Senior Housing Investors
Bringing you the innovators, investors, and leaders across the full spectrum of assisted living and senior housing, all of whom provide for the betterment of our senior population.
S5 E5 · Fri, April 11, 2025
The Longevity Wave & the Financial Storm: Finding Opportunity in Senior Housing
Send us a text Senior housing faces a "double whammy" of challenges from dramatic interest rate increases and persistent tariffs on construction materials, yet demographic trends still make it an incredibly strong long-term investment opportunity. • Interest rates have jumped 200-300 basis points higher than pre-pandemic levels, significantly increasing the cost of capital • Construction material costs have risen 15-25% due to tariffs, particularly affecting specialized components needed in senior living • Transaction volumes have dropped 35-40% as buyers seek discounts while sellers remain anchored to pre-interest rate hike valuations • New construction starts are down 45% from their peak, limiting new supply through at least 2025-2026 • By 2040, the 80+ population will double from 12 million to over 24 million people, creating overwhelming demand • Secondary markets offer cap rates 75-150 basis points higher than primary markets, providing a cushion in higher interest environments • Needs-based care models like memory care show greater resilience due to stronger pricing power • Market dislocation is creating opportunities to acquire properties at 15-25% below replacement cost • Technology investments like AI-powered staff scheduling can save 5-8% on labor costs • Energy independence initiatives through solar and battery storage can reduce utility expenses by 40-60% Sign up for our weekly newsletter at havenseniorinvestments.com to stay connected with us and reach out anytime with questions.
S5 E4 · Sat, March 29, 2025
Your Legacy Shouldn't Be Destroyed by Capital Gains Tax with Brett Swarts
Send us a text Brett Swarts reveals how the Deferred Sales Trust offers freedom, flexibility, and tax deferral for high-net-worth individuals exiting businesses or real estate investments. This innovative strategy provides an alternative to traditional 1031 exchanges by allowing sellers to defer capital gains taxes while creating truly passive income streams. • Understanding how capital gains taxes can take 20-50% of profits when selling appreciated assets • How Deferred Sales Trust works as an installment sale with a trust that provides complete investment flexibility • Real-world examples including a dental practice sold for $16M generating $120K monthly in passive income • Differences from 1031 exchanges: no like-kind requirement, no tight timelines, ability to diversify investments • Using DST for business sales, Bitcoin, and real estate with 30-year track record of IRS compliance • Joint venture opportunities allowing entrepreneurs to partner with their trust for new ventures • Fee structure typically 1.5-2% annually plus one-time legal setup costs • Estate tax benefits that can remove assets from taxable estates without charity or life insurance • Practicing "stewardship over ownership" mindset to create generational wealth and family legacy To learn more about implementing a Deferred Sales Trust strategy for your exit, visit capitalgainstaxsolutions.com to schedule a free consultation or pick up Brett's book "Building a Capital Gains Tax Exit Plan."
S5 E3 · Fri, February 28, 2025
The Future of Senior Living: Is Now the Time to Invest?
Send us a text Packed with valuable insights, this deep dive into the seniors housing market offers a detailed exploration of the industry's current trends and future opportunities. We discuss the latest data from JLL's Seniors Housing and Care Survey and discover how demographic shifts are affecting the landscape of senior living investments. • Strong market activity with rising confidence and transaction volume • Insights on cap rate compression and what it means for investors • Rebounding occupancy rates and robust rent growth trends • Limited new construction creating favorable supply-demand dynamics • Increasing interest from a variety of investor types, including private equity • Risks to be mindful of, particularly economic uncertainties Explore how technology and innovation are shaping the investment strategies within this sector, ensuring quality care for residents along with profitable returns. Sign up for our weekly newsletter at havenseniorinvestments.com to stay updated!
