Safehold Inc. (SAFE) Q4 2025 Earnings Call Transcript
Investors looking for stocks in the REIT and Equity Trust - Residential sector might want to consider either Safehold (SAFE) or Essex Property Trust (ESS). But which of these two stocks offers value investors a better bang for their buck right now?
The consensus price target hints at a 28.9% upside potential for Safehold (SAFE). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
The headline numbers for Safehold (SAFE) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Investors looking for stocks in the REIT and Equity Trust - Residential sector might want to consider either Safehold (SAFE) or American Homes 4 Rent (AMH). But which of these two stocks presents investors with the better value opportunity right now?
The average of price targets set by Wall Street analysts indicates a potential upside of 39.9% in Safehold (SAFE). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Investors interested in REIT and Equity Trust - Residential stocks are likely familiar with Safehold (SAFE) and American Homes 4 Rent (AMH). But which of these two companies is the best option for those looking for undervalued stocks?
Safehold Inc. is a ground lease REIT offering a 5.25% yield, now rated Buy after recent price declines. SAFE's business model leverages long-term ground leases with annual escalators and eventual ownership of property improvements. NYC rent stabilization risks weigh on SAFE due to its 21% Manhattan exposure, but debt maturities are well-staggered.
Safehold Inc. ( SAFE ) Q3 2025 Earnings Call November 5, 2025 5:00 PM EST Company Participants Pearse Hoffmann - Senior Vice President of Capital Markets & Investor Relations Jay Sugarman - CEO & Chairman Brett Asnas - Chief Financial Officer Timothy Doherty - Chief Investment Officer Conference Call Participants Ronald Kamdem - Morgan Stanley, Research Division Anthony Paolone - JPMorgan Chase & Co, Research Division Kenneth Lee - RBC Capital Markets, Research Division Harsh Hemnani - Green Street Advisors, LLC, Research Division Rich Anderson Ravi Vaidya - Mizuho Securities USA LLC, Research Division Jonathan Petersen - Jefferies LLC, Research Division Christopher Muller - Citizens JMP Securities, LLC, Research Division Presentation Operator Good afternoon, and welcome to Safehold's Third Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, today's conference call is being recorded.
Although the revenue and EPS for Safehold (SAFE) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Investors interested in REIT and Equity Trust - Residential stocks are likely familiar with Safehold (SAFE) and American Homes 4 Rent (AMH). But which of these two stocks presents investors with the better value opportunity right now?
Investors with an interest in REIT and Equity Trust - Residential stocks have likely encountered both Safehold (SAFE) and American Homes 4 Rent (AMH). But which of these two stocks offers value investors a better bang for their buck right now?