SAFE · Safehold Inc. · Webcasts, Transcripts & Audio
$9.86
+0.01 (+0.10%)
At close · Nov 13
View the 10-K filed Feb 12, 2026
Return incl. dividend (before tax)
Play latest call
Q2 2026 earnings call transcript
Customer concentration
— top 2 customers 4.3% of revenue
2 customers — 4.3% of revenue (the year ended December 31, 2025)
“For the year ended December 31, 2025, our two largest tenants by revenues each accounted for approximately 4.3% of our total revenues.”
Market Cap
$690.07M
Shares
69.99M
Volume · Nov 13
859.53K
Avg daily vol (3M)
616.45K
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Safehold Inc. Webcasts
Earnings calls, investor updates, investor days and conferences for Safehold Inc. (SAFE), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Pull transcripts and briefs through the earnings call transcript API or MCP →
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Earnings call
FY26 · Q3
2026-11-03
Safehold Inc. (SAFE) Q3 2026 Earnings Call
Revenue
$118.68M
▲ 23.4% YoY Diluted EPS
$0.41
▲ 0% YoY Gross margin
99.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-07-30
Safehold Inc. (SAFE) Q2 2026 Earnings Call Transcript
Confident tone
Ground lease sector positioning
Capital markets / Brookfield JV
Portfolio diversification and growth
Revenue
$114.65M
▲ 22.2% YoY Diluted EPS
$0.42
▲ 7.7% YoY Gross margin
99.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-30
Safehold Inc. (SAFE) Q1 2026 Earnings Call Transcript
Positive tone
50th Street / NYC office-to-multifamily conversion
Portfolio growth and originations
Share buyback / value gap
Revenue
$110.85M
▲ 13.5% YoY Diluted EPS
$0.40
▼ 2.4% YoY Gross margin
98.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-12
Safehold Inc. (SAFE) Q4 2025 Earnings Call Transcript
Positive tone
Origination growth and ground lease volume
Capital markets and balance sheet
Carats value recognition
Revenue
$97.87M*
▲ 6.5% YoY Gross margin
98.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-05
Safehold Inc. (SAFE) Q3 2025 Earnings Call Transcript
Positive tone
Ground lease origination activity
Interest rate environment and market psychology
Affordable housing growth channel
Revenue
$96.16M
▲ 6% YoY Diluted EPS
$0.41
▲ 51.9% YoY Gross margin
98.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-05
Safehold Inc. (SAFE) Q2 2025 Earnings Call Transcript
Positive tone
New origination activity and pipeline
Credit and portfolio metrics
Affordable housing initiative
Revenue
$93.84M
▲ 4.4% YoY Diluted EPS
$0.39
▼ 7.1% YoY Gross margin
99.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-07
Safehold Inc. (SAFE) Q1 2025 Earnings Call Transcript
Balanced tone
Liquidity / Capital Structure
New Originations / Pipeline
Portfolio Metrics
Revenue
$97.68M
▲ 4.8% YoY Diluted EPS
$0.41
▼ 4.7% YoY Gross margin
98.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-06
Safehold Inc. (SAFE) Q4 2024 Earnings Call Transcript
Positive tone
Originations and funding activity
Affordable multifamily expansion
Portfolio valuation and UCA
Revenue
$91.87M*
▼ 10.8% YoY Gross margin
98.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-29
Safehold Inc. (SAFE) Q3 2024 Earnings Call Transcript
Positive tone
Ground lease value proposition vs. press
Joint venture with sovereign wealth partner
Investment activity and originations
Revenue
$90.70M
▲ 6% YoY Diluted EPS
$0.27
Gross margin
98.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-30
Safehold Inc. (SAFE) Q2 2024 Earnings Call Transcript
Positive tone
Originations and deal activity
Capital and liquidity
Product positioning vs. competitors
Revenue
$89.89M
▲ 4.9% YoY Diluted EPS
$0.42
▲ 20% YoY Gross margin
98.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-07
Safehold Inc. (SAFE) Q1 2024 Earnings Call Transcript
Positive tone
Portfolio composition and scale
Caret restructuring
Capital markets execution and hedges
Revenue
$93.21M
▲ 19% YoY Diluted EPS
$0.43
▲ 514.3% YoY Gross margin
98.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-13
Safehold Inc. (SAFE) Q4 2023 Earnings Call Transcript
Positive tone
Interest rate environment and outlook
Portfolio growth and originations
Hedging and term financing
Revenue
$103.03M*
▲ 240.3% YoY Gross margin
98.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-01
Safehold Inc. (SAFE) Q3 2023 Earnings Call Transcript
Revenue
$85.56M
▲ 19.3% YoY Diluted EPS
$-1.81
▼ 274% YoY Gross margin
98.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-01
Safehold Inc. (SAFE) Q2 2023 Earnings Call Transcript
Revenue
$85.66M
▲ 32% YoY Diluted EPS
$0.35
▼ 2.8% YoY Gross margin
98.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-26
Safehold Inc. (SAFE) Q1 2023 Earnings Call Transcript
Revenue
$78.33M
▲ 29.8% YoY Diluted EPS
$0.07
▼ 83.3% YoY Gross margin
98.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-21
Safehold Inc. (SAFE) Q4 2022 Earnings Call Transcript
Revenue
$30.28M
▼ 40.4% YoY Diluted EPS
$-6.25
▼ 1009.1% YoY Gross margin
97.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-03
Safehold Inc. (SAFE) Q3 2022 Earnings Call Transcript
Revenue
$71.70M
▼ 50.1% YoY Diluted EPS
$1.04
▼ 89% YoY Gross margin
98.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-04
Safehold Inc. (SAFE) Q2 2022 Earnings Call Transcript
Revenue
$64.88M
▲ 19.6% YoY Diluted EPS
$0.36
Gross margin
98.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-03
Safehold Inc. (SAFE) Q1 2022 Earnings Call Transcript
Revenue
$60.36M
▲ 0.6% YoY Diluted EPS
$0.42
Gross margin
98.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-24
Safehold Inc. (SAFE) Q4 2021 Earnings Call Transcript
Revenue
$50.76M
▼ 45% YoY Diluted EPS
$0.69
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-02
Safehold Inc. (SAFE) Q3 2021 Earnings Call Transcript
Revenue
$143.63M
▲ 123.7% YoY Diluted EPS
$9.44
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-03
Safehold Inc. (SAFE) Q2 2021 Earnings Call Transcript
Revenue
$54.25M
▲ 19.9% YoY Diluted EPS
$-1.69
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-29
Safehold Inc. (SAFE) Q1 2021 Earnings Call Transcript
Revenue
$59.98M
▼ 50.9% YoY Diluted EPS
$-0.06
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-23
Safehold Inc. (SAFE) Q4 2020 Earnings Call Transcript
Revenue
$92.35M
▼ 28.4% YoY Diluted EPS
$-1.63
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-03
Safehold Inc. (SAFE) Q3 2020 Earnings Call Transcript
Revenue
$64.22M
▼ 55.8% YoY Diluted EPS
$-0.19
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-06
Safehold Inc. (SAFE) Q2 2020 Earnings Call Transcript
Revenue
$45.24M
▼ 54.1% YoY Diluted EPS
$-1.94
▼ 106.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-30
Safehold Inc. (SAFE) Q1 2020 Earnings Call Transcript
Revenue
$122.29M
▲ 14.5% YoY Diluted EPS
$-1.75
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
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Key facts
CIK
1095651
CUSIP
78646V107
13F (30d)
170 filings
155 filers
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