Join Brad Johnson, CIO of Vintage Capital, for a capital allocator’s perspective on how to evaluate mobile home park investments in today’s environment. Drawing on experience underwriting hundreds of assets and investing across more than 15 operating groups, Brad will cover:
- The practical application of the mobile home park “star rating” system and why it remains a useful—but often misapplied—framework for underwriting sub-institutional assets
- How infrastructure quality, utility type, and tenant composition influence long-term performance and risk
- What experienced operators and allocators look for beyond surface-level metrics when sourcing and diligencing deals
- Lessons learned from a decade of MHP investing, including how to underwrite execution risk and manager fit in an increasingly competitive market
📅 Can’t make it live? Register anyway and we’ll send you the full recording.
