If a picture is worth a thousand words, then screen captures – which are a picture of a website’s content – can be revealing too. On 9.13.2024, a search of the MHI website has the word “Trump” appear only 2 times. Using the MHI website search tool the name “Biden” yielded 10 results. A search for “Kamala Harris” reveals 2 results, and just the word Harris yields more, but those include at least one reference to “Harrisburg,” so they are apparently not all of a reference to Biden’s VP and the current Democratic nominee for the presidency.  By way of contrast, a search of the MHARR website shows Harris with two results, Biden with 5 pages of results, and Trump with 12 pages of results. That said, not all of the words “Trump” in the MHARR search tool are a reference for the 45^th president, as the word “trumpet” (for example) or small “t” trump are found too. Furthermore, some policies that were in place during the Trump Administration that were overturned or modified by the Biden Administration may have Trump’s name in any given MHARR post. Some frankly surprising initial observations include the fact that there seems to be more content about those two administrations’ on MHARR’s website than MHI’s. That imbalance in favor of MHARR is evidently true even though MHI’s website has been online for well more than a decade before MHARR launched their website. The fact that there seems to be more content on those topics is even more curious given that MHI is both a producers and post-production trade group (per MHI, “all segments” of the industry), and MHARR’s primary focus is federal regulations impacting independent producers of HUD Code manufactured homes.  That factual background established, this article with analysis will explore what may be a possible bias of MHI in favor of Biden-Harris, based upon evidence from MHI’s own website.  What that potential bias may mean for the manufactured housing industry will also be explored.

Part I – From MHI’s Website Based Upon Results Using the MHI Search Tool with Additional Information and Analysis

1) One of the mentions of the name “Trump” on the MHI website is this 1.15.2024 reference.

On January 9, the Department of Labor (DOL) issued a final rule on “Independent Contractor Classification Under the Fair Labor Standards Act (FSLA).” The final rule rescinds the Trump Administration’s independent contractor rule finalized by the DOL on January 7, 2021.

That post is linked here.

2) There is evidence from this research today that suggests that much of MHI’s prior content has been dumped from their website, perhaps as a result of their website makeover. That said, and not to help MHI but rather for objective reality purposes, it is a questionable strategy from their own vantagepoint, because it could mean that they are losing possible SEO benefits.  That loss of SEO noted, it also means that MHI leaders may think they have less to be concerned about with respect to consistency in their late 20th and early 21st century advocacy. It is as if a new organization was launched with very little history on their own website.  Those facts and points noted, that tees up the background for considering MHI’s Biden-Harris related content.

3) MHI published an article on Joe Biden dropping out of the 2024 presidential race.  That MHI post includes a PowerPoint that mentions Kamala Harris as the likely DNC nominee. In fact, she did become the Democratic Party’s nominee. None of the vice-presidential possibilities mentioned for Harris in the MHI PowerPoint ended up being her pick. Harris chose Governor Tim Walz (MN-D).

4) Stunningly, a WORD search of the MHI PowerPoint lacks the words “manufactured” or “housing.”

5) Perhaps as stunning, or revealing? The MHI-branded presentation addressed the achievements of the Biden Administration without any critique of those “achievements.”

6) Also insightful, the MHI presentation accurately reflects that public polling suggested that Biden’s handling of the economy was seen as inferior to that of President Donald. J. Trump. But that should raise questions. If the public feels that Biden, and by implication, Kamala Harris’, handling of the economy is superior, then why is there no similar presentation by MHI about the Trump campaign? Meaning, why is this presentation all framed through the lens of the Democratic presential candidate?

https://www.manufacturedhomepronews.com/wp-content/uploads/2024/09/ManufacturedHousingInstituteMHI-nj_biden_drops_out_072224-1KamalaHarrisIsApparentDemocraticNominee-MHProNewsFactCheckAnalysis.pdf

7) The implication from the apparent evidence is that MHI favored Biden, and now favors Harris.

