Aug. 13 at 1:56 PM
$UMH “The private market for high-quality manufactured housing assets, such as those owned by UMH, remained exceptionally robust, while UMH has struggled for years to achieve a public market valuation that appropriately reflects the value of its underlying real estate,” Schanzer said.
Schanzer said his fund conducted a property-by-property analysis of UMH’s portfolio and pegs its net asset value at
$21.25 to
$24.25 per share.
https://www.bloomberg.com/news/articles/2026-08-11/activist-investor-erez-asset-pushes-umh-reit-to-explore-sale