S5 E2 · Thu, January 23, 2025
The Rise of Longevity Communities and Cognitive Wellness with Ted Teele
Send us a text According to Ted Teele from Longevity Community Consultants, transforming senior living requires a radical shift to meet the expectations of baby boomers, and longevity communities offer a promising solution by embedding scientific wellness into aging. With a focus on prevention, personalized health strategies, and community engagement, these innovative spaces aspire to enhance overall quality of life for seniors. • Exploring the rise of longevity communities • Emphasizing the role of scientific wellness in aging • Understanding the four P's: predicting, preventing, personalizing, and participating in health • Highlighting the importance of health assessments in preventative care • Discussing the role of technology in enhancing well-being • Creating a supportive and fun environment for healthy living • Identifying cognitive improvement clubs as a vehicle for attracting residents • Leveraging marketing to change perceptions of senior living • Understanding the financial benefits of longevity community models • Proposing actionable strategies for senior living providers to attract baby boomers White Papers: https://www.linkedin.com/pulse/how-senior-living-providers-can-attract-56ere/ https://www.linkedin.com/pulse/new-blueprint-supporting-healthy-aging-2jw9e/ Ted Teele's LinkedIn Page: https://www.linkedin.com/in/ted-teele-26b3421/ Longevity Community Consultants: https://www.linkedin.com/company/longevitycommunityconsultants
S5 E1 · Mon, January 13, 2025
Reimagining Senior Living: AI, Ethics, and a Vibrant Future - A Deep Dive
Send us a text The podcast explores the evolving landscape of senior living, discussing the limitations of AI, the shifting dynamics of marketing, and the importance of community design. It highlights the need for adaptability in the industry to meet the changing demands of a new generation of residents. • AI's role in senior living is nuanced, requiring human connection • Decline of third-party referral sites changing power dynamics • REITs are increasingly taking active roles in operations • Staffing challenges remain from pandemic impacts • Demand from aging baby boomers pushing innovation • Evolving design emphasizes intergenerational connections • Industry must adapt to attract younger decision-makers • Shift towards dynamic, engaging community environments • Perception of senior living is changing positively • Need for personalized and high-quality care remains strong
S4 E12 · Mon, December 30, 2024
Fostering a Tech-Savvy Culture in Senior Communities - Parasol Alliance
Send us a text In this engaging episode, Amber Bardon, CEO of Parasol Alliance, shares invaluable insights on how technology can serve as a powerful competitive differentiator in senior living communities. She discusses the importance of strategic assessments, fostering a positive tech culture, and the need for robust systems to adapt to the changing landscape of senior living requests and challenges. • Technology as a competitive differentiator in senior living • Amber Bardon's journey in the senior living tech industry • Parasol Alliance's mission to transform community operations • Addressing challenges with strategic technology assessments • Importance of fostering a culture that embraces technology • Future trends in technology for senior living communities • Exploring falls prevention and process automation solutions • The necessity of robust Wi-Fi for effective tech integration • Encouragement for communities to invest in holistic tech strategies Learn more at: https://www.facebook.com/ParasolAllianceIT / https://www.instagram.com/parasolalliance https://www.linkedin.com/company/10195935 https://www.linkedin.com/in/amberbardon/ https://www.aisingtechpodcast.com
S4 E11 · Fri, December 20, 2024
The Role of Humanoid Robots and Human - An Ai Deep Dive
Send us a text What if robots could revolutionize senior care without sacrificing the human touch? Our latest episode promises insights into how humanoid robots might be the key to addressing workforce shortages and rising care costs in an aging world. We dive into the capabilities of cutting-edge technologies like Tesla's Optimus and Figure 2, exploring their potential to transform routine care tasks and allow human caregivers to focus on emotional support. Hear our thoughts on maintaining a delicate balance between embracing technology and preserving essential human empathy. Join us as we unravel the future of human-robot interactions, where communication evolves beyond simple commands to genuine, emotionally intelligent exchanges. Discover how advancements in natural language processing empower robots to understand and respond to human speech, emotions, and nonverbal cues, becoming empathetic companions that enhance the quality of senior care. We'll also examine the robots' ability to assist with delicate tasks and highlight the importance of user control and privacy, ensuring interactions feel supportive rather than intrusive. Our exploration continues with a look at diverse models for integrating robots into senior care, from Robotics as a Service (RaaS) to specialized consulting firms offering tailored solutions. Finally, we reflect on the ethical implications of these technological advancements, emphasizing the need for ongoing dialogue to ensure everyone ages with dignity and respect. Tune in for a thoughtful exploration of how innovation and compassion can coexist in the future of senior care. Read More