8) But what’s also troubling, is that MHI has this apparent bias toward Harris (Biden), even though they signed onto a “housing coalition” letter that opposes the push for rent control being proposed by the Harris campaign. This was published on the MHI website, per their website, the day after the presentation above was posted. Quoting MHI.

Following the release of President Biden’s action plan for housing which included a 5% rent cap and public land development, MHI and the housing coalition sent a letter to the White House opposing the rent cap proposal. The coalition outlined the research that has been done proving the inefficiency of rent control policies, explaining how the policies in fact raise rents and lower housing supply by constricting capital. In addition, the coalition pointed out how federal rent caps create more confusion in the existing tangle of regulations from the state and local levels which disincentives investors. The coalition urged the White House collaborate with housing providers and pursue policies that would actually expand the housing supply such as those outlined in the administration’s Housing Supply Action Plan.

9) There are good reasons for housing providers, including MHI, to oppose rent caps. But that begs the question. If a feature of the Harris campaign is their desire for rent caps, plus other incentives that would benefit site builders (possibly at the expense of manufactured housing), then why is MHI tilting the scales in favor of the Harris-Walz campaign and ignoring any similar insights on the plans or prior history of Trump while in office?

10) MHI has on multiple occasions touted stances of Democrats and the Biden-Harris regime as if they were good things for manufactured housing. Note that this analysis isn’t about party politics per se. It is rather about the wisdom, prudence, and implications of MHI’s advocacy seemingly in favor of Harris (now that Biden dropped out following his widely perceived loss in his debate with Trump), even though their own Harris-Biden tilting analysis document indicates that Trump’s economic policies are more popular with the public.

11) As was noted previously, MHI has for months been providing what appears to be periodic plugs for Biden-Harris and Democrats. While MHI’s PAC gives to both major parties candidates in/running for Congress, that doesn’t necessarily mean that they prefer having Republicans.

12) MHI claims that they want the Duty to Serve (DTS) and the Manufactured Housing Improvement Act of 2000 (MHIA) and its “enhanced preemption” provision to be enforced. But when given the opportunity to properly explain those concepts, or even to use the language that they themselves have used, MHI routinely fails to do so on their website or in op-eds or interviews on other media sites.

13) Programming notice and related to the above. Multi-Housing News (MHN) Editorial Director Suzann Silverman sent a message to MHProNews that said in part the following.

…but I’d appreciate it if you could clarify what you’re asking.

MHProNews has responded to her request and also addressed another person with MHN’s parent Yardi.

That said, while it is our editorial view that MHN’s handling of the interview with MHI’s CEO Lesli Gooch is flawed and may reflect poorly on Yardi/MHN, if they change nothing, a case can be made that their Gooch-interview is revealing on several levels. A follow up is planned soon, perhaps this weekend. As of 9.13.2024 at 9:37 AM ET, there is no apparent change by MHN to their interview. Either way, stay tuned.

14) The pundit class post-Harris Trump debate seems to think that Harris performed better (factual inaccuracies, ducked questions, and candidate candor aside) than Trump. But the public perception appears to be different. For instance, the left-leaning New York Times said.

Voters said the vice president talked about a sweeping vision to fix the country’s most stubborn problems. But they wanted the fine print.

The left-leaning Reuters said that: “The debate attracted 67.1 million television viewers, according to Nielsen data.” There is polling both ways, for and against Trump or Harris, but apparently numbers of potential voters believed that Trump is favored for economic policies and because their personal economic circumstances were better under Trump.

Per right-leaning Newsmax.

BREAKING OVERNIGHT

After last night’s Presidential debate, a CNN poll shows that American’s trust Donald Trump to handle the economy better than Kamala Harris even MORE now than they did before the debate.

An absolutely DEVASTATING blow to VP Harris! pic.twitter.com/pxR4YAda2D

— Conservative Brief (@ConservBrief) September 11, 2024

BREAKING: Trump’s trust with handling the economy grows post-debate, according to a CNN poll.

Before debate:
Trump 53% – Harris 37%

After debate:
Trump 55% – Harris 35% pic.twitter.com/ZJOKmBZxem

— Leading Report (@LeadingReport) September 11, 2024

While there is polling going Harris’ way, there are also polls that boost Trump post-ABC News debate.

