The Manufactured Housing Association for Regulatory Reform (MHARR) report on January 3, 2023 reveals that new HUD Code manufactured home production in November of 2023 continued to decline. Per MHARR, that means that the decline has now hit 13 straight months. MHARR cites official sources on behalf of the U.S. Department of Housing and Urban Development (HUD).

Part II will be additional facts and analysis. Part III will have the MHVille connected markets updates.

Part I. Manufactured Home Production Downturn Hits 13 Straight Months, Data from the Manufactured Housing Association for Regulatory Reform (MHARR) in January 2023 Report

FOR IMMEDIATE RELEASE                                                                    

Contact: MHARR

(202) 783-4087

PRODUCTION DECLINE PERSISTS IN NOVEMBER 2023

Washington, D.C., January 3, 2024 – The Manufactured Housing Association for Regulatory Reform (MHARR) reports that according to official statistics compiled on behalf of the U.S. Department of Housing and Urban Development (HUD), HUD Code manufactured housing industry year-over-year production declined again in November 2023. Just-released statistics indicate that HUD Code manufacturers produced 7,769 new homes in November 2023, a 2.5% decrease from the 7,970 new HUD Code homes produced in November 2022. Cumulative production for 2023 is now 82,809 homes, a 22.2% decrease from the 106,476 homes produced over the same period during 2022.

A further analysis of the official industry statistics shows that the top ten shipment states from January 2023 — with monthly, cumulative, current reporting year (2023) and prior year (2022) shipments per category as indicated — are:

The November 2023 statistics result in no changes to the top-ten shipment state list.

The Manufactured Housing Association for Regulatory Reform is a Washington, D.C.- based national trade association representing the views and interests of independent producers of federally-regulated manufactured housing.

— 30 —

Part II – Additional Information with More MHProNews Analysis and Commentary in Brief

MHProNews has stood almost alone in having warned the industry’s professionals, investors, and others that the industry’s producers have been suffering for a range of causes. Among them that almost no one has been underscoring is this. A big share of manufactured home production has been going into land-lease communities. MHI reported in 2022 that the share was 51 percent.  As MHI said in their no longer publicly available “Quick Facts” for 2022:

• 49% of new manufactured homes are placed on private property and 51% are placed in manufactured home communities

That data point ought to have been a klaxon alarm for every independent producer, retailer, suppliers, and others. Why?

Because part of the story for 2023 has been that manufactured home communities (MHCs) cut back on their orders. It isn’t the only factor. But it is a significant one. Read it for yourself in any, or all of the reports linked below. Read what those publicly traded companies that are MHI members themselves have said.

MHProNews raised this market share concern at the last MHI meeting we attended. That was the MHI winter meeting in 2017.  Despite periodic praise, blogger George Allen hasn’t been a cheerleader for our platform for years, as regular and detail-minded readers here know. But on 2.17.2017, Allen said the following. Note his reference to this writer “Mr. Kovach” for MHProNews was the first of the “news notes” he provided.

Newsy Notes from around the MHIndustry!

• MHI’s Winter meeting in San Antonio attracted more than 100 participants! 24 of whom were owners/operators of land lease communities; 18 HUD-Code home manufacturing firm representatives, 18 state MHAssociation executives, 14 lenders from ‘both sides of the aisle’, seven suppliers, six MHRetailers, and a smattering of attorneys, insurance agents, and several new friends from FHFA and both GSEs. Central message? ‘New administration in Washington, DC., likely business-friendly; and hopefully, a relaxed regulatory climate for all!’ But guess which HUD staffer no one would talk about, despite prodding from Mr. Kovach. …”

But another item that was prodded by this writer – beyond the questions about Pam Danner that Allen referenced, was about the community sector and manufactured home production. Why didn’t Allen mention those points too?

Namely, what this writer asked, and there were no specific answers, was this. What will happen to manufactured housing production when the land-lease communities begin to fill up and reach capacity? The question often asked of producers, at the current pace, perhaps 5 years from now, communities will be near capacity. What will happen to production when the existing land-lease communities are effectively filled?

It’s not that Allen’s observations weren’t of interest. But perhaps not how he meant it.

• Out of 5o states, only 18 were state association executives and state association team members attended?
• Only 6 retailers out of “more than 100 participants” attended.
• But 24 owner/operators of land-lease communities came.
• 18 people from the production sector came.