S4 E10 · Sat, December 07, 2024
The Demographic Shift Driving Senior Housing Needs - An Ai Deep Dive
Send us a text Is the senior housing market on the brink of a major transformation, or are we headed for a supply crunch disaster? Join us on the Senior Housing Investors Podcast as we engage with a seasoned Ai expert to unravel this paradox. With the 80-plus population projected to grow by over 20% in the next five years, the demand for senior living options is set to soar. Yet, new construction is stagnating at its lowest point since 2009. Together with our guest, we dive into the demographic trends and market forces driving this reality, including the role of baby boomers and their sky-high expectations for comfort and amenities in their twilight years. Discover how the senior housing sector has achieved 12 consecutive quarters of occupancy growth, even outshining other real estate categories during economic upheavals. But it's not all rosy; we also tackle the challenges investors must navigate, like rising operational costs amid pervasive healthcare labor shortages. From active adult communities to specialized memory care facilities, we'll guide you through the spectrum of investment opportunities and risks. This episode is essential listening for anyone looking to harness the potential of this promising yet intricate market.
S4 E9 · Mon, November 18, 2024
The Power of Cost Segregation in Real Estate with Chris Streit
Send us a text Unlock the secret to maximizing your real estate investment returns with expert insights from Chris Streit, CEO of Cost Segregation Authority. Discover how the strategic use of cost segregation can elevate your cash flow by accelerating depreciation on your properties. Special focus is given to senior living facilities, where reclassifying building components into shorter depreciation categories opens the door to immediate liquidity and further investment opportunities. Tune in to learn about the powerful tax incentives available, such as the 179D energy efficiency deduction, which can significantly amplify your financial returns. Navigate the complexities of cost segregation and depreciation with us as we debunk myths like its restriction to new or improved properties. Chris sheds light on the broad applicability of these strategies across various real estate types and discusses the evolving landscape, highlighting reduced costs and increased accessibility of cost segregation studies. We dive into the critical balancing act between achieving immediate tax savings and managing future depreciation recapture liabilities, showing you how to execute a thorough cost-benefit analysis for smarter financial decisions. Finally, gain a deep understanding of the intricacies involved in managing client expectations around recapture, particularly when properties are sold sooner than expected. We provide guidance on evaluating the economic viability of cost segregation for different properties, emphasizing the importance of holding periods and financial strategy. Learn how recent legislative changes, like the Inflation Reduction Act, present new opportunities and challenges in maximizing tax benefits through energy efficiency incentives. This episode is a treasure trove of practical advice, ready to transform your approach to real estate investment and taxation.
S4 E8 · Sun, October 13, 2024
Evolving Senior Housing: Insights and Innovations with Matt Derrick
Send us a text Ever wondered how senior housing is evolving to meet the needs of an aging population? Join us for an enlightening conversation with Matt Derrick , Managing Director of Confluent Senior Living , who shares his wealth of knowledge gained from over 15 years in the real estate sector. Matt takes us through his journey from Opus Northwest to spearheading Confluent's senior housing division, revealing innovative strategies that have set them apart in this competitive market. Learn how the division of roles in real estate development can leverage individual strengths and drive success, contributing to an impressive track record of 26 ground-up projects. Discover the dynamics of the senior housing market as Matt and our host, John Hauber , tackle the challenges and opportunities presented by shifting demographics in areas like Houston and North Dallas. With a diverse cultural backdrop influencing housing demand, understanding these nuances is crucial for developers and investors alike. We also explore the untapped potential of the active adult space, highlighting how it offers a unique avenue to expand on traditional assisted living by catering to a broader spectrum of needs. As development capital becomes more accessible, the senior housing market is ripe with possibilities for those ready to seize the moment. In our final segments, technology takes center stage as we discuss its pivotal role in enhancing residents' lives within senior communities. Matt outlines Confluent's future strategies, focusing on prime site selection and strategic capital partnerships that promise growth. We celebrate Matt's contributions to the industry and his successful collaborations with top operators. Don't miss this insightful discussion that not only covers the present landscape but also casts a vision for the future of senior living.