CSPAN poll :
President Trump overwhelmingly won the debate ..
Border Czar Kamala Harris failed to make any kind of impact whatsoever pic.twitter.com/REtVa85qSy

— ColBen Bannister (@ColBannister) September 11, 2024

Trump characteristically exaggerates below, but here is his response to Harris desire for a second debate.

@realDonaldTrump Don’t get sucked into a 2nd debate with @KamalaHarris. Invite her to participate in a public press conference where reporters from various networks (including social media) can ask both candidates any and all questions. No moderators, no questions in advance.

— Tom O (@thomaspoleary) September 12, 2024

There are those who think that Trump will debate again, and that saying “no” at this time is a negotiating tactic. Time will tell.

For all of us who thought Trump could have done better in the debate, just look at the results of this poll.

Incredible, so happy that people can see through the platitudes and clearly see Harris has no plan for the economy. https://t.co/h499Ww4RKD

— Gerald A (@GmorganJr) September 12, 2024

15) When ‘style over substance’ is considered, the takeaway from numbers of post-debate comments by voters who said they were undecided going in seems to reflect on Trump’s closing point in the debate. If Harris has a plan to make things better, why wasn’t it already deployed 3.5 years ago?

Mark Penn, former Clinton advisor, wants ABC to investigate the Harris/Trump debate – alleges it was RIGGED – with questions given [to Harris] beforehand. pic.twitter.com/yMhgLFOVKd

— Sara Rose 🇺🇸🌹 (@saras76) September 12, 2024

16) Similar standards for discernment of the political-regulatory winds should be considered by MHI. For MHI to have more Harris-Biden content, and seemingly more favorable to Harris-Biden than Trump, is at least optically questionable. Production was higher in 2020 than it was in 2023. The post-Covid19 bump in production for manufactured housing faded due to blamed backlogs, and then inflation-boosted interest rates. At the current production pace, the industry might close around the 100,000 mark in 2024.

17) But should MHI be playing politics at all? And if so, why should it be pro-Democratic? The answer may be obvious. Wall Street broadly favors Harris over Trump. While both have some billionaire and certain media support, the bulk of the wealth, big tech, and big media seems to clearly lean toward Harris. 88 corporate execs, past and present, are publicly backing Harris. By comparison, per left-leaning CNBC: “Trump has also earned support from a number of prominent Wall Street and private sector backers, including Cantor Fitzgerald CEO Howard Lutnick and Elon Musk, CEO of Tesla and SpaceX.”

There’s a list of the 88 at the bottom of the article. Many are “former” CEOS and what not. Either way… time that we play the game like the left does. Boycotts work.https://t.co/fT7vB0slit

— Croxxed Out (@FLCons) September 7, 2024

18) Per CNBC, this is the full text and list of those backers of Harris. Blackstone and Costco (with backing by Berkshire Hathaway, parent of Clayton Homes/21st Mortgage, et al) are among those that have direct or oblique ties to MHVille.

“The full text of the letter and list of signatures is below.”

19) That fits what MHProNews previously reported.

20) The backing of Harris by George W. Bush (R) Vice President Richard “Dick” Cheney (R) is also revealing. Cheney has suddenly gone from a warmonger guilty of war crimes, per Democrats, to a senior statement whose support Harris has embraced.

21) With less than two months to go, and with early voting poised in some jurisdictions, as purported advocates for manufactured housing, MHI’s pro-Democratic tilt is questionable if not mistaken. But it is also revealing. They are on the side of the insiders and consolidators. While Democrats say they are for the little guy, numbers of sources and indicators – including mega donors – reveals that Democrats are the party of wealthy and connected. Some Democrats, past and present, have said as much.

Frank Rolfe seems to have had a valid point.

The market report is up next. ##

Part III

Our Daily Business News on MHProNews stock market recap which features our business-daily at-a-glance update of over 2 dozen manufactured housing industry stocks.

