{"filings":[{"id":1085118,"accession_number":"0001104659-26-074611","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2026-06-16T20:40:02+00:00","items":["8.01","9.01"],"status":"ready","headline":"Safehold closes $225M private placement of 6.615% senior unsecured notes due 2056 with stair-step cash coupon","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $225M aggregate principal of senior unsecured notes due August 1, 2056; all-in coupon 6.615%.","Stair-step cash interest: starts at 4.00%, increases to 4.50% in year 5, eventually to 6.615% in year 21; accrued PIK portion.","Company terminated hedges, realized ~$30M cash settlement gain; effective semi-annual yield to maturity ~5.83%.","Uses: repaying secured revolver borrowings, additional ground lease investments, working capital, funding commitments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1009278,"accession_number":"0001104659-26-073173","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2026-06-12T11:00:36+00:00","items":["8.01"],"status":"ready","headline":"Safehold forms JV with Brookfield affiliate on $348M ground lease portfolio","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Safehold contributes ground lease portfolio generating $14M annual cash ground rent to JV with Brookfield affiliate.","Brookfield purchases non-controlling 49% interest at $348M gross valuation; Safehold retains call options after year 7.","Safehold maintains day-to-day control and management; venture will be consolidated on Safehold's financials.","Net proceeds from Brookfield's capital will be used for debt repayment and general corporate purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":471201,"accession_number":"0001104659-26-062569","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2026-05-15T20:16:33+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Shareholders approve LTIP amendment adding 3M shares; annual meeting results reported","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved amendment to 2009 LTIP increasing shares available by 3,000,000 to 3,481,936.","Five directors elected with strong support; Jay Sugarman received 56.5M votes for.","Deloitte & Touche ratified as auditor for FY2026 with 61.7M votes for.","Say-on-pay approved with 52.8M votes for, 4.6M against.","All shareholder proposals passed; no changes in leadership or other material developments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91258,"accession_number":"0001095651-26-000015","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Safehold reports $9.51B unrealized capital appreciation in ground lease portfolio as of March 31, 2026","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Estimated UCA of $9,510M on Combined Property Value of $16,247M and Ground Lease Cost of $6,737M.","CBRE, Inc. engaged to perform independent valuations of Combined Property Values for ground leases.","UCA calculation includes ground leases with buy-out options, preemptive rights, and other tenant limitations.","Caret units: 83.9% held by Safehold; 78,996 Caret units remain available for awards; MSD Partners holds 122,500 units."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91257,"accession_number":"0001095651-26-000014","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Safehold Q1 revenue $110.9M (+13% YoY); EPS $0.40 down 2% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $110.9M (+13% YoY); GAAP net income $28.9M (-2% YoY); EPS $0.40.","Closed $68M in new originations: $54M ground leases, $14M leasehold loan.","Non-binding LOIs ~$255M; Estimated UCA grew to $9.5B.","Park Hotels portfolio reduced net income by $3.5M due to hotel seasonality.","Repurchased 236k shares for $3.4M at avg $14.39; no debt maturities until 2029."],"consensus_eps_estimate":null,"consensus_eps_actual":0.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":110854000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101238,"accession_number":"0001104659-26-034563","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2026-03-25T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Safehold files new shelf registration statement and resale prospectus for 10.35M shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Filed new automatic shelf registration on Form S-3ASR to replace prior registration; prior terminated upon effectiveness March 25, 2026.","Prospectus supplement for resale of up to 6,105,389 shares of common stock by selling stockholders.","Second prospectus supplement for resale of up to 4,248,435 shares of common stock by other selling stockholders.","Legal opinions of Venable LLP regarding the securities were provided as exhibits."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101237,"accession_number":"0001095651-26-000008","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2026-02-11T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Safehold reports $9.3B unrealized capital appreciation in residual portfolio as of Dec 31, 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Combined Property Value $15,947M, Ground Lease Cost $6,675M, Unrealized Capital Appreciation $9,272M.","Valuation by CBRE using income capitalization and sales comparison approaches per property type.","Properties include hotel, office, multi-family, life science, mixed-use; cap rates range 4.25-11.00%.","Safehold holds 83.8% of Caret units; officers/employees own 14.9% of outstanding Caret units.","Tenant buy-out options, preemptive rights, and lease expiry may limit realizable value of UCA."