Mobile Home Park Investors With Jefferson Lilly & Brad Johnson

Welcome to Episode 71 of the Mobile Home Park Investors podcast, hosted by Jefferson Lilly and Brad Johnson, with the Park Street Partners. Drew Babin is an equities analyst for Robert W. Baird & Co. Today’s show primarily focuses on Equity Lifestyle Properties and Sun Communities and how these two companies are performing in the marketing from a Wall Street perspective. Jefferson, Brad, and Drew discuss same-store sales, how Wall Street views certain revenue streams differently, and more!   Key Takeaways: [3:35] How did Drew first get started in this industry? [5:10] How does a company like Baird decide which stocks to follow and why? [6:25] For Equity Lifestyle and Sun Communities stocks, what are the ratings on these stocks? [9:25] Sun has not been as aggressive with acquiring properties over the last two years because they bought Green Courte Partners and CareFree Communities. [12:40] How does Wall Street view the rental business vs. owning land as revenues streams? Do they see it the same way as the