From the most recent Sun Communities (SUI) investor presentations (linked further below) are two of the headline statements. ‘Compelling Supply – Demand Fundamentals’ said SUI’s IR pitch with ‘Virtually No New Supply Has Been Added for Years.’ Those remarks are by a prominent Manufactured Housing Institute (MHI) member with a … Continue reading Sun Communities ‘Compelling Supply–Demand Fundamentals’ ‘Virtually No New Supply Added for Years’ but Manufactured Home Sales Drop, Quarterly-Y2D2023 Data with Analysis; plus MHMarkets