iStar Inc

Safehold, Inc. operates as a real estate investment trust, which focuses on acquiring, owning, managing and capitalizing ground leases. It seeks to provide safe & growing income, as well as capital appreciation to shareholders by building a diversified portfolio of ground leases. The firm's property is generally leased on a triple net basis with the tenant responsible for taxes, maintenance and insurance, as well as all operating costs and capital expenditures. The company was founded on April 14, 2017 and is headquartered in New York, NY.

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Safehold reports robust Q4 earnings, eyes merger benefits and growth

Safehold's Q4 2022 performance reflected resilience and strategic decision-making in a challenging market environment.
The company's strengths in ground lease investments and liquidity enhancements position it well for future growth.
While facing challenges such as market dynamics and analyst concerns, Safehold remains focused on seizing opportunities.
Executives' emphasis on positive milestones and the forthcoming merger underscore Safehold's commitment to value creation.

Safehold reports strong Q1 earnings post-merger, eyes operational leverage

Safehold's Q1 performance was solid, with revenue of $78.3 million and a focus on stable income generation.
The merger enhanced Safehold's position in the ground lease industry, offering significant unrealized capital appreciation.
While facing short-term challenges like one-time expenses, Safehold sees opportunities in operational leverage and increased demand for ground leases.

Safehold reports robust Q2 earnings amidst market challenges and opportunities

Safehold's Q2 performance showcased revenue growth, strong liquidity, and strategic capital deployment.
Despite market challenges, the company's focus on customer needs and portfolio resilience are key strengths.
Opportunities lie in restarting growth initiatives and navigating market dynamics effectively.
Addressing challenges in liquidity, rates, and appraisals will be crucial for Safehold's continued success.

iStar Inc (SAFE) reports resilient Q3 performance amidst market challenges

iStar Inc (SAFE) navigated Q3 2023 with solid financial performance, strategic positioning, and resilience amidst market challenges and opportunities.
The company's focus on managing interest rate risk, leveraging valuable assets, and capitalizing on growth potential sets a strong foundation for future success.
Despite challenges in market conditions and liquidity options, iStar Inc remains poised to seize opportunities, enhance value propositions, and drive growth.

Safehold reports resilient performance amidst challenges, eyes strategic growth opportunities

Safehold navigated challenges in 2023 to achieve positive outcomes and strengthen its financial position. Despite a volatile interest rate environment impacting pipeline activity, the company showed resilience with stable debt structure and strategic growth initiatives. Opportunities lie in exploring long-term deals, unlocking off-balance sheet value, and optimizing capital deployment.

Safehold reports solid Q1 earnings, eyes growth amid market challenges

Safehold's Q1 performance was solid, focusing on reducing costs and showcasing a healthy portfolio with strong capital market executions.
While facing challenges from limited deal activity and office asset cap rate assumptions, the company remains confident in market recovery and growth opportunities.
With a stable financial structure, positive momentum in the pipeline, and ambitions for significant originations, Safehold is poised for future success.

Safehold reports strong Q2 earnings, eyes portfolio expansion opportunities

Safehold's Q2 2024 earnings call showcased robust financial performance, strategic portfolio growth, and a strong capital structure. While the company faces challenges such as refinancing potential debt in the future, it also has opportunities to capitalize on expanding its portfolio and leveraging active hedging strategies. Analyst interest in funding sources and market outlook reflects a keen focus on Safehold's growth trajectory.

Safehold reports robust Q3 earnings, poised for strategic growth

Safehold's Q3 performance reflects financial strength and growth, supported by solid revenue, net income, and portfolio metrics.
The company's focus on attractive yields, ownership control, and long-term debt structure positions it well for future opportunities.
While challenges like market fluctuations exist, Safehold's liquidity, portfolio potential, and strategic approach offer avenues for sustained growth.

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Safehold, Inc. operates as a real estate company. It engages in acquiring, managing and capitalizing ground leases. The company was founded on June 13, 2017 and is headquartered in New York, NY.

NEW YORK , Sept. 15, 2023 /PRNewswire/ -- Safehold Inc. (NYSE: SAFE) announced today that the Company's Board of Directors has declared common stock dividends of $0.177 per share for the third quarter of 2023.