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101236,"accession_number":"0001095651-26-000007","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2026-02-11T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Safehold Q4 adjusted EPS $0.42, revenue $97.9M; names Michael Trachtenberg President","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP EPS $0.39, adjusted EPS $0.42 (ex $2.2M debt extinguishment loss); revenue $97.9M (+7% YoY).","FY 2025 GAAP EPS $1.59, adjusted $1.65; revenue $385.6M (+5% YoY); net income $114.5M.","Originated $429M new investments in 2025 (17 ground leases, 4 leasehold loans); portfolio GBV $7.1B.","S&P upgraded to A-; now A-/A3/A- with stable outlook. Closed $400M term loan, repaid $227M secured debt.","Appointed Michael Trachtenberg as President, strengthening leadership team."],"consensus_eps_estimate":null,"consensus_eps_actual":1.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":385552000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117591,"accession_number":"0001104659-25-118902","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2025-12-05T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Safehold amends RCF credit agreement to align financial covenants with recent term loan A facility","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Second Amendment to RCF Credit Agreement dated Dec 5, 2025 conforms financial covenants to those in Nov 25 term loan A.","New minimum EBITDA-to-fixed-charges ratio: 1.15:1.00.","Minimum unencumbered assets to unsecured debt ratio: 1.25:1.00; maximum secured debt to asset value: 50%.","Amendment entered by Safehold GL Holdings (borrower), Safehold Inc. (guarantor), JPMorgan Chase Bank as agent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117590,"accession_number":"0001104659-25-117317","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2025-12-01T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Safehold appoints Michael Trachtenberg as President, effective Dec 1, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Annual base salary of $500,000; target bonus opportunity of $1,500,000.","Signing cash bonus of $250,000; 50,000 Caret Units vesting over 5 years.","One-time sign-on award of 93,076 RSUs vesting equally over 5 years.","Performance-based RSUs: 60,000 tied to affordable housing commitments, 700,000 tied to stock price hurdles (target 249% increase).","Trachtenberg previously President of Lubert-Adler real estate fund manager; 20 years of industry experience."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117589,"accession_number":"0001104659-25-116444","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2025-11-26T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"Safehold closes $400M unsecured term loan, repays revolver and secured debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$400M unsecured term loan closed Nov 25, 2025; maturity Nov 15, 2030 with two 1-year extension options.","Borrowing rate at SOFR + 90 bps based on A3/A-/A- ratings; hedged via SOFR swap at 3.0% through April 2028.","Proceeds used to repay ~$400M of revolving credit facility; also recently repaid $227M secured debt due 2027, unencumbering 12 ground leases.","Liquidity increased to $1.3B post-closing, enhancing financial flexibility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117588,"accession_number":"0001095651-25-000029","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Safehold reports $9,069M UCA in residual portfolio as of Sep 30, 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Estimated unrealized capital appreciation (UCA) in owned residual portfolio: $9,069M as of Sep 30, 2025.","Combined Property Value $15,634M vs. Ground Lease Cost $6,565M, based on independent CBRE valuations.","UCA estimate is subject to tenant rights, rolling valuations, and may not reflect current market conditions.","Caret units: officers/employees hold 14.4% of outstanding; company owns 84.3%; 128,971 units remain available."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117587,"accession_number":"0001095651-25-000028","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Safehold Q3 2025 net income $29.3M, EPS $0.41; revenue $96.2M, up 6% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $29.3M ($0.41 EPS), up 51% YoY; adjusted EPS $0.41 up 12% YoY.","Revenue $96.2M, up 6% YoY; YTD revenue $287.7M, net income $86.6M.","Q3 originations: 4 ground leases $42M (7.3% economic yield); Q4 QTD 4 leases $34M (7.2% yield).","Portfolio GBV $7.0B, estimated UCA $9.1B; GLTV 52%, rent coverage 3.4x.","Debt $4.84B, debt/equity 2.0x; cash & credit facility availability $1.13B; ratings stable/positive."],"consensus_eps_estimate":null,"consensus_eps_actual":1.21,"consensus_revenue_estimate":null,"consensus_revenue_actual":287681000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134018,"accession_number":"0001095651-25-000022","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Safehold reports estimated UCA of $9.056B in residual portfolio as of June 30, 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Combined Property Value $15.577B; Ground Lease Cost $6.521B; UCA $9.056B.","CBRE valuations use hypothetical fee simple value, ignoring ground lease; cap rates range 4.25%-11%.","UCA is non-GAAP; subject to limitations including tenant purchase options and rolling valuations.","Company owns 84.3% of outstanding Caret units; 128,871 units remain available for awards.","UCA estimate intended to support dividend growth objective; no YoY comparison provided."