Safehold Inc. (SAFE) Form 8-K — Nov 3, 2026
Safehold Inc. (NYSE: SAFE) reported Q3 2026 revenue of $118.7 million, up 23% year-over-year, with net income attributable to common shareholders of $28.8 million and EPS of $0.41, flat versus the prior-year quarter. The company closed $38 million of new ground lease originations at a 7.3% economic yield during the quarter, and estimated unrealized capital appreciation in its portfolio rose to $9.9 billion against $7.4 billion of aggregate gross book value.
Key figures
- Eps
- 0.41
- Revenue
- 118700000
- Net Income
- 28800000
- Total Debt
- 5090000000
- Revenue Yoy
- 23% (Q3'26 vs Q3'25: $118.7M vs $96.2M)
- Total Assets
- 7695407000
- Cash Position
- 29854000
- Ytd eps
- $1.23
- Ytd revenue
- $344.2m (+20% YoY)
- Aggregate gbv
- $7.4b
- Rent coverage
- 3.4x
- Gltv portfolio
- 52%
- Corporate leverage
- 2.04x
- Weighted avg debt maturity
- 18-year
- Cash and credit availability
- $1.26b
- New ground lease originations
- $38m (incl. $13m unfunded forward commitments)
- Economic yield new originations
- 7.3%
- Estimated unrealized capital appreciation
- $9.9b
AI analysis
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