AI Earnings Predictions for Safehold Inc. New (SAFE)

EX-99.1

2 safe-20260730xex99d1.htm

EX-99.1

Exhibit 99.1

1114 Avenue of the Americas New York , NY 10036

T 212 .930 .9400

E investors@safeholdinc.com Press Release Safehold Reports Second Quarter 20 26 Results NEW YORK, July 30 , 20 26 Safehold Inc. ( NYSE: SAFE) reported results for the second quarter 20 26. SAFE published a presentation detailing these results which can be found on its website, www.safeholdinc.com in the “Investor s” section. Highlights from the earnings announcement include: ⎯ Q2‘26 revenue was $11 4.6 million ⎯ Q2‘26 net income attributable to common shareholders was $30.2 million ⎯ Q2‘26 earnings per share was $0. 42 ⎯ Closed $ 150 million of new ground lease originations 1 ⎯ Formed $348 million joint venture with Brookfield on a portfolio of ground leases ⎯ Closed $225 million private placement of structured senior unsecured notes due 2056 ⎯ Estimated Unrealized Capital Appreciation increased to $9. 8 billion 2 “Safehold delivered a strong second quarter , increasing origination volume , growing UCA and adding investment capacity through two bespoke capital raises ,” said Jay Sugarman, Chairman and Chief Executive Officer. “Our pipeline remains active and w e are well -positioned to pursue opportunities that best serve our customers and shareholders .” The Company will host an earnings conference call reviewing this presentation beginning at 5:00 p.m. ET on Thursday , July 30 , 202 6. This conference call will be broadcast live and can be accessed 1 Includes Safehold’s $ 81 m forward commitments for the Ground Leases new originations in Q 2’26 that have not yet been funded (such funding commitments are subject to certain conditions). There can be no assurances that Safehold will fully fund these transa ctions. 2 For more information on UCA, including additional limitations and qualifications, please refer to our Current Report on Form 8-K filed with the SEC on July 30, 2026, and the “Risk Factors” section of our Annual Report on Form 10 -K for the year ended December 31, 2025, filed with the SEC on February 12, 2026.

1114 Avenue of the Americas New York, NY 10036

T 212.930.9400

E investors@safeholdinc.com by all interested parties through Safehold 's website and by using the dial in information listed below: Dial -In: 888 .506 .0062 International: 973.528.001 1 Access Code: 458797 A replay of the call will be archived on the Company’s website. Alternatively, the replay can be accessed via dial -in from 8:00 p.m. ET on July 30 , 2026, through 1 2:00 a.m. ET on August 13, 2026, by calling: Replay: 877.481.4010 International: 919.882.2331 Access Code: 54312    About Safehold: Safehold Inc. (NYSE: SAFE) is revolutionizing real estate ownership by providing a new and better way for owners to unlock the value of the land beneath their buildings. Having created the modern ground lease industry in 2017, Safehold continues to help ow ners of high quality multifamily, office, industrial, hospitality, student housing, life science and mixed -use properties generate higher returns with less risk. The Company, which is taxed as a real estate investment trust (REIT), seeks to deliver safe, g rowing income and long -term capital appreciation to its shareholders. Additional information on Safehold is available on its website at www.safeholdinc.com . Company Contact: Pearse Hoffmann Senior Vice President Head of Corporate Finance

T 212.930.9400

E investors@safeholdinc.com

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Safehold Inc._February 11, 2026 0001095651false00010956512026-02-112026-02-11 ​ ​

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

​

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 ​ Date of Report (Date of earliest event reported): February 11, 2026

Safehold Inc. (Exact name of registrant as specified in its charter) ​ ​

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Maryland

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001-15371

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95-6881527

(State or other jurisdiction of incorporation)

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(Commission File Number)

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(IRS Employer Identification Number)

​ ​ ​

​

1114 Avenue of the Americas ​

39th Floor ​

New York   ,   NY 10036

(Address of principal executive offices) (Zip Code)

​ Registrant’s telephone number, including area code:  (212) 930-9400

​ N/A (Former name or former address, if changed since last report.) ​ Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below): ​ ☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ​ ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ​ ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ​ ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) ​ Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). ​ Emerging growth company ☐ ​ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐ ​ Securities registered pursuant to Section 12(b) of the Act: ​ ​

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Title of each class

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Trading Symbol(s)

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Name of each exchange on which registered

Common Stock

SAFE

NYSE

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Item 2.02Results of Operations and Financial Condition. On February 11, 2026, Safehold Inc. issued an earnings release and made available on its website an earnings presentation for the fourth quarter and fiscal year ended December 31, 2025. A copy of the earnings release and earnings presentation are attached as Exhibit 99.1 and Exhibit 99.2, respectively, hereto and incorporated herein by reference. The information in this Current Report, including the exhibits hereto, is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that Section.  The information in this Current Report shall not be incorporated by reference into any registration statement or other document pursuant to the Securities Act of 1933, as amended, unless it is specifically incorporated by reference therein. Item 7.01Regulation FD Disclosure. On February 11, 2026, Safehold Inc. made available on its website an earnings presentation for the fourth quarter and fiscal year ended December 31, 2025. A copy of the earnings presentation is attached as Exhibit 99.2 hereto and incorporated by reference. The earnings presentation, including Exhibit 99.2 hereto, is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that Section. The information in this Current Report shall not be incorporated by reference into any registration statement or other document pursuant to the Securities Act of 1933, as amended, unless it is specifically incorporated by reference therein. Item 9.01Financial Statements and Exhibits. Exhibit 99.1Earnings Release. Exhibit 99.2Earnings Presentation. Exhibit 104Inline XBRL for the cover page of this Current Report on Form 8-K. ​ ​

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized. ​

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​ Safehold Inc.

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Date: February 11, 2026 By: /s/ BRETT ASNAS

​ ​ Brett Asnas

​ ​ Chief Financial Officer ​

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