SAFE Share Price Performance
US$13.70
-5.30 (-27.89%)
32.4% undervalued intrinsic discount
US$20.27
Fair Value
Price US$13.70
AnalystConsensusTarget US$20.27
AnalystHighTarget US$28.00
AnalystLowTarget US$16.23
Fair ValueUS$20.27
Share Pricen/a
Safehold Inc. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 11 Fair Values set on narratives written by author
SAFE Community Narratives
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Fair Value US$20.27 32.4% undervalued intrinsic discount
SAFE: Ground Lease Expansion Will Drive Affordable Housing Delivery By 2029
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AN
Fair Value US$28 51.1% undervalued intrinsic discount
Urbanization And Densification Will Expand Ground Lease Market Opportunities
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Fair Value US$16 14.4% undervalued intrinsic discount
Uncertainty Will Constrain Multifamily Leasing But Inflation Hedges Offer Relief
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Urbanization And Densification Will Expand Ground Lease Market Opportunities
Key Takeaways Rapid expansion in multifamily and affordable housing, combined with strong origination capacity, is set to drive sustained revenue growth and recurring cash flows. Data-driven underwriting, portfolio scale, and increased institutional adoption of ground leases enhance margins, returns, and long-term valuation potential.Read more
6
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US$28
51.1% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
8.76% p.a.
Profit Margin
32.25%
Future PE
17.34x
Price in 2028
US$39.49
SAFE: Ground Lease Expansion Will Drive Affordable Housing Delivery By 2029
Key Takeaways Growing adoption of ground lease solutions and repeat business indicate deeper market penetration, supporting sustained revenue growth and improved operating leverage. Diversified, inflation-protected portfolio in resilient asset classes and major markets enhances earnings visibility and long-term revenue growth potential.Read more
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US$20.27
32.4% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
5.03% p.a.
Profit Margin
31.94%
Future PE
14.07x
Price in 2028
US$28.59
Uncertainty Will Constrain Multifamily Leasing But Inflation Hedges Offer Relief
Key Takeaways Exposure to macro uncertainty, sector headwinds, and evolving regulations threatens consistent revenue, origination pace, and long-term earnings stability. Ground lease model and inflation-linked cash flows attract investors but face risks from rising funding costs and slow expansion into secondary markets.Read more
5
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AN
US$16
14.4% undervalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
1.32% p.a.
Profit Margin
30.51%
Future PE
13.07x
Price in 2028
US$22.45
Trending Discussion
Recently Updated Narratives
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SAFE: Affordable Housing Ground Leases Will Support Positive Long-Term Upside
Fair Value: US$28 51.1% undervalued intrinsic discount
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AN
SAFE: Expanding Los Angeles Housing Will Drive Outperformance By 2027
Fair Value: US$20.27 32.4% undervalued intrinsic discount
8 followersusers have followed this narrative
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Uncertainty Will Constrain Multifamily Leasing But Inflation Hedges Offer Relief
Fair Value: US$16 14.4% undervalued intrinsic discount
1 followerusers have followed this narrative
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Snowflake Analysis
Safehold Inc. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- 1.57
- 98.87%
- 28.23%
- 186.4%
About SAFE
- Founded
- 2016
- Employees
- 74
- CEO
- WebsiteView website
Safehold Inc. (NYSE: SAFE) 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, 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.
