The Value Add Strategy Podcast Episode #14 with Ben Brundage: Apollo Just Launched an $850M Fund
The Value-Add Strategy by Crystal View Capital
Episode notes
Apollo just launched an $850M+ fund dedicated to manufactured housing, following Brookfield's big move into the space. Wall Street sees what we've known for 20 years: this asset class has real staying power.
In this podcast, Matt Ricciardella breaks down:
- Why only 38% of US households can afford a median-priced home today (down from 57% five years ago), and why that's fueling this shift
- What Crystal View actually does differently as an operator
- Why hands-on stewardship, not the biggest checkbook, is what wins deals against institutional giants
Keywords
investingattainable housingmanufactured housingmobile home parks