Milrose Properties, yielding around 10% with expected healthy earnings growth and a unique business model, is a top pick for its potential as a premier land finance platform.
Source Post
The Ground Up Ep 2 -2 High Yielding REITs
Aug 8, 2026
The creator discusses mortgage REITs, highlighting their risks due to leverage and interest rate sensitivity, contrasting them with equity REITs. He expresses caution about high dividend yields in this sector, suggesting they can be a warning sign. The creator then introduces Blackstone Mortgage Trust (BXMT) as a potential strong buy, indicating a focus on commercial mortgage REITs.
Linked Mentions
Tickers discussed in this post
Milrose Properties (MRP) is a land banking REIT that acts as a capital partner for homebuilders, controlling significant future home sites and is currently under the radar.
Ladder Capital (LDR) is a strong buy due to its diversified business model, strong balance sheet, institutional quality risk management, and attractive valuation with significant upside potential.
Brad Thomas identifies Blackstone Mortgage Trust (BXMT) as a strong buy, emphasizing his positive view on the company despite general concerns about mortgage REITs.