Jeremy Kuehl
Analyst, Goldman Sachs (on behalf of Caitlin Burrows)
Replay available
Safehold Inc (NYSE: SAFE) Q2 2025 earnings conference call, held 2025-08-05. Replay captured from the company's public earnings webcast.

Analyst, Goldman Sachs (on behalf of Caitlin Burrows)
Chief Financial Officer
Analyst, Morgan Stanley
Analyst, Jefferies
Analyst, Truist
Analyst (on behalf of Handel St. Buzoho)
Analyst, Green Street
Analyst, Citizens Capital Markets
Analyst, JP Morgan
Chairman and Chief Executive Officer
Senior Vice President, Head of Corporate Finance
Chief Investment Officer
Good afternoon and welcome to Safehold's second quarter 2025 earnings conference call. If you need assistance during today's call, please press star zero. If you'd like to ask a question, please press star one. That's star one to ask a question. As a reminder, today's conference is being recorded. At this time, for opening remarks and introductions, I would like to turn the conference over to Pierce Hoffman, Senior Vice President, Head of Corporate Finance. Please go ahead, sir. Good afternoon, everyone. Thank you for joining us today for Safehold's earnings call. On the call today, we have Jay Sugarman, Chairman and Chief Executive Officer, Brett Asness, Chief Financial Officer, and Tim Daugherty, Chief Investment Officer. This afternoon, we plan to walk through a presentation that details our second quarter 2025 results. The presentation can be found on our website at safeholdinc.com by clicking on the Investors link. There will be a replay of this conference call beginning at 8 p.m. Eastern Time today. The dial-in for the replay is -481-4010 with a confirmation code of 52799. In order to accommodate all those who want to ask questions, we ask that participants limit themselves to two questions during Q&A. If you'd like to ask additional questions, you may re-enter the queue. Before I turn the call over to Jay, I'd like to remind everyone that statements in this earnings call, which are not historical facts, may be forward-looking. Our actual results may differ materially from these forward-looking statements, and the risk factors that could cause these differences are detailed in our SEC reports. Safehold disclaims any intent or obligation to update these forward-looking statements, except as expressly required by law. Now with that, I'd like to turn it over to Ch...