Safehold Inc. New Common Stock (SAFE)

Competitors to Safehold Inc. New Common Stock (SAFE)

Global Net Lease, Inc. 

Global Net Lease, Inc. operates in a similar asset class targeting net lease properties and real estate investments, competing directly with Safehold’s ground lease approach. GNL focuses more heavily on acquiring properties that are leased to single tenants on a long-term basis, which can provide reliable income streams. This model gives GNL a distinct advantage in securing longer-term, stable income, while Safehold’s focus on ground leases could yield higher returns but with potentially more risk in a fluctuating market.

iStar Inc.

iStar Inc. focuses on providing financing for real estate and has a similar portfolio of commercial real estate assets as Safehold. Both companies participate in ground lease investments, which involves the long-term leasing of land to developers, giving them a competitive edge as they capitalize on real estate market trends. iStar has a broader range of financial products and services in the commercial real estate sector, potentially giving them a competitive advantage in securing diverse investment opportunities.

Ladder Capital Corp. 

Ladder Capital Corp. differs from Safehold primarily by focusing on both real estate ownership and lending activities. Ladder offers more diversified investment options in real estate, including loan origination and investment in senior secured loans, which allows it to be more flexible in the face of changing market conditions compared to Safehold’s focus on ground leases. This diversity can offer more stability, thus providing Ladder with a competitive advantage in attracting investors looking for varied exposure to real estate assets.

STORE Capital Corporation

STORE Capital specializes in net lease real estate investments, which puts it in direct competition with Safehold’s ground lease strategy. While both companies target single-tenant properties, STORE Capital often emphasizes the operational performance of its tenants, which provides a layer of security to its income streams. This operational focus often translates to a competitive edge in tenant selection and financial stability, giving STORE Capital a potentially advantageous position in the market compared to Safehold.