NOTICE: following the TPG deal with CAPREIT, TPG has been added to our tracked stocks list below.

This segment of the Daily Business News on MHProNews is the recap of yesterday evening’s market report at the closing bell, so that investors can see-at-glance the type of topics may have influenced other investors. Our format includes our signature left (CNN Business) and right (Newsmax) ‘market moving’ headlines for a more balanced report.

The macro market moves graphics below provide context and comparisons for those invested in or tracking manufactured housing connected equities. Meaning, you can see ‘at a glance’ how manufactured housing connected firms do compared to other segments of the broader equities market.

• In minutes a day, readers can get a good sense of significant or major events while keeping up with the trends that may be impacting manufactured housing connected investing.

Headlines from left-of-center CNN Business – 9.12.2024

• Nearly half of US renters spend more than 30% of their income on housing costs
• A polling station worker prepares to hand out ‘I Voted’ stickers on March 05, 2024 in Burbank, California. 15 States and one U.S. Territory hold their primary elections on Super Tuesday, awarding more delegates than any other day in the presidential nominating calendar.
• Is America’s housing crisis determining how you vote this November?
• An American Airlines jet taxis on the runway at San Francisco International Airport on April 27, 2023 in San Francisco, California.
• American Airlines flight attendants ratify new contract with the carrier
• Regulators identified deficiencies relating to the bank’s financial crimes risk management practices and anti-money laundering internal controls.
• Wells Fargo stock drops after US regulator issues enforcement action for money laundering
• Signage is seen outside of the US Commodity Futures Trading Commission in Washington, DC, on August 30.
• Federal judge allows prediction market Kalshi to offer betting on upcoming US elections
• That cute blouse you’re eyeing may end up costing you way more than you bargained for if you use a high-rate store card and don’t pay it off in full every month.
• Retail credit card interest rates reach record high
• Apple’s Airpods Pro 2 will soon offer a new hearing aid feature.
• Apple’s new AirPods are also hearing aids. Can they really save you thousands of dollars?
• Next week, the Federal Reserve is expected to roll out the first interest rate cut since 2020, which is likely to bring down mortgage rates.
• Mortgage rates fall to lowest level since February 2023
• Construction continues on a mixed-use apartment complex in Los Angeles in August.
• Wholesale inflation slowed again last month
• Dave Rubin, Benny Johnson and Tim Pool.
• How some of the biggest right-wing social media stars became unwitting mouthpieces of Russian propaganda
• Europe cuts interest rates again as economic recovery falters
• Alaska Airlines pilot: ‘I was in shock’
• General Mills sells North American yogurt operations in $2 billion deal to focus on stronger brands
• Mr ChatGPT and other AI power players are going to the White House to discuss AI’s massive thirst for energy
• McDonald’s $5 value meal is sticking around until December
• Boeing faces threat of a massive strike as union members vote on a contract today
• Trump likely wouldn’t need Congress to approve his most controversial trade policy
• Trump is drowning in the misinformation swamp he helped create
• Why the Murdoch family is secretly battling over succession in an obscure Nevada court
• A CEO went missing. Then his bank got a mysterious bill for $11 million
• Sony unveils faster, more powerful PlayStation 5 Pro. And it comes with a price tag to match
• Norfolk Southern CEO fired for ‘consensual relationship’ with railroad’s chief legal officer
• 67 million watched first Harris-Trump debate, blowing past Biden matchup

To see this image below in a larger size, depending on your device,
click the image and follow the prompts.

This function failed yesterday – MHProNews regrets the error.

