The State Of REITs: February 2026 Edition

The REIT sector rebounded from a rough 2025 (-3.57%) by starting off 2026 in the black (+1.09%). Small-cap REITs (+3.27%) outperformed in January, followed by solid gains from mid-caps (+2.65%) and large caps (+2.35%). Microcaps, however, had a dismal start to the year with. 63.46% of REIT securities had a positive total return in January.

Seeking Alpha • Feb 19, 2026

Buy 5 IDEAL S&P 600 Small/MidCap 'Safer' February DiviDogs

The S&P 600 SmallCap index offers select high-yield 'dividend dogs' with analyst-projected net gains of 31% to 61% by February 2026. Adamas Trust stands out as the only stock ranking in the top ten for yield, target price, and total return, with positive free cash flow supporting its dividend. Only five of 56 high-yield S&P 600 stocks meet the 'IDEAL' criteria: annual dividends from $1K invested exceed share price and are covered by free cash flow.

Seeking Alpha • Feb 13, 2026

Millrose Properties Announces Date of Fourth Quarter and Full Year 2025 Earnings Release and Conference Call

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 fourth quarter and full year ended December 31, 2025, before the market opens on Thursday, February 26, 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 investo.

Business Wire • Feb 3, 2026

Millrose Properties Announces Tax Treatment of 2025 Dividends

MIAMI--(BUSINESS WIRE)--Millrose Properties, Inc. (NYSE: MRP, “Millrose” or the “Company”), the Homesite Option Purchase Platform for residential homebuilders, today announced the final income allocations of the Company's 2025 dividend distributions on its common stock. The final dividend allocations, as they will be reported on Form 1099-DIV, are set forth in the following table: NYSE: MRP Class A common stock CUSIP: 601137102 Class B common stock CUSIP: 601137201 Record Date Payment Date Dist.

Business Wire • Jan 26, 2026

These under-the-radar stocks combine fast growth with big upside potential

The companies are projected to grow sales rapidly through 2027, and many of the stocks are expected to show double-digit increases this year.

Market Watch • Jan 15, 2026

Millrose Properties: Lennar Fears Create Opportunity (Upgrade)

Millrose Properties is upgraded to 'buy' after a 10% pullback and a 2.7% dividend increase, offering a 10.3% yield. MRP's revenues remain resilient despite Lennar's margin pressures, with contractual protections and diversified homesite pools mitigating counterparty risk. New builder agreements diversify MRP's portfolio, command higher yields, and support further dividend growth, with FFO ramping and additional deal capacity.

Seeking Alpha • Dec 24, 2025

Final Trades: Melrose, Exxon, Semis and the INDA

The Investment Committee give you their top stocks to watch for the second half.

CNBC Television • Dec 23, 2025

Millrose Properties Announces Quarterly Dividend Payment

MIAMI--(BUSINESS WIRE)--Millrose Properties, Inc. (NYSE: MRP, “Millrose”), the Homesite Option Purchase Platform for residential homebuilders, today announced that its Board of Directors has declared a quarterly cash dividend of approximately $124.5 million, or $0.75, per share of Class A and Class B common stock. The dividend will be paid on January 15, 2026, to shareholders of record as of January 5, 2026. “Millrose's first year as a public company has been defined by disciplined growth and d.

Business Wire • Dec 22, 2025

Millrose Stock Up 40% Since Spin-Off — So Why Did One Fund Just Sell 1 Million Shares?

Dallas-based Permian Investment Partners sold more than 1 million shares of Millrose Properties in the third quarter. The move contributed to a net position reduction of about $19.9 million.

The Motley Fool • Dec 15, 2025

Millrose Stock Has Jumped 44% Since Debut But One Fund Still Sold 2.5 Million Shares

New York City-based Brave Warrior Advisors sold nearly 2.5 million shares of Millrose Properties in the third quarter. The position value decreased by $43.5 million from the previous period.

The Motley Fool • Dec 9, 2025