DCDAYAN CAPITAL LLC

Mobile Home Park Investments

Disciplined Investment Approach to Manufactured Housing— One of America's Most Resilient Asset Classes

One of America's most resilient and supply-constrained asset classes — targeting consistent cash flow, potential tax advantages, and strong risk-adjusted returns.

$5M – $20M
Target Investment
18–20%
Targeted Annualized Returns (Not Guaranteed)
8%
Targeted Preferred Return
1.7–2×
Est. Bonus Depreciation (Deal-Specific)

Investment Thesis

A Misunderstood Asset.
An Unmistakable Opportunity.

Mobile home parks are among the most supply-constrained asset classes in America. New zoning restrictions make new parks nearly impossible to build — meaning existing communities are generally considered irreplaceable. Dayan Capital and its partners acquire, improve, and operate these communities seeking to deliver attractive risk-adjusted cash flow to investors.

Alignment of Interests

Aligned to Prioritize Investor Capital

8% Targeted Preferred Return

Investors receive a targeted 8% preferred return before the Sponsor participates in any profits.

Capital-First Waterfall

No promote is paid until all investor capital is returned in full.

Accredited Investors Only

Investments are open exclusively to accredited investors as defined under SEC Regulation D.

Bonus Depreciation Advantage

Potential Tax Advantages Through Bonus Depreciation

Through cost segregation and bonus depreciation, investments in Dayan Capital deals may generate significant paper losses of an estimated 1.7× to 2× in the year of investment, subject to deal-specific factors. Depending on individual tax circumstances, investors may be able to offset certain types of income. Tax treatment varies; consult a qualified tax advisor before investing.

Read: MHC Bonus Depreciation Guide →
1.7–2×
Est. Bonus Depreciation

Subject to deal-specific factors and individual tax circumstances — consult a qualified tax advisor.

Deal Structure

At a Glance

$5M – $20M
Target Investment
18–20%
Targeted Annualized ROI (Not Guaranteed)
8% Pref
Preferred Return
1.7–2×
Est. Bonus Depreciation (Deal-Specific)
No Promote
Prior to Return of Capital
8 Parks
Acquired in 2025

The Industry Case

Why Manufactured Housing Communities Outperform

Avg. Single-Family Home Price
$426,600
U.S. Census, May 2025
Avg. New Manufactured Home
$86,900
~5× more affordable than site-built
Multi-Family vs. MHC Lot Rent
$2,247/mo apt. vs. ~$700/mo MHC lot rent

Highly Constrained New Supply

Municipal opposition to new MHC development makes new communities nearly impossible to permit. Unlike apartments or industrial, this asset class is difficult to replicate — existing parks represent scarce infrastructure with a structural demand advantage.

25 Years of NOI Growth

The MHC sector has historically delivered 25 consecutive years of positive cash flow growth since 2000, estimated at a 5.3% CAGR — historically outperforming traditional multi-family REITs by approximately 210 basis points. Source: Sun Communities, Inc. (NYSE: SUI) Investor Presentation, March 2025. Past performance is not indicative of future results.

Counter-Cyclical Demand

Demand for affordable housing has been historically resilient across economic cycles. In periods of growth, lot rents capture rising household formation; in downturns, residents have historically moved to MHCs from more expensive alternatives — supporting occupancy across conditions.

Significant Tax Advantages Through Bonus Depreciation

Current tax law may allow accelerated depreciation of certain infrastructure components. Infrastructure (roads, utilities, water/sewer) may be eligible for significant first-year expensing — potentially generating substantial paper tax losses. Individual tax treatment varies; consult a qualified tax advisor.

Historically Top-Performing

Manufactured Housing Communities were historically one of the strongest-performing real estate sectors in both the 2008–2009 financial crisis and the 2020 COVID-19 recession — outperforming retail, office, multifamily, industrial, lodging, and other property types in NOI growth. Source: Green Street Advisors, Commercial Property Outlook, 2020. Past performance is not indicative of future results.

Ready to Learn More?

We work with accredited investors on select opportunities. Contact us to request information about our investment approach.

Any investment opportunity will be made available only through formal offering documents.

Request Information

Important Disclosures

Informational Only

This material is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security.

Risk Statement

Investments involve significant risk, including potential loss of principal, illiquidity, long hold periods, use of leverage, and sponsor discretion. Potential conflicts of interest may exist. All projected returns, including target ROI and preferred return figures, are forward-looking statements and are not guaranteed. Actual results may differ materially. Past performance of the MHC sector or any prior investment is not indicative of future results.

Tax Disclaimer

Tax benefits described herein are estimates only; individual tax treatment varies. Consult a qualified financial, legal, and tax advisor before investing.

Offering Documents

Any investment opportunity will be made available only through formal offering documents.

Accredited Investors Only

Investments are available to accredited investors only as defined under SEC Regulation D.

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