Strategy | Mansell Capital
Our Thesis

The asset that preserves capital, in the market that grows it.

Both halves of our promise come back to the same choice. Utah single-family homes are the most durable asset class in real estate, the one that protects principal when markets turn, and Utah is the strongest, fastest-growing housing market in the country. The numbers make both cases plainly.

The asset class

The real estate that doesn’t reprice when rates do.

Apartments are priced by investors on a yield formula, so when interest rates climb, their values fall even when the buildings are full. Homes are priced by the families who want to live in them. That single difference is why the same rate shock pushed the two asset classes in opposite directions.

Commercial & multifamily
Value = Income ÷ Cap Rate

Set by investors and the bond market. When rates rise, values fall, even when the building performs.

Single-family homes
Value = what a buyer will pay

Set by comparable sales and homebuyer demand, grounded in where people actually want to live.

Single-family home prices Multifamily values
Price index, 2021 = 100
120 100 80 +24% −26% 2021 2022 2023 2024
Same rate shock. Opposite outcomes.

In the very same rate environment, multifamily repriced through its cap-rate formula and gave back roughly a quarter of its value. Single-family, priced by homebuyers in a supply-starved market, kept climbing. Identical rates, opposite results.

Illustrative, indexed to 2021. Sources: FHFA House Price Index, CBRE, Green Street, Yardi Matrix (2024–2026).

~40%
of U.S. apartment landlords are giving away free rent, the most since 2008.
+75%
Multifamily insurance cost per unit, 2019 to 2024, squeezing net income.
94.4%
Apartment occupancy as new supply lands, the lowest since 2013.
~30K
new apartments delivered across the Wasatch Front in 2023 to 2025.
Meanwhile, single-family does what it has always done.

Deeper demand

Far less was ever built, and every renter is also a would-be buyer. Demand runs both ways.

Staying power

A 30-year mortgage is fixed and fully amortizes. No balloon, no rate reset, no refinancing cliff.

Stickier tenants

Families in a home they love stay far longer than apartment renters. Steadier income, lower turnover.

The Wasatch Front
The market

The strongest housing market in the country.

We invest where the fundamentals point in one direction. Utah pairs the nation’s fastest growth with a young, expanding population and steady in-migration, and a rate-locked market keeps supply tight and prices firm.

596%
Home-price appreciation since 1991, vs. 312% for the U.S. The #1 state in the nation.
18.4%
Population growth last decade, the fastest of any state in the country.
26.3%
Projected job growth by 2030, again ranked #1 in the nation.
153K
Housing units the state still needs by 2030, against a shortage today.
72%
locked below 4%
As of Q1 2025

of mortgaged Utah homes are locked below 4%, the highest share of any state. Few owners trade a 3% loan for a 7% one if they don’t have to, so less comes up for sale, and prices hold even when volume slows.

The edge

And no one is better equipped to capture it.

A thesis is only as good as the team running it. Reading this market and winning its best deals takes a half-century of local expertise and a reputation Utah already trusts. We have spent three generations building exactly that.

01

Fifty years of cycles

We have operated through every Utah boom and downturn since 1974. We know how this market behaves when it turns, and how to keep growing through it.

02

A real-time market read

Running the brokerage that handles the state’s deal flow, we watch where prices, rents, and demand are heading from the market itself, in real time, never from a model.

See this month’s report →
03

A name Utah trusts

The first firm in the state to win the BBB Ethics in Business Award, a past president of the National Association of Realtors, and the nation’s #1 Realtor. Sellers bring us deals because they trust the name.

From thesis to portfolio.

See how we put this thesis to work in our current offering, or start a conversation with our team.

Explore Fund I Investor Inquiry