Safehold Inc. New · NYSE:SAFE
Safehold Inc. New — Safehold — Q3 2022 Earnings Presentation
5 slides from Safehold Inc. New's earnings presentation, Nov 1, 2022
Slide 1: Q3 '22 Earnings Results
Q3 ‘22 EARNINGS RESULTS Filed pursuant to Rule 425 under the Securities Act of 1933 and deemed filed pursuant to Rule 14a - 12 of the Securities Exchange Act of 1934 Filing Person: Safehold Inc. Subject Company: Safehold Inc. Commission File Number: 001 - 38122
Slide 2: Forward-Looking Statements and Other Matters
2 Forward - Looking Statements and Other Matters This presentation may contain forward - looking statements. All statements other than statements of historical fact are forward - lo oking statements. These forward - looking statements can be identified by the use of words such as “illustrative”, “re
Slide 3: Forward-Looking Statements and Other Matters
3 Forward - Looking Statements and Other Matters Inflation Adjusted Yield / CPI Adjustments: Safehold Ρ originated ground leases typically include a periodic rent increase based on prior years cumulative CPI growth with the initial lookback year generally starting between lease year 11 and 21. These
Slide 4: Caret Update
4 Caret Update Caret Units (Capital Appreciation above Original Cost Basis under specified circumstances) Safehold (NYSE: SAFE) GL Units (Rent Stream plus Original Cost Basis and certain other cash flows) MSD Partners (1) Employees 2018 Incentive Plan ~83% 100% ~15% ~1% First Round Investors (2) ~1%
Slide 5: Caret Timeline
5 Caret Timeline May ’19: Management incentive plan (5) approved by shareholders, requiring management to deliver significant share price appreciation and crystalize the value of UCA over time for all stakeholders Feb ’22: Outside investors participate in Series A round (4) (1) Reached 100 transacti
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