The attendance, in short, was pathetic. Out of ‘hundreds’ of MHI members, who employed tens of thousands of professionals, only about 100 people come, and some of those worked for MHI?  It is often not what is said, it is also what is NOT said from other sources that should raise the eyebrows. And what is said should also be carefully examined to see not only the writer’s point, but what it may logically imply. If every MHI state association attended with one staffer, and 4 members with them, the attendance for that event could have been over 250 people. That year, also in the winter, some 3,000 people attended Louisville. See the comparisons? MHI’s winter meeting attendance was apparently pathetic. Allen was arguably and apparently just doing what Allen does: part time cheerleader, part time critic, whatever he thinks will benefit…Allen and/or someone paying Allen.

That said, back to the main point.

• If Integra Realty Resources, Inc. (IRR) is correct, “The national occupancy rate [for manufactured home communities] rose 10 basis points in 2021, reaching 93.8%.”
• Per MMI (both in reports in 2023): “The national lot vacancy rate held below 6 percent through the end of 2022.”

MHI in 2023 apparently began to hide some of their previously publicly available data on what the market share of manufactured home production going into land lease was. That occurred after MHProNews began calling attention to the issue. It also occurred after national class action antitrust suits were filed. Coincidences? The content MHI began to remove from the public side of their website included, but was not limited to, those MHI “Industry Overviews” and/or MHI “Quick Facts.”

• The manufactured home industry has a place to put problem. MHI member Legacy has said it is the number one issue.

• The manufactured housing industry has a lack of competitive financing problem. As the prior and above links reveals, it isn’t only MHARR that has hit MHI over these woes.
• The industry has a serious, and perhaps increasing risk from the DOE energy rule, which MHARR can be described as having pointedly accused MHI as having fostered in several respects. The report linked below ought to provide one more bright line distinction between what other trade groups, beyond MHARR, have done, and what MHI hs done on the energy rule woes.

Eye Opening! Gas Industry vs DOE Compared to Manufactured Housing Institute vs DOE-Compare Fed Register Facts Reveals Manufactured Housing Industry Woes and MHI Behavior; plus MHVille Markets

• Manufactured Housing Institute research has repeatedly and for approaching 2 decades pointed out the ‘image/education’ issue.  Yet, what MHI has done to address that issue is almost mindbogglingly ineffective as measured by the prime measurement. Namely, production!

On the agenda of the remainder of independent producers, retailers, investors, and community owners in 2024 ought to be an authentic probe of MHI and/or a legal action against MHI. No one could be that incompetent for that long unless it was desired by the insiders at MHI. ICYMI, or need a refresher, grab your favorite beverages and snacks, and sit down to unpack the report linked below.

Manufactured housing is underperforming during an affordable housing crisis. The challenges are known. MHI claims that they want to deal with the issues that are outlined herein. They say they want more lending that is more competitive. MHI leaders say they want to remove zoning barriers. MHI leaders say they want to improve the industries image. MHI filed suit on the DOE issue.

But then why hasn’t MHI sued to finance and zoning barriers? Isn’t 23+ years long enough to wait to try to get enhanced preemption enforced?

Why hasn’t MHI sued on FHA and GSE related issues?

On almost every front, the industry is suffering. Production is down to a level not seen since circa 2017. The number of land-lease communities isn’t growing, the count is shrinking. There is one area where the industry’s metrics reveals ‘growth’ and that is the area of growing consolidation. The consolidators are MHI are benefiting. Employees and investors? Not so much.

1000s Unhappy Working at Clayton Homes, Skyline Champion, Cavco, Sun, ELS, RHP, Flagship, Impact, Yes!, Havenpark Communities-What Will They Do? Facts, WalkOut Threat Op-Ed; plus MHMarkets Update

See the linked reports to learn more. Additional facts on the declining production and shipment of manufactured housing will be published in an upcoming report later this month (January 2024). Stay tuned.

Two More Class Action Antitrust Suits Hit High Profile Manufactured Housing Institute Members and MHI State Affiliate Members, Towsend in Case No. 1:23-cv-16462 and Muns; Pleadings and Analysis

Welcome to 2024–Brace Yourself for What Others May Not Say-‘Since 2009-100% Artificial Unprecedented Money Printing-Deficits Up $27 Trillion Over 15 Years;’ plus Sunday Weekly Headlines Recap

Under different, but related to the bigger picture…

Part III – is 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.

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

The macro market move 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 are impacting manufactured housing connected investing.

