Insights | TetraHomes
Research, thesis, and field notes.
Published thinking on manufactured housing, community-scale real estate, and long-hold operating discipline.
Selected writing.
The Case for Land-Lease
Why manufactured housing communities remain the most defensible affordable-housing asset class in the United States — and why the sector has been under-institutionalized for two decades.
Read the essayWhat Roads and Water Actually Cost
A community-by-community accounting of the capital reality behind headline cap rates. Where reserves get spent, and where they don't.
Read the essayFactory-Built Is Housing Policy
Why we bought manufacturing capacity, and why every serious operator will need it. A supply-side view of America's affordability crisis.
Read the essayThe Community Manager Playbook
How we recruit, train, and retain the on-site operators who make or break every community. A career track, not a caretaker role.
Read the essayRent Discipline Without Regulation
Our voluntary policy of no predatory rent escalators, and why we believe it is the highest-return decision an MHC operator can make.
Read the essayRV Resorts as Primary Residences
The quiet migration of retirees and remote workers into full-time RV living, and what it means for how we underwrite destination assets.
Read the essaySubscribe to the letter.
A quarterly letter from Alexandra Pohl and the operating team. Sent to LPs and to a small list of operators and researchers.