Infected with "Desire to Acquire" MHP - Posted by Rob

Posted by ray@lcorn on October 17, 2005 at 14:50:54:

Rob,

Sorry for the delay in responding… I missed this post.

The technical answer would be to value the property based on replacement cost to set the upper limit. That’s the land value plus the permanent improvements, less deferred maintenance and depreciation. With MHPs the zoning itself often has value, so the hard costs are not always the whole picture.

However, in practice deals like this usually come down to plain old dealmaking… what I call finding a mutual level of pain… which is the least the seller will accept and the most the buyer will pay. A deal is only possible when those numbers overlap.

In 25 years I have never had a seller give a darn how I came to the value. They care only about the number and whether it’s below their pain threshhold. Throw in the possibility of structuring seller finance terms and you’ve got plenty to talk about other than price. I often create multiple scenarios… sometimes I share them with the seller and let them choose, sometimes not. That’s a judgment call based on the circumstances.

To craft workable offers the investor must first flush out the seller’s hot button. Then craft a deal structure (price and terms) that addresses the hotspot, and also provides an acceptable profit for the level of risk involved. Your thought of a cash-flow mortgage is the right thinking.

ray

Infected with “Desire to Acquire” MHP - Posted by Rob

Posted by Rob on October 02, 2005 at 18:22:28:

I have got my eye on a small MHP that is for sale. This park is managed very poorly but I think the upside could be very large. Here are the details;

2 rental houses; leased at $375 & $575 monthly
25 pads total
14 vacants
11 trailers all older than 1982 but good condition
5 rented totalling $1350 monthly
4 for sale Asking $5K, $5K, 7.5K, and 14.9K
2 lots rented $200/each monthly
Vacant lot for expansion of 4 or 5 pads
Small laundry building
Office

Rental amounts include trash, water and sewer which they are currently getting burned on because of the amount of vacants.
They list the monthly expenses like this (but I don’t believe them);
Water,trash,Sewer-1 meter for the whole park= $575
Maintenance= $500
Utilities = $300
Lawncare/snow= $300

Asking price $135,000. does not include 4 homes for sale.

The park is in average shape and in an average area. The biggest problem, of course, is the trailer rentals. These tenants rarely have paid on time and I would definately have to convert these into owner occupied. The owners were trying to get away from the rentals by bringing in the 4 trailers that are for sale and trying to sell them outright but they aren’t providing any financing so they have been sitting with no action. In fact the park was originally listed for $125,000 but they lowered the price of the trailers for sale and raised the price of the park.

I spoke with the listing agent over the summer and she gave me an income statement and at the time there was still a lot of work that needed to be done to set up the 4 trailers they moved in. So I let it go for awhile.
Now I am ready to go back and talk again but I’d like to get some ideas before I open up negotiations again.

The asking price is what really drew me.
There is another park in my area with 24 pads, 16 filled and 4 apartments listed for $435.000.
And one other listed for 2.1 mil with 145 pads and a bunch of trash trailers that would have to be removed.

I just wanted to get some feedback because even with the amount of work required to turn this place around it still seems like a good deal. Do you agree ?

Any comments welcome

Rob

Re: mixed-use MHP - Posted by ray@lcorn

Posted by ray@lcorn on October 04, 2005 at 18:39:33:

Rob,

I approach deals like these in pieces, meaning I break out the value of the houses/apartments/rental homes, count the income from the spaces to value the actual park, then put them all back together and see what I’ve got.

The reason I do it that way is because often there is more profit in splitting up the property than to keep it whole. Financing is very tough on mixed use properties, and this one is complicated further by the homes for sale but not included. Banks like simplicity, and a mixed use project is complicated. Further, it’s not wise to use the income approach to rental mobile homes. They are depreciating assets, and as time passes can become a liability.

If the two houses are worth $25T each(?), then you’re looking at $85T for the 25 spaces, or $3,400 per space. That’s cheap in my market, well below replacement cost, which is the land value plus the depreciated value of the infrastructure, less deferred maintenance. So depending on how strong the market is and how long it will take to clean-up and rent-up the spaces, this could be the makings of a deal.

ray

Re: Infected with - Posted by Mike Cheatwood

Posted by Mike Cheatwood on October 02, 2005 at 22:16:46:

Rob,

Recommend you post this over on the Mobile Home site and let Tony/Scott also have a crack at it as they both own small turnaround parks like the one you describe above.

Mike

Update, the plot thickens - Posted by Rob

Posted by Rob on October 13, 2005 at 20:53:33:

Thanks again for the advice. I spent some time analyzing the numbers and had another meeting with the realtor this week. My what a different a few months make ! With the exception of 3 mobile homes the park is now completely vacant including the houses. And 1 mobile home is not paying any rent at all because he claims to be the park manager. Apparently they had a combination of walk-outs and evictions. Which may be a blessing because now I won’t have too.

Right now the only income is $190 lot rent and $400 MH rent in the whole park. They have done a lot of turn around work but I can see another $10T to get all the homes ready for Lonnie deals. 9 MH’s and 2 SFH’s (rentals).

The sellers are getting real motivated and said they would carry financing.

My question now becomes how do you value a park with no (very little) income ? Would it be wise to structure this deal with the monthly payment being a portion of the occupancy ? As I increase the occupancy they will have an increase in monthly payment on the seller financing ?

I can’t quite figure out how to get my hands around this.

Thanks
Rob