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Upturn AI Summary - About
Safehold Inc(SAFE)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SAFE
10/26/2026: SAFE (1-star) is currently NOT-A-BUY. Pass it for now.
Safehold Inc is a specialized REIT that provides an alternative financing solution through long-term ground leases. The company has a leading position in modernizing this niche, offering property owners a way to unlock capital while retaining control of their buildings. Its primary growth opportunity lies in the continued institutional adoption of ground leases as a capital-efficient tool. However, the company faces risks from high interest rates, which impact borrowing costs, and potential downturns in the broader commercial real estate market. Safehold may suit income-focused investors looking for steady, bond-like returns, though they should monitor interest rate trends and portfolio performance closely.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers potential for growth in its portfolio, but it is heavily dependent on the broader real estate market. |
| Momentum investor | Mixed fit | Momentum is often tied to interest rate sentiment, making this conditional on market stability. |
| Value investor | Strong fit | The company trades as a REIT with underlying land assets that may offer value in certain market conditions. |
| Dividend investor | Strong fit | Safehold provides a consistent dividend yield, which is attractive to income-focused investors. |
| Low-risk investor | Weak fit | The sensitivity to interest rates and real estate cycles introduces volatility not suited for low-risk profiles. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock price fluctuates based on interest rate expectations and real estate market sentiment. |
| Valuation risk | Medium | Valuations are highly dependent on cap rates and long-term interest rate environments. |
| Competition risk (commercial lending) | Medium | Other mortgage REITs and traditional lenders compete for the same capital allocation from property owners. |
| Business quality | Medium / high | The business model is innovative but depends on long-term contracts that are difficult to exit. |
| Dividend income | Medium | While consistent, the dividend yield may be impacted by capital needs for growth. |
| Execution risk | Medium | Successfully managing a massive portfolio of long-term leases requires significant operational expertise. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -11.85% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/26/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 795.27M USD | Price to earnings Ratio 6.98 | 1Y Target Price 15.89 |
Price to earnings Ratio 6.98 | 1Y Target Price 15.89 | ||
Volume (30-day avg) 682.7K shares | Beta 1.77 | 52 Weeks Range 10.61 - 17.19 | Updated Date 10/25/2026 |
52 Weeks Range 10.61 - 17.19 | Updated Date 10/25/2026 | ||
Dividends yield (FY) 6.25% | Basic EPS (TTM) 1.61 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Ground Leases | Revenue generated from long-term rent payments under ground lease agreements. | Safehold earns steady, contractually-defined rent from land, functioning like a bond-like real estate play. |
Earnings Date
Report Date 2026-11-03 | When After Market | Estimate 0.42 | Actual - |
Profitability
Profit Margin 26.62% | Operating Margin (TTM) 73.67% |
Management Effectiveness
Return on Assets (TTM) 2.88% | Return on Equity (TTM) 4.64% |
Valuation
Trailing PE 6.98 | Forward PE 9.65 | Enterprise Value 5.44B | Price to Sales(TTM) 1.82 |
Enterprise Value 5.44B | Price to Sales(TTM) 1.82 | ||
Enterprise Value to Revenue 14.54 | Enterprise Value to EBITDA 16.96 | Shares Outstanding 70.82M | Shares Floating 54.64M |
Shares Outstanding 70.82M | Shares Floating 54.64M | ||
Percent Insiders 22.93 | Percent Institutions 76.22 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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