Safehold Inc. Reports $8.85 Billion Unrealized Capital Appreciation

Published 06/05/2025, 21:26
Safehold Inc. Reports $8.85 Billion Unrealized Capital Appreciation

Safehold Inc. (NYSE:SAFE), a real estate investment trust with a market capitalization of $1.1 billion, announced today an estimated $8.85 billion in unrealized capital appreciation (UCA) within its owned residual portfolio as of March 31, 2025. The UCA represents the combined value of land, buildings, and improvements on properties subject to Safehold’s ground leases, exceeding the aggregate cost basis of these leases. According to InvestingPro analysis, the company currently trades at a price-to-book ratio of 0.47x, suggesting potential undervaluation relative to its assets.

This valuation is based on independent reports and internal estimates, following a policy that aims to periodically determine the UCA in real properties that Safehold has the right to acquire per the residual provisions in its ground lease investments. The company maintains strong financial health with a current ratio of 40.02x, indicating robust liquidity to meet its short-term obligations.

The valuation process, conducted by the independent firm CBRE (NYSE:CBRE), Inc., involves estimating the hypothetical value of the properties as if the ground leases did not exist. This assessment does not account for the in-place ground leases or other contractual obligations and assumes the property is leased at stabilized levels. The valuation methodology primarily uses the sales comparison and income capitalization approaches, common in the commercial real estate industry.

The UCA calculation is subject to limitations and qualifications, including the accuracy of tenant-supplied information and the potential impact of specific tenant rights under some ground leases. These rights may include options to level the building, purchase rights, buy-out options, and preemptive rights, which could limit Safehold’s ability to realize the UCA.

Safehold’s portfolio includes various property types, such as hotels, offices, multi-family, life science, and mixed-use properties. The company’s investment strategy targets initial ground lease costs representing 30% to 45% of the combined property value, with the aim of providing a safety margin and supporting dividend growth over time. The strategy has yielded impressive results, with a gross profit margin of 98.91% and revenue growth of 7.48% over the last twelve months. Currently, the stock offers a dividend yield of 4.54%. For deeper insights into Safehold’s financial performance and valuation metrics, InvestingPro subscribers can access comprehensive analysis and additional ProTips in the detailed Pro Research Report, available for over 1,400 US stocks.

The company also disclosed information about its Caret Performance Incentive Plan, which grants performance-based awards to participants, including employees, directors, and service providers. As of March 31, 2025, all outstanding Caret units awarded under the plan are fully vested, with some exceptions subject to specific conditions.

This announcement is based on a press release statement and reflects Safehold Inc.’s current estimates and policies as of March 31, 2025. The company’s SEC filings can be found on the SEC’s website at www.sec.gov.

In other recent news, Safehold Inc. announced amendments to its credit and management agreements with Star Holdings. These changes extend the maturity of the term loan facilities to March 31, 2028, and adjust the management fees and termination payments. Additionally, Star Holdings has authorized a $10 million share buyback program, which will be conducted based on market conditions and other relevant factors. Safehold Inc. has also declared a quarterly dividend of $0.177 per share for the first quarter of 2025, with distribution scheduled for April 15, 2025.

In governance news, Safehold Inc. will see its board size reduced from six to five members following the resignation of board member Jesse Hom, effective May 15, 2025. Furthermore, JMP Securities has lowered Safehold’s stock price target from $35 to $32, maintaining a Market Outperform rating. This adjustment is attributed to the volatile interest rate environment and uncertainties surrounding the company’s CARET program. These developments highlight Safehold Inc.’s ongoing strategic adjustments and financial maneuvers within the real estate sector.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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