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134017,"accession_number":"0001095651-25-000021","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Safehold Q2 GAAP EPS $0.39 vs $0.42 YoY; revenue up 4% to $93.8M; portfolio GBV $6.9B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 GAAP net income $27.9M ($0.39 EPS) down 6% YoY; adjusted EPS $0.39 vs $0.41.","Revenue $93.8M (+4% YoY); provision for credit losses $2.4M vs $0.6M last year.","New originations: $123M ground leases (4 deals) and $97M leasehold loans (3 deals); economic yield 7.2%.","Portfolio GBV $6.9B, estimated UCA $9.1B; remaining $400M for JV with sovereign wealth fund.","No corporate debt maturities until 2027; liquidity $1.2B (cash + credit facility)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.8,"consensus_revenue_estimate":null,"consensus_revenue_actual":191519000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150764,"accession_number":"0001095651-25-000018","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2025-06-10T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Safehold appoints Christopher Uhlick as Chief Accounting Officer effective July 7","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Christopher Uhlick, 37, named CAO; succeeds Brett Asnas who remains CFO.","Uhlick previously SVP Accounting Policy & Financial Reporting at SL Green Realty.","Annual base salary of $270,000; eligible for annual bonus under incentive plan.","One-time grant of $125,000 in RSUs, cliff vesting on March 31, 2028.","No family relationships or reportable transactions with the company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150763,"accession_number":"0001104659-25-050058","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2025-05-16T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Safehold annual meeting elects directors, ratifies auditor, approves say-on-pay","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All five director nominees elected; Jay Sugarman received 55,979,835 votes for (96.4% of cast votes).","Ratification of Deloitte & Touche as auditor approved with 61,105,843 for, 101,942 against, 23,661 abstentions.","Say-on-pay advisory vote approved with 48,610,858 for (85.1% support), 8,506,025 against, 60,768 abstentions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150762,"accession_number":"0001095651-25-000014","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2025-05-06T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Safehold reports estimated UCA in owned residual portfolio of $8.854B as of March 31, 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Estimated UCA of $8.854B; Combined Property Value of $15.252B and Ground Lease Cost of $6.398B.","Independent valuations by CBRE using income and sales comparison approaches; hypothetical fee simple value.","Key assumptions: stabilized occupancy ranges 61-100% and cap rates 4.00-11.00% across property types.","Tenant rights (buyout, preemptive, leveling) may limit realized UCA; valuation not GAAP and unaudited.","Caret units: vested/unvested awards represent 14.4% of outstanding; company owns 84.3% of Caret units."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150761,"accession_number":"0001095651-25-000013","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2025-05-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Safehold Q1 GAAP EPS $0.41 down 5% YoY; adjusted EPS $0.44 up 1%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 2025 revenue $97.7M, up 5% YoY; GAAP net income $29.4M ($0.41/sh) vs $30.7M ($0.43/sh).","Adjusted net income excl. $1.9M non-recurring loss was $31.3M ($0.44/sh), up 2% YoY.","Portfolio aggregate GBV $6.8B, GLTV 52%, rent coverage 3.5x; economic yield 5.8%.","Q1 fundings $20M ($16M ground leases at 6.7% yield); $386M non-binding LOIs.","Total debt $4.67B, cash & credit facility $1.31B; no corporate maturities until 2027."],"consensus_eps_estimate":null,"consensus_eps_actual":0.41,"consensus_revenue_estimate":null,"consensus_revenue_actual":97677000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169707,"accession_number":"0001104659-25-029619","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2025-03-31T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Safehold extends Star Holdings term loan to 2028, permits $10M buyback; management fee rises to $7.5M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Term loan maturity extended by one year to March 31, 2028; $115M principal outstanding.","$25M