“Favorable Demand Drivers Combined With Supply Constraints” is a phrase from manufactured home community giant Sun Communities’ (NYSE:SUI) recent 2021 investor power point. “Jim Schmitz has released the first salvo in what promises to be a monumental work on monopoly, titled “Monopolies Inflict Great Harm on Low- and Middle-Income Americans,” …

“Grumpy Economist” Cochrane – Sun Communities (SUI) – ‘Favorable Demand Drivers With Supply Constraints’ – Investor Data Yields Quick Case Study in Buffett “Moat” “Sabotaging Monopolies” Impact Read More

There is a widespread acknowledgement by experts and pundits of the expanding affordable housing crisis who oddly seem to routinely miss the root causes of problems  are demonstrably worse today than at the turn of the century. Recent reporting below by the Federal Housing Finance Agency (FHFA), and from Freddie …

Warren Buffett’s Moat in Affordable Manufactured Housing Examined Through New Data From FHFA, Fannie Mae, Freddie Mac – “Sabotaging Monopolies” and Other Related Research Read More

A good turn of a phrase or image is proven to stick for some time. Perhaps that explains why the report on 5.7.2021 from Fannie Mae to MHProNews brought to mind the colorful recent Issues and Perspective image that the Manufactured Housing Association for Regulatory Reform (MHARR) President and CEO …

Another Mark Weiss-like, Captain Renault Moment – “Shocked, Shocked!” – Fannie Mae Reports Consumer Pessimism Toward Homebuying Sets Record – and Sunday Weekly Headlines Review Read More

“As President, Fleetwood Homes, Inc. at CAVCO INDUSTRIES INC., Charles E. Lott made $856,073 in total compensation,” said Salary. “Of this total $250,000 was received as a salary, $527,860 was received as a bonus, $0 was received in stock options, $76,970 was awarded as stock and $1,243 came from other …

Cavco Industries, Fleetwood Homes Big Changes, Exclusive Background, plus Manufactured Housing Investing, Stock Updates Read More