SFL is a defensive maritime yield vehicle with durable contracted cash flows, meaningful fleet-renewal upside, and elevated leverage risk.
Overview
SFL Corporation is a globally diversified maritime lessor built to deliver infrastructure-like cash flows through medium- and long-term vessel and offshore asset charters. Its portfolio spans containers, tankers, car carriers, offshore rigs, and dry bulk, with revenue generated through time charters, bareboat leases, and drilling contracts. The company benefits from a $3.7 billion contracted backlog, 68% tied to investment-grade counterparties, and strong relationships within the John Fredriksen shipping ecosystem. SFL’s appeal is stable income, fleet diversification, and capital-efficient exposure to global trade.