NEW YORK, Dec. 15, 2025 /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 fourth quarter of 2025. The dividend represents an annualized rate of $0.708 per share and is payable on January 15, 2026 to holders of record on December 30, 2025. About Safehold:Safehold Inc. (NYSE: SAFE) is revolutionizing real estate ownership by providing a new and better way for owners to unlock the value of the land b ...

Core Insights - The article discusses the author's transition from a potential career in politics to a focus on value investing, emphasizing the importance of risk management and long-term wealth growth [1] Group 1: Career Transition - The author initially pursued a career in politics but shifted to finance after facing challenges in 2019, recognizing the need for financial stability [1] - The decision to study value investing was driven by the desire to make money work effectively and to safeguard against future setbacks [1] Group 2: Professional Experience - From 2020 to 2022, the author worked in a sales role at a law firm, where they became the top-grossing salesman and managed a team, contributing to sales strategy [1] - The experience gained during this period was instrumental in assessing company prospects based on their sales strategies [1] Group 3: Investment Advisory Role - The author served as an investment advisory representative with Fidelity from 2022 to 2023, focusing on 401K planning [1] - Despite excelling in this role and passing Series exams ahead of schedule, the author felt constrained by Fidelity's reliance on modern portfolio theory, leading to a decision to leave after one year [1] Group 4: Current Endeavors - In November 2023, the author began writing for Seeking Alpha, sharing investment opportunities discovered through personal research and experience [1] - The articles serve as a platform for the author to communicate investment strategies and insights to readers, who are seen as partners in this journey [1]

NEW YORK,Dec. 3, 2025/PRNewswire/ -- Safehold Inc. (NYSE:[SAFE](#financial-modal)) (the "Company" or "Safehold") announced that on December 1, 2025, the Compensation Committee of Safehold's Board of Directors approved the grants of performance-based inducement restricted stock unit awards and time-based award covering an aggregate of 853,076 shares ofSafehold common stock (the "Inducement Awards") to Mr. Michael Trachtenberg ("Mr. Trachtenberg"), Safehold's new President. The Inducement Awards were granted ...

Accessibility StatementSkip Navigation NEW YORK, Dec. 1, 2025 /PRNewswire/ -- Safehold Inc. (NYSE: SAFE), the creator and leader of the modern ground lease industry, today announced the appointment of Michael Trachtenberg, a real estate industry veteran with more than two decades of operational experience, as President of the Company. In this role, Mr. Trachtenberg will oversee operations and execution across the business, working directly with Safehold's Chief Executive Officer Jay Sugarman. "Michael is a ...

Core Viewpoint - Safestore has reported accelerating revenues for the fourth quarter, leading to modest share price gains, indicating strong demand in its core UK market and positive contributions from both like-for-like and new stores across all markets [2][3][5]. Financial Performance - For the full year ending 31 October, Safestore's turnover reached £234.3 million, reflecting a 4.9% increase at reported rates and a 5% increase at constant exchange rates [2]. - Fourth-quarter revenues rose 7.1% to £62 million, with growth of 6.1% at stable exchange rates [3]. - On a like-for-like basis, full-year revenues increased by 3.1% at constant currencies to £228.7 million, while fourth-quarter revenues rose 3.3% to £59.4 million [4]. UK Market Performance - The UK unit drove revenue growth, with like-for-like sales increasing by 2.4% for the financial year and 3.4% for the fourth quarter, amounting to £42.9 million and £164.8 million respectively [5]. - Average storage rates in the UK rose by 6.6% in the last quarter, contributing to a full-year growth of 2.5% [5]. International Market Performance - In France, like-for-like revenues increased by 2% in the last quarter to €13.4 million, with annual growth of 1.3% to €51.9 million [6]. - However, average storage rates in France fell by 1.8% in the fourth quarter, resulting in a full-year growth of only 0.4% [6]. Occupancy and Rates - Closing occupancy reached 6.67 million square feet as of October, up 4%, with occupancy as a percentage of current lettable area increasing to 78.1% from 78% a year earlier [7]. - Average storage rates improved by 1.2% year-on-year to £30.20, with a 4% increase in rates during the fourth quarter to £30.84 [7]. Expansion and Future Outlook - Safestore opened four new stores in the past year, increasing its total maximum letting area to 9.3 million square feet [8]. - The company has added 0.7 million square feet of new maximum letting area in the 2025 financial year, with a pipeline of 1 million square feet on track for future development [8]. - The CEO expressed optimism about continued momentum and expects full-year earnings per share to meet City forecasts of 40.3p, down from 42.3p in financial 2024 [8]. Upcoming Reports - Safestore is scheduled to release its full-year report on 15 January [9].

