The MHC deal market is heating up — and we're breaking down exactly what's driving it.
In this episode of Cash Flow Quest, we cover why $500M–$1B in mobile home park deals are coming to market, how institutional money stuck in multifamily is creating new inventory, and what the new federal housing bill could mean for the entire manufactured housing industry. We also get into why LPs have all the negotiating power right now, the truth about social media syndicators in real estate, and how CPI dropping to 2.4% could finally push rates lower.
Plus — we settle a $200 bourbon bet on San Diego home prices. 🥃
⏱️ KEY TIMESTAMPS
5:13 – Why MHC is the "winner" institutions sell first
9:00 – Did social media syndicators destroy multifamily?
11:09 – Why LPs have ALL the leverage right now
28:10 – How multifamily struggling is helping MHC operators win deals
30:45 – Inside a Blackrock investment committee — how institutions really work
32:34 – CPI drops to 2.4% — what it means for rate cuts
39:50 – Post-2008 data: Why stalling construction takes YEARS to recover
54:00 – New federal housing bill — what it means for manufactured housing
56:10 – Zoning reform: The #1 barrier to building more MHC
57:00 – Shadow loans at 8–12% and why securitization changes everything
1:00:00 – The bipartisan affordable housing fix nobody is using
1:03:35 – January home sales tank 8.4% — housing crisis update
1:05:25 – Housing affordability hits a 4-year high
1:06:30 – The $200 bourbon bet: Did San Diego prices drop? 🥃
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Blake Comfort:
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Ben Schuster:
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Tide Eldridge
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