Reminder: several of the graphics on MHProNews can be opened into a larger size. For instance: click the image and follow the prompts in your browser or device to OPEN In a New Window. Then, in several browsers/devices you can click the image and increase the size. Use the ‘x out’ (close window) escape or back key to return.

Headlines from left-of-center CNN Business – from 1.2.2024

• Harvard President Claudine Gay resigns after plagiarism and campus antisemitism accusations
• A screen displays a chart with the evolution on index IBEX 35 at Madrid’s Stock Exchange Market, Spain, 02 January 2024. The Spanish stock market started the year up 0.65 percent and approaches 10,200 points.
• Stocks, bitcoin, oil: What you need to know as markets kick off 2024
• People walk past the Apple store in the Americana at Brand shopping center on the day after Christmas on December 26, 2023 in Glendale, California.
• Apple shares slide following Barclays downgrade, dragging down markets
• The picture on the packaging of the Reese’s Peanut Butter Pumpkins product that
• Plaintiff purchased when compared to the actual product that she received looked as follows:
• Hershey is sued for selling Reese’s Peanut Butter cups without ‘cute pumpkin faces’
• A screenshot from the trailer of “Mickey’s Mouse Trap”.
• Multiple Mickey Mouse horror movies announced as Steamboat Willie enters public domain
• Harvard University President Claudine Gay attends a House Education and The Workforce Committee hearing titled “Holding Campus Leaders Accountable and Confronting Antisemitism” on Capitol Hill in Washington, U.S., December 5, 2023.
• READ: Harvard President Claudine Gay’s resignation letter
• MIAMI, FLORIDA – OCTOBER 04: Forms to pick numbers for Powerball are on display in a store on October 04, 2023 in Miami, Florida. Wednesday’s Powerball drawing will be an approximately $1.2 billion jackpot.
• Ticket sold in Michigan wins estimated $842.2 million Powerball jackpot in New Year’s Day drawing
• Jerome Powell, Chairman of the U.S. Federal Reserve, speaks during the conference celebrating the Centennial of the Division of Research and Statistics, Board of Governors of the Federal Reserve System in Washington D.C., United States on November 08, 2023.
• Rate cuts and a soft landing: This will be a critical year for the Fed
• Vehicles at a Tesla store in Colma, California, US, on Wednesday, Dec. 13, 2023. Tesla Inc. will fix more than 2 million vehicles, its biggest recall ever, after the top US auto-safety regulator determined its driver-assistance system Autopilot doesn’t do enough to guard against misuse.
• Tesla reports record sales but growth slows in face of growing EV competition
• Container vessel Maersk Hangzhou sails in the Wielingen channel, Westerschelde, Netherlands July 15, 2018.
• Maersk suspends shipping through key maritime route Red Sea ‘until further notice’
• Fidelity fund again trims Elon Musk’s X valuation
• China’s BYD is selling more electric cars than Tesla
• What to expect at work in 2024
• ASML forced to suspend some China exports after US escalates tech battle
• An early version of Mickey Mouse is now in the public domain
• 5 reasons to be optimistic about the 2024 economy
• Baidu’s live streaming plans suffer as it calls off $3.6 billion Joyy deal
• Here’s where the minimum wage is increasing this year
• Maersk pauses shipping through Red Sea after Houthi boats attack vessel
• Xi Jinping rings in 2024 with rare admission that China’s economy is in trouble
• Reckitt/Mead Johnson voluntarily recalls specialty infant formula due to possible bacterial infection
• Four key retail moments in 2023
• Microsoft’s Satya Nadella is CNN Business’ CEO of the Year

Note: to expand this image below to a larger or full size, see the instructions

below the graphic below or click the image and follow the prompts.

 

