secwatch.observer — SEC 8-K summary ====================================== Issuer: Safehold Inc. (SAFE) CIK: 0001095651 Form: 8-K Filed at: 2026-07-30T20:13:10+00:00 Accession: 0001095651-26-000022 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 7.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Safehold Q2 revenue $114.6M, EPS $0.42; $150M originations, $348M Brookfield JV ------------------------------------------------------------------------------- - Q2'26 revenue $114.6M (+22% YoY); net income $30.2M (+8% YoY); EPS $0.42. - Closed $150M of new ground lease originations (7 multifamily GLs). - Formed $348M joint venture with Brookfield on 7-asset ground lease portfolio. - Closed $225M private placement of 30-year senior unsecured notes due 2056. - Estimated Unrealized Capital Appreciation grew to $9.8B; repurchased 850k shares at $15.17. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1095651/000109565126000022/0001095651-26-000022-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1095651/000109565126000022/safe-20260730x8k.htm HTML page: https://secwatch.observer/filing/0001095651-26-000022 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer