Why Manufactured Housing Is the Future of Affordable Living

In this episode, Ali shares how eight generations of real estate wisdom — tracing back to land-based bartering in India — shaped his approach to manufactured housing. He walks through the 1981 collapse that wiped out the family's 120-home Orange County portfolio, the pivot to a KOA that became their first community, and the strategic decision to leave the seasonal hospitality model for stable, passive income. Ali addresses the four-million-unit housing shortage, the flood of institutional capital into the space, macro headwinds including commercial real estate defaults and the unwinding yen carry trade, and why the next 18 months may represent the most compelling buying window he's seen.