incremental facility now allows re-borrowing of repaid amounts.","Star Holdings may repurchase up to $10M of its common shares under new restricted payments basket.","Management fee for April 2026-March 2027 annual term increased from $5M to $7.5M.","Termination fee payable to Safehold Management Services increased from $50M to $55M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169706,"accession_number":"0001104659-25-026651","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2025-03-21T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Jesse Hom to depart Safehold board; board reduced to 5","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jesse Hom notified Board he will not seek re-election at 2025 Annual Meeting.","Resignation effective May 15, 2025; steps down from all committee positions.","Decision not due to any disagreement with Company on operations, policies, or practices.","Board size decreased from 6 to 5, effective upon Hom's resignation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169705,"accession_number":"0001095651-25-000004","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2025-02-05T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Safehold reports estimated UCA of $9,128M in owned residual portfolio as of Dec 31, 2024","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Estimated Unrealized Capital Appreciation (UCA) of $9,128M as of Dec 31, 2024, based on Combined Property Value of $15,523M and Ground Lease Cost of $6,395M.","CBRE provided independent valuations using sales comparison and income capitalization approaches for hotel, office, multi-family, life science and other property types.","As of Dec 31, 2024, Safehold owns 84.3% of outstanding Caret units; 122,500 Caret units remain held by third-party investors.","In April 2024, investors from Feb 2022 Caret unit sale exercised redemption rights; units redeemed at original purchase price less distributions.","UCA estimate is subject to limitations including tenant rights, long lease terms, and reliance on tenant-supplied information; may not reflect realized value."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169704,"accession_number":"0001095651-25-000003","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2025-02-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Safehold Q4 GAAP net income $26M ($0.36 EPS); FY adjusted EPS $1.57, up 8% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP net income $26.0M ($0.36 EPS) vs $41.2M ($0.58) YoY; adjusted EPS $0.36 flat as prior year included hedge gain.","FY GAAP net income $105.8M ($1.48 EPS) vs loss of $55.0M; adjusted EPS $1.57 vs $1.45 (+8%). Revenue $365.7M (+4%).","FY new originations $225M (10 ground leases, 1 leasehold loan); portfolio GBV $6.8B, estimated UCA $9.1B.","Completed $700M notes issuance, new $2.0B revolver, $750M CP program; Fitch upgraded to A-; S&P assigned BBB+ Positive.","Caret Series A round redeemed Apr'24 with no impact to liquidity (via restricted account)."],"consensus_eps_estimate":null,"consensus_eps_actual":1.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":365685000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186755,"accession_number":"0001104659-24-119062","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2024-11-14T23:59:59+00:00","items":["1.01","2.03","7.01","8.01","9.01"],"status":"ready","headline":"Safehold prices $400M 5.650% senior notes due 2035; effective yield ~5.09% after $22M hedge gain","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $400M aggregate principal of 5.650% Senior Notes due Jan 15, 2035 at 98.812% of par.","Effective semi-annual yield to maturity of 5.804%; reduced to ~5.09% after $22M hedge-termination gain.","Net proceeds to repay revolver, invest in ground leases, and for working capital/commitments.","Notes fully and unconditionally guaranteed by Safehold Inc. (SAFE); joint book-runners: J.P. Morgan, BofA, Goldman Sachs, Truist."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186754,"accession_number":"0001095651-24-000026","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2024-10-28T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Safehold reports estimated unrealized capital appreciation of $9.14B in owned residual portfolio as of Sep 30, 2024","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Estimated UCA of $9,141M; Combined Property Value $15.5B vs. Ground Lease Cost $6.4B as of Sep 30, 2024.","CBRE appraisals used; valuation assumptions include cap rates (hotel 5.5%-8.75%, office 5%-10%, multifamily 4%-6.5%).","Tenant rights (buy-out options, preemptive rights, lease termination) may limit realizable UCA from certain properties.","Caret units: 76,801 awarded to executives/employees; vest if stock trades at avg ≥$60 for 30 days within 4 years.","Safehold owns 84.3% of outstanding Caret units; 259,642 units sold to third parties including MSD Partners."