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Manufactured Housing Industry Production up in November 2020, Still Down Year Over Year – Behind the Curtain – News & Analysis

ManufacturedHousingIndustryProductionUpNov2020StillDownYearOverYearBehindCurtainNewsAnalysisMHProNews

The Manufactured Housing Association for Regulatory Reform (MHARR) provided MHProNews with the following media release. It will be followed by additional information, analysis, and commentary.

MainstreamMediaSpotlightsMHARR_LettersHUDDana WadeFHFA-MarkCalabriaManufacturedHousingAssocRegulatoryReformLogoMHProNews

FOR IMMEDIATE RELEASE                                                                   Contact: MHARR

                                                                                                                            (202) 783-4087

 

Manufactured Housing Industry Production Increases Slightly in November 2020

Washington, D.C., January 4, 2021 – 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 rose slightly in November 2020. Just-released statistics indicate that HUD Code manufacturers produced 7,996 homes in November 2020, a .3% increase from the 7,972 new HUD Code homes produced during November 2019. Cumulative 2020 production at the end of November 2020, now stands at 86,757 homes, as compared with 87,884 homes produced over the same period in 2019, a decline of 1.2%.

A further analysis of the official industry statistics shows that the top ten shipment states from the beginning of the industry production rebound in August 2011 through November 2020  — with cumulative, monthly, current year (2020) and prior year (2019) shipments per category as indicated — are:

 

ManufacturedHousingAssocRegulatoryReformLogoMHARRlogoNov2020ShippingStatisticsTop10StatesPublished 1.4.2021ManufacturedHomeProNews

 

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 –

 

Additional Information, plus more MHProNews Analysis and Commentary

The move by Mississippi in the top 10 list should draw attention to the report from last year, linked below. How could MS move up, while Cavco claims it was unable to get the Lexington production center acquisition to work? Can anyone at Cavco Industries (CVCO) spell that their claim smells of BS?

CavcoIndustriesLogoSECIssuesNoticeCVCO.EnforcementActionLexingtonHomesLogoDanUrnessCFOPhotoJoeStegmayerPhotoInsiderTradesHistoryInsiderInsightsMHProNewsLogo
https://www.manufacturedhomepronews.com/cavco-industries-sec-issues-notice-to-cvco-plans-enforcement-action-against-cavcos-dan-urness-plus-joe-stegmayer-insider-trade-history-more-insider-insights/

The topics linked below were the most read by manufactured housing industry professionals in 2020.

 

DominatingManufacturedHousingTop502020YearReviewManufacturedHomeProfessionalsNewsAnalysisMHProNews
https://www.manufacturedhomepronews.com/dominating-manufactured-housings-top-50-2020-year-in-review-by-manufactured-home-professionals-news-analysis/
TheSystemIsRiggedSenatorElizabethWarrenPresidentDonaldJTrumpSenatorBernieSandersManufacturedHomeLivingNews
They often have entirely different proposed solutions, but they each have pointed to several of the same facts. That alone is a big clue that their allegation has merit, even if their solutions may differ.

Even a casual review of the hottest topics reflects a realization of evidence-based allegations that manufactured housing has been subverted from within, or as elected officials on either side of the left-right divide have alleged, “the system is rigged.” A similar case can be made for undermining other aspects of the American Republic.  That recognition continues to grow among industry professionals as well as affordable housing advocates.

Industry professionals don’t necessarily read MHProNews reports because they like what they read here, because we are not cheering what the ‘powers that be’ want to sell us on. Rather, professionals read our reports in often record numbers because they see reports here based upon evidence and reason that stand up to close scrutiny. Indeed, MHProNews has invited those who have allegedly subverted or failed to defend the industry to discuss or debate these issues publicly. They repeatedly decline doing so.

AndyGedoPhotoManageAmericaManagerLogoManufacturedHousingInstitutememberQuoteAgreesManufacturedHousingIndustryNeedsContrariansDevilsAdvocates-ManufacturedHomeProNews

AndyGedoPhotoManageAmericaLogoGedoQuoteClaytonHomesTheMoatBarriersOfEntryManufacturedHousingLendingManufacturedHomeProNews
https://www.manufacturedhomepronews.com/debate-current-former-manufactured-housing-institute-members-battle-over-clayton-homes-mhi-other-key-member-activities-and-industry-performance/

Since the Manufactured Housing Institute (MHI) announced its now disproven claim of “momentum” in later part of 2018, the production and shipment levels in our industry have been in 2 year over year declines. By contrast, conventional housing is surging.  NAR and NAHB reported ‘drops’ not because of lack of demand, but because of a lack of supply. That should point to an opening for manufactured housing. So, what explains the overall rise by other big ticket housing professions and the slide by manufactured housing?

