As economic uncertainty continues into 2026, many investors are prioritizing stable cash flow, housing fundamentals, and tax-efficient real estate strategies. Manufactured housing and other income-producing real assets are gaining attention for their resilience, supply-demand imbalance, and potential for NOI-driven value creation.

In our latest video discussion, we go behind the scenes to share what we’re hearing directly from our investors and how those insights are shaping the final phase of Fund IV.

What Investors Are Saying Right Now

In periods of economic uncertainty, investors often look toward real assets like housing and infrastructure-backed real estate. These investments can offer essential-demand characteristics, income generation, and lower correlation to high-volatility sectors like technology equities.

The consistent theme we’ve heard over the past few months is a desire for clarity amidst market uncertainty. While 2021 was defined by easy capital and lower perceived risk, the equation for 2026 has fundamentally shifted. Investors today are focusing on:

• The national housing shortage and affordability gap

• Predictable cash flow from essential housing assets

• Tax-efficiency

Disciplined Underwriting and Risk Management

While our momentum allowed us to reach a milestone of $100 million deployed across more than 25 assets, our focus remains on temperance and due diligence. During a recent investment committee meeting, we walked away from a potential deal because it didn't perfectly align with the fund's caliber. We believe that having capital to deploy is never an excuse to compromise on the fundamentals.

The "Gift That Keeps on Giving"

Beyond market stability, we’ve heard a lot of interest in the ongoing tax advantages of a fund model. Unlike a single-asset syndication that provides a one-time benefit, our model is designed to be "the gift that keeps on giving". By continually acquiring and recycling capital, investors can often benefit from real estate tax advantages such as depreciation, cost segregation, and Net Operating Losses (NOLs) for several years, rather than just one.

Watch the Discussion

For a deeper dive into these market insights and an update on our current $48 million acquisition pipeline, watch the full conversation between Matt and Ben above.

Final Allocation Opportunity

As we move toward the spring, Fund IV is entering its final stage. With strong deal flow in the Midwest and several large acquisitions scheduled to close shortly, we anticipate being fully subscribed within the next two quarters.

Learn more about our manufactured housing investment strategy or speak with our investor relations team about current allocation opportunities.

Frequently Asked Questions

Why do investors move to real assets during uncertain markets?
Real assets like housing-based real estate can provide income, tangible value, and demand driven by fundamental needs rather than market sentiment.

Why is manufactured housing considered resilient?
Manufactured housing addresses affordable housing demand and often maintains occupancy even during economic slowdowns.

How can real estate funds create ongoing tax benefits?
Through depreciation and other real estate tax strategies, investors may receive tax advantages over multiple years rather than just one.