Safehold Inc. (SAFE)
Safehold: Time To Cover This High-Beta Bond Proxy
We had initiated a short position in Safehold as part of a paired trade. We closed that one out. We go over the rationale behind that and explain why the REIT still remains a poor choice for a long term investment.
Safehold Inc. (SAFE) Q3 2024 Earnings Call Transcript
Safehold Inc. (NYSE:SAFE ) Q3 2024 Earnings Conference Call October 29, 2024 9:00 AM ET Company Participants Pearse Hoffmann - SVP, Capital Markets and IR Jay Sugarman - Chairman and CEO Brett Asnas - CFO Tim Doherty - CIO Conference Call Participants Stephen Laws - Raymond James Mitch Germain - Citizens JMP Caitlin Burrows - Goldman Sachs Haendel St. Juste - Mizuho Ronald Kamdem - Morgan Stanley Anthony Paolone - JPMorgan Ki Bin Kim - Truist Operator Good morning and welcome to Safehold's Third Quarter 2024 Earnings Conference Call. [Operator Instructions] As a reminder, today's conference is being recorded.
Safehold (SAFE) Reports Q3 Earnings: What Key Metrics Have to Say
The headline numbers for Safehold (SAFE) give insight into how the company performed in the quarter ended September 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Safehold To Star Holdings: A Paired Trade
Star Holdings' primary asset is its stake in Safehold Inc. The unwinding of its secondary assets should likely be done in another two and a half years. Star Holdings likely doubles if Safehold stays static at the current price.
Safehold Inc. (SAFE) Q2 2024 Earnings Call Transcript
Safehold Inc. (NYSE:SAFE ) Q2 2024 Earnings Conference Call July 30, 2024 9:00 AM ET Company Participants Pearse Hoffmann - Senior Vice President of Capital Markets and Investor Relations Jay Sugarman - Chairman and Chief Executive Officer Brett Asnas - Chief Financial Officer Tim Doherty - Chief Investment Officer Conference Call Participants Nate Crossett - BNP Paribas Caitlin Burrows - Goldman Sachs Anthony Paolone - J.P. Morgan Mitch Germain - Citizens JMP Harsh Hemnani - Green Street Ravi Vaidya - Mizuho Stephen Laws - Raymond James Kenneth Lee - RBC Capital Markets Kelly Kunath - Morgan Stanley Matt Howlett - B.
Safehold (SAFE) Reports Q2 Earnings: What Key Metrics Have to Say
The headline numbers for Safehold (SAFE) give insight into how the company performed in the quarter ended June 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Time Is Ticking For Dividend Investors, Let's Scope REIT Dividends Now
Last week, CPI and PPI data sent a signal that the inflation is subsiding. This allowed the market to recalibrate the interest rate expectations. The interest rate sensitive assets such as REITs responded nicely.
Safehold: Two Requirements To Make It To $30
We had previously suggested that Safehold would make it over the $20 mark. The recent rally has accomplished that, and the bulls are licking their chops ahead of the expected rate cuts. We go over the recent results and tell you what needs to happen to see $30.
