Brad Johnson

Brad Johnson, co-founder and CIO of Vintage Capital and 20+ year mobile home park investor, now focuses on capital allocation and education. He discusses moving from operator to allocator. He covers evaluating operators, where to invest regionally, why hiring top management matters, risks like infrastructure complexity, and the value of long-term stewardship.

In this engaging conversation, Brad Johnson, Co-founder and CIO of Vintage Capital, discusses his impressive transition from institutional real estate to a $200M+ mobile home park investment portfolio. He reveals the secrets behind sourcing off-market deals through local partnerships and the importance of thorough due diligence. Brad emphasizes the value of long-term holds over short-term flips, while also addressing legislative risks like rent control. His insights on creative financing structures and current market resilience offer valuable strategies for real estate investors.

Brad Johnson, Co-founder and CIO of Vintage Capital, shares his insights on investing in mobile home parks, revealing strategies that helped him build a portfolio worth over $200M. He discusses the importance of long-term holds with strong operators, creative seller financing, and the current legislative risks impacting real estate values. Brad also emphasizes due diligence in negotiations, the unique market dynamics of mobile home parks, and why he avoids distressed multifamily deals in today's economy.