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186753,"accession_number":"0001095651-24-000025","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2024-10-28T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Safehold Q3 revenue $90.7M, adjusted EPS $0.37, new originations $104M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 GAAP EPS $0.27; adjusted EPS $0.37 (ex. $6.8M prior-period credit loss provision).","Revenue $90.7M (+6% YoY); net income $19.3M vs. ($123M) loss in Q3'23.","Closed $104M new originations: $72M ground leases + $32M leasehold loan.","Purchased JV partner's interest in 9 ground leases for $69M net commitment.","Non-cash credit loss provision $7.5M; $6.8M applied to prior period balances."],"consensus_eps_estimate":null,"consensus_eps_actual":1.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":273813000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203309,"accession_number":"0001095651-24-000020","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2024-07-29T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Safehold reports $9.1B unrealized capital appreciation in residual portfolio as of June 30, 2024","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Estimated UCA in owned residual portfolio: $9,085M; Combined Property Value: $15,318M; Ground Lease Cost: $6,233M.","In April 2024, all investors from February 2022 Caret unit sale exercised redemption option, redeeming 137,142 units.","As of June 30, 2024, Safehold owns 84.3% of outstanding Caret units; 259,642 Caret units sold to third-party investors.","Vested and unvested Caret units held by officers/employees represent 14.4% of outstanding and 11.4% of authorized."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203308,"accession_number":"0001095651-24-000018","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2024-07-29T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Safehold Q2 revenue up 5% to $89.9M, EPS $0.42 (+20% YoY), new $2B revolver","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $89.9M (+5% YoY); net income $29.7M (+34%); diluted EPS $0.42 (+20%).","Closed six new ground leases for $98M, growing portfolio to 143 ground leases ($6.5B).","New $2.0B unsecured revolving credit facility (replaces $1.85B) and $750M commercial paper program established.","Portfolio metrics: GLTV 48%, rent coverage 3.6x, debt/equity 1.89x; $1.06B liquidity.","Adjusted EPS excluding merger/Caret costs was $0.41 (+15% YoY); YTD adjusted EPS $0.84."],"consensus_eps_estimate":null,"consensus_eps_actual":0.85,"consensus_revenue_estimate":null,"consensus_revenue_actual":183108000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219671,"accession_number":"0001104659-24-073986","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2024-06-21T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Safehold establishes $750M commercial paper note program via operating company","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Safehold GL Holdings LLC may issue up to $750M of unsecured short-term notes, guaranteed by Safehold Inc.","Proceeds used for general corporate purposes; program backed by Safehold's $2.0B revolving credit facility.","Company expects cost of capital benefits versus its revolving credit facility; notes rank pari passu with unsecured debt.","Notes offered on a private placement basis, not registered under Securities Act."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219670,"accession_number":"0001104659-24-062625","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2024-05-16T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Safehold shareholders approve LTIP amendment increasing share pool by 1M shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders elected six directors; each received >52.9M votes for.","Ratified Deloitte & Touche as independent auditor for FY2024 (65.4M for, 1.2M against).","Approved amendment to 2009 LTIP: share reserve increased from ~57k to ~1.06M shares.","Non-binding say-on-pay approved with 70.9% of votes cast in favor.","All proposals passed at May 15, 2024 annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219669,"accession_number":"0001095651-24-000014","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2024-05-06T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Safehold reports $9,062M estimated UCA; Feb 2022 Caret unit investors exercise redemption","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Estimated UCA in owned residual portfolio as of March 31, 2024: $9,062M (Combined Property Value $15,236M, Ground Lease Cost $6,174M).","Feb 2022 Caret unit investors exercised redemption right in April 2024, redeeming units at original purchase price less distributions.","Company owns 83.1% of outstanding Caret units; officer/employee holdings represent 14.5% of outstanding and 11.6% of authorized.","CBRE provides independent valuations using cap rates from 3.35% (multifamily) to 9.50% (office) and stabilized occupancy assumptions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219668,"accession_number":"0001095651-24-000013","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2024-05-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Safehold Q1 revenue $93.2M, EPS $0.43; new $2B revolver, $300M notes issued","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $93.2M (+19% YoY); GAAP net income $30.7M vs $4.7M; diluted EPS $0.43 vs $0.07.","Adjusted EPS excluding merger & Caret costs $0.43 vs $0.41, up 