Millrose Properties Inc

MRP

Market cap $5.05B

Millrose Properties, a recent Lennar spin-off, operates as a land-focused REIT with a compelling 9.9% forward yield. MRP projects 10% AFFO growth in 2026, targeting $3.30 AFFO and a forward P/AFFO multiple of just 9.3x. The REIT maintains a robust balance sheet with net debt/EBITDA at 3.2x and no major maturities until 2028.

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 first quarter ended March 31, 2026, before the market opens on Wednesday, May 6, 2026. 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 section of.

Indexes for US equity real estate investment trusts continued to climb during the week ended April 10, in tandem with the broader stock market indexes. The Dow Jones Equity All REIT closed the recent week up 3.26%, compared to a 3.56% gain for the S&P 500 and a 3.04% increase for the Dow Jones Industrial Average. All Dow Jones US real estate property sector indexes closed the recent week in the black.

U.S. equity markets extended their rebound this week as investors welcomed tentative progress toward de-escalation in the Middle East following several days of dramatic threats of significant escalation. The fragile pause in hostilities temporarily eased fears of a prolonged disruption to global energy supplies and fueled a sharp retreat in oil prices after a surge to four-year highs. Markets also found support from lukewarm inflation data and signs that the U.S. labor market continues to demonstrate resilience despite elevated energy costs and geopolitical uncertainty.

REITs outperformed the broader market in Q1 2026, supported by a rotation away from large-cap tech stocks. As the markets and risk sectors rally on positive geopolitical news, this could be a good opportunity to add REITs on any rotational related weakness. Geopolitical events and midterm elections may usher in more volatility, I highlight three REITs with strong AFFO growth and well-covered dividends in industries riding favorable tailwinds.

Greenhaven Associates fully exits all 4,596,584 shares of Millrose Properties (MRP) Quarter-end position value fell by $137.30 million, reflecting both the sale and stock price movements Transaction represented a 2.28% shift relative to Greenhaven's $6.07 billion 13F reportable assets The position previously accounted for 2.2% of the fund's AUM as of the prior quarter

Oil is up, and everything else is down. Stocks. Bonds.

MIAMI--(BUSINESS WIRE)--Millrose Properties, Inc. (NYSE: MRP, "Millrose"), the leading homesite option platform for residential homebuilders, today announced the closing of an amendment to its credit facility with JPMorgan Chase Bank, N.A. serving as administrative agent, adding a new $500 million term loan to expand floating rate unsecured debt capacity under the facility to $1.835 billion. The amended unsecured facility, replacing the previously secured revolving credit facility, combines the.

MIAMI--(BUSINESS WIRE)--Millrose Properties, Inc. (NYSE: MRP, “Millrose”), the homesite option platform for residential homebuilders, today announced that its Board of Directors has declared a quarterly cash dividend of approximately $126.2 million, or $0.76, per share of Class A and Class B common stock. The dividend will be paid on April 15, 2026, to shareholders of record as of April 3, 2026. “Our ability to consistently return capital to shareholders – even in volatile markets – underscores.

After a solid January performance, the REIT sector recovery gained steam in February with a stronger +3.70% return. Large cap REITs (+5.80%) led the REIT sector in February with strong gains from mid caps (+5.26%) and small caps (+4.94%). Micro caps (-6.12%) badly underperformed again in February. 71.71% of REIT securities had a positive total return in February.