Safehold Q2 GAAP EPS $0.39 vs $0.42 YoY; revenue up 4% to $93.8M; portfolio GBV $6.9B

Safehold Inc.

2025-Q2 EPS reported $0.80 revenue$191,519,000

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).

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