5% YoY.","Closed new $2.0B unsecured revolver; issued $300M 10-year notes at 6.1% coupon (5.3% yield after $21M hedge gains).","Core ground lease portfolio $6.5B aggregate GBV; GLTV 47%, rent coverage 3.6x, 92-year avg lease term.","Multifamily now 55% of asset count; portfolio Caret-adjusted yield 7.5%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":93213000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219667,"accession_number":"0001104659-24-047298","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2024-04-15T23:59:59+00:00","items":["1.01","1.02","2.03","9.01"],"status":"ready","headline":"Safehold closes $2.0B unsecured revolver, replacing $1.85B facilities; 5 bps rate savings","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $2.0B unsecured revolving credit facility replaces prior aggregate $1.85B facilities.","Maturity extended to May 1, 2029 (including two six-month extension options).","Interest rate at adjusted SOFR + 85 bps, a 5 bps reduction from prior facilities.","$916M outstanding from prior facility rolled over into new facility.","Safehold Inc. guarantees the facility; proceeds for working capital and general corporate purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":239466,"accession_number":"0001104659-24-030508","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2024-03-04T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"Safehold subsidiary prices $300M 6.100% senior notes due 2034; hedge gain lowers effective yield to ~5.32%","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Safehold GL Holdings LLC issued $300M of 6.100% senior notes due 2034, guaranteed by Safehold Inc.","Notes priced at 98.957% for effective yield of 6.240%; after $21M hedge gain, effective yield ~5.32%.","Net proceeds to repay borrowings under $1.35B unsecured revolving credit facility and for general corporate purposes.","Notes mature April 1, 2034; interest payable April 1 and October 1, starting October 1, 2024.","Underwriters include J.P. Morgan, BofA Securities, Goldman Sachs, Truist; settlement on March 4, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":239465,"accession_number":"0001095651-24-000006","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2024-02-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Safehold reports estimated unrealized capital appreciation of $9.8B in owned residual portfolio as of Dec 31, 2023","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["UCA of $9,827M on combined property value of $16,001M and ground lease cost of $6,174M as of Dec 31, 2023.","Valuation performed by CBRE using income and sales comparison approaches; key assumption ranges disclosed by property type.","Portfolio includes 154 ground leases; values updated every 12-24 months, with initial reports for new acquisitions.","Certain tenant rights (buy-out options, preemptive rights) may limit or delay realization of UCA upon lease expiry.","As of Dec 31, 2023, Safehold owned 82.2% of Caret units; officers/employees held 15.4% of vested/unvested Caret units."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":239464,"accession_number":"0001095651-24-000004","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2024-02-12T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Safehold Q4 revenue $103M, FY net loss $55M; iStar merger closed, credit upgraded to A3","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2023 revenue $103.0M; FY 2023 revenue $352.6M.","Q4 GAAP EPS $0.58; adjusted EPS $0.36 excluding non-recurring gains.","FY GAAP EPS ($0.82); adjusted EPS $1.45 excluding merger and Caret costs.","Closed merger with iStar, internalized management; MSD Partners became major shareholder.","Moody's upgraded credit to A3; closed $500M credit facility and formed $500M JV with sovereign wealth fund."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.82,"consensus_revenue_estimate":null,"consensus_revenue_actual":352578000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":239463,"accession_number":"0001104659-24-004168","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2024-01-16T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Safehold President & CIO Alvarado resigns; Doherty named CIO, Wylder Head of Investments","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Marcos Alvarado resigns as President, CIO and Board member effective Jan 26, 2024, to join a private investment firm.","Tim Doherty promoted from EVP, Head of Investments to Chief Investment Officer, reporting to CEO Sugarman.","Steve Wylder promoted from EVP, Investments to EVP, Head of Investments, reporting to Doherty.","Departure is unrelated to Safehold's financial or operating results; transition support through Jan 26."