)
Edge28 Nov 2025
Keeping the Streak Alive: The Story of Duolingo
How Duolingo made language learning addictive, scaled to millions of users, and built a powerful subscription business around everyday practice.
Safehold (SAFE) investor relations material
Safehold Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary5 Nov, 2025
Executive summary
Q3 2025 reported revenue of $96.2 million, net income attributable to common shareholders of $29.3 million, and EPS of $0.41, reflecting strong year-over-year growth driven by new ground lease originations and portfolio expansion.
Originated four multifamily ground leases for $42 million in Q3'25 and four more for $34 million in Q4'25 to date, including forward commitments not yet funded.
Portfolio has grown to $7.0 billion aggregate GBV, with estimated unrealized capital appreciation of $9.1 billion.
Focus remains on innovating ground lease solutions and expanding market reach, with significant traction in affordable housing and repeat customer business.
Maintained investment-grade credit ratings and significant liquidity, including $1.1 billion undrawn on the unsecured revolver.
Financial highlights
Q3'25 revenues increased 6% year-over-year to $96.2 million; YTD revenues up 5% to $287.7 million.
Q3'25 net income attributable to common shareholders was $29.3 million, up 51% year-over-year; YTD net income up 9% to $86.6 million.
Q3'25 EPS was $0.41, up 52% year-over-year; YTD EPS at $1.21, up 8%.
Economic yield on new ground leases in Q3'25 was 7.4%.
Interest income from sales-type leases increased to $72.4 million in Q3'25.
Outlook and guidance
Pipeline includes over 15 deals and $300 million in transactions expected to close in coming quarters, with a mix of affordable and conventional multifamily.
Management expects to meet liquidity needs over the next 12 months and beyond, supported by strong cash flows and undrawn revolver capacity.
Forward-looking statements highlight risks from market conditions, inflation, tenant concentration, and the ability to realize value from unrealized capital appreciation.
Management cautions that high interest rates and office sector weakness may impact tenant performance and future growth.
Additional LOIs signed with both new and existing customers for deals expected to close through year-end and into 2026.
Pipeline mix beyond affordable housing?
What is the financial risk from Park Hotel?
How to gain market recognition for UCA?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Safehold earnings date
Q4 202512 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Safehold Inc. is a real estate investment company specializing in the acquisition, development and management of multifamily apartment buildings. The Safehold solution transforms the way owners unlock land value, whilst simultaneously strengthening and adding predictability to building use. Once a property has been placed in Safehold's care, it is redirected towards a new focus of aspiration, risk reduction and growth. It is an automated process that unlocks value and delivers stronger returns to owners through reduced cost of ownership, pollution prevention, improved efficiency and higher occupier demand.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage