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Texas Manufactured Housing Association (TMHA), Manufactured Housing Institute (MHI) Affiliate, Provides Latest Shipment, Labor Data for June 2020 – Analysis

TexasManufacturedHousingAssociationLogoTMHALogoManufacturedHousingInstituteLogoMHIlogoAffiliateLatestShipmentLaborDataJune2020AnalysisTxCapitolBldgPhotoMHProNewsLogo

Preface to Texas Manufactured Housing Association (TMHA) June 2020 Shipment, Labor Report.

Few things are as corrosive to an industry, profession, or society as inaccurate or agenda driven reports.

Advertise with MHProNews to be seen

What sparks that statement as a forward to the headline report that follows further below?

Another mainstream media personality quit their job as a producer for a major cable news network. In her resignation statement, she ripped her network but also others in mainstream media. That will be the focus of another upcoming report. But what that producer says echoes other whistleblowers that have spotlighted media agenda, corruption, and the harm that it causes.   There are reasons to believe that same pattern in the mainstream media of agenda-driven messaging flowing from associations, larger companies, and their allies is occurring in manufactured housing and has been for some time.

TheWayDefeatBadIdeasByExposureArgumentPersuasionNotTryingSilenceWishThemAwayJKRowlingGloriaSteinemNoamChomsky150OthersPhotoCollageQuoteableQuoteHarpersLetterJusticeFreeSpeechMHProNews

“The way to defeat bad ideas is by exposure, argument, and persuasion, not by trying to silence or wish them away.” JK Rowling, Gloria Steinem, Noam Chomsky, 150 Others Decry Censorship in “Letter on Justice and Open Debate,” Harpers

The quotes above and below are examples of similar thinking to the upcoming report.

BariWeissPhotoNewYorkTimesBuildingPhotoQuoteAnIndependentPressIsNotProgressiveLiberalDemocraticIdealItisAnAmericanIdealQuoteMHLivingNews

WhyAreAffordableManufacturedHomesOtherTypesFactory-BuiltHousingSoMisunderstoodMHProNews
https://www.manufacturedhomelivingnews.com/why-are-affordable-manufactured-homes-and-other-types-of-factory-built-housing-so-misunderstood/

From nearly the outset of our publishing, MHProNews has shared insights across the left-right media divide. But the corruption of the media is more than just left vs. right. There are times, as the docudrama Shadows of Liberty illustrated, that almost all major media fails to get the truth out on specific topics.

TheseLargeConglomerateCompaniesDecideOnTheirownandForTheirOwnPurposesTheNewsWeSeeandHearDanRatherQuoteFormerCBSNewsPhotoTwitterDailyBusinessNewsMHProNews
Dan Rather quote from the compelling video, Shadows of Liberty. It can be streamed online.
DannyGloverQuoteItsNotOnlyAMonopolyOfWealthItsAmonopolyofInformationasWellDailyBusinessNewsMHproNEws
Danny Glover quote from from the fascinating video documentary, Shadows of Liberty. Glover has served on one of the boards of a nonprofit that gets Warren Buffett money.

This isn’t a new problem. It has occurred for well over a century in the U.S. The weaponized mix of accurate and inaccurate information has been an issue in nations around the world for centuries.

Manufactured housing specific is this. During an affordable housing crisis, our industry is dramatically underperforming. Large Manufactured Housing Institute (MHI) member firms have said as much, as the illustration from Skyline Champion below makes clear. That dashed line is the historic trendline. Our industry is at about half of that historic trendline.

MaryGaiskiPhotoPennsylvaniaManufacturedHousingAssocLogoThisYearWe'veHadMoreCallsAboutZoningDiscrminationThanPrevious5to7YearsQuoteManufacturedHomeLivingNews
See the full report and context at this link here. https://www.manufacturedhomepronews.com/association-leaders-spotlight-blast-zoning-financing-crossmodstm-and-manufactured-housing-institute/

That reality isn’t what normally emerges from MHI affiliates. Other than MHProNews and MHLivingNews, who else in our industry dares speak out directly, routinely, and loudly against what the facts speak loudly?

JDHarperExecutiveDirectorPhotoArkansasManufacturedHousingAssociationQuoteBarriersManufacturedHousingMHIA2000EnhancedPreemption

Answer? The Manufactured Housing Association for Regulatory Reform (MHARR). It is MHARR, MHProNews, and MHLivingNews.  That doesn’t mean that reality doesn’t slip out from those under the purported thumb of the Omaha-Knoxville-Arlington axis. It does as Gaiski, Harper, and others have at times said without a routine robust follow up.