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":256993,"accession_number":"0001104659-23-121254","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2023-11-27T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Safehold CAO Garett Rosenblum resigns; CFO Brett Asnas to assume principal accounting officer role","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Garett Rosenblum, Chief Accounting Officer, resigns effective December 31, 2023 to pursue other opportunities.","Departure not related to the Company's financial or operating results or any disagreements on accounting/reporting policies.","CFO Brett Asnas will take over as principal accounting officer, directly supervising the accounting team.","No arrangements, family relationships, or material interests exist in connection with Asnas's appointment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":256989,"accession_number":"0001104659-23-116462","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K/A","filed_at":"2023-11-13T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Safehold board sets annual Say-on-Pay votes following shareholder advisory preference","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board determined Say-on-Pay votes will be conducted every year, matching shareholder preference expressed at June 2023 annual meeting.","Advisory vote on frequency received stockholder support for annual voting; next such frequency vote due by 2029 annual meeting.","Decision disclosed via 8-K/A amendment filed November 13, 2023; no other changes to original 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":256992,"accession_number":"0001095651-23-000008","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2023-10-31T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Safehold reports estimated UCA of $10.0B in owned residual portfolio as of Sept 30, 2023","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Estimated UCA of $10,016M; Combined Property Value $16,154M, Ground Lease cost $6,138M.","Independent valuations by CBRE using income capitalization and sales comparison approaches; key assumptions include cap rates and stabilized occupancy.","Limitations: tenant rights (buy-out options, preemptive rights), long lease terms, and valuations may not reflect current market conditions.","As of Sept 30, 2023, Safehold owns 82.2% of Caret units; Feb 2022 investors have redemption option if public liquidity not achieved by Feb 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":256991,"accession_number":"0001095651-23-000006","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2023-10-31T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Safehold reports Q3 net loss of $123M on $85.6M revenue; includes $145.4M goodwill impairment","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS of ($1.81) includes ($2.14) non-cash goodwill impairment charge related to merger.","Adjusted net income of $22.5M and adjusted EPS of $0.33, excluding impairment and merger costs.","Closed $53M in new originations; total portfolio reaches $6.4B. Raised $152M equity with MSD participation.","Received credit rating upgrade to A3 from Moody's; liquidity of $850M available."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.47,"consensus_revenue_estimate":null,"consensus_revenue_actual":249551000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":256990,"accession_number":"0001104659-23-107357","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2023-10-06T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Safehold amends Star Holdings term loan; consents to margin loan floor price cut to $10","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Term loan outstanding balance $115M; $25M incremental facility remains unused but now available for margin loan prepayment replenishment.","Star Holdings loses right to pay interest in kind (PIK) on the term loan; interest payable only in cash.","Safehold consented to margin loan amendment: mandatory prepayment floor reduced from $14 to $10 per share of SAFE common stock.","Margin loan (with Morgan Stanley) outstanding $90M as of Oct 5; loan-to-value ratios triggering additional collateral moderately lowered."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":274338,"accession_number":"0001104659-23-089987","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2023-08-11T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Safehold prices public offering of 6.5M shares at $21.40, raises ~$145.5M net","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Public offering of 6,500,000 shares of common stock at $21.40 per share; underwriters have 30-day option for additional 975,000 shares.","Concurrent private placement of 599,983 shares at same price to affiliates of MSD Partners.","Net proceeds of ~$145.5M from both offerings; intended for general corporate purposes including debt repayment and ground lease investments.","Underwriting agreement with BofA Securities, Goldman Sachs, J.P. Morgan and Morgan Stanley as representatives."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":274337,"accession_number":"0001558370-23-012751","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2023-08-01T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Safehold estimates $10.1B unrealized capital appreciation in ground lease portfolio as of June 30, 2023","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Combined Property Value $16,267M; Ground Lease Cost $6,119M; UCA $10,148M.","82.2% of Caret units owned by Safehold; 76,801 awarded to execs with $60 share price target.","Third-party investors purchased 100,000 Caret units for $20M on March 31, 2023.","Valuation by CBRE, non-GAAP, with no assurance of realization due to tenant rights and long-term leases."