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manufactured housing

3 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Aug 20, 2025 by Eric Glyman · across every show →

Everything said about manufactured housing, oldest first

Aug 20, 2025 neutral
Insight
Glyman: Zoning, not manufacturing, is the true bottleneck for modular housing
“The constraint in the bottleneck was not around manufacturing at all. It was all the zoning. And it was that you could manufacture a house that was zoned to go nowhere.”
Eric Glyman Aug 20, 2025 ▶ 17:14 I built a billion dollar company in 18 months
Aug 20, 2025 bullish
Prediction Not checkable as stated
Glyman: Manufactured housing startups will compound at 10-20% rather than 10x
“If people crack this, I think it is an enormous opportunity, but it is like a big slog. And like, this is one of those businesses where you're not going to 10 X for a while. You're going to be 10%, 20% compound, but there's a great business.”
Eric Glyman Aug 20, 2025 ▶ 17:55 I built a billion dollar company in 18 months
Aug 20, 2025 positive
Assertion Contradicted
Glyman: Tokyo keeps housing affordable through standardized home manufacturing
“In Tokyo or you go to Japan and it's because they actually, most of the home builders are home manufacturers. And things are very standard. The cost of a new home build is like not that expensive.”
Eric Glyman Aug 20, 2025 ▶ 16:26 I built a billion dollar company in 18 months
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