DannyGhorbaniFormerMHIVpQuoteFoundingMHARRPresidentQuoteDailyBusinessNewsMHProNews

Let’s note that while our publications and MHARR often see things similarly, there are exceptions. Brian Montgomery is an example. That’s fine, as people of good will can read the evidence differently. It happens in science and it occurs in other aspects of life.

The data provided by TMHA is useful, which is one reason we often report their data. But that should not be confused as agreeing with their analysis. Following the TMHA’s August 3, 2020 report on June 2020 data, will be additional MHProNews information, analysis, and commentary.

 

TexasManufacturedHousingAssocLogoTMHALogoManufacturedHousingShipmentReportAnalysisAug3.2020forJune2020DataMHProNewsLogo

TEXAS MANUFACTURED HOME SHIPMENTS MARKET ANALYSIS

Monday, August 3, 2020 10:16:00 AM

JUNE

June manufactured housing shipments beat our forecast and came in at 1,326 homes shipped. Single-section and multi-section shipments were up a combined 16.1% from May with manufacturers producing more of each home type.

June had two additional days of potential production over May and over June of 2019, but even accounting for that difference shipments increased over both time periods.

The rate of homes shipped per day moved up to 60 homes, which is a 45% increase over the trough hit during the April lockdown.

The outlook for July is a little less clear. We are currently forecasting 1,083 home shipments for the month, but through our survey work with the Real Estate Center at Texas A&M University it is clear that many factories had lower run rates as the increase in coronavirus cases across the state impacted the labor supply needed to meet rising demand.

Orders and backlogs are increasing though, so as the state’s case count lowers we expect production to continue to grow.

TMHA’s Manufactured Home Builders Stock Index finished July up 7.9%.

June2020TotalsBySectionTexasManufacturedHousingAssocLogoTMHALogoJune2020ShipmentsMHProNewsLogo

AnnualTotalsTexasManufacturedHousingAssocLogoTMHALogoJune2020ShipmentsMHProNewsLogo

CHARTS

Total Shipments Texas (Monthly)

ShipmentsGraphicByMonthYeartoDateTexasManufacturedHousingAssocLogoTMHALogoJune2020ShipmentsMHProNewsLogo

 

Total Shipped by Sections Texas (Monthly)

TotalShipmentsBySectionsByMonth2018toYTD2020TexasManufacturedHousingAssocLogoTMHALogoJune2020ShipmentsMHProNewsLogo

 

Manufactured Home Activity Texas (Monthly)

ShipmentsTitlesGraphicByMonth2018YeartoDate2020TexasManufacturedHousingAssocLogoTMHALogoJune2020ShipmentsMHProNewsLogo

Here are the annual totals for manufactured home shipments in Texas from 2012 through 2019.

Manufactured Home Shipments Texas (Annual)

ShipmentsBySectionsGraphic2012YeartoDate2020TexasManufacturedHousingAssocLogoTMHALogoJune2020ShipmentsMHProNewsLogo

##

Analysis continues following these three linked related reports.

NAR’s Lawrence Yun – New Data Reveals Manufactured Housing Opportunities – plus, Manufactured Home Stock Updates

Demographic Trends, New RV Industry Data, Profit-Potential Laced Insights for Manufactured Housing Industry

Overall Housing is OK, Manufactured Housing Struggles, NFIB Spotlights PPP Small Business and Post-COVID19 Relief Survey, Congressional Proposals; plus, Manufactured Home Investing, Stock Updates

 

Additional Third-Party Information plus MHProNews Analysis and Commentary

There is evidence that the RV industry and mainstream housing are recovering more dramatically than HUD Code manufactured homes have thus far.

TMHA’s report above made the point that labor is an issue. Per TMHA – “through our survey work with the Real Estate Center at Texas A&M University it is clear that many factories had lower run rates as the increase in coronavirus cases across the state impacted the labor supply needed to meet rising demand.”

Labor “Shortages” Reported During High Unemployment?! Meanwhile, Manufactured Housing Institute (MHI) Asks Members to Contact Senate for Rental Subsidies for COVID-19 Pandemic Relief Plan

The report linked above includes insights from HUD Code producers on the labor issue. It is more specific and arguably more insightful.

