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Investor$, Manufactured Housing, and Proof of Concept

March 30th, 2018

InvestorsAffordableHousingManufacturedHousingInvestmentsProofOfConceptManufacturedHomeIndustryDailyBusinessNewsMHproNews

There are signals that the tech sector – notably giants such as Facebook and Amazon – could come under greater regulatory or even antitrust actions. The markets have already signaled that such action could take some of the bloom off that rose for investors.

 

Where will capital seeking opportunities flow?

 

For contrarians, one possibility is the affordable housing sector, notably manufactured housing.

 

Investor$, Manufactured Housing, and “Proof of Concept”

Investors often want data, or a demonstration project before diving in. “Proof of Concept” defines such a demo.

What makes manufactured housing (MH) unique is that in spite of the obvious headwinds, Proof of Concept examples abound.

For example, MH Communities are in high demand, and publicly traded companies provide significant and useful data.

SunCommunitiesSUI-InvestorPage11ManufacturedHomeVsSingleFamilyHousingManufacturedHomeCommunitiesIndustryDailyBusinessNewsMHProNews600

SunCommunitiesSUI-InvestorPageComparetoMultiFamilyHousing10ManufacturedHomeCommunitiesIndustryDailyBusinessNewsMHProNews600

Sun Communities Annual Data and Manufactured Housing Industry Investor Presentation Highlights

Deals made and pending, such as the ECN Triad Deal last year, or the pending Skyline Champion marriage spotlight recent financial support for deals beyond communities.

ECN Triad Financial Services – Fascinating Facts, Manufactured Home Industry Professionals, Investors

WhatAreManufacturedHomesManufacturedHomeLivingNewsTriadFinancialServicesECNCapital

Skyline Corp, Champion Homebuilders Conference Call Presentation Facts, Figures, Forward-Looking Statements, Planned Merger Detail$

 

Sam Zell’s View of MHVille…

One of the billionaire investment mogul Sam Zell’s rules is, “When everyone is going right, look left.”   It’s worth noting Zell’s deeply involved in manufactured home communities, and has said he hasn’t lost interest in it.

 

SamZellWhenEveryoneIsGoingRightLookLeftQuotePencilHeadItsNotATrailerParkQuoteManufacturedHousingIndustrySamZellDailyBusinessNewsMHProNews

 

While one can debate Warren Buffett’s business practices, what’s not in dispute is his long term view of investments has paid handsome dividends in manufactured housing.  His annual report, is linked below.

Warren Buffett’s Annual Report to Berkshire Hathaway Shareholders, Clayton Homes and Manufactured Housing

While it may seem negative, what is harmful to smaller investors could for a deep pocket investor’s perspective, the “war between the Warrens” points to an increased promise, for those who can read between the lines.

Warren Wages War

Two more outside experts looking in points will suffice to make the case for manufactured housing’s potential.

LawrenceYunNARShort8.3MillionHousingUnitsRisingRentsHousingPricesCuredOnlyByMoreBuilding

EricBelksyManufacturedHousingIndustryManufacuredHomeManufacturedHousingInstituteResearchDataAffordbleHousingMHProNewsDailyBuisnessNews575

Appealing Manufactured Housing Institute (MHI) Marketing, Finance Booklet Reviewed

There are headwinds, and items to navigate. But in the light of statements like those found in the two short videos below, the potential of manufactured housing is a concept proven with some 22 million Americans, and the fact that billionaires, and billion dollar operations are betting on its future growth.

 

(Image credits are as shown above, and when provided by third parties, are shared under fair use guidelines.)
SoheylaKovachManufacturedHomeLivingNewsManufacturedHousingIndustryDailyBusinessNewsMHProNews-

Submitted by Soheyla Kovach to the Daily Business News for MHProNews.com.


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