SAFE), a pioneering real estate investment trust (REIT), has declared a quarterly dividend of $0.177 per share for Q3 2025. The dividend will be paid on October 15, 2025 to shareholders of record as of September 30, 2025, representing an annualized dividend rate of $0.708 per share.

Safehold, established in 2017, specializes in modernizing real estate ownership through ground lease solutions for various property types including multifamily, office, industrial, hospitality, student housing, life science, and mixed-use properties. The company aims to provide property owners with higher returns and reduced risk while delivering growing income and long-term capital appreciation to shareholders.