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":274336,"accession_number":"0001558370-23-012734","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2023-08-01T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Safehold reports Q2 2023 revenue $85.7M, net income $22.1M, EPS $0.35","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $85.7M; net income attributable to common shareholders $22.1M ($0.35 EPS).","Closed $129M of new originations in Q2; total portfolio $6.3B.","UCA grew $121M to estimated $10.1B.","CEO cites 'transaction activity picking up' as market conditions improve."],"consensus_eps_estimate":null,"consensus_eps_actual":0.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":163990000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":291580,"accession_number":"0001104659-23-073556","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2023-06-22T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Safehold shareholders approve LTIP amendments; increase share pool by 192,000","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved increasing LTIP share pool by 192,000 to 459,094 total shares.","LTIP expiration extended from May 13, 2031 to June 20, 2033.","All seven director nominees elected with over 48.4 million votes each.","Ratification of Deloitte auditor approved with 54.4M votes; say-on-pay approved with 50.6M.","Advisory vote favored holding say-on-pay every year with 50.6M votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":291579,"accession_number":"0001558370-23-006845","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2023-04-26T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Safehold reports estimated $10.0B unrealized capital appreciation in owned residual portfolio as of Mar 31, 2023","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Estimated UCA of $10,026M (Combined Property Value $16,034M less Ground Lease Cost $6,008M).","Combined Property Value includes $1,375.4M related to unfunded commitments; CBRE engaged for independent valuations.","On Mar 31, 2023, sold 100,000 Caret units to MSD affiliates for $20M and 22,500 units to others for $4.5M.","Post-merger, 76,801 Caret units awarded to executives with cliff vesting at $60 stock price for 30 consecutive days.","Portfolio valuation updated annually; key assumptions include cap rates of 4%–8.5% across property types."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":291578,"accession_number":"0001558370-23-006837","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2023-04-26T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Safehold Q1 revenue $78.3M, adj. EPS $0.41; closed iStar merger, $500M credit line","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $78.3M; net income to common $4.7M ($0.07 EPS); adj. net income $26.3M ($0.41 EPS) excl. merger/Caret costs.","Closed merger with iStar, internalizing management; MSD Partners became major shareholder and Caret investor.","Closed $24.5M third-party investment in Caret at $2.0B valuation.","Closed $500M unsecured revolver; total unsecured credit lines now $1.85B."],"consensus_eps_estimate":null,"consensus_eps_actual":0.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":78329000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":291577,"accession_number":"0001104659-23-045621","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2023-04-14T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Safehold registers ~9.65M shares for resale by selling stockholders","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Filed two prospectus supplements covering resale of 5,405,406 and 4,248,435 common shares by selling stockholders.","Automatic shelf registration statement filed April 4, 2023.","Legal opinion from Venable LLP on legality of the securities attached as Exhibits 5.1 and 5.2.","Resale shares total 9,653,841; no new shares issued to the company.","Exhibits include consents of counsel; filing is procedural for existing stockholder liquidity."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":291576,"accession_number":"0001104659-23-042176","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2023-04-05T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Safehold enters into ATM equity sales agreements for up to $300M in primary shares and 1M shares by selling stockholder","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Primary Sales Agreement allows Safehold to sell up to $300M of common stock through agents; net proceeds to Portfolio Holdings for general corporate purposes.","Selling Stockholder Sales Agreement allows Star Investment Holdings to sell up to 1M shares; proceeds may repay Star Holdings' term loan (Safehold is lender) or pay management fees.","Sales are at-the-market; agent compensation up to 2% of gross proceeds; no obligation to sell any shares.","Agreements dated April 5, 2023; prospectus supplement filed same day."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1072717778.5854324,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2023-04-05T23:59:59+00:00|291576"}