SAFE logo

Safehold Inc. Stock Price

NYSE:SAFE Community·US$1.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 15 Fair Values set on narratives written by author

SAFE Share Price Performance

US$15.46
1.45 (10.35%)
US$18.73
Fair Value
US$15.46
1.45 (10.35%)
17.4% undervalued intrinsic discount
US$18.73
Fair Value
Price US$15.46
AnalystConsensusTarget US$18.73
AnalystLowTarget US$14.00
AnalystHighTarget US$27.91

SAFE Community Narratives

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Fair Value US$18.73 17.4% undervalued intrinsic discount

SAFE: Ground Lease Expansion Will Drive Affordable Housing Delivery By 2029

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Fair Value US$14 10.4% overvalued intrinsic discount

Uncertainty Will Constrain Multifamily Leasing But Inflation Hedges Offer Relief

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1users have followed this narrative
·
Fair Value US$27.91 44.6% undervalued intrinsic discount

Urbanization And Densification Will Expand Ground Lease Market Opportunities

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1users have followed this narrative
US$18.73
17.4% undervalued intrinsic discount
Revenue
5.18% p.a.
Profit Margin
29.26%
Future PE
13.33x
Price in 2029
US$26.57
US$14
10.4% overvalued intrinsic discount
Revenue
2.03% p.a.
Profit Margin
29.8%
Future PE
10.72x
Price in 2029
US$19.86
US$27.91
44.6% undervalued intrinsic discount
Revenue
4.63% p.a.
Profit Margin
32.69%
Future PE
18.07x
Price in 2029
US$39.55

Trending Discussion

No trending discussion available.

Updated Narratives

SAFE logo

SAFE: Affordable Ground Leases And Brookfield JV Will Support Balanced Outlook

Fair Value: US$18.73 17.4% undervalued intrinsic discount
10 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
SAFE logo

SAFE: Joint Venture And Debt Moves Will Limit Future Upside Potential

Fair Value: US$14 10.4% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
SAFE logo

SAFE: Affordable Housing Ground Leases And Buybacks Will Support Future Upside

Fair Value: US$27.91 44.6% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Proven track record and fair value.

2 Risks
4 Rewards

Safehold Inc. Key Details

US$436.4m

Revenue

US$30.9m

Cost of Revenue

US$405.5m

Gross Profit

US$289.3m

Other Expenses

US$116.2m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
1.64
92.91%
26.62%
176.7%
View Full Analysis

About SAFE

Founded
2016
Employees
72
CEO
Jay Sugarman
WebsiteView website
www.safeholdinc.com

Safehold Inc. is revolutionizing real estate ownership by providing a new and better way for owners to unlock the value of the land beneath their buildings. Having created the modern ground lease industry in 2017, Safehold continues to help owners of high quality multifamily, affordable housing, office, industrial, hospitality, student housing, life science and mixed-use properties generate higher returns with less risk. The Company, which is taxed as a real estate investment trust (REIT), seeks to deliver safe, growing income and long-term capital appreciation to its shareholders. Safehold Inc. was incorporated in 2016 and is based in New York, United States.

Recent SAFE News & Updates

Seeking Alpha Jul 22

Safehold: A Longshot Bet Waiting For Lower Rates

Summary Safehold is a unique REIT specializing in long-term ground leases, offering significant leverage to interest rate movements. SAFE currently trades at a discounted valuation versus peers, reflecting its sensitivity to high-interest rates and subdued origination activity. Earnings have yet to recover to 2022 highs, but the company maintains strong credit metrics and a diversified portfolio across major metros. I initiate coverage with a Hold rating, seeing upside potential if rates decline, but no near-term catalyst to drive immediate outperformance. Read the full article on Seeking Alpha

Recent updates

No updates