TMHA’s members include independents as well as major and more mid-sized firms.  That’s not unlike other states or MHI.  TMHA staff, not unlike several other trade association other than MHARR, has to decide if they like their job. If they do, then they are de facto compelled to tow the MHI line, which in turn reflects the Clayton Homes-21st Mortgage Corp-Berkshire Hathaway-Warren Buffett line.

https://www.manufacturedhomepronews.com/new-data-from-swiss-independent-data-provider-casts-shadow-over-publicly-traded-manufactured-housing-institute-member-firm-claims/
Updated. To see this full size, click to open.

A case in point is Tim Williams from Ohio. A longtime supporter of MHProNews, for whatever reason, he jumped to MHI and their new CEO Lesli Gooch defense earlier this year. Williams, who has a long history in this industry and thus should be well aware of the work performed by prior MHI President and CEO Chris Stinebert, surprisingly made the disputable claim that Gooch was the best he had ever seen.

Tim Williams Calls Lesli Gooch “Superb,” But Latest Tip Reveals Additional MHI CEO Gooch Controversy Connected Documents

Williams’ claim that Gooch was “superb” and the best ever was arguably absurd on its face. Invited to debate that claim, Williams initially said he would do so. But since that written commitment, Williams remained mute when a state university offered to moderate such a public discussion and debate. Meanwhile, MHI engages in photo ops and reports that have led to declines in manufactured housing instead of growth.

Conventional Housing Soars as Manufactured Homes Snore, MHI’s Lesli Gooch Mark Bowersox Friday Follies Photo Op, plus Manufactured Housing Investment, Stock Updates

MHI has proven access, but fails to use that access to fully and properly implement good existing laws.

Skyline Champion President, CEO Mark Yost and Manufactured Housing Institute CEO Lesli Gooch, Ph.D, in White House Photo Op Featuring President Trump and VP Pence

To MHI member Andy Gedo’s credit, unlike Williams, Gedo engaged in public debates via LinkedIn on topics involving Clayton Homes and MHI. In the debate above, he tossed in the towel and walked away. In the debate below, he has simply not responded in about 2 weeks. Rephrased, Gedo once more walked away from an attempted defense of Warren Buffett led-Berkshire Hathaway firms.

What Andy Gedo – ManageAmerica Partner, Manufactured Housing Institute Supporter – Revealed About Clayton, Cavco and Skyline Champion Manufactured Homebuilders

Gedo did what none of the MHI-supporting, and to various degrees arguably backed, bloggers and publishers.

What does that have to do with TMHA? That association and others an publish data. They can provide some level of commentary. But they are disinclined to publicly contradict MHI, Clayton Homes, 21st Mortgage or others that back agendas such as market-failed “CrossModTM” manufactured homes.

Skyline Champion’s Sarah Janowicz On Record – SKY’s Biz Practices & Manufactured Housing Institute Support; “Defies Reason and Common Sense”

The state association executives are to various degrees neutered if they want to keep their jobs. State execs said as much to MHProNews 2 years ago

Goldrulestimwilliams21stmortgagecorpdailyb usinessnewsmhpronews 2
https://www.manufacturedhomepronews.com/how-gold-rules-tim-williams-21st-mortgage-mhi-vp-state-execs-conference-call/

Manufactured housing ought to be soaring, even during COVID19. If mainstream housing and RVs can regain traction, it makes it obvious that manufactured housing can too.

To the extent that TMHA or others point to any issue other than the underlying problems that hold manufactured housing back, they are arguably doing their independent members a disservice.

The industry should be focused on basic principles that involve enforcement of existing laws.

  • Full and proper implementation of the Manufactured Housing Improvement Act of 2000 (MHIA 2000). The pre-Berkshire MHI did that, but since then, that position has quietly faded.
ManufacturedHousingImprovementAct2000ImplementationMHI2003CalabriaEnhancedPreemptionFannieFreddieLoans.pdf
This was a document from a tipster. The illustrations are by MHProNews, but the base document used to be on MHI’s website. Why is that document no longer available? Why doesn’t MHI even have the words “enhanced preemption” in recent years on their website?
ManufacturedHousingInstituteLogoMHILogowebsiteEnhancedPreemptionSearchFactCheck7.13.2020MHProNews
The Manufactured Housing Institute claim to represent all aspects of factory built housing. They are both a production and post-production trade group. By contrast, MHARR is a production trade group, but has in recent years taken on specific additional items that are strictly speaking post-production related. Why is MHI – with more resources and staff failing to effectively do what they claim their mission is?
EnhancedPreemptionManufacturedHousingAssociationRegulatoryReform4-26-2019ManufacturedHomesMHProNews
Since the screen capture above was performed, MHARR has done more articles that mention or are focused on the federal preemption given to HUD Code manufactured homes under the Manufactured Housing Improvement Act of 2000.
  • Full and proper implementation of the Duty to Serve Manufactured Housing and other forms of federally backed or encouraged lending that could create potentially millions of new homeowners. Instead, MHI has promoted the failed new class of homes project, and manufactured housing shipments have slid since then. It must be stressed that MHProNews predicted this could occur some 2 years ago.

