8-K - Millrose Properties, Inc. | StockGist

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Millrose Properties, Inc. furnished investor presentation materials as Exhibit 99.1 under Item 7.01 for use in discussions with investors at Citi’s 2026 Global Property CEO Conference on March 2, 2026 and J.P. Morgan Global High Yield & Leveraged Finance Conference on March 3, 2026. The materials detail the Company's homesite option platform, including portfolio metrics as of December 31, 2025.

Key Takeaways

1142,139 current homesites across 933 communities in 30 states as of 12/31/2025

2~$16.1B total future takedown proceeds, with top 10 states (CA, TX, FL, etc.) representing 79.8% or $12.8B

3~$9.2B total land assets and ~$5.9B shareholders equity as of 12/31/2025

426% debt to capitalization ratio and ~$1.3B liquidity (including $35M cash and $1.3B revolver capacity) as of 12/31/2025

59.2% weighted average yield

6Anchor relationship with Lennar and external manager Kennedy Lewis Land and Residential Advisors LLC

Current Report Details

Event Type

Regulation Fd

Disclosure

Voluntary

Variant

8-K

Items Reported

7.01

of this Current Report on Form 8-K, including Exhibit 99.1, shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1

Regulation Fd

9.01

Financial Statements and Exhibits. (d) Exhibits. Exhibit Number Description of Exhibit 99.1 Presentation by Millrose Properties, Inc. 104 Cover Page Interactive

Exhibits Only

Exhibits (2)

8-K

99.1

EX-99.1