We were pleased to host Charles Young, CEO of Sun Communities, for an engaging discussion with investors about the opportunities ahead for the nation’s largest pure play manufactured housing and RV company (MH/RV).
Charles says the long-term fundamentals supporting Sun Communities are compelling. Housing affordability challenges, favorable demographic trends, and limited new supply continue to create a strong backdrop for the MH/RV sectors.
According to the National Association of REALTORS®, the median age of first-time homebuyers reached 40 in 2025, up from 38 in 2024 and 31 in 2015, highlighting growing affordability challenges and the opportunity for manufactured housing.
We Discussed Their 3 Strategic Priorities:
- Allocating Capital with Discipline
- Optimizing the Operating Platform
- Investing in People, Technology, and Operating Capabilities
*As part of its disciplined approach to capital allocation, Sun Communities has repurchased approximately $540 million of its shares in 2026 and continues to view share buybacks as an attractive use of capital.*
My co-host, Michael C., who is currently with us on the DoD-SkillBridge program, did a fantastic job. Mike is transitioning to civilian life from the US Army after 20 years of service (already has an MBA!) and is a tremendous example of the kind of people we work to support.
A big “Thank You” to Charles for sharing his insights and engaging with our investor audience, and to Mike for helping make the event a success!
