Nov 3, 4:11 PM ET
Safehold disclosed an estimated $9,867 million of unrealized capital appreciation (UCA) in its owned residual portfolio as of September 30, 2026, calculated as Combined Property Value of $16,812 million less Ground Lease Cost of $6,945 million. The filing is a valuation disclosure that sets out the methodology and limitations, with no prior-period comparison, so it does not show a clear change in direction for shareholders.
- Estimated UCA in the owned residual portfolio: $9,867 million as of September 30, 2026
- Combined Property Value: $16,812 million; Ground Lease Cost: $6,945 million
- Independent valuation firm CBRE, Inc. prepares the property value reports; the company intends to value each Ground Lease about every 12 months and no less often than every 24 months
- CBRE states its reports do not specifically value Safehold's securities
Read the filing on SEC.gov ↗
Nov 3, 4:10 PM ET
Safehold reported third-quarter 2026 revenue of $118.7 million, up 23% from $96.2 million a year earlier. GAAP net income attributable to common shareholders was $28.8 million, down 2% from $29.3 million, and earnings per share were flat at $0.41. The company attributed the flat results mainly to net accretion from fundings and new originations, offset by lower management fee revenue from Star Holdings and higher non-cash general provisions.
- Q3 2026 revenue was $118.7 million versus $96.2 million in Q3 2025, a 23% increase.
- Q3 2026 GAAP net income attributable to common shareholders was $28.8 million versus $29.3 million, a 2% decrease.
- Q3 2026 earnings per share were $0.41, unchanged from Q3 2025.
- New ground lease originations totaled $38 million in the quarter, and estimated Unrealized Capital Appreciation rose to $9.9 billion.
Read the filing on SEC.gov ↗
Jul 30, 4:13 PM ET
Safehold reported second-quarter 2026 revenue of $114.6 million, up 22% from $93.8 million a year earlier, and net income attributable to common shareholders of $30.2 million, or $0.42 per share, compared with $27.9 million and $0.39 a year earlier. The company also reported $150 million of new ground lease originations, a $348 million joint venture with Brookfield, and a $225 million private placement of notes due 2056, and said estimated unrealized capital appreciation rose to $9.8 billion.
- Revenue was $114.6 million, up 22% from $93.8 million in Q2 2025
- Net income attributable to common shareholders was $30.2 million, up 8% from $27.9 million; EPS was $0.42 vs. $0.39
- Closed $150 million of new ground lease originations, including $81 million of forward commitments not yet funded
- Formed a $348 million joint venture with Brookfield and closed a $225 million private placement of notes due 2056
Read the filing on SEC.gov ↗
May 15, 4:16 PM ET
At its May 14, 2026 annual meeting, Safehold shareholders approved an amendment adding 3,000,000 shares to the 2009 Long-Term Incentive Plan, raising the pool available for grants from 481,936 to 3,481,936 shares. Shareholders also elected five directors, ratified Deloitte & Touche LLP as auditor for fiscal 2026, and approved the non-binding say-on-pay vote on executive compensation.
- The LTIP amendment passed with 51,930,524 votes for and 5,442,192 against.
- Say-on-pay was approved with 52,785,014 votes for and 4,626,664 against.
- Deloitte & Touche LLP was ratified for the fiscal year ending December 31, 2026, with 61,679,849 votes for and 317,557 against.
- Five directors were elected to serve until the 2027 Annual Meeting; the filing does not state a change in board composition.
Read the filing on SEC.gov ↗
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.