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Millrose Properties (MRP) investor relations material
Millrose Properties Proxy filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Voting matters and shareholder proposals
Election of five directors: Carlos A. Migoya (Chair), Patrick J. Bartels, Kathleen B. Lynch, Matthew B. Gorson, and M. Alison Mincey, with board recommending a vote for each.
Ratification of Deloitte & Touche LLP as the independent public accounting firm for the year ending December 31, 2026, recommended by the board.
Proxies may vote on other matters that may properly come before the meeting or any adjournments.
Board of directors and corporate governance
Board slate includes a chair and four additional nominees, all recommended for election.
Audit committee and external auditor matters
Deloitte & Touche LLP proposed for ratification as the external auditor for the next fiscal year.
- Five independent directors up for election and auditor ratification; external management structure.MRP
Proxy filing2 Apr 2026 - Delivered 31,575 homesites in 2025 with $5.5B in funding and AFFO per share of $2.58.MRP
Investor presentation16 Mar 2026 - 2025 net income and AFFO exceeded guidance, with robust growth and a strong 2026 outlook.MRP
Q4 202526 Feb 2026 - Millrose launches as a REIT with a recycled capital land banking model, distributing shares to Lennar holders.MRP
Registration Filing29 Nov 2025 - Millrose launches as a REIT land bank with a recycled capital model, strong Lennar ties, and $6–7B in assets.MRP
Registration Filing29 Nov 2025 - Q1 net income $64.8M, 97% from Lennar, $351M third-party deals, $1.5B funding guidance.MRP
Q1 202524 Nov 2025 - Q2 net income $112.8M, AFFO $115M, raised guidance, strong liquidity, and expanded partnerships.MRP
Q2 20253 Nov 2025 - Q3 2025 delivered $105.1M net income, $122.5M AFFO, and strong liquidity from $2B in senior notes.MRP
Q3 202523 Oct 2025
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