Core Insights - Safehold Inc. has successfully closed a ground lease and leasehold loan for a new 259-unit multifamily development in Downtown San Diego's East Village [1][2] - The project will be developed by Riaz Capital, which is investing through its Qualified Opportunity Zone fund [1] - Safehold aims to enhance its presence in the San Diego market and provide comprehensive financing solutions [2] Company Overview - Safehold Inc. is a leader in the modern ground lease industry, having established this sector in 2017 [2] - The company focuses on unlocking land value for owners of various property types, including multifamily, affordable housing, office, and mixed-use properties [2] - As a real estate investment trust (REIT), Safehold seeks to deliver safe, growing income and long-term capital appreciation to its shareholders [2]

Financial Performance Highlights - Total revenue reached $438.5 million, marking an 11.1% increase compared to the same quarter last year[13] - Total NOI increased by 23.3% to $121.1 million compared to the same quarter last year[13] - Core EBITDA grew by 27.1% to $93.6 million, or 28.6% on a constant currency basis, compared to the same quarter last year[13] - Global Warehouse segment revenue increased by 17.6% to $338.2 million compared to the same quarter last year[13] - Global Warehouse segment NOI increased by 25.3% to $113.8 million compared to the same quarter last year[13] - Global Warehouse same store revenue grew 1.5%, or 3.4% on a constant currency basis, with same store segment NOI improving 4.9%, or 6.2% on a constant currency basis[13] Strategic Acquisitions and Capital Deployment - The company completed $1.3 billion in acquisitions during the second quarter, including Cloverleaf Cold Storage for $1.25 billion and Lanier Cold Storage for $82.6 million[11, 13] - The company completed a land purchase in Sydney, Australia for $45.5 million[18] Occupancy and Fixed Commitments - For the second quarter of 2019, economic occupancy for the total warehouse segment was 76.8% and warehouse segment same store pool was 76.7%[27] - On a combined pro forma basis, 38.3% of rent and storage revenues were generated from fixed commitment storage contracts[26]

Financial Supplement Third Quarter 2019 Table of Contents | Overview | PAGE | | --- | --- | | Corporate Profile | 3 | | Earnings Release | 5 | | Selected Quarterly Financial Data | 14 | | Financial Information | | | Condensed Consolidated Balance Sheets | 16 | | Condensed Consolidated Statements of Operations | 17 | | Reconciliation of Net Income (Loss) to NAREIT FFO, Core FFO and AFFO | 18 | | Reconciliation of Net Income (Loss) to EBITDA, NAREIT EBITDAre, and Core EBITDA | 20 | | Acquisition, Litigation, ...

EARNINGS RELEASE & FINANCIAL SUPPLEMENT Second Quarter 2020 Financial Supplement Second Quarter 2020 Table of Contents | Overview | PAGE | | --- | --- | | Corporate Profile | 3 | | Earnings Release | 5 | | Selected Quarterly Financial Data | 16 | | Financial Information | | | Condensed Consolidated Balance Sheets | 18 | | Condensed Consolidated Statements of Operations | 19 | | Reconciliation of Net Income to NAREIT FFO, Core FFO and AFFO | 20 | | Reconciliation of Net Income to EBITDA, NAREIT EBITDAre, and ...

EARNINGS RELEASE & FINANCIAL SUPPLEMENT Second Quarter 2021 Financial Supplement Second Quarter 2021 Table of Contents | Overview | PAGE | | --- | --- | | Corporate Profile | 3 | | Earnings Release | 5 | | Selected Quarterly Financial Data | 16 | | Financial Information | | | Condensed Consolidated Balance Sheets | 18 | | Condensed Consolidated Statements of Operations | 19 | | Reconciliation of Net (Loss) Income to NAREIT FFO, Core FFO and AFFO | 20 | | Reconciliation of Net (Loss) Income to EBITDA, NAREIT ...

EARNINGS RELEASE & FINANCIAL SUPPLEMENT Third Quarter 2021 Financial Supplement Third Quarter 2021 Table of Contents | Overview | PAGE | | --- | --- | | Corporate Profile | 3 | | Earnings Release | 5 | | Selected Quarterly Financial Data | 16 | | Financial Information | | | Condensed Consolidated Balance Sheets | 18 | | Condensed Consolidated Statements of Operations | 19 | | Reconciliation of Net Income (Loss) to NAREIT FFO, Core FFO and AFFO | 20 | | Reconciliation of Net Income (Loss) to EBITDA, NAREIT E ...

EARNINGS RELEASE & FINANCIAL SUPPLEMENT SECOND QUARTER 2022 Financial Supplement Second Quarter 2022 Table of Contents | Overview | PAGE | | --- | --- | | Corporate Profile | 3 | | Earnings Release | 5 | | Selected Quarterly Financial Data | 16 | | Financial Information | | | Consolidated Balance Sheets | 18 | | Consolidated Statements of Operations | 19 | | Reconciliation of Net Income (Loss) to NAREIT FFO, Core FFO and AFFO | 20 | | Reconciliation of Net Income (Loss) to EBITDA, NAREIT EBITDAre, and Core ...

EARNINGS RELEASE & FINANCIAL SUPPLEMENT First Quarter 2024 Financial Supplement First Quarter 2024 Table of Contents | Overview | PAGE | | --- | --- | | Corporate Profile | 3 | | Earnings Release | 5 | | Selected Quarterly Financial Data | 13 | | Financial Information | | | Condensed Consolidated Balance Sheets | 15 | | Condensed Consolidated Statements of Operations | 16 | | Reconciliation of Net Income (Loss) to NAREIT FFO, Core FFO and Adjusted FFO | 17 | | Reconciliation of Net Income (Loss) to EBITDA, ...

EARNINGS RELEASE & FINANCIAL SUPPLEMENT SECOND QUARTER 2024 Financial Supplement Second Quarter 2024 Table of Contents | Overview | PAGE | | --- | --- | | Corporate Profile | 3 | | Earnings Release | 5 | | Selected Quarterly Financial Data | 15 | | Financial Information | | | Condensed Consolidated Balance Sheets | 17 | | Condensed Consolidated Statements of Operations | 18 | | Reconciliation of Net (Loss) Income to NAREIT FFO, Core FFO and Adjusted FFO | 19 | | Reconciliation of Net (Loss) Income to NAREIT ...

Core Viewpoint - ARMOUR Residential REIT, Inc. has announced a cash dividend of $0.24 per Common share for July 2025, with the holder of record date set for July 15, 2025, and payment date on July 30, 2025 [1][2]. Dividend Information - The July 2025 cash dividend is $0.24 per Common share [2]. - The holder of record date is July 15, 2025, and the payment date is July 30, 2025 [2]. Tax Matters - ARMOUR is taxed as a real estate investment trust (REIT) and must distribute substantially all of its ordinary REIT taxable income to maintain this status [3]. - Dividends exceeding current tax earnings and profits for the year are generally not taxable to common stockholders [3]. - The board of directors determines actual dividends based on various factors including operational results, cash flows, financial condition, and market conditions [3]. Company Overview - ARMOUR primarily invests in fixed-rate residential, adjustable-rate, and hybrid adjustable-rate residential mortgage-backed securities issued or guaranteed by U.S. Government-sponsored enterprises [4]. - The company is externally managed and advised by ARMOUR Capital Management LP, which is registered with the SEC [4].