Safehold (SAFE) Q2 FY26 earnings call

Safehold delivered a strong quarter, marked by significant new ground lease originations in affordable multifamily housing and strategic capital markets activity, including a major joint venture with Brookfield and successful unsecured note issuance. The company continues to focus on expanding its portfolio of modern ground leases in top markets, leveraging its capital position to pursue attractive opportunities despite broader market volatility. Management emphasized the long-term value creation from its land portfolio and unrealized capital appreciation.