{"schema_version":"secwatch.filing_event.v1","accession":"0000950170-25-100569","form_type":"8-K","ticker":"MRP","cik":"0002017206","company_name":"Millrose Properties, Inc.","filed_at":"2025-07-31T23:59:59+00:00","discovered_at":"2026-05-14T18:02:45.820244+00:00","generated_at":"2026-05-17T22:30:17.613779+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Millrose Properties Q2 net income $112.8M, AFFO $0.69/share; raises guidance","bullets":["Net income $112.8M ($0.68 diluted EPS); AFFO $115M ($0.69/share).","Generated $797M net cash proceeds from homesite sales, $768M from Lennar; redeployed $718M.","Deployed $813M with third-party homebuilders at 11.2% yield; outside-Lennar portfolio $1.3B.","Raised AFFO guidance to $0.70-$0.73/share quarterly run rate from prior levels.","Closed $1B delayed draw term loan from Goldman Sachs and JPMorgan; debt $1.0B (15% debt-to-cap)."],"urls":{"canonical":"https://secwatch.observer/filing/0000950170-25-100569","json":"https://secwatch.observer/filing/0000950170-25-100569.json","markdown":"https://secwatch.observer/filing/0000950170-25-100569.md","text":"https://secwatch.observer/filing/0000950170-25-100569.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/2017206/000095017025100569/0000950170-25-100569-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/2017206/000095017025100569/ck0002017206-20250731.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T22:30:17.613779+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}