Headlines from right-of-center Newsmax – 9.12.2024

• Putin: It’s War on US, NATO If Ukraine Launches Long-Range Missiles
• Russian President Vladimir Putin issued a warning to the West and NATO countries that they will be “at war with Russia” if Ukraine is given the green light to use long-range missiles on targets inside his country, Reuters and Agence France-Presse reported. [Full Story]
• Election ’24: Race for the White House
• Trump Rejects Another Debate; We Owe It to Voters, Says Harris
• Reuters/Ipsos Poll: Harris Builds Lead Over Trump
• Report: Private Partners Help NSA Fight Election Cyberthreats
• Radio America Network’s Roberts: What Now for Trump?
• Trump, Harris Jockeying for Battleground States
• Pollster Nate Silver Reveals Who Will Get His Vote
• Fmr AG Gonzales Supports Harris, Says Trump ‘Threat’
• Ben & Jerry’s Launches Harris-Inspired Ice Cream
• Will Trump, Harris Show for ’60 Minutes’ Candidate Showcase?
• Study: Harris’ Tax Plan Could Cut 786,000 Jobs, Swell Deficit
• Newsmax TV
• Blackburn: Harris Can’t Run on Economy
• Dershowitz: Break With Dems Long Time Coming
• Lewandowski: ‘Let’s Wait and See’ on Second Debate
• Gidley: Unaware of Trump Campaign Shakeup
• Ex-Rep. Ryan: Harris Won Debate but Undecideds Will Have Their Say
• Perry: Harris’ Flips Give Voters Pause
• Steube: I’m a ‘No’ on Temp Spending Bill
• Ernst: Moderators Were Participants in Debate
• Newsfront
• Judge Dismisses Two Criminal Counts Against Trump
• A Georgia judge on Thursday dismissed two criminal counts in the U.S. state’s 2020 election interference case against Republican presidential candidate Donald Trump and one other count against allies of the former president.Fulton County Judge Scott McAfee found that state…… [Full Story]
• Megyn Kelly: ‘Disgusted,’ ‘Ashamed’ of ABC’s Muir, Davis
• Megyn Kelly says shes “disgusted” and “ashamed” of ABC news [Full Story]
• Related
• Megyn Kelly Rips ‘Snob’ Taylor Swift for Backing Harris
• Taylor Swift Says She Will Vote for Kamala Harris
• Interest on US Debt Tops $1 Trillion for the First Time
• The U.S. budget deficit reached $1.897 trillion for the first 11 [Full Story]
• Democrats Push Hospital Abortions Resolution
• A resolution introduced by congressional Democrats would make clear [Full Story]
• US House Clears a Largely Bipartisan Package of Bills to Counter China
• The U.S. House this week approved a sweeping package of bills to [Full Story]
• Wall St Indexes Rise Even With Smaller Rate Cut in View
• Wall Street’s main indexes rose on Thursday after [Full Story]
• Meta CEO Zuckerberg Says He’s Done Apologizing
• Meta CEO Mark Zuckerberg told a packed audience in San Francisco this [Full Story]
• IDF Minister Gallant Reveals Document on Hamas Losses
• Israeli Defense Minister Yoav Gallant on Wednesday revealed a letter [Full Story]
• Related
• Blinken: US Will Keep Pressing Israel to Spare Gaza Humanitarian Sites
• Qatar, Egypt Push Hamas for Cease-Fire, Hostage Deal
• Investigators: Teen Smuggled Gun Into Ga. School Before Shooting
• The student accused of killing four people in a Georgia high school [Full Story]
• Hoping Prices Go Back Down? Think Again
• It’s heard every day in grocery stores and other retail settings [Full Story] | Platinum Article
• Report: Israel Destroyed Iran Weapons Site in Syria
• Israel this week destroyed an alleged Iranian underground missile [Full Story]
• US, UK Pledge Almost $1.5B in Aid to Ukraine
• The United States and Britain pledged nearly $1.5 billion in [Full Story]
• Related
• Kremlin Warns of Response if Ukraine Uses Western Weapons on Russia
• Putin: War If US OKs Ukraine’s Long-Range Missiles
• Russian President Vladimir Putin issued a warning to the West and [Full Story]
