Safehold: An "All-In" Bet On Lower Rates

12:10pm, Thursday, 03'rd Aug 2023
Safehold reported results in line with expectations. Earnings contracted once again versus last year. The company added more to its floating rate debt.
The headline numbers for Safehold (SAFE) give insight into how the company performed in the quarter ended June 2023, but it may be worthwhile to compare some of its key metrics to Wall Street estimate

My Biggest Losers Of 2023 (Halftime Report)

07:00am, Saturday, 29'th Jul 2023
My Biggest Losers Of 2023 (Halftime Report)

Safehold: Undervalued Play On Ground Leases

01:57pm, Friday, 28'th Jul 2023
Safehold's Q1 results are all over the place because of their recent merger with iSTAR. However, the company has a strong business plan and balance sheet. I present my bullish analysis on the company.
Predicting short-term trends in the CPI and how the Fed will react is very different than predicting macroeconomic developments like recessions. With the CPI about to plunge sharply, interest rates ar

Urgent Warning For REIT Investors

09:00am, Saturday, 15'th Jul 2023
REITs are heavily discounted because interest rates are high. But as inflation now returns lower, interest rates will also likely follow. We think that this will lead to significant upside. We explain
Safehold is a unique REIT that focuses solely on investment grade land leases. Its long-term 99-year leases make it very sensitive to interest rate fluctuations. I present my thesis for the company an

Buy The Dip: 2 REITs Getting Way Too Cheap

08:05am, Thursday, 06'th Jul 2023
REITs crashed due to rising interest rates. Therefore, REITs should recover as rates return to lower levels. We highlight two REITs to potentially double in the coming years.

7 Battered Stocks That Could TRIPLE by 2024

08:38pm, Monday, 03'rd Jul 2023
Battered stocks to buy usually represent the exclusive avenue of the extreme speculator. As many beginner investors often find out, you don't want to take the buy low, sell high adage blindly without
Michael Dell (Trades, Portfolio)'s MSD Capital disclosed its trades for the first quarter earlier this month.
I last wrote an article on Safehold, or SAFE, back in October of 2022. Since that time, the REIT is at the very least in the positive, with plenty of volatility. In this article, I update my considera

Billionaire Investor Says 'Sell Real Estate'

08:05am, Saturday, 27'th May 2023
Billionaire Charlie Munger recently warned investors. He said that commercial real estate is facing severe challenges.
It took some very tough lessons in life before I emerged with a mindset and determination to seek value without taking on excessive risks. While these hardships remain a distant memory, they're consta

REITs Will Go Bankrupt? Not So Fast

03:02pm, Tuesday, 16'th May 2023
REITs are facing an "existential crisis" according to some investors. They claim that REITs will go bankrupt as they fail to refinance their debt.

Safehold: The Ultimate SWAN

07:00am, Sunday, 14'th May 2023
As most of my readers know, I come from the Benjamin Graham school of hard knocks. That means I've been taught that value in relation to price (not price alone) must determine my investment decisions.
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