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Safehold (SAFE) investor relations material
Safehold AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meeting conducted virtually with a formal business portion followed by a Q&A session.
Participants were informed about meeting guidelines, listen-only mode, and the process for submitting questions.
Board and executive committee updates
Board members present included the Chairman/CEO and three other directors.
Five current board members were nominated for re-election to serve one-year terms.
Shareholder proposals
Four proposals were presented: election of directors, ratification of Deloitte & Touche LLP as auditor, amendment to the Long-Term Incentive Plan, and a say-on-pay advisory vote.
The board recommended approval of all proposals.
- $7.1B diversified ground lease portfolio, strong credit, and inflation-protected returns.SAFE
Investor presentation3 May 2026 - Q1 2026 saw $110.9M revenue, $68M new deals, multifamily growth, and share buybacks.SAFE
Q1 20261 May 2026 - Revenue and net income rose, credit ratings improved, and new investments reached $429 million.SAFE
Q4 202514 Apr 2026 - Q2 2024 net income up 34%, revenue up 5%, and liquidity boosted by new credit facilities.SAFE
Q2 20242 Feb 2026 - Q3 2024 saw $90.7M revenue, $104M new originations, and a $69M JV buyout, boosting multifamily focus.SAFE
Q3 202418 Jan 2026 - FY 2024 net income hit $105.8M, with $225M new investments and a $50M buyback plan.SAFE
Q4 202423 Dec 2025 - Q2 2025: $93.8M revenue, $27.9M net income, $220M originations, strong liquidity, office risks.SAFE
Q2 202523 Nov 2025 - Q1 2025 revenue $97.7M, net income $29.4M, strong liquidity, $386M LOI pipeline.SAFE
Q1 202521 Nov 2025 - Q3'25 saw $96.2M revenue, $29.3M net income, and strong ground lease originations.SAFE
Q3 202513 Nov 2025
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