Millrose Properties Inc

MRP

Market cap $5.36B

Gilman Hill Asset Management initiated a new position in Millrose Properties (MRP 1.75%) in the third quarter, buying up an estimated $7.9 million worth of shares.

Millrose Properties looks poised to deliver nice returns for investors after a successful spinoff from Lennar earlier this year.

After a strong August, REITs faded slightly in September (-0.73%), pulling the REIT sector's year-to-date average total return down to (-1.74%). Mid-cap REITs (-0.92%) averaged the lowest total return in September. Large caps (-0.29%), micro caps (-0.79%), and small caps (-0.83%) averaged modestly smaller declines. Only 37.4% of REIT securities had a positive total return in September.

REITs in 2025 have shown disciplined capital raising, issuing equity mainly when trading at premiums to NAV and capturing low-cost debt opportunistically. Welltower and CareTrust issued equity at significant premiums, signaling management's awareness of overvaluation and maximizing accretion for shareholders. Undervalued REITs like UMH Properties are shifting to share buybacks, recognizing the accretive opportunity at deep discounts to NAV and cheap AFFO multiples.

U.S. equity markets tumbled in a sudden jolt of volatility as investors - already flying blind on key data - reacted to a surprise, massive tariff announcement on Chinese imports. The White House announced a 100% added tariff on all Chinese imports beginning next month - up from 30% currently - as retaliation to new export controls on rare minerals. The CBOE Volatility Index surged to the highest levels since mid-May in a sudden onset of angst following several months of relatively tranquil market conditions.

MIAMI , Oct. 10, 2025 /PRNewswire/ -- Lennar Corporation (NYSE: LEN and LEN.B) ("Lennar"), one of the nation's leading homebuilders, announced today its offer to exchange the approximately 20% it owns of the total outstanding shares of Millrose Properties, Inc. (NYSE: MRP) ("Millrose") for outstanding shares of Lennar Class A common stock (the "Exchange Offer"). In February 2025, Lennar completed the spin-off of Millrose through a distribution of approximately 80% of Millrose's stock to Lennar stockholders.

MIAMI--(BUSINESS WIRE)--Millrose Properties, Inc. (NYSE: MRP) (“Millrose” or the “Company”), based on information available as of October 9, 2025, is providing preliminary, unaudited results for the third quarter of 2025 ahead of upcoming investor meetings. The Company plans to release its full third quarter 2025 results before the market opens on October 23, 2025. For the three and nine months ended September 30, 2025, Millrose expects to report the following estimated preliminary unaudited re.

Jenny Harrington, CEO at Gilman Hill Asset Management, joins CNBC's "Halftime Report" to detail her latest buys.

MIAMI--(BUSINESS WIRE)--Millrose Properties, Inc. (NYSE: MRP, “Millrose”), the Homesite Option Purchase Platform for residential homebuilders, today announced that it will release its financial results for the third quarter ended September 30, 2025, before the market opens on Thursday, October 23, 2025. The Company will host a conference call the same day at 10:00 AM ET. The conference call and webcast, as well as relevant earnings materials, will be available through the investor relations sec.

U.S. equity markets snapped a four-week winning streak, while benchmark interest rates rose as investors parsed a surprisingly strong slate of economic data, including a two-year high for GDP growth. The Citi Economic Surprise Index has completed a volatile round-trip this month, plunging in early September ahead of the Fed rate decision before rebounding sharply in recent weeks. The recent trend has echoed patterns during the prior Fed easing in late 2024, when mid-year weakness prompted a policy pivot that was subsequently cut short by a late-year economic rebound.