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Millrose Properties, Inc. MRP

Listed / Traded Residential NYSE Mgmt:

Millrose Properties operates as a "Homesite Option Purchase Platform" (HOPP'R), representing an advanced evolution of residential land banking. This platform empowers homebuilders to expand their controlled land holdings more quickly and with greater capital efficiency. As a publicly traded entity, Millrose offers investors an exclusive chance to generate income, underpinned by residential real estate, a type of investment that was historically only available to institutional clients.

Snapshot

Price
$28.06
Market cap
$4.33B
Enterprise value
$6.71B
Dividend yieldi
10.83%
Annual dividendi
$3.04
Frequency
Quarterly
FFO / sharei
Not reported (common for mortgage REITs)
AFFO / sharei
$0.76 · Q1 2026
Net debt / EBITDAi
3.94x · GAAP est.
Op. cash flow / sharei
$22.12
Price / OCFi
1.27
Payout (% of OCF)i
13.74%
Debt / book capitali
29.34%
Premium / disc. to NAVi
No free consensus-NAV source
Credit ratingi
No free ratings feed

Reported FFO / AFFO / leverage are from the Q1 2026 earnings release (filed 2026-05-06) — 8-K, EX-99.1.

Yield uses the latest declared dividend, annualized (latest regular payout × frequency; special/liquidating distributions excluded) — an announced-but-not-yet-declared change isn't reflected until it has an ex-date. FFO, AFFO and Net debt / Adj. EBITDA are the company's reported figures from its latest earnings 8-K. Price/OCF and payout use GAAP operating cash flow. NAV premium and credit ratings have no free source yet. See Methodology.

Balance sheet (latest FY: 2025)

Total debt
$2.11B
Cash
$35.05M
Net debt / EBITDAi
3.94x
Debt / book capitali
29.34%
Total assets
$9.26B
Total equity
$5.86B
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Debt-maturity ladder, fixed/floating split, secured/unsecured and coverage ratios come from the supplemental — not yet ingested.

Financial history

FYRevenueNet incomeD&A EBITDAOp. cash flow
2025 $600.46M $379.86M $0.00 $492.17M $3.67B
2024 $0.00 $-246.22M $0.00 $-246.22M $-917.19M
2023 $0.00 $-209.79M $0.00 $-209.79M $-865.12M
2022 $0.00 $-144.25M $193.11M $0.00 $-328.64M

Dividends

Ex-dateRecordPaymentDeclaredAmountFreq.
2026-04-022026-04-032026-04-15 2026-03-23$0.76Quarterly
2026-01-052026-01-052026-01-15 2025-12-22$0.75Quarterly
2025-10-032025-10-032025-10-15 2025-09-22$0.73Quarterly
2025-07-032025-07-032025-07-15 2025-06-16$0.69Quarterly
2025-04-042025-04-042025-04-15 2025-03-17$0.38Quarterly

Coverage (payout of operating cash flow): 13.74%. Tax-character split (ordinary / 199A / capital gain / return of capital) — not disclosed (requires the annual allocation release).

Same-store NOI, occupancy, leasing/WALT, top tenants, external-manager fees, development pipeline and (for non-traded vehicles) share-class fees, redemption/gating and NAV methodology are planned modules sourced from supplementals and prospectuses.

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