SAFE · Safehold Inc. · Earnings Call Transcripts & Audio
$11.77
-0.23 (-1.92%)
At close · Sep 30
View the 10-K filed Feb 12, 2026
Return incl. dividend (before tax)
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
$868.21M
Shares
70.82M
Volume · Sep 30
877.02K
Avg daily vol (3M)
360.37K
Safehold Inc. Earnings Call Transcripts
Quarterly earnings calls for Safehold Inc. (SAFE), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▼50.1%
$71.70M
$66.08M
'22 Q3
22-11-03
▼40.4%
$30.28M
$21.80M
'22 Q4
23-02-21
▲29.8%
$78.33M
$4.68M
'23 Q1
23-04-26
▲32%
$85.66M
$22.13M
'23 Q2
23-08-01
▲19.3%
$85.56M
−$122.97M
'23 Q3
23-11-01
▲240.3%
$103.03M
$41.18M
'23 Q4
24-02-13
▲19%
$93.21M
$30.73M
'24 Q1
24-05-07
▲4.9%
$89.89M
$29.66M
'24 Q2
24-07-30
▲6%
$90.70M
$19.33M
'24 Q3
24-10-29
▼10.8%
$91.87M
$26.04M
'24 Q4
25-02-06
▲4.8%
$97.68M
$29.36M
'25 Q1
25-05-07
▲4.4%
$93.84M
$27.95M
'25 Q2
25-08-05
▲6%
$96.16M
$29.28M
'25 Q3
25-11-05
▲6.5%
$97.87M
$27.88M
'25 Q4
26-02-12
▲13.5%
$110.85M
$28.86M
'26 Q1
26-04-30
LATEST
▲22.2%
$114.65M
$30.16M
'26 Q2
26-07-30
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
$-1.27
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
$-0.15
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
$-1.51
▼ 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
$-1.36
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–26 of 26 earnings calls