Headlines from right-of-center Newsmax 1.2.2024

• Harvard President Gay Quits Amid Storm Over Stance on Antisemitism
  • Harvard President Claudine Gay speaks during a hearing of the House Committee on Education on Capitol Hill last month. Dogged by allegations she had not spoken forcefully enough against antisemitism — and by multiplying claims of plagiarism — Gay has resigned. (AP)
  • Stefanik Cheers Gay’s Resignation: ‘Long Overdue’
  • Hedge Fund CEO Seeks ‘Gaygate’ Probe of Harvard Board
  • Harvard Crimson Editorial: President Gay Should Resign
  • Israel at War
  • Naftali Bennett: ‘Great’ If Hamas ‘Archterrorist’ Is Dead
  • Genocide Case Against Israel Brings Battle to Top UN Court
  • Report: Top Hamas Official Saleh Arouri Killed
  • 4 Terrorists Killed in Samaria Gunfight; IDF Soldier Wounded
  • IDF Kills Dozens of Gaza Terrorists
  • Hapag-Lloyd to Avoid Suez for at Least Another Week
  • Turkey Detains 34 Suspected to Have Mossad Ties
  • Maersk to Decide on Red Sea Route After Attack
  • IDF Prepares Gradual Return of Gaza Envelope Communities
  • Pro-Palestinian Protest Hits NYC Airport’s Intl. Terminal
  • Hamas Denies Raping Women, Defends Kidnapping
  • Aircraft Carrier Returning Home After Defending Israel
  • Report: Iranian Warship Alborz Enters Red Sea
  • More Israel at War
  • Newsmax TV
  • Maine Rep. Soboleski: Trump Ban a ‘Slap in the Face’
  • Burchett: Epstein ‘Cover-Up’ Likely to Continue | video
  • Napolitano: Biden ‘off the Wall’ If He Advised Defiance | video
  • McCormick: 10M Illegals Since Biden’s Oath | video
  • Zogby, Collins: Biden ‘in Trouble’ With Must-Win Groups | video
  • Fred Fleitz: Biden Let Iran Enrich Uranium in Secret Deal | video
  • Fred Fleitz: Xi Wants to ‘Guarantee Biden’s Reelection’ | video
  • Newsfront
  • Mickey Mouse Horror Films Announced as Disney Copyright Expires
  • Oh boy! Barely 24 hours after Disney’s initial copyright on Mickey Mouse expired, two new indie horror films starring the beloved character have been announced.”Steamboat Willie,” the first Disney movie to feature Mickey, entered the public domain under US law on Monday, 95…… [Full Story]
  • Price of Big Macs Could Go Up to $15
  • As half the states in the country raise their hourly minimum wage, [Full Story]
  • US Profit Growth to Accelerate in 2024: Wall Street
  • S. corporate earnings should improve at a stronger clip in 2024 as [Full Story]
  • Stefanik Cheers Gay’s Resignation: ‘Long Overdue’
  • House Republican Conference Chairwoman Elise Stefanik, whose [Full Story]
  • Related
  • Hedge Fund CEO Seeks ‘Gaygate’ Probe of Harvard Board
  • Zelenskyy: ‘Putin Is an Animal’
  • Russian President Vladimir Putin “is an animal” who will “eat you for [Full Story]
  • Related
  • Russian Hypersonic Missile Hits Kill 4, Wound More Than 100
  • Zelenskyy Praises Air Defense System ‘Saving Hundreds of Lives’
  • Rasmussen Poll: Majority Say Russia-Ukraine War a Stalemate
  • House Majority Leader Steve Scalise Endorses Trump
  • House Majority Leader Steve Scalise, R-La., became one of the [Full Story]
  • Related
  • Pro-Haley Super PAC: DeSantis Courting China
  • Swifties to the Polls? Why Eyes Are on Taylor Ahead of 2024
  • Houthi’s Suez Canal Disruption Risks ‘Jolt’ to Middle East
  • Some of the world’s biggest shipping vessels are avoiding the Suez [Full Story] | Platinum Article
  • Military Brass Targeted Over COVID Vax Mandate
  • More than 200 U.S. active duty and retired service members are vowing [Full Story]
  • Mysterious Chinese Spaceplane Deployed ‘Space Stalkers’
  • China’s secretive unmanned spaceplane placed a series of unidentified [Full Story] | Platinum Article
  • Construction on Solid Ground; Manufacturing Struggles
  • S. construction spending rose less than expected in November amid a [Full Story]
  • Saudi Arabia Officially Joins BRICS Bloc
  • Saudi state TV said Tuesday the kingdom had officially joined the [Full Story]
  • Try This Simple Method To Quiet The Constant Ear Ringing (Its Genius)
  • doctors-health-quest-secrets
  • Holiday Weight Gain Persists Long Term
  • Unfortunately, if you packed on some extra pounds this holiday [Full Story]
  • States Revive Mandatory Mask Mandates in Hospitals
  • Hospitals in at least four states have reintroduced mandatory mask [Full Story]
  • Bone on Bone? These “Bionic” Knee Sleeves Will Transform Your Knees Back Years
