Safehold CEO Discusses Impact of Rising Interest Rates and AI-Driven Disinflation
During the Q3 2026 earnings call, Safehold Inc. (SAFE) leadership addressed the challenges posed by rising long-term interest rates, which have reached 20-year highs. CEO Jay Sugarman noted that these elevated rates create a difficult environment for the company's business model. However, management highlighted a structural advantage in their ground lease model: unlike traditional fixed-income instruments, Safehold's leases typically include inflation-linked components. Furthermore, the company expressed an optimistic long-term view on artificial intelligence, suggesting that AI could act as a disinflationary force within the next two to three years.
Tickers: $SAFE
Topics: earnings call ground leases inflation interest rates
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