PendingHousingSalesFallOctober2020NARLogoLawrenceYunPhotoHigherPricesDiscouragePotentialBuyersManufacturedHousingInstituteLOGOInsightsMHProNews
https://www.manufacturedhomepronews.com/pending-housing-sales-fall-in-october-nars-lawrence-yun-says-higher-prices-discourage-potential-buyers-manufactured-housing-insights/
HousingSnapshotNARPendingHomeSalesOctober2020InfographicChartNov30.2020ManufacturedHousingMHProNews
Both existing and new construction sales have risen, post pandemic, but took recent month-over-month dips. Why? Reportedly, because they can’t keep up with the demand, so inventory is down. That should point to opportunities for factory builders to step up. But that would be predicated on the common sense notion that the industry’s leaders want growth. What their own public statements point to is that they prefer mergers and acquisitions over growth.
NewHousingNovemberDropNAHBlogoClaytonHomesLOGOLatestPRClaimsManufacturedHousingInvestingStockUpdatesMHProNews
https://www.manufacturedhomepronews.com/new-housing-november-drop-clayton-homes-latest-pr-claims-plus-manufactured-housing-investing-stock-updates/

LaurieHoughEVP+CFOphotoSkylineChampionCorpSKYlogoQuoteSkylineChampionFocusedOnM+AConsolidationTopPriorityManufacturedHomeProNews

The RV industry has also surged post-pandemic.

DemographicTrendsNewRVIndustryDataProfit-PotentialLacedInsightsManufacturedHousingIndustryTowableRVImagesMHProNewsLogo
https://www.manufacturedhomepronews.com/demographic-trends-new-rv-industry-data-profit-potential-laced-insights-for-manufactured-housing-industry/

The Manufactured Housing Institute (MHI) has placed industry production statistics behind a pay-wall.

ManufacturedHousingInstituteLogoMHIlogoIndustryProductionReportBehindPaywallUnlikeRVIANAHBNARMHARR-MHProNews
This screen capture is from 1.4.2020.

The MHARR and certain state associations – including MHI – joined forces to pass the Manufactured Housing Improvement Act of 2000. So, why doesn’t MHI use that law to its full extent? Or why doesn’t MHI work to properly apply the Duty to Serve Manufactured Housing?

 

FootDraggingRiggedSystemManufacturedHousingLendingCommentsFedsVariousProfessionalsMHProNews
https://www.manufacturedhomepronews.com/foot-dragging-rigged-system-manufactured-housing-lending-comments-to-feds-by-various-professionals/

 

Who benefits from this? The evidence suggests a relatively few companies that are busy consolidating the industry at discounted valuations. If that sounds conspiratorial, one need not look beyond what Kevin Clayton and others said about the Castle and Moat technique. It is arguably the truth hiding in plain sight, so long as someone knows where to look for the truth.

 

WarrenBuffettPhotoKevinClaytonPhotoQuoteWarrenVeryCompetitiveMoatCompetitiveMoatDeepenWidenMoatPlanMakeDifficultOnCompaetitorsManufacturedHomeProNews
https://www.manufacturedhomelivingnews.com/warren-buffetts-moat-per-kevin-clayton-ceo-clayton-homes-interview-transcript-video-affordable-housing-and-manufactured-homes/

 

Other leaders at MHI has made comments that tend to confirm what Kevin Clayton said.

FrankRolfePhotoMobileHomeULogoImpactCommunitiesLogoQuoteIfYouLikeHavingAMonopolyKnowYourResidentsWontMoveNoNewCommunitiesLoveMobileHomeParksMHProNews2
You don’t get more in your face than this statement by MHI member Frank Rolfe. The firm he and his partner operate have several ties to Berkshire Hathaway brands.

 

WarrenBuffettsMoatKevinClaytonCLaytonHomesVideoTranscriptManufacturedHomeLivingNewsMHProNews
https://www.manufacturedhomelivingnews.com/warren-buffetts-moat-per-kevin-clayton-ceo-clayton-homes-interview-transcript-video-affordable-housing-and-manufactured-homes/

 

NathanSmithPhotoNathanSmithQuoteItsAHorribleIndustryTheyShouldNeverGetIntoThisIndustryIDontWanttheCompetitionManufacturedHousingInstituteChairManufacturedHomeProNews

ScandalPlaguedFlagshipCommunitiesLogoREITScores7CommunitiesNathanSmithPhotoKurtisKurtKeeneyPhotoSSKCommunitiesBackstoryReportAnalysisMHProNews
https://www.manufacturedhomepronews.com/scandal-plagued-flagship-communities-reit-scores-multiple-communities-nathan-smith-kurtis-kurt-keeney-backstory-report-analysis/

MHARR has publicly called out MHI’s failures for years. The logic behind their case shown below make as much or more sense today than when it was first published.

ButThisOnlyUnderscoresMyPointNationalCollectiveIndependentPost-ProductionAssocMarkWeissMHARRmanufacturedHomeproNEwsQuotePhotoLogo

WashingtonDCManufacturedHousingAssocRegulatoryReformwashington-dc-MHARR
https://manufacturedhousingassociationregulatoryreform.org/mharr-releases-study-recommending-independent-collective-representation-for-post-production-sector/

 

Manufactured housing is a great industry that has been artificially kept smaller than it should be. The evidence for that comes from third party research, such as is linked below.

