Best of 2025 Replay: Off-Market Wins, Market Resilience, and Capital Strategy ft. Brad Johnson

The Best Ever CRE Show

Best Ever CRE

Investing, Entrepreneurship, Business

4.7 • 996 Ratings

🗓️ 26 December 2025

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

*Previously aired episode* Amanda Cruise and Ash Patel interview Brad Johnson, co-founder and CIO of Vintage Capital. Brad shares his journey from institutional private equity to building a $200M+ mobile home park portfolio and discusses why he’s doubling down on the asset class today. They dive into due diligence strategies, creative seller financing structures, and why Brad prefers long-term holds with strong operators over short-term flips. The trio also tackles current legislative risks, how rent control could impact MHP valuations, and why Brad isn’t chasing distressed multifamily deals. Brad Johnson Current role: Co-Founder and Chief Investment Officer, Vintage Capital Based in: Irvine, California Say hi to them at: ⁠info@vintage-funds.com⁠ | ⁠vintage-funds.com⁠ Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/ Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It’s free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the best ever CRE show, the world longest running daily commercial real estate
0:08.1	podcast. If you want real stories behind the good, the bad, and the worst ever deals, plus
0:12.4	insights into what really goes on in the commercial real estate investing, you're in the right place.
0:17.0	Our host interview commercial real estate experts every day to uncover secrets and strategies you can use to become a better, more informed investor.
0:24.5	This is the best ever CRE show.
0:34.4	Hey, best ever listeners.
0:36.4	Welcome to the best ever CRE show. This is Beyond Multifamily. I'm Amanda Cruz,
0:43.5	joined with Ash Battel. What's up, Ash? Hey, Amanda, how are you doing? I'm great. How are you doing?
0:49.9	I'm doing well. So today's guest is Brad Johnson from Irvine, California. He's going to be,
0:56.0	he's the co-founder and CIO of Vintage Capital. They invest in private markets on behalf of
1:01.9	accredited investors, portfolio of over $200 million. And bulk of that is in mobile home
1:09.0	parks, right up your alley. Heck yeah.
1:11.3	I like that.
1:12.8	What questions do you have for him?
1:14.3	What do you want to know, Ash?
1:15.4	I'm not going to, I'm going to end up sitting quietly in the corner and you're going to dominate
1:19.6	the conversation.
1:21.1	I'll try to break things apart as I see him.
1:25.1	But so it sounds like he's a combination of capital raising and deploying into mobile
1:32.1	home parks.
1:32.9	You know, the biggest question I have is why only mobile home parks?
1:36.7	Why not diversify?
	...

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