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Equity LifeStyle Properties (ELS) investor relations material
Equity LifeStyle Properties BofA Securities 2025 Global Real Estate Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.BofA Securities 2025 Global Real Estate Conference summary10 Sep, 2025
Financial performance and operational highlights
91% of revenue is from annual sources, supporting stable full-year results.
Long-term NOI growth has averaged 4.4%, translating to 8.4% FFO per share growth.
Interest coverage stands at 5.6%, with 18% of debt fully amortizing and an average term to maturity of eight years.
Core manufactured housing (MH) portfolio rent grew 5.5% year-over-year, with occupancy steady at 94.3%.
RV and marina rent was down slightly, offset by MH performance.
Manufactured housing (MH) business trends
MH offers a strong value proposition, with homes priced $100,000–$150,000 and monthly costs under $1,000.
NOI growth in MH has outpaced inflation by 200 bps over 25 years.
Consistent demand and stable occupancy, with 400–600 new homes added annually.
New home sales have normalized to pre-COVID levels, with 500–600 annual sales considered strong.
Mark-to-market gains remain strong for new residents.
Regulatory and market environment
Recent HUD changes allow manufactured homes to be built without a chassis, enabling multi-story and higher-density options.
Local NIMBYism remains a barrier to new MH development despite federal regulatory progress.
Expansion has focused on property entitlements and site additions rather than ground-up development.
How do new HUD chassis rules address NIMBYism?
What is the outlook for seasonal RV demand?
What drives ELS's age-restricted MH acquisition focus?
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Next Equity LifeStyle Properties earnings date
Q3 202523 Oct, 2025
Next Equity LifeStyle Properties earnings date
Q3 202523 Oct, 2025
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Frequently asked questions
Equity LifeStyle Properties Inc is a real estate investment trust that owns and operates lifestyle-oriented properties. The company focuses on manufactured home communities, recreational vehicle resorts, and campgrounds across North America. It generates revenue primarily through rental income and related services. Equity LifeStyle Properties Inc is headquartered in Chicago, Illinois, and its shares are listed on the NYSE.
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