Safehold Declares Third Quarter 2023 Common Stock Dividend

National Retail Properties

Omega Healthcare Investors

Starwood Property

Real estate investment trusts offer investors greater dividends than your average stock as long as it is understood that levels of risk are likely higher. REITs might be appropriate for a place in those portfolios where it represents diversification from growth-oriented sectors such as technology and social media.

4 NYSE-Traded REITs Paying 3% Dividends

Alexandria Real Estate Equities

AvalonBay Communities

Boston Properties

Federal Realty Investment Trust

Realty Income Corp

Spirit Realty Capital

W. P. Carey

Requiring that the value of discounted cash earnings is near the Net Asset Value explains why REITs are generally priced near NAV. It makes sense for the market to assign less value to future growth than to base cash earnings. Modeling these aspects provides some insight into which REIT sectors are opportunistic today.

Closing The Loop On REIT Prices And Discount Rates

Crown Castle International

Highwoods Properties

Medical Properties Trust

Orion Office REIT

Bob Barker, the late host of The Price Is Right, was part of the greatest generation and had a diverse career in broadcasting. Crown Castle, Highwoods Properties, Safehold, Orion Office REIT, and Medical Properties Trust are recommended as attractive REIT investments. These REITs offer a margin of safety and potential for price appreciation in the next 12 months.

You're The Next REIT Contestant On 'The Price Is Right'

Safehold's cash flows have been complicated due to external management, the merger with iStar, and changes in GAAP accounting. The current and near-term cash flows of Safehold are analyzed, showing potential deficits and the impact of various factors. Safehold's future cash flows are expected to be simpler and more predictable, with the potential for strong growth and increasing dividends in the long term.

Safehold The RINO: Near-Term Cash Flows

Safehold is a ground lease real estate investment trust that has experienced significant growth since its IPO in 2017. The company has a diversified portfolio of ground leases in various sectors and geographic locations. Safehold's long-term leases with CPI-linked escalators provide stable income and potential for capital appreciation.

Safehold: Simply Irreplaceable

Agree Realty

Essential Properties Realty Trust Inc

Uniti Group

Vanguard Real Estate ETF

Walgreens

Walmart

REITs are currently undervalued. And insiders are buying millions worth of shares. I highlight three REITs with significant insider purchases.

Insider Buys: 3 REITs With $1+ Million Investments

NEW YORK , Aug. 9, 2023 /PRNewswire/ -- Star Holdings (NASDAQ: STHO) announced today that it has filed its Quarterly Report on Form 10-Q for the quarter ended June 30, 2023 with the Securities and Exchange Commission.  Net income (loss) attributable to common shareholders for the second quarter was ($90.0 million) and earnings (loss) per share was ($6.75).

Star Holdings Reports Second Quarter 2023 Results

Safehold is a unique type of REIT that only owns the land under operating properties and leases it to tenants. The equity raise on August 8 caused concern among investors, but it is expected to be accretive to shareholder value. The net cash flows from the use of the new equity are projected to increase significantly over time, resulting in increased value for shareholders.

The Safehold Equity Raise Will Be Accretive

NEW YORK , Aug. 8, 2023 /PRNewswire/ -- Safehold Inc. (NYSE: SAFE) (the "Company") announced today that it has priced an underwritten public offering of 6,500,000 shares of its common stock at a public offering price of $21.40 per share for total gross proceeds of $139.1 million. In connection with the offering, the Company has granted the underwriters in the offering a 30-day option to purchase up to an additional 975,000 shares of its common stock.

Safehold Announces Pricing of Public Offering and Concurrent Private Placement

NEW YORK , Aug. 7, 2023 /PRNewswire/ -- Safehold Inc. (NYSE: SAFE) (the "Company") announced today that it has commenced an underwritten public offering to sell 6,500,000 shares of its common stock. The Company intends to grant the underwriters in the offering a 30-day option to purchase up to an additional 975,000 shares of its common stock.

Safehold Announces Public Offering and Concurrent Private Placement

Safehold reported results in line with expectations. Earnings contracted once again versus last year. The company added more to its floating rate debt.

