April 7-8, 2025
Hyatt Regency La JollaSan Diego, CAPreliminary Agenda Topics
Provisional Start & End Times:
April 7: 8:00 AM – 5:30 PM
April 8: 8:00 AM – 12:30 PM
Preliminary Agenda Topics
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Manufactured Housing Market Outlook: The New and the Now
- What macroeconomic trends, legislative and regulatory policies are shaping the market? Election effects on the market
- What new factors are driving the market? What has changed over the past 12 months?
- What are the major headwinds facing the industry over the next 12 months? The major tailwinds?
- Impact of labor shortages, increased costs, and supply chain issues. Anything new getting impacted?
- What does the future of the industry look like?
- Examining regional market trends: which markets are seeing growth? Pullbacks?
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Manufactured Housing Community Financing Deep Dive
- How do your financing strategies change based on asset class?
- What does the short-term financing market look like? Long-term financing?
- How do the market, investments rates, and the credit crunch alter your strategies and thought processes?
- Looking ahead: as all MHC asset classes continue to gain in popularity, how can you get ahead of the curve?
- Given the perceived risk involved with insuring manufactured homes, how do you make sure you’re getting a fair deal?
- With insurance and financing joint together more than ever, how are you ensuring the best possible ROI?
- Have your insurance costs gone up materially in the last 1-2 years at a commercial or resident level?
- Can you get insurance in FL, CA, or coastal LA, TX? 2) Have you looked at NOI impact from uninsured or underinsured residents?
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Women’s Inclusive Leadership Small Group Meeting
This session will highlight the challenges, success stories, mentorship, career/personal balance and leadership in the Manufactured Housing space. This session will run as a Q&A discussion with a few moderators leading the conversation, this discussion is meant to be interactive.
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Innovation Updates: What New Technologies Are Prevalent in the Manufactured Space?
- What new technologies are you seeing or using yourselves to modernize and improve your properties?
- Looking to the future, what technology just breaking into the space will be a must-have staple in 2-3 years
- How are you employing your new technologies? Booking? Managing? Amenities? Etc...
- Are there any new broadband developments that owners & operators need to know about?
- What stands out most in new technologies and how are they recreating a new normal?
- What pain points exist for you that you are turning to technology to solve? What already exists? What are you hoping to see developed in the near future?
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All Things Chattel Financing
- Short-Term vs. Long-Term Financing
- Holding vs. Selling
- What do your financing strategies look like?
- What does the short-term financing market look like? Long-term financing?
- How does the current market, investments rates, and the credit crunch alter your strategies and thought processes?
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Development of Manufactured Housing Communities
- Where is development most prevalent right now? Why are those areas being chosen?
- What demand are you seeing for new developments in these spaces?
- How are you structuring the capital and deals around these new developments?
- Are there any concerns around the current economic situation in continuing to push forward?
- What aren’t we talking about enough right now? Predict the future
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The Future of Alternative Housing: RVs, Tiny Homes, Campgrounds & Beyond
- Will this type of housing be part of future value-add strategies?
- Are the underlying numbers backing up the perception of a booming tiny home market?
- How to best incorporate into your portfolio
- Are you already behind? Is there time to catch up?
- What does pricing look like? Same or different from other MH options?
- Will short-term and vacation rentals boost this space?
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What Do Your Tenants Want? Key Points You Need to Know for Manufactured Housing
- How are you differentiating your homes/communities from others?
- How are you hearing from your residents and renters? Conversations? Polling?
- New manufactured homes: what innovations are coming are on their way from the factories? How are we improving the build process, quality of home, and ascetics.
- Newest technology to improve individual units and communities
- Cost-benefit analysis when looking to implement technology
- How are you ensuring good broadband internet service?
- Laundry? Parking? Facilities?
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Large Institutional Manufactured Housing Owner Panel: What Do Lower Interest Rates Mean?
- What does the expected decrease of interest rates mean for your business? The broader market?
- How are you creatively structuring your equity and debt?
- Are you changing your buy box?
- How are you picking your partners? What is your criteria? How are you building your “team”?
- Value-add vs. New construction
- How do you make your apartment plans depending on demand? What does your individual plan look like if demand weakens?
- Top local markets
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Managing Your MHC: What Tactics Are You Employing?
- 3rd Party vs. Managing In-House
- How important is it to have local boots on the ground for leasing?
- The benefits of different maintenance approaches?
- Finding and keeping staff vs. tech approaches
- New markets: how many doors/facilities do you need for it to make sense to have an in-house capability?
- When should you use remote management?
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Investing in Manufactured Housing: The Good, The Bad, The Ugly
- Are MHCs recession-proof assets? During difficult economic times, do they become an even better investment?
- Does the affordable housing crisis make MHCs can’t-miss investments?
- What do the cap rates look like right now? What do you forecast them to look like going forward?
- What can an acquisition strategy look like during a time of such high interest rates?
- Are you currently finding alignment between buyers and sellers or is the bid-ask spread incredibly wide? How do you bridge that gap?
- New to the space? Best points of access?
- How can you manage your investors more efficiently? What technology can help you with time-consuming tasks and smart investments? How can you use uninvested capital to your advantage?
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Distressed Market Update: What Opportunities Are You Seeing?
- What are you encountering in the space? Forced sales? Recalled loans?
- Are you revisiting your 2008 playbook or is that premature? Are you engaging notes and special servicers?
- Are you looking for distressed investors? Is it time to do so?
- How do distressed property acquisitions differ from your normal acquisition strategy?
- Are you more or less likely to get involved in a market that is in a downturn?
- When do you think the spigots will open?
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Downturn or Upward Bound: How Are You Preparing For Market Movement?
- How much product should you be adding each year?
- New administration & it’s effect on Manufactured Housing Asset Class
- How do you balance both growth and profits? Can you do both, or do you have to pick one?
- Staying “profitable enough”? What does it mean and how do you ensure you meet the goal?
- Growth as the main goal vs growth as a strategic goal? Grow now vs. Grow later?
- What have you done to cut down on expenses?
- How are you stress testing your portfolio to prepare for different forthcoming market scenarios?
- Are your expansion plans still in the works or have you scrapped those to take a more conservative approach?