FHFA “Director [Mark] Calabria Must Initiate An Internal Investigation” – Danny Ghorbani Rips & Reveals Duty to Serve Problems, Solutions

  • The need for a post-production association that could team with MHARR to fight the powers that be in our industry that have been undermining manufactured housing from within.

JDHarperArkanasasManufacturedHousingAssociationIndustryVoicesManufacturedHomeCommentaryMHProNews--500x214

TheTermEnhancedPreemptionManufacturedHousingImprovementAct2000WilliamBillMatchneerPhotoFormerHUDOfficeManufacturedHousingProgramsCFPBMHProNews

MarkWeissJDphotoManufacturedHousingAssocRegulatoryReformlogoQuoteOnEnhancedPreemptionManufacturedHousingImprovementActMHIA2000ImportanceAffordableHousing

HUDLetterCityRichlandMSEmilyGoodeJenHallMMHAFederalPreemptionofManufacturedHomesFederalEnhancedPreemptionMHIA2000DailyBusinessNewsMHProNews
The letter to Richland is found here, and was requested by that state’s executive, Jen Hall. So why wouldn’t MHI promote it’s use? Indeed, why didn’t MHI ask for this on the recent Bryan, TX case?

An industry member recently asked MHProNews, why hasn’t MHARR done more? Its an interesting question. MHARR is a post-production association with perhaps 1/10th of the budget of MHI and a far smaller staff.

MajorContinuing-MHARRlogoAccomplishmentsManufacturedHomeIndustryConsumersManufacturedHousingAssocRegulatoryReformlogo
https://manufacturedhousingassociationregulatoryreform.org/brief-history-and-objectives-of-the-manufactured-housing-association-for-regulatory-reform-mharr/

With less people and money, they have done more than MHI by far. MHI’s prior president Chris Stinebert teamed up with MHARR to pass the MHIA 2000. Stinebert’s exit message was a polite slap in the face of the Arlington, VA based MHI he was about to leave.

ChrisStinebertFormerPresidentManufacturedHousingInstituteCurrentAFSAceoEntireIndustryMustFocusOnOneGoalIncreasingValuePropositionHomeOwnerDailyBusinessNewsMHProNewsQuotePhoto
By failing to enforce their code of ethics, by failing to make more lending and placement available, consumers are harmed and so too are industry independents. See link here for his full exit message.
ABriefHistoryObjectivesOfManufacturedHousingAssociationForRegulatoryReformLogoMHARRlogo
https://manufacturedhousingassociationregulatoryreform.org/brief-history-and-objectives-of-the-manufactured-housing-association-for-regulatory-reform-mharr/

They merit more support from independent producers because they have proved that they walk their talk. As a disclosure, that has been MHProNews position for years prior to MHARR doing some advertising with this website.

As trade media, MHProNews and our MHLivingNews sister site can spotlight issues and make evidence based and follow-the-money trail arguments. We’ve done so for years in the face of often stiff opposition. MHI hired an outside attorney, for example, to monitor what MHProNews publishes. What? Do MHI members want to pay legal fees for someone to read what we publish?

PrimaFacieCaseRichardJennisonTimWilliamsKevinClaytonTomHodgesPhotoManufacturedHousingInstitute21stMortgClaytonHomesLogoEtAlManufacturedHomeProNews
https://www.manufacturedhomepronews.com/masthead/prima-facie-cases-against-manufactured-housing-institute-richard-a-dick-jennison-tim-williams-21st-mortgage-kevin-clayton-tom-hodges-clayton-homes-et-al/

 

Isn’t that an over-the-target reaction that MHI at some level fears what we publish?

