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Portfolio by Type
Shows how Safehold’s assets are distributed across property types (office, multifamily, retail, industrial, etc.), revealing where most income and risk reside; sector concentration affects sensitivity to different real estate cycles and tenant demand.Safehold is steadily concentrating its portfolio into multifamily—momentum accelerated after mid‑2024—while office exposure has been unusually static, representing a sizable fixed share. Hotel holdings briefly ticked up then retreated, and life‑science/mixed‑use remain immaterial. That shift reduces diversification and raises sensitivity to multifamily fundamentals (rent growth/occupancy and regional housing cycles), which could boost cash flow in a housing upswing but increase downside if multifamily weakens.
Date | Multifamily | Office | Hotel | Life Science | Mixed-Use & Other |
|---|---|---|---|---|---|
Jun 30, 2026 | 111.00 | 36.00 | 15.00 | 5.00 | 5.00 |
Mar 31, 2026 | 104.00 | 36.00 | 15.00 | 5.00 | 5.00 |
Dec 31, 2025 | 101.00 | 36.00 | 17.00 | 5.00 | 5.00 |
Sep 30, 2025 | 92.00 | 36.00 | 17.00 | 5.00 | 5.00 |
Jun 30, 2025 | 88.00 | 36.00 | 17.00 | 5.00 | 5.00 |
Mar 31, 2025 | 85.00 | 36.00 | 16.00 | 5.00 | 5.00 |
Dec 31, 2024 | 85.00 | 36.00 | 16.00 | 5.00 | 5.00 |
Sep 30, 2024 | 84.00 | 36.00 | 16.00 | 5.00 | 5.00 |
Jun 30, 2024 | 81.00 | 36.00 | 16.00 | 5.00 | 5.00 |
Mar 31, 2024 | 75.00 | 36.00 | 16.00 | 5.00 | 5.00 |