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Safehold
Safehold (SAFE) investor relations material
Safehold Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Achieved strong portfolio growth in Q4'25 and FY'25, with 9 new ground leases and 1 leasehold loan in Q4, and 17 new ground leases and 4 leasehold loans for the year, totaling $429 million in new investments.
Welcomed a new President and expanded the affordable housing platform to new states and sponsors.
S&P upgraded credit rating to A- with stable outlook, now rated A-/A3/A- by all major agencies.
Closed a $400 million unsecured term loan, repaid 2027 debt, and enhanced liquidity and flexibility.
Emphasized unlocking shareholder value through portfolio growth, capital allocation, and share buybacks.
Financial highlights
Q4'25 GAAP revenue was $97.9 million, net income $27.9 million, and EPS $0.39; excluding $2.2 million nonrecurring loss, EPS was $0.42, up 15% YoY.
FY'25 GAAP revenue was $385.6 million, net income $114.5 million, and EPS $1.59; excluding nonrecurring items, EPS was $1.65, up 5% YoY.
Non-recurring losses included a $2.2 million loss on early extinguishment of debt in Q4'25 and $4.2 million for FY'25.
Portfolio at year-end: $7.1 billion, with UCA at $9.3 billion.
Closed 10 transactions in Q4, totaling $167 million in commitments.
Outlook and guidance
Targeting increased ground lease volume in 2026 versus 2025.
Management highlights strong underwritten rent coverage (2.9x–3.2x) and economic yield (7.3%).
Plans to utilize the share repurchase program when market conditions are favorable.
G&A expected to rise from low $40 million in 2025 to high $40 million in 2026 due to declining management fee income.
Company is well positioned for 2026, citing active customer engagement and momentum in affordable housing.
Impact of A- rating on future debt terms?
Growth strategy for affordable housing business?
Drivers of $9.3B unrealized capital appreciation?
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Next Safehold earnings date
Q1 20266 May, 2026
Safehold
Next Safehold earnings date
Q1 20266 May, 2026
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Frequently asked questions
Safehold Inc. is a real estate investment company specializing in the acquisition, development and management of multifamily apartment buildings. The Safehold solution transforms the way owners unlock land value, whilst simultaneously strengthening and adding predictability to building use. Once a property has been placed in Safehold's care, it is redirected towards a new focus of aspiration, risk reduction and growth. It is an automated process that unlocks value and delivers stronger returns to owners through reduced cost of ownership, pollution prevention, improved efficiency and higher occupier demand.
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