 

PhotoEricBelskyHarvardJCHousingStudiesQuoteCreditLifebloodHousingWithoutCreditHousingDoesNotGetBuiltHomeBuyingPossibleOnlyThoseEnoughCashCoverFullCostsQuotableQuoteMHProNews

 

ErikBelskyManufacturedHousingMHIWebsiteDailyBusinessNewsmHProNews-422x430

 

ManufacturedHousingMarketDataProductionShipmentsComparisonsToConventionalHousingRentalsNationalAssocRealtorsScholasticaGayCororatonMHProNewsInfographic

PuzzlingAffordableHousingCrisisManufacturedHomeDilemmaStoryToldThirdPartyQuotableQuotesScholasticaCororatonLisaTylerRichardGenzEricBelksyPhotosMHProNews
https://www.manufacturedhomepronews.com/affordable-manufactured-housings-puzzling-contemporary-condition-revealed-by-quotable-quotes-from-residents-professionals-expert-researchers-advocates-public-officials-graphics-and-repo/

During an affordable housing crisis, when good federal laws exist that could cause manufactured housing to soar, the troubling reality that “the system is rigged” in manufactured housing should be alarming.

The issues facing America and our industry are both pragmatic but also moral concerns. “If those claiming the name progressive are allowed to have their way, we won’t even recognize this nation in a very short time,” said the Reverend Franklin Graham via Twitter.

 

TheresClassWarfareAllRightMyClassRichClassMakingWarWereWinning-WarrenBuffettQuotesBarackObamaPhotoFreedomAward
https://www.manufacturedhomepronews.com/warren-buffett-declared-class-warfare-buffett-says-fellow-billionaires-were-winning/

 

It Would Be an Irreparable Disaster if Joe Biden – Were Designated President of the United States” – said Archbishop Carlo Maria Viganò in a recent interview with Steve Bannon. Viganò, the former papal nuncio to the U.S. during the Obama-Biden Administration, is not just a prelate, he was a diplomat with access to the type of intelligence that are not normally available to everyday citizens. His comments merit scrutiny and weight.  But more, they are a call to action.

MrPresidentPleaseFinishIt#DoNotCertify#StopTheSteal#MAGAPlusSundayWeeklyHeadlinesReview
https://www.manufacturedhomepronews.com/mr-president-please-finish-it-plus-sunday-weekly-headlines-review/

The will of the people must be heard. Then, pass it onto others.

 

JoinThoseMakingHistory!ExecutiveSummarySavingAmericanDreamRestoringAffordableHomeProfessionalOpportunitiesMastMHProNews
https://www.manufacturedhomepronews.com/masthead/join-those-making-history-executive-summary-saving-american-dream-restoring-affordable-home-and-professional-opportunities/

 

It is an open question if this can be fixed in the absence of fixing the swamp in Washington, D.C. See the linked reports above and below to learn more.

 

TheOathThePledgeDefendingTheAmericanDreamOfHomeOwnershipUSFlagMHProNewsSealofthePresident
https://www.manufacturedhomelivingnews.com/the-oath-the-pledge-and-defending-the-american-dream-of-home-ownership/

 

Unless lawmakers feel the heat, they are unlikely to see the light. Reportedly millions of messages have already been sent, but more are obviously needed.

WarnockOssoffBidenHarrisStealMHProNewsBreitbartScreenCapture

Be the next to make lawmakers feel the heat so they see the light. Otherwise, independents in our industry and others could face the bleak future of what wanna-be former Obama-era VP Joe Biden has without a sense of irony or hypocrisy called a “dark winter.”

 

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Greenwald’s news and analysis article, shown linked below, confirms much of what this trade publication has been reporting on for years.  To learn more, check out the linked and related reports above and below.GlennGreenwaldPicQuoteAuthoritarismTechMonopoliesBigCorpMediaWallStretIntelligenceCommunityQuotableQuoteMHProNews

See the full report, linked here. That’s a wrap on this installment of “News through the lens of affordable housing and manufactured homes” where “We Provide, You Decide.” © ## (Affordable housing, manufactured homes, reports, fact-checks, analysis, and commentary. Third-party images or content are provided under fair use guidelines for media.) (See Related Reports, further below. Text/image boxes often are hot-linked to other reports that can be access by clicking on them.)

CongRepAlGreenDeskTamasKovachLATonyKovachPhoto12.3.2019ManufacturedHomeProNews
All on Capitol Hill were welcoming and interested with the discussion of manufactured housing related issues on our 12.3.2019 meetings. But Texas Congressman Al Green’s office was tremendous in their hospitality. Our son’s hand is on a package that included the Constitution of the United States and other goodies. MHProNews has worked with people and politicos across the left-right divide.

By L.A. “Tony” Kovach – for MHLivingNews.com.

Tony earned a journalism scholarship and earned numerous awards in history and 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. He’s a managing member and co-founder of LifeStyle Factory Homes, LLC, the parent company to MHProNews, and MHLivingNews.com. This article reflects the LLC’s and/or the writer’s position, and may or may not reflect the views of sponsors or supporters.

http://latonykovach.com

Connect on LinkedIn: http://www.linkedin.com/in/latonykovach

Recent and Related Reports:

The text/image boxes below are linked to other reports, which can be accessed by clicking on them.

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