Update shared on 30 Nov 2025
Fair value Increased 1.36%Analysts have modestly raised their price target for Safehold from $20.00 to $20.27. This change reflects increased revenue growth expectations, even though there is a slightly lower profit margin outlook.
What's in the News
- Safehold Inc. has closed ground leases for the development of six Affordable Housing communities in Los Angeles, bringing over 400 total units to several neighborhoods. Completion is expected in 2027 (Key Developments).
- In a separate transaction, Safehold secured a ground lease for another Affordable Housing project in the San Fernando Valley. This project is planned to deliver 275 units by 2029 with developer The Pacific Companies (Key Developments).
- Safehold's dedicated Affordable Housing team, established in 2025, is part of a broader effort to expand investment in affordable housing across Southern California (Key Developments).
Valuation Changes
- Fair Value Target has risen slightly from $20.00 to $20.27, reflecting updated growth assumptions.
- Discount Rate remains unchanged at 12.5%.
- Revenue Growth projections have increased significantly from 2.94% to 5.03%.
- Net Profit Margin estimates have fallen from 35.20% to 31.94%.
- Future P/E Ratio has risen modestly from 13.38x to 14.07x.
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