• Now You Can Not Only Vote in Congressional Elections, but Bet on Them, Too
• People began betting on which political party would win control of [Full Story]
• In Every State, at Least 1 in 5 People Is Now Obese
• Statistics from 2023 on U.S. obesity rates bring no good news: In [Full Story]
• Walz Appointed Man With CCP Ties to State Board
• Tim Walz, Vice President Kamala Harris’ running mate, appointed [Full Story]
• Ohio GOP Gov. DeWine Sends Police, $2.5M to Springfield
• Republican Ohio Gov. Mike DeWine has announced he is sending [Full Story]
• North Dakota Judge Strikes Down the State’s Abortion Ban
• A state judge struck down North Dakota’s ban on abortion Thursday, [Full Story]
• NYPD Commissioner Resigns Amid Corruption Probe
• New York Police Commissioner Edward Caban resigned Thursday, about a [Full Story]
• Reuters/Ipsos Poll: Harris Builds Lead Over Trump
• Democrat Vice President Kamala Harris leads Republican former [Full Story]
• Comer Pushes FBI for Docs on Walz’s Ties to China
• House Oversight Committee Chairman James Comer, R-Ky., asked the FBI [Full Story]
• US Household Wealth Hits Record $163.8T
• S. household wealth rose last quarter to $163.8 trillion, a fresh [Full Story]
• Report: Montana Senate Race Now Leans Republican
• The Cook Political Report on Thursday shifted the Montana Senate race [Full Story]
• AG Garland to Call Out ‘Dangerous’ Attacks on DOJ
• Attorney General Merrick Garland was set to deliver a speech [Full Story]
• Bernie Sanders: US ‘Moving Toward’ Oligarchy
• Bernie Sanders: US ‘Moving Toward’ Oligarchy
• Progressive Sen. Bernie Sanders, I-Vt., urged Vice President Kamala [Full Story]
• New York Court Dismisses Trump’s Gag Order Appeal
• The New York State Court of Appeals has dismissed former President [Full Story]
• Weinstein Indicted on Additional Sex Crimes Charges
• Disgraced movie mogul Harvey Weinstein has been indicted on [Full Story]
• Percent of Foreign-Born in the US Highest in a Century
• The percentage of U.S. residents who were foreign-born last year grew [Full Story]
• Tuberville: ‘Hell to Pay’ If Voter ID Law Fails
• Tommy Tuberville, R-Ala., joined four other Republican Senators [Full Story]
• Survey: Americans Wary of Fall Flu, COVID Vaccines
• A lot of Americans are on the fence regarding annual flu and COVID [Full Story]
• SPONSOR: Army combat vet reveals what hes doing to prepare for it
• Is This Mysterious Building to Be Prepared for War?
• SPONSOR: Army combat vet reveals what hes doing to prepare for it [Full Story]
• Former US Sen. Jim Sasser of Tennessee Dies at 87
• Jim Sasser, who served 18 years in the U.S. Senate and six years as [Full Story]
• More Newsfront
• Finance
• Oil Rises 2% as Storm Batters US Gulf of Mexico
• Oil prices rose over 2% Thursday as producers assessed the impact on output in the U.S. Gulf of Mexico after Hurricane Francine tore through offshore oil-producing areas before being downgraded to a tropical storm…. [Full Story]
• Amazon Hikes Drivers’ Wages by 7% to $22 an Hour
• Blackburn to Newsmax: Harris Can’t Run on Economy
• 20 Ways Biden-Haris Have Lowered Your Living Standard
• Ben & Jerry’s Co-founders Launch Harris-Inspired Ice Cream
• More Finance
• Health
• 6 Ways to Feel More Awake Without Coffee
• If you are dependent on that cup of Joe first thing in the morning to get you moving, or for that afternoon slump, experts say there are other ways to stay alert without caffeine…. [Full Story]
• FDA Approves First OTC Hearing Aid Software for Apple
• Obesity Drug Zepbound More Effective in Women
• Study Finds Meds May Slow Alzheimer’s in New Way
• Study: A-Fib 3 Times More Common Than Thought

