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Safehold Inc Stock Price, News & Analysis

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Welcome to our dedicated page for Safehold news (Ticker: SAFE), a resource for investors and traders seeking the latest updates and insights on Safehold stock.

Safehold Inc. (NYSE: SAFE) is a real estate investment trust (REIT) that focuses on modern ground leases, separating land ownership from building operations for commercial properties. This news page aggregates company announcements, earnings updates, financing developments and transaction activity related to Safehold’s ground lease platform.

Readers can find earnings releases and presentations where Safehold reports quarterly results, discusses portfolio performance and provides details on revenue, net income and ground lease originations. The company also uses news releases to share information about its estimates of unrealized capital appreciation (UCA) in its owned residual portfolio and to explain the valuation methodology behind Combined Property Value.

Safehold’s news flow frequently highlights ground lease transactions, including new originations and forward commitments. Recent announcements have focused on ground leases supporting Low-Income Tax Credit affordable housing developments in Los Angeles, the San Fernando Valley and the Woodland Hills area of Los Angeles, reflecting the company’s dedicated Affordable Housing team and platform.

Investors can also follow capital markets and balance sheet updates, such as unsecured term loan agreements, amendments to revolving credit facilities, and commentary on credit ratings from major rating agencies. These items provide insight into Safehold’s long-term, laddered balance sheet and its approach to liquidity and debt structure.

Governance and leadership developments appear here as well, including the appointment of senior executives and related inducement equity awards under stock exchange rules. For anyone tracking SAFE stock, this page offers a centralized view of Safehold’s operational, financial and strategic announcements over time.

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Safehold (NYSE: SAFE) was named a finalist for the 2026 Ivory Prize for Housing Affordability, recognizing organizations with scalable solutions across finance, construction and policy. Safehold highlighted its ground lease capital as a tool to bridge capital structure gaps and noted it launched an Affordable Housing team in 2025.

The company emphasized elevated interest rates and construction costs as headwinds and pointed to ground leases as a way to help move projects forward.

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Star Holdings (NASDAQ: STHO) filed its Form 10-K for year ended December 31, 2025 reporting a net loss attributable to common shareholders of ($19.1M) in Q4 and ($64.2M) for the year. EPS was ($1.51) in Q4 and ($4.90) for 2025.

Results include a non-cash mark-to-market charge on ~13.5 million shares of SAFE of ($24.3M) in Q4 (impacting EPS by ($1.93)) and ($64.8M) for the year (impacting EPS by ($4.94)).

Q4 highlights: sale of Asbury Park land for $12.7M (profit $11.8M), full repayment of a $15.0M loan, and repurchase of ~0.6M shares for $4.5M (avg $7.74).

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Safehold (NYSE: SAFE) reported Q4'25 revenue of $97.9 million and FY'25 revenue of $385.6 million. Net income attributable to common shareholders was $27.9 million in Q4 and $114.5 million for FY'25 ($118.6 million excluding non-recurring losses).

2025 investments totaled $429 million, estimated unrealized capital appreciation rose to $9.3 billion, and Safehold received an A- S&P rating with a stable outlook.

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Safehold (NYSE: SAFE) will release fourth quarter and fiscal year 2025 results after market close on Wednesday, February 11, 2026 and will host an earnings call at 9:00 a.m. ET on Thursday, February 12, 2026. The live webcast is available in the Investors section at the company website.

Dial-in details and replay access are provided; replay is available by phone from 2:00 p.m. ET on February 12, 2026 through 12:00 a.m. ET on February 26, 2026. Safehold is a REIT focused on modern ground leases for commercial and multifamily real estate.

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Safehold (NYSE: SAFE) announced the tax characterization of its 2025 common stock dividends. Each quarter had a $0.1770 distribution per share with components: ordinary taxable dividend $0.025348, qualified dividend $0.022314, capital gain distribution $0.093748, and return of capital $0.057904. The difference between ordinary and qualified ($0.03034 per share) is a Section 199A dividend. The company designated 100% of the capital gain distribution as a Section 897 and as a Section 1061 three-year capital gain, which may affect tax treatment for holders of applicable partnership interests. Shareholders are advised to consult tax advisors.

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Safehold (NYSE: SAFE) closed a ground lease for a Low Income Tax Credit affordable housing development in Woodland Hills, Los Angeles.

The Warner Center project will deliver 207 units in 2028 and will be developed by Meta Housing. Safehold said it created a dedicated Affordable Housing team in 2025 and continues to expand its forward investment pipeline for ground lease capital.

The company reiterated its REIT model and focus on ground leases across multifamily, affordable housing and other property types.

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Safehold (NYSE: SAFE) announced a fourth-quarter 2025 common stock dividend of $0.177 per share, equal to an annualized rate of $0.708 per share. The dividend is payable on January 15, 2026 to shareholders of record as of December 30, 2025. Safehold is taxed as a REIT and focuses on ground-lease ownership for multifamily, office, industrial, hospitality, student housing, life science and mixed-use properties. Additional investor contact information was provided for Pearse Hoffmann, Senior Vice President and Head of Corporate Finance.

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Safehold (NYSE: SAFE) announced that on December 1, 2025 its Compensation Committee granted 853,076 inducement restricted stock units to Michael Trachtenberg upon his hiring as President. The awards include performance-based and time-based components: one performance award vests on achievement of stock-price hurdles (the final hurdle equals a 249% increase versus the November 28, 2025 close) over a five-year performance period (December 1, 2025 to February 15, 2031) and requires continued employment plus a ground-lease origination threshold; a second performance award vests on affordable-housing commitment dollar targets over three years; and a one-time time-based award vests in five equal annual installments subject to continued employment.

Contact: Pearse Hoffmann, Head of Corporate Finance; investor email provided.

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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.

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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.

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FAQ

What is the current stock price of Safehold (SAFE)?

The current stock price of Safehold (SAFE) is $15.71 as of March 4, 2026.

What is the market cap of Safehold (SAFE)?

The market cap of Safehold (SAFE) is approximately 1.1B.

SAFE Rankings

SAFE Stock Data

1.13B
55.37M
REIT - Diversified
Real Estate Investment Trusts
Link
United States
NEW YORK

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