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Gross Book Value by Type
Reports the carrying value of Safehold’s assets by property type, indicating which sectors represent the largest investments and potential future cash flows; growth in book value can signal expansion, while heavy concentration increases cyclical risk.Safehold’s portfolio is visibly tilting toward multifamily — steady, multi-quarter growth — while office exposure is gradually shrinking, signaling rotation away from office assets. The abrupt hotel drop in the latest quarter looks more like disposals or reclassification than a slow decline, and life-science exposure is small but steady. For investors, management appears to be favoring lower-risk, income-stable property types that better suit the ground-lease model, though remaining office exposure is a notable valuation and cash-flow risk if demand softens.
Date | Multifamily | Office | Hotel | Life Science | Mixed-Use & Other |
|---|---|---|---|---|---|
Jun 30, 2026 | 44.00 | 39.00 | 9.00 | 6.00 | 2.00 |
Mar 31, 2026 | 43.00 | 40.00 | 9.00 | 6.00 | 2.00 |
Dec 31, 2025 | 42.00 | 39.00 | 11.00 | 6.00 | 2.00 |
Sep 30, 2025 | 41.00 | 40.00 | 11.00 | 6.00 | 2.00 |
Jun 30, 2025 | 41.00 | 40.00 | 11.00 | 6.00 | 2.00 |
Mar 31, 2025 | 41.00 | 40.00 | 11.00 | 6.00 | 2.00 |
Dec 31, 2024 | 41.00 | 40.00 | 11.00 | 6.00 | 2.00 |
Sep 30, 2024 | 39.00 | 41.00 | 11.00 | 6.00 | 3.00 |
Jun 30, 2024 | 39.00 | 41.00 | 11.00 | 6.00 | 3.00 |
Mar 31, 2024 | 39.00 | 42.00 | 11.00 | 6.00 | 2.00 |