LP Red Flags: Vetting MHP Rent-Growth Assumptions in Regulated Markets
A passive investor's checklist for spotting unrealistic mobile home park rent-growth assumptions — especially where rent control is in play or on the horizon.
Practical insights on multifamily underwriting, deal analysis, and making better investment decisions.
A passive investor's checklist for spotting unrealistic mobile home park rent-growth assumptions — especially where rent control is in play or on the horizon.
The OBBBA permanently restored 100% bonus depreciation and institutional capital is compressing MHP cap rates. How to model cost segregation into after-tax returns.
Lot-rent regulation is the MHP due-diligence item that catches investors off guard most in 2026. How caps reshape rent-growth, cap-rate, and exit assumptions.
National rent growth just turned positive (~0.4%) while vacancy sits near 8.6% — but unevenly. How to set rent-growth and exit-cap assumptions by metro in 2026.
Operators are defending occupancy with concessions instead of chasing rents, and renewals run near 57% of leasing. How to rebuild a 2026 multifamily revenue model.
Roughly $936B in CRE loans mature in 2026 per MBA estimates, into a market where the 10-year is near 4.3% and rate cuts are off the table. Here's what that means for multifamily and MHP refinancing.
The April 8 ceasefire sent oil down 16% and the 10-year to 4.2% — then both reversed. Here are two scenarios every CRE investor can model to price the uncertainty into their underwriting.
With CPI at 3.3% per BLS, GDP growth slowing, and real wages compressing, MHPs offer structural demand tailwinds and inflation protection that most CRE asset classes lack. Here's the underwriting case.
March CPI came in at 3.3%, the 10-year is near 4.3%, and mortgage rates have pushed back above 6.5%. Here's how the Iran war energy shock is flowing into multifamily and MHP underwriting — and what disciplined investors should be doing right now.
Major private credit and real estate funds — Blackstone, BlackRock, Apollo, Ares, Blue Owl, Morgan Stanley, Cliffwater — have gated redemptions in recent weeks. Here's how the semi-liquid fund squeeze is flowing into commercial real estate, and what LPs, GPs, and independent operators should do.
BlackRock, Blackstone, Morgan Stanley, and Blue Owl all restricted investor withdrawals in March 2026. Here's what the private credit liquidity squeeze means for CRE underwriting, deal flow, and opportunity.
National occupancy is at 94-95%, HUD building codes just got their biggest update in decades, and the transaction logjam is breaking. Here's the full state of the MHP market heading into 2026—opportunities, risks, and what's next.
The supply wave is cresting, capital is returning, and the rent growth gap between markets has never been wider. Here's where the data says to look—for both multifamily apartments and mobile home parks.
After the largest wave of apartment deliveries in decades, the multifamily sector is transitioning from elevated vacancies to a gradual recovery. Here's what the data says about 2026.
A comprehensive guide for property owners facing loan maturities in 2026. Understand the 'refi gap', calculate your capital needs, and explore strategic options.
Most investors chase the same foreclosure listings. Here's how to build direct relationships with banks and asset managers to get access to distressed inventory first.
Material costs can make or break your bottom line. A 10-15% reduction in material expenses can transform a marginal deal into a profitable one. Here's your comprehensive guide to finding the cheapest and best materials.
Most investors chase the same foreclosure listings as everyone else. Here's the complete directory of banks, government agencies, and asset managers with REO inventory—including the sources that never hit the MLS.
The counterintuitive strategy separating profitable flippers from those bleeding money
The legendary wealth-building strategy isn't broken—it just needed an upgrade
Why the either/or mindset is costing you millions—and what to do instead
The contrarian case for house hacking when everyone else is sitting on the sidelines
While investors panic about rate hikes and recession fears, one asset class quietly outperforms everything else—and almost nobody is paying attention
A single bad assumption in your underwriting can mean negative cash flow or a deal that never should have closed. Here are the five mistakes I see killing deals over and over again.
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