Core Viewpoint - Safehold Inc. has successfully closed a $400 million unsecured term loan, enhancing its liquidity and addressing upcoming debt maturities [1][2][3] Group 1: Financial Details - The new term loan has a maturity date of November 15, 2030, with two twelve-month extension options [1] - Safehold's borrowing rate is set at SOFR plus 90 basis points, supported by its current A3/A-/A- credit ratings [1] - The company has a SOFR swap at a 3.0% strike rate through April 2028 to hedge this transaction [1] Group 2: Use of Proceeds - Proceeds from the loan will be utilized for debt repayment and general corporate purposes [2] - The company has recently repaid $227 million of secured debt due in 2027, freeing up twelve ground lease assets that were previously collateral [2] - The new unsecured term loan replaces the repaid capital and increases the company's liquidity position to $1.3 billion [2] Group 3: Management Commentary - The CFO of Safehold stated that this financing is a strong outcome, increasing liquidity and addressing near-term maturity with flexible unsecured capital [3] - The company appreciates the support from its banking partners and believes its long-term balance sheet positions it well for delivering attractive capital solutions [3] Group 4: Company Overview - Safehold Inc. is focused on revolutionizing real estate ownership by providing innovative ground lease solutions [4] - The company aims to help owners of various property types generate higher returns with reduced risk, while being taxed as a real estate investment trust (REIT) [4]

Core Points - S&P Global Ratings upgraded Safehold Inc.'s credit rating to A- from BBB+ with a stable outlook, reflecting the company's strong credit profile and market position [1][2] - The upgrade is attributed to Safehold's steady asset quality and business stability, particularly in the context of challenges in the commercial real estate (CRE) sector [2] Company Overview - Safehold Inc. is a leader in the modern ground lease industry, providing innovative solutions for real estate ownership and enabling property owners to unlock land value [3] - The company focuses on high-quality multifamily, office, industrial, hospitality, student housing, life science, and mixed-use properties, aiming to deliver safe, growing income and long-term capital appreciation to shareholders [3]

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Portfolio Composition - As of September 30, 2025, the gross book value of the company's portfolio was comprised of 41% multi-family, 40% office, 11% hotels, 6% life science, and 2% mixed use and other[190]. - The top market by gross book value is Manhattan, accounting for 21% of the total, followed by Washington, DC at 10% and Boston at 8%[219]. - The portfolio is diversified with 41% in multifamily properties and 40% in office properties, indicating a balanced investment strategy[220]. Financial Performance - Total revenues for the three months ended September 30, 2025, were $96.2 million, an increase of $5.5 million compared to $90.7 million for the same period in 2024[226]. - For the nine months ended September 30, 2025, total revenues increased to $287.7 million from $273.8 million for the same period in 2024, representing a growth of 5.1%[242]. - Net income for the nine months ended September 30, 2025, was $86.7 million, compared to $80.5 million in 2024, marking an increase of 7.6%[242]. - Interest income from sales-type leases rose to $72.4 million for the three months ended September 30, 2025, up from $67.1 million in the same period in 2024, driven by new originations[228]. - Interest income from sales-type leases rose to $212.7 million for the nine months ended September 30, 2025, up from $195.6 million in 2024, an increase of 8.8%[242]. - Earnings from equity method investments decreased to $14.6 million for the nine months ended September 30, 2025, down from $18.1 million in 2024, a decline of 19.4%[254]. Expenses and Losses - General and administrative expenses for the three months ended September 30, 2025, were $13.1 million, slightly down from $13.1 million in the same period in 2024[235]. - The provision for credit losses for the nine months ended September 30, 2025, was $5.7 million, a decrease from $8.4 million in the same period of 2024, reflecting improved market conditions[252]. - Interest expense increased to $154.2 million for the nine months ended September 30, 2025, compared to $147.7 million in 2024, an increase of 4.0% due to higher indebtedness[247]. Liquidity and Capital Management - The company has a liquidity capacity of $1.1 billion under its 2024 Unsecured Revolver as of September 30, 2025, enhancing its financial flexibility[264]. - The company entered into a new $2.0 billion unsecured revolving credit facility in April 2024, replacing previous facilities and extending maturity to May 1, 2029[262]. - As of September 30, 2025, the company had $12.1 million of unrestricted cash and $1.1 billion of undrawn capacity on its 2024 Unsecured Revolver[266]. - The company expects to meet its liquidity requirements over the next 12 months through cash on hand, cash flows from operations, and unused borrowing capacity[267]. Investment Strategy - The company targets Ground Lease investments where the initial cost represents 30% to 45% of the Combined Property Value, indicating a strong correlation between inflation and commercial real estate values over time[198]. - The company identifies a significant market opportunity in the approximately $7.0 trillion institutional commercial property market in the U.S., aiming to expand the use of Ground Leases beyond current fragmented ownership[210]. - The company has initiated new products such as the Ground Lease Plus Fund and Leasehold Loan Fund to enhance its service offerings and capture more market share[211]. Risk Factors - The company has entered into a forbearance agreement with a tenant under a significant New York office asset, which poses risks of potential losses if the tenant defaults[194]. - The rise in interest rates has adversely affected the U.S. office sector, leading to increased vacancies and reduced market liquidity, which could negatively impact the company's tenants and property values[192]. - A 100 basis point increase in interest rates could result in a decrease in net income by approximately $3.994 million[280]. - The company aims to mitigate interest rate volatility through hedging instruments, including interest rate swap agreements[277]. Cash Flow Analysis - Cash flows provided by operating activities increased to $35.495 million for the nine months ended September 30, 2025, compared to $29.957 million in 2024[268]. - Cash flows used in investing activities decreased to $(180.185) million in 2025 from $(190.897) million in 2024, primarily due to a decrease in the origination of Ground Leases[268]. - Cash flows provided by financing activities increased to $148.831 million in 2025 from $138.462 million in 2024, driven by acquisition activities in 2024[268]. Shareholder Actions - The company authorized a share repurchase program of up to $50.0 million on February 4, 2025, allowing for strategic capital management[259]. - As of September 30, 2025, approximately 14.4% of the outstanding Caret units were beneficially owned by the company's officers and employees, with 128,971 Caret units remaining available for issuance under the Caret Performance Incentive Plan[208].

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