During the corresponding time, Millrose Properties Inc recorded a revenue increase by 32.11 % year on year, sequentially revenue grew by 0.99 %. While revenue at the Millrose Properties Inc 's corporate clients
Millrose Properties Inc's Comment on Sales, Marketing and Customers
The company serves U.S.-based homebuilders and land development companies as counterparties. Its largest customer is Lennar, which contributed significant land assets and cash at the Spin-Off and is governed primarily under the Master Program Agreement. In 2025, 85% of the company's option fee revenues, totaling $484.8 million, came from Lennar under this agreement. Including Lennar Related Ventures, this figure represents 88% of total option fee revenues, amounting to $501.5 million. The company also engages with other counterparties and Lennar Related Ventures under agreements similar to the Master Program Agreement, though these may have less favorable terms. Option fee income from these other counterparties was $86.1 million, or 15% of the total, in 2025. The company is actively expanding and diversifying its counterparty base beyond Lennar. Customers and markets named in filings include Lennar and Millrose.
Millrose Properties Inc’s Comment on Sales, Marketing and Customers
The company serves U.S.-based homebuilders and land development companies as counterparties. Its largest customer is Lennar, which contributed significant land assets and cash at the Spin-Off and is governed primarily under the Master Program Agreement. In 2025, 85% of the company's option fee revenues, totaling $484.8 million, came from Lennar under this agreement. Including Lennar Related Ventures, this figure represents 88% of total option fee revenues, amounting to $501.5 million. The company also engages with other counterparties and Lennar Related Ventures under agreements similar to the Master Program Agreement, though these may have less favorable terms. Option fee income from these other counterparties was $86.1 million, or 15% of the total, in 2025. The company is actively expanding and diversifying its counterparty base beyond Lennar. Customers and markets named in filings include Lennar and Millrose.
Sources:
Millrose Properties Inc’s official press releases and regulatory filings; CSIMarket.com’s market research; and the financial filings and press releases of other companies cited in this report.
Updated on:
Focus of this report: Millrose Properties Inc’s corporate clients.
For your research, we’ve provided 9 tables on Millrose Properties Inc corporate clients.
You can find them in the navigation menu under Customers & Markets.
To download the tables, please subscribe.
Intraday data delayed per exchange requirements. All quotes are in local exchange time. Intraday data delayed 15 minutes for Nasdaq, and other exchanges. Fundamental and financial data for Stocks, Sector, Industry, and Economic Indicators provided by CSIMarket.com
Disclaimer: Information provided by CSIMarket.com is for informational purposes only and does not constitute investment advice, recommendation, or solicitation to buy or sell any security.