Safehold: An "All-In" Bet On Lower Rates

The headline numbers for Safehold (SAFE) give insight into how the company performed in the quarter ended June 2023, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Safehold (SAFE) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Safehold Inc. (NYSE:SAFE ) Q2 2023 Earnings Conference Call August 1, 2023 5:00 PM ET Company Participants Pearse Hoffmann – Senior Vice President-Capital Markets and Investor Relations Jay Sugarman – Chairman and Chief Executive Officer Marcos Alvarado – President and Chief Investment Officer Brett Asnas – Chief Financial Officer Conference Call Participants Nate Crossett – BNP Paribas Haendel St. Juste – Mizuho Anthony Paolone – JPMorgan Harsh Hemnani – Green Street Ki Bin Kim – Truist Matthew Howlett – B. Riley Operator Good afternoon, and welcome to Safehold's Second Quarter 2023 Earnings Conference Call.

Safehold Inc. (SAFE) Q2 2023 Earnings Call Transcript

NEW YORK , Aug. 1, 2023 /PRNewswire/ -- Safehold Inc. (NYSE: SAFE) reported results for the second quarter 2023. SAFE published a presentation detailing these results which can be found on its website, www.safeholdinc.com in the "Investors" section.

Safehold Reports Second Quarter 2023 Results

Brandywine Realty

Innovative Industrial Properties

I'm never going to promise a perfect portfolio. That's just not going to happen when there are too many short-term factors that are far out of my control.

My Biggest Losers Of 2023 (Halftime Report)

Safehold's Q1 results are all over the place because of their recent merger with iSTAR. However, the company has a strong business plan and balance sheet. I present my bullish analysis on the company.

Safehold: Undervalued Play On Ground Leases

American Assets

Camden Property

Elme Communities

Enterprise Products Partners

EPR Properties

Essex Property Trust

Office Properties Income Trust

Vici Properties

Predicting short-term trends in the CPI and how the Fed will react is very different than predicting macroeconomic developments like recessions. With the CPI about to plunge sharply, interest rates are nearly certain to follow. This article explores how you might profit.

REITs To Buy As Inflation Plunges And Before Interest Rates Follow

NEW YORK , July 19, 2023 /PRNewswire/ -- Safehold Inc. (NYSE: SAFE) announced today that it will release its financial results for the second quarter 2023 after the market close on Tuesday, August 1, 2023. The Company will host an earnings conference call reviewing these results and its operations beginning at 5:00 p.m.

Safehold Sets Second Quarter 2023 Earnings Release Date and Webcast

NexPoint Residential Trust

SL Green Realty

REITs are heavily discounted because interest rates are high. But as inflation now returns lower, interest rates will also likely follow. We think that this will lead to significant upside. We explain why.

Urgent Warning For REIT Investors

Safehold is a unique REIT that focuses solely on investment grade land leases. Its long-term 99-year leases make it very sensitive to interest rate fluctuations. I present my thesis for the company and argue that SAFE is one of the best turnaround plays on interest rates.

Safehold: Long Duration REIT With High Interest Rate Sensitivity

Golar LNG

Penn Entertainment

Primo Water

SunPower

Tandem Diabetes Care

Xencor

Battered stocks to buy usually represent the exclusive avenue of the extreme speculator. As many beginner investors often find out, you don't want to take the buy low, sell high adage blindly without conducting serious due diligence.

7 Battered Stocks That Could TRIPLE by 2024

Peloton

Michael Dell (Trades, Portfolio)'s MSD Capital disclosed its trades for the first quarter earlier this month.

Michael Dell's Firm Buys Safehold, Adds to Peloton Stake

NEW YORK , June 15, 2023 /PRNewswire/ -- Safehold Inc. (NYSE: SAFE) announced today that the Company's Board of Directors has declared common stock dividends of $0.177 per share for the second quarter of 2023. The dividend represents an annualized rate of $0.708 per share and is payable on July 14, 2023 to holders of record on June 30, 2023.

Safehold Declares Second Quarter 2023 Common Stock Dividend

I last wrote an article on Safehold, or SAFE, back in October of 2022. Since that time, the REIT is at the very least in the positive, with plenty of volatility. In this article, I update my consideration for SAFE and show you why I am buying more at this time. We recently had an article by Brad Thomas about this. His returns speak for themselves - and I am following the footsteps here, with similar but also slightly different reasoning.

News for iStar Inc Stock (SAFE)