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[ؿֽ] 䵿ġ ε , ֽ?

| [: Ʒ Ư ũ(valuewalk.com) 2022 2 18 Դϴ. ֽĿ ǰ Դϴ.]
* ó: MarketBeat,(https://www.marketbeat.com/), Manufactured Housing Stocks to Buy," 2022 2 18, https://www.valuewalk.com/manufactured-housing-stocks-to-buy/
ϴ ̵̳ 2ä ̵ Ǿ. ̱ðû , 1976 ̵ üǾ. ̶ 忡 ̸ ۵ , Ư ۵Ǿ, ó ö Ǵ Ѵ.

׷ٸ ̷ ֽĵ鿡 ż ؾ ϱ? װ 䵿ġ ε ̴.

2022 ̱ ý ߼ ȴ:
(1) ż ִ ϰ, ð ż ϴ 鿡 ̴.
(2) ݸ ̴.
(3) Ӵ嵵 ϰ, ȭ ̴.
(4) ű ðǼ 뵿° ̽ ̴.

ֽĿ ؾ
ؾ Һ 忡 Ϲú δ. 1 ε ְġ , Һڰ , ϰ, ڼͷ(cap rates) ִ ڻ Ǿ. ̷ ڵ鿡 ŷ Ǿ. ε ڻ ߿ ̴.

(manufactured home communities) ʾ Ÿ ۿ ̺θӵ鿡 ſ ŷ ٰ ִ. (Insurance Retirement Institute) , ̰ ٷڵ ´. ̵ 51% 5 ޷ ̸̾, 44% ϰ ־.

̷ ε Ʈ ֿ ֽİ εڽŹȸ() Ұϸ .

UMH Ƽ
Ȧ忡 θ UMHƼ(UMH Properties: NYSE--UMH) , ϰ ִ εڽŹȸ. UMH Ƽ ΰ ڵ鿡 Ӵϰ , ۾ü ҿ ο ġǴ1 õ ϰ ִ.

UMH Ƽ , , ̿, Ǻ̴Ͼ, ׳׽, εֳ, ޸, ̽ð, ٶ踶, 콺ijѶ̳ ֿ 24000 127 ϰ ִ. ÷θٿ ϰ ִµ, ÷θ ε(Nuveen Real Estate) 219 ϰ ִ. UMH Ƽ ű ߿ 1800Ŀ ϰ ִ.

2021 9 30 Ǵ 2021 3б UMH Ƽ (4310޷) 11.4% 4800޷ ߴ. ֵ鿡 ͼӵǴ սǵ -1270޷(ִ: -0.31޷) -340޷(ִ: -0.07޷) ũ ߴ.

2021 3б ֵ鿡 ͼӵǴ FFO* 1080޷(ִFFO: 0.22޷) 450޷(ִFFO: 0.11޷) ũ ߴ. ֵ鿡 ͼӵǴ FFO 1110޷(ִFFO: 0.23޷) (740޷, ִFFO: 0.18޷) 50% ߴ.

*FFO(funds from operations): ȸ ǥ; ̳ Ȱ帧 ٸ ̸ + + ڻŰս – ڻŰ – ڼԡ ȴ.

UFP δƮ
̽ð ׷  θ UFP δƮ(UFP Industries: NASDAQ--UFPI) û ޾ü 1955 Ǿ. UFP δƮ ȸ Ҹ, , Ǽ ι ÿǰ Ҹž, Ҹž, û  üǰ ۡϰ ִ. , , Ǵ ȷƮ, Ư, , Ÿ ̳ʵ ϰ , Ǽ ι , , Ǫ ϰ ִ.

2021 86޷ Ѵ , ִ ְ 8.59޷ 115% ߴ.

2021 4б 20޷ 45% , ִ 2.21޷ 117% ߴ. 45% 5% , 20% ڻμ , 20% 簡 ¿ ̴. 2021 4б 19500޷ 121% , ڻμ ⿩ 1900޷.

2021 68% 864000޷ ̾µ, 24% ڻμ , 40% 簡 λ ̴. 2021 73760޷ 113% , ǰ 84200޷ 56% ߴ.

Ŀ´Ƽ
̽ð 콺ʵ忡 θ Ŀ´Ƽ(Sun Communities: NYSE--SUI) ε , Ǹſ Ӵ ι ε 񽺸 ϴ εڽŹȸ. ̱ ְſ , , ϰ , ְſ μ, , Ȯ忡 ϰ ִ.

2021 3б Ŀ´Ƽ Ѹ 68430޷ (450޷) 28380޷(70.9%) ߴ. ֵ鿡 ͼӵǴ ͵ 8120޷(ִ: 0.83޷) 23180޷(ִ 2޷) 15060޷(185.4%) ߴ.

2021 1~9 3 б Ѹ ( 10޷) 7޷(70.6%) 17޷, Ⱓ ֵ鿡 ͼӵǴ 24330޷(196.2%) 36730޷.

Ʈ
ֽĿ ڴ Ʈ ִ. Ʈ л ȯ ż ص ̴.
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