Core Insights - Safehold Inc. reported a solid performance in Q3 2025, with earnings growth and steady transaction activity, emphasizing the growth of repeat customer business and a focus on efficient capital delivery and favorable risk-adjusted returns for shareholders [1][3]. Financial Performance - Q3 2025 revenue reached $96.2 million, representing a 21% increase compared to the previous year [3]. - Net income attributable to common shareholders for Q3 2025 was $29.3 million [3]. - Earnings per share for Q3 2025 stood at $0.41 [3]. Ground Lease Activity - The company closed $42 million in ground lease originations during Q3 2025 and an additional $34 million in ground lease originations to date in Q4 2025 [3]. - Safehold has forward commitments of $9 million and $29 million for new ground lease originations in Q3 2025 and Q4 2025, respectively, which are subject to certain conditions [3]. Company Overview - Safehold Inc. is revolutionizing real estate ownership by providing innovative solutions for unlocking land value beneath buildings, having established the modern ground lease industry in 2017 [2]. - The company operates as a real estate investment trust (REIT), aiming to deliver safe, growing income and long-term capital appreciation to shareholders [2].

Core Insights - Safehold Inc. has closed ground leases for the development of six Affordable Housing communities in Los Angeles, California, focusing on Low-Income Tax Credit projects [1][2] - The developments will provide over 400 total units upon completion in 2027, targeting neighborhoods in West and Central Los Angeles and the San Fernando Valley [2] Company Overview - Safehold Inc. is a leader in the modern ground lease industry, established in 2017, and aims to unlock land value for property owners [3] - The company operates as a real estate investment trust (REIT), focusing on generating higher returns with less risk across various property types, including affordable housing [3] Strategic Partnerships - Safehold is collaborating with HVN Development, a new firm dedicated to delivering high-quality Affordable Housing in Southern California [1][2] - The company emphasizes the utility of its low-cost, 99-year ground lease capital in advancing Low-Income Housing Tax Credit projects [2]

Core Insights - Safehold Inc. has closed a ground lease for an Affordable Housing community in the San Fernando Valley, Los Angeles, which will provide 275 units by 2029 [1][2] - The project is developed by The Pacific Companies, a repeat customer of Safehold, indicating a strong partnership in the Affordable Housing sector [1][2] - Safehold is expanding its presence in Affordable Housing, having established a dedicated team in 2025 to focus on this sector [2][3] Company Strategy - Safehold's ground lease capital serves as a low-cost solution to address funding gaps in Affordable Housing developments amid rising costs and interest rates [3] - The company aims to unlock land value for various property types, including multifamily and affordable housing, to generate higher returns with reduced risk [4] Market Context - There is significant unmet demand for affordable rental products in the market, which Safehold is strategically positioned to address [2] - The establishment of a dedicated Affordable Housing team reflects the company's commitment to expanding its investment in this growing sector [2]

Group 1 - Safehold Inc. has closed a ground lease for an Affordable Housing community in Mission Valley, San Diego, which will provide 227 units by 2028 [1][2] - The project is part of Safehold's strategy to invest in the Low-Income Housing Tax Credit (LIHTC) sector, which is seen as a crucial area for delivering affordable housing [2] - To date, Safehold has closed on eight ground leases for LIHTC developments in California, totaling over 1,600 units [2] Group 2 - Safehold Inc. is a leader in the modern ground lease industry, having created it in 2017, and aims to enhance real estate ownership by unlocking land value [3] - The company operates as a real estate investment trust (REIT) and focuses on providing safe, growing income and long-term capital appreciation to shareholders [3]

Core Insights - Safehold Inc. has successfully closed a ground lease to recapitalize a 336-unit multifamily property in Florida's Space Coast, marking its 18th deal in Florida and its first with JT Capital [1][2] - The company aims to leverage its modern ground lease structure to provide lower-cost, long-term capital to property owners [2] - Safehold also provided a leasehold loan alongside the long-term ground lease to facilitate the transaction [3] Company Overview - Safehold Inc. is a leader in the modern ground lease industry, having established this sector in 2017, and focuses on unlocking land value for various property types including multifamily, office, and mixed-use [4] - The company operates as a real estate investment trust (REIT) and aims to deliver safe, growing income and long-term capital appreciation to its shareholders [4]

Core Insights - Safehold Inc. has successfully closed a ground lease for the development of The Benjamin, a 364-unit multifamily project in the Boston MSA, marking its first deal with The Michaels Organization [1][2] - The company emphasizes the growing adoption of its ground lease solution for multifamily projects in major metropolitan areas, aiming to provide low-cost, long-term capital to maximize value for owners [2][4] - Safehold's portfolio includes over 85 multifamily assets across top markets in the United States, showcasing its diversified investment strategy [3] Company Overview - Safehold Inc. is a pioneer in the modern ground lease industry, established in 2017, and focuses on enhancing real estate ownership by unlocking land value beneath buildings [4] - The company operates as a real estate investment trust (REIT), aiming to deliver safe, growing income and long-term capital appreciation to its shareholders [4]