  • Compressa
  • Dems Target ‘MAGA’ Candidate for Santos’ House Seat
  • House Democrats are trying to reclaim the seat formerly held by [Full Story]
  • FBI: No Terror Evidence Yet in Rochester, N.Y., Crash
  • A deadly car crash in Rochester, New York, early New Year’s Day is [Full Story]
  • Provision Takes Aim at Bribery by Foreign Officials
  • A provision of the recently signed National Defense Authorization Act [Full Story]
  • Warren Buffett, Phil Knight Among Top Charity Donors
  • The Chronicle of Philanthropy’s annual list of the biggest charitable [Full Story]
  • Michael Cohen Loses Appeal of Lawsuit Against Trump
  • Michael Cohen Loses Appeal of Lawsuit Against Trump
  • Michael Cohen, who had claimed Donald Trump used his presidential [Full Story]
  • Ramaswamy Rips CNN for ‘Shenanigans,’ Skips Debate
  • Tech entrepreneur Vivek Ramaswamy blasted CNN’s “shenanigans” on [Full Story]
  • Trump’s Jan. 6 Defense Strategy More Than Trial Delay
  • Recent court filings suggest former President Donald Trump’s defense [Full Story]
  • George Soros’ New York Home Swatted in 911 Hoax
  • George Soros’ New York estate was swatted as the progressive [Full Story]
  • Man Arrested for Breaking Into Colo. Supreme Court
  • Denver police arrested a man who they say breached the Colorado [Full Story]
  • Biden Pleasing Donors by Going off White House Script at Fundraisers
  • As president, Joe Biden has relied heavily on Teleprompters and [Full Story]
  • Israel ’73 War-Warning Spymaster Zvi Zamir, 98, Dead
  • Zvi Zamir, a former head of Israeli intelligence agency Mossad whose [Full Story]
  • Armed Drone Downed Over Iraq Base With US Forces
  • An armed drone was shot down Tuesday over Erbil airport in northern [Full Story]
  • South Korean Opposition Leader Stabbed in Neck
  • South Korean opposition leader Lee Jaemyung was attacked and injured [Full Story]
  • Hong Kong’s Jimmy Lai Pleads Not Guilty to ‘Sedition’
  • Hong Kong pro-democracy tycoon Jimmy Lai pleaded not guilty Tuesday [Full Story]
  • Bitcoin Climbs Above $45,000 1st Time Since April 2022
  • Bitcoin stormed above $45,000 Tuesday for the first time since April [Full Story]
  • Economy at Risk As $117B in Office Mortgages Coming Due
  • Approximately $117 billion in loans to office buildings are coming [Full Story]
  • Japan in ‘Battle Against Time’ to Rescue New Year’s Day Quake Survivors
  • At least eight people have died in an earthquake that struck Japan on [Full Story]
  • Nutramigen Baby Formula Recalled, Possible Contamination
  • Reckitt’s Mead Johnson Nutrition recalled around 675,000 cans of [Full Story]
  • More Newsfront
  • Finance
  • US Profit Growth to Accelerate in 2024: Wall Street
  • S. corporate earnings should improve at a stronger clip in 2024 as inflation and interest rates come down, analysts predict, but worries about slowing economic growth hang over the outlook…. [Full Story]
  • Tesla Trails China’s BYD in Q4 EV Sales
  • Mickey Mouse Horror Films Announced as Disney Copyright Expires
  • XCast Labs Settles With FTC for Illegal Robocalls
  • FDA Approvals of Novel Drugs Bounce Back in 2023
  • More Finance
  • Health
  • Simple Habits Proven to Improve Your Memory
  • In this fast-paced world, it is easy to lose focus and become forgetful, which can be frustrating and annoying. Normal aging leads to gradual changes in the brain associated with thinking and memory. Many individuals find it harder to focus on the task at hand and to absorb…… [Full Story]
  • Study: Women Stocked Up on Abortion Pills
  • FDA Approvals of Novel Drugs Bounce Back in 2023
  • More Will Pay Just $35 a Month for Insulin in 2024
  • Citrus Supplement Eases Swelling After Knee Surgery

Note: to expand this image below to a larger or full size, see the instructions
below the graphic below or click the image and follow the prompts.

Notice: MHProNews invites the firms 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, neither publicly MHI nor by email have MHI and their ‘insider brands’ done so. They’ve been repeatedly invited to do so, including an outreach on Dec 7, 2o23.

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.

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 MHProNews, and MHLivingNews.com, which is ranked as the runaway most read trade media in modern manufactured housing history. 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.