TipsterDocumentaryEvidenceRevealsNewManufacturedHousingInstituteLogoCEOLesliGoochPhotoControversialQuagmireMHProNews
https://www.manufacturedhomepronews.com/masthead/tipsters-uncontroverted-documentary-evidence-reveals-new-manufactured-housing-institute-ceo-lesli-gooch-controversial-quagmire/

Perhaps others in industry media get news tips like the one that produced that expose of documents that made clear a conflict of interest between Gooch and non-manufactured housing outside interests, some of which allegedly took place on her MHI paid time. Its outrageous on its face. Some MHEC members – state association exec types – have noted to MHProNews that the conflict of interest could be serious.

Last but not least for today. There are MHEC members, state executives, as well as MHI insiders that have been sources for insights and tips. Rephrased, there are those that may play the happy face toward MHI and their big boy masters publicly, but are willing from time to time to give MHProNews information that makes it clear that what MHI is doing is “association malpractice.”

Ross Kinzler Confirms Allegations, MHEC Peer Claims “Association Malpractice;” Member Backstab, MHI Failure Concerns

 

The industry should be soaring. TMHA produces useful reports, but their analysis is unlikely to shed light on the underlying issues that are connected to the Omaha-Knoxville-Arlington axis and their big boy allies.

SoTheAssociationMHIIsNotThereFortheIndustryUnlesstheinterestsoftheBigBoysJointheIndustrysMartyLavinMHIAwardWinnerQuoteMHProNews-1

There is always more, but that analysis in brief illustrates a thesis that even MHI defender Andy Gedo largely admitted makes sense.

AndyGedoPhotoManageAmericaManagerLogoManufacturedHousingInstitutememberQuoteAgreesManufacturedHousingIndustryNeedsContrariansDevilsAdvocates-ManufacturedHomeProNews

 

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

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There is always more to come, so stay tuned with the runaway number one source for authentic “News through the lens of manufactured homes and factory-built housing” © 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 MHProNews.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

 

Related References:

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

LetterPresidentTrumpPhotoRaceBillionairesEconomicInjusticeAffordableHousingManufacturedHomesAdvancingAmerican DreamManufacturedHomeLivingNewsLogo
https://www.manufacturedhomelivingnews.com/letter-to-president-trump-on-race-billionaires-economic-injustice-affordable-housing-manufactured-homes-and-advancing-the-american-dream/

Fear & Frustration-Constitutionality of Business, Religious Shutdowns, Other Restrictions Challenged, plus Sunday Headlines Review 6.28 to 7.5.2020

Complaints to State and Federal Officials, Agencies About Corrupt Practices in Manufactured Housing Industry Growing

Warren Buffett’s “Moat” per Kevin Clayton, CEO Clayton Homes Interview Transcript, Video – Affordable Housing and Manufactured Homes
https://www.manufacturedhomelivingnews.com/warren-buffetts-moat-per-kevin-clayton-ceo-clayton-homes-interview-transcript-video-affordable-housing-and-manufactured-homes/

AmericanDreamRiggedSystemVsPositiveThinkingSuccessBooksSeminarsVideosMHProNewsLogoPXImages https://www.manufacturedhomepronews.com/masthead/american-dream-rigged-system-vs-positive-thinking-success-books-seminars-and-videos/

 

WolfSheepsClothingRINOsDINOsMHInosClassicHeadFakesGaslightersTurncoatsEvent201–SundayHeadlinesReview5.10to5.17.2020MHProNewsLogo
https://www.manufacturedhomepronews.com/wolf-in-sheeps-clothing-rinos-dinos-mhinos-classic-head-fakes-gaslighters-turncoats-and-event-201-sunday-headlines-in-review-5-10-to-5-17-2020/ /

Kevin Clayton, CEO Clayton Homes, Explains Why Replacing Sales Professionals with Automation Makes Sense

Epic! Creating 200,000 New MH Homesites in 4 Years; Allegations of Corruption by Fannie, Freddie, Others in Duty to Serve Manufactured Housing Law

In Manufactured Housing’s COVID19 War, MHARR Wins A Battle – Retailers, Installers & Transporters Alert

ThePartyisOverCovid19CoronavirusBillGatesWarrenBuffettWuhanVirusSoWhatsNextManufacturedHomeProNews
The featured image includes several metaphorical items. It can be seductive – but dangerous – to believe certain things. A mask, among other meanings, is used to project a false face, often used by actors. The eye conveys vision or understanding, which that woman and the mask partially obscures. The wall can stand for the harsh reality that sets in when illusion and the hard facts meet. https://www.manufacturedhomepronews.com/masthead/the-party-is-over-so-whats-next/
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