 

To see this image below in a larger size, depending on your device,
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This function failed yesterday – MHProNews regrets the error.

Notice: MHProNews invites the firms or organizations named in these reports to respond to any concerns about possibly inaccurate information via email that identifies the concern and offers evidence that sheds a different light on the topic discussed. That said, until 5.9.2024, neither MHI nor most MHI publicly traded ‘insider brands’ have done so. They’ve been repeatedly invited to do so, including but not limited to an outreach on Dec 7, 2o23 and Feb 25, 2024. In the case of that response linked above, no apparent reply was given to follow up inquires by MHProNews. 

APO = Apolo Global Management – bought Inspire Communities

BAM = Brookfield Asset Management – owns and invests in manufactured home communities (MHCs).

BLK = BlackRock – conglomerate has investments in firms and operations involved in manufactured housing.

BRK-A = Berkshire Hathaway – includes outright ownership of Clayton Homes, 21st Mortgage Corp, Vanderbilt Mortgage and Finance, other manufactured home industry linked firms (MHC brokerage, suppliers, etc.).

BX = Blackstone – Blackstone Group LP has made its first big bet on manufactured housing by buying a portfolio of communities sold by Tricon Capital Group Inc.

CDPYF = Canadian Apartment Properties Real Estate Investment Trust – also has manufactured home communities (MHCs).

CIGI = Colliers International Group Inc. – The Manufactured Housing and RV Group “We Assist Owners and Investors with Disposition, Acquisition, and Financing for Manufactured Housing Communities and RV Parks.”

CG = The Carlyle Group – has manufactured home communities investments.

CSGP = CoStar Group – is commercial real estate’s leading provider of information, analytics and online marketplaces. They acquired listing service Homes.com.

CVCO = Cavco Industries – manufactured home and other factory-built housing production, retail, finance, insurance.

ECNCF = ECN Capital Group – includes manufactured home lender Triad Financial Services.

ELS = Equity LifeStyle Properties – includes land lease manufactured home communities (MHCs), but also RV and marine slips holdings. Also has captive manufactured home retail operations, and parent to Datacomp/MHVillage.

FGF = FG Financial Group – FG Communities “Owns and Operates Growing Portfolio of Manufactured Housing Communities.” KEY = KeyCorp – manufactured home community financing and manufactured home single-family mortgage financing.

KMMPF = Killam Apartment REITs- (includes manufactured home communities (MHCs).

LCII = LCI Industries – components for the manufactured home industry and others (RVs, housing, etc.).

LEGH = Legacy Housing – produces manufactured homes, tiny houses, retail, and captive finance operations.

LPX = Louisiana Pacific Corporation – components for the manufactured home industry and others (housing, etc.).

MHC-UN.TO = Flagship Communities Real Estate Investment Trust (REIT).

MHPC = Manufactured Housing Properties – land lease manufactured home communities (MHCs).

MMI = Marcus and Millichap – commercial real estate brokerage services that include land lease manufactured home communities (MHCs).

NOBH = Nobility Homes – produces and offers captive retail, financing, and insurance services for HUD Code manufactured homes and modular homes.

PATK = Patrick Industries – components for the manufactured home industry and others (RVs, housing, etc.).

SKY = Skyline Champion – produces and offers captive retail, financing, and insurance for HUD Code manufactured homes and modular homes.

SUI = Sun Communities – includes land lease manufactured home communities (MHCs), but also RV and marine slips holdings. Also has captive manufactured home retail operations.

TPG = TPG includes land lease manufactured home communities (MHCs) among a broader basket of investments.

UMH = UMH Properties – includes land lease manufactured home communities and captive manufactured home retail, leasing, and financing operations.

UFPI = UFP Industries – components for the manufactured home industry and others (housing, etc.).

• • • NOTE 1: Chart above of manufactured housing connected equities includes the Canadian stock, ECN, which purchased Triad Financial Services, a manufactured home industry finance lender.
    • NOTE 2: Drew changed its name and trading symbol at the end of 2016 to Lippert (LCII).
    • NOTE 3: Deer Valley was largely taken private, say company insiders in a message to MHProNews on 12.15.2020, but there are still some outstanding shares of the stock from the days when it was a publicly traded firm.  Thus, there is still periodic activity on DVLY.
    • Note 4: some recent or related reports to the REITs, stocks, and other equities named above follow in the reports linked below.
    • Note 5: Gifts of Sight and Insights, What’s in Store for 2024? Including 2023 Year End Reflections, manufactured homes, manufactured housing, mobile homes, MHVille, USA Snapshots, Manufactured housing industry year in review 2023.

