Core Viewpoint - The manufactured housing (MH) sector is well-positioned for growth due to a significant price disparity with site-built homes, regulatory changes, and increasing demand for affordable housing solutions [1][2][12]. Sector Fundamentals - The MH sector has experienced a substantial undersupply due to stringent financial and zoning regulations, which has created a favorable environment for existing players [1][7]. - MH currently constitutes about 10% of the single-family housing market, down from 30% in the 1970s, indicating a historical low in MH building volume [9][11]. - The affordable housing crisis is partly attributed to the low percentage of MH in the overall housing market, prompting regulatory loosening at federal, state, and local levels [7][12][13]. Company-Level Analysis - UMH Properties and Flagship Communities are identified as the best-positioned companies within the MH sector due to their geographic advantages and growth potential [2][39]. - UMH has demonstrated strong same-store NOI growth, significantly outperforming larger mixed-asset MH REITs [30][36]. - Flagship Communities, while smaller, is achieving impressive same-store NOI growth rates of around 12% [33]. Valuation - Current valuations show that UMH is trading at 15.9X AFFO, while larger competitors like Equity LifeStyle Properties and Sun Communities are trading at higher multiples of 22.8X and 21.2X AFFO, respectively [37][38]. - The cheaper valuation and higher growth potential of UMH and Flagship make them attractive compared to their larger peers [39]. Geographic Advantage - UMH and Flagship operate in states that are more favorable to MH development, allowing for more efficient zoning and land acquisition [40][45]. - Kentucky, where Flagship is headquartered, has a high concentration of MH, with 31.6% of its single-family housing consisting of MH [41]. Bull Thesis Summary - The combination of favorable macroeconomic and regulatory factors is expected to drive continued growth in the MH sector, particularly for UMH and Flagship, which are trading at discounted valuations [46][47].

Affordable Tesla-Powered BOXABL Tiny Homes Coming to Cabo Oasis Expanding Flagship Development SAN DIEGO, Sept. 15, 2025 (GLOBE NEWSWIRE) -- International Land Alliance, Inc. (OTCQB: ILAL) (“ILAL” or the “Company”), a global real estate investment and development firm, today announced that the wildly-popular tiny home brand, BOXABL, is now available for ordering at its flagship 500-acre Cabo Oasis beachfront development in Baja California. The Company expects the BOXABL model home, which is now a part of it ...

Canadian Prime Minister Mark Carney launched a new government agency responsible for building affordable homes as he aims to boost the pace of construction over the next decade https://t.co/k2z3KNwzKY ...

Historical Context & Challenges - Chinatowns have served as symbols of immigrant strength and cultural hubs for over 160 years [4] - Out of 88 Chinatowns in the US, only half remain active, facing threats like rising rents, gentrification, and cultural erosion [3][4] - Some Chinatowns were intentionally destroyed, such as the one in Reno, Nevada, burned down in 1908 [10][11] - The COVID-19 pandemic accelerated small business closures due to language barriers and lack of access to assistance [14] Community & Internal Dynamics - Chinatowns often face internal political challenges, including politicians making empty promises and community leaders prioritizing personal gain [17] - These broken systems create distrust and division, hindering advocacy for the Asian-American community [18] Preservation & Future - The disappearance of Chinatowns reflects a broader trend of affordable housing loss in urban areas [20] - Preservation efforts should focus on empowering Chinatowns to evolve while staying rooted in their values and traditions [27] - Supporting small businesses, advocating for supportive policies, and documenting history are crucial for preserving Chinatowns [23] - Young Asian-Americans are playing a key role in reimagining and saving their neighborhoods [25]

Core Insights - UMH Properties, Inc. will participate in the U.S. Department of Housing and Urban Development's annual Innovative Housing Showcase for the fifth consecutive year, starting on September 6, 2025 [1][2] Company Overview - UMH Properties, Inc. is a public equity REIT established in 1968, owning and operating 144 manufactured home communities with approximately 26,800 developed homesites, including 10,600 rental homes and over 1,000 self-storage units [2] - The communities are located across multiple states, including New Jersey, New York, Ohio, Pennsylvania, Tennessee, Indiana, Maryland, Michigan, Alabama, South Carolina, Florida, and Georgia [2] Event Participation - At the Innovative Housing Showcase, UMH will present three advanced manufactured homes in collaboration with Ritz-Craft Homes, Champion Homes, and Cavco Industries, showcasing innovations in design, efficiency, and affordability [2] - One highlighted home features an integrated solar shingle roofing system and home energy storage solution developed in partnership with GAF Energy, aimed at reducing energy costs and promoting sustainability [2] - The event provides an opportunity for lawmakers, policymakers, and the public to experience modern housing solutions addressing the affordable housing crisis [2]

Deadly South African building fire blamed on lack of affordable housing https://t.co/ohsVKiOfMF ...

RT Darth Powell (@VladTheInflator)The world needs to know why young hard working people can't afford homes https://t.co/va7CKzKIS0 ...

海南省住房和城乡建设厅发布进一步优化调整有关调控政策的通知，其中提到，结合本地区实际需求，稳妥有序推进收购存量商品房用作保障性住房、城中村和危旧房改造安置房。收购存量商品房用作保障性租赁住房的，可适当放宽收购面积标准。对商品住房去化期高的市县，鼓励优先采用“以购代建”方式安置。 ...

From increased possibilities for an interest rate cut to the best areas for affordable housing, here is some news that could impact your wallet this week, and how you can prepare your finances for the week ahead. https://t.co/0MltOGWnWU ...

Investment Strategy & Performance - Infrastructure asset class achieved double-digit returns this year [1] - A $5 billion secondary sale in the private equity portfolio recognized some losses but strengthens future returns [2] - Public equities have driven strong returns in the last three years, so a dramatic change isn't expected [5] - Over five, seven, or ten years, private markets have shown strong performance [6] Pension Fund Allocation - New York raised the limit for public pensions in alternatives from 25% to 35%, currently below 30% [3] - The city's pension and benefits account for as much as $21 billion of the budget [11] - 103% returns, beating the 7% benchmark, will save $22 billion that can be reinvested into the budget [11] New York City Budget & Efficiency - New York City's budget is around $115 billion with 327,000 employees [7] - The city paid out over $2 billion in claims last year [8] - Congestion pricing is ahead of schedule, delivering $15 billion for transit enhancements [12] Policy & Future Plans - There will be challenges with cuts coming from the federal budget [9] - Universal child care for every two and three-year-old will require raising revenue in Albany [20][21]