Millrose Properties, spun off from Lennar as a REIT last year, has demonstrated success in its first quarter of 2026 by validating its land-banking model and expanding beyond Lennar to other builders. This development matters because it signals a shift towards more efficient, asset-light business models in the homebuilding industry, challenging traditional vertically integrated approaches. Investors should watch how Millrose performs through potential market downturns to assess the sustainability of this new model.
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Ali NematiWritten by Ali
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