 

2023 …Berkshire Hathaway is the parent company to Clayton Homes, 21^st Mortgage, Vanderbilt Mortgage and other factory-built housing industry suppliers.
· LCI Industries, Patrick, UFPI, and LP each are suppliers to the manufactured housing industry, among others.
· AMG, CG, and TAVFX have investments in manufactured housing related businesses. For insights from third-parties and clients about our publisher, click here.

 

 

2022 was a tough year for many stocks. Unfortunately, that pattern held true for manufactured home industry (MHVille) connected stocks too. See the facts, linked above.

====================================

Disclosure. MHProNews holds no positions in the stocks in this report.

· For expert manufactured housing business development or other manufactured housing professional services, click here.
· To sign up in seconds for our industry leading emailed headline news updates, click here.

• Note 1: MHVille means manufactured housing industry, MHVille also means artificially smaller manufactured housing (MH) industry,
• Note 2: Manufactured housing, building, factories, retail, dealers, manufactured home, communities, passive mobile home park investing, suppliers, brokers, finance, financial services, macro-markets, manufactured housing stocks, Manufactured Home Communities Real Estate Investment Trusts, MHC REITs.
• Note 3:
  

  APO, Apollo Global Management, BAM, Brookfield Asset Management, BLK, BlackRock, BRK-A, Berkshire Hathaway, BX, Blackstone, CDPYF, Canadian Apartment Properties Real Estate Investment Trust, CIGI, Colliers International Group Inc, CG, The Carlyle Group, CSGP, CoStar Group, CVCO, Cavco Industries, ECNCF, ECN Capital Group, ELS, Equity LifeStyle Properties, FGF, FG Financial Group, FG Communities,  KEY, KeyCorp, KMMPF, Killam Apartment REITs, LCII, LCI Industries, LEGH, Legacy Housing, LPX, Louisiana Pacific Corporation, MHC-UN.TO, Flagship Communities Real Estate Investment Trust (REIT), MHPC, Manufactured Housing Properties, MMI, Marcus and Millichap, NOBH, Nobility Homes, PATK, Patrick Industries, SKY, Skyline Champion, SUI, Sun Communities, UMH, UMH Properties, UFPI, UFP Industries.

That’s a wrap on this installment of “News Through the Lens of Manufactured Homes and Factory-Built Housing” © where “We Provide, You Decide.” © (Affordable housing, manufactured homes, stock, investing, data, metrics, reports, fact-checks, analysis, and commentary. Third-party images or content are provided under fair use guidelines for media.) (See Related Reports linked herein. Text/image boxes often are hot-linked to other reports that can be access by clicking on them.)

 

By L.A. “Tony” Kovach – for MHProNews.
Tony earned a journalism scholarship along with numerous awards in history. There have been several awards, honors and numerous public recognitions for his achievements in manufactured housing. For example, he earned the prestigious Lottinville Award in history from the University of Oklahoma, where he studied history and business management. Kovach is a managing member and co-founder of LifeStyle Factory Homes, LLC, the parent company to MHLivingNews.com and MHProNews. MHProNews is ranked as the runaway most read trade media in modern manufactured housing history. Manufactured Home Pro News (MHProNews) is the documented #1 largest and most read source for manufactured housing industry News Tips and Views Pros Can Use, per Webalizer 2.23 (on 5.22.2024) and known data. MHProNews gets millions of visits a year and has significantly more pageviews per visit than CNN or Fox per SimilarWeb’s stats for those two sites (but in fairness CNN and Fox sites get more much more total traffic). Statistics – Data – Infographics – Research – Facts – Evidence – Trends – and manufactured housing industry expert Analysis make us and keep us the runaway most read in MHVille trade media. This article reflects the LLC’s and/or the writer’s editorial views and may or may not reflect the views of sponsors or supporters.