S4 E7 · Fri, September 13, 2024
Transforming Senior Living: Wing Pepper's Journey with Perch Houses
Send us a text Unlock the secrets to enriching senior living with Wing Pepper, the visionary CEO and co-founder of Perch Houses. In this episode, Wing reveals his inspiring transition from a digital marketing maven to a pioneer in co-living solutions for women over 55. Driven by his personal journey of caregiving during the COVID-19 pandemic, Wing shares how Perch Houses tackles critical issues like loneliness and affordability for seniors. You’ll learn about the unique challenges faced by older women and how Perch Houses provides them with much-needed community and support. Explore the transformative benefits of co-living, as we delve into how Perch Houses fosters a sense of belonging while alleviating financial stress. Wing discusses the concept of social determinants of health, emphasizing the critical role of a supportive living environment on well-being. Hear compelling stories, such as Ann's, a resident who enjoys the independence of private living while benefiting from a network of senior resources thanks to Perch Houses. Wing also sheds light on the hurdles of adapting this innovative model within the American cultural context. In the final segments, we look into the entrepreneurial roadmap of Perch Houses, focusing on strategic partnerships and the exciting development of a proprietary digital platform. Wing discusses the future vision of creating integrated communities that offer health, wellness, and social activities, making these spaces attractive to a broader demographic. Stay tuned till the end to find out how to connect with Wing and discover more about Perch Houses' mission to revolutionize senior living.
S4 E6 · Wed, August 28, 2024
The Human Side of Risk Management in Senior Living Facilities with Steve Groth
Send us a text In today's episode of the Senior Housing Investors Podcast, we sit down with Steve Groth, a seasoned property and casualty risk consultant with INSURICA, who provides enlightening insights into this critical issue. Through a heartfelt recount of his grandmother's hospice care, Steve shares how this personal experience reshaped his perspective on the profound impact of risk management and safety in healthcare and senior living sectors. Steve walks us through the startling reality of high injury rates among employees in skilled nursing and assisted living facilities. Drawing parallels to industries like construction and manufacturing, he identifies key injury causes and their far-reaching effects on resident care, employee well-being, and staffing. Our conversation reveals the importance of communicating these impacts beyond just financial metrics, advocating for a holistic approach to support senior living operators. We also explore the ripple effects of workplace injuries on organizational culture and caregiver-resident relationships. Steve's personal anecdotes and professional experiences highlight the significance of fostering a positive and safe work environment. From strategies for improving safety programs to leveraging leadership's role in mitigating risks, this episode is packed with practical advice for anyone involved in senior housing. Listen in for a thought-provoking discussion that underscores the necessity of prioritizing employee safety to enhance the quality of care in assisted living communities.
S4 E5 · Mon, July 29, 2024
Patient Voices Leading the Way in Healthcare
Send us a text This episode features Greg Kotzbauer , co-founder of the About Me Institute, who shares his path from healthcare tech to championing value-based care at Dartmouth Institute for Health Policy and Clinical Practice. Discover how his efforts are steering organizations away from fee-for-service models towards systems that prioritize patient well-being and high-value care. In this enlightening episode, John Hauber and Greg unpack the concept of value-based care, where outcomes take precedence over costs. Learn how proactive screenings and preventive measures, inspired by Sweden’s patient-centered approach, can transform healthcare. We also spotlight initiatives in North Carolina aimed at fostering meaningful provider-patient conversations, centering care around individual goals and preferences. Dive into stories and strategies that place the patient's voice at the forefront of healthcare.
S4 E4 · Sat, April 13, 2024
Harnessing the Power of AI for Strategic Senior Housing Decisions with Kyle Gardner
Send us a text Welcome to today's episode where we dive deep into the transformative impact of artificial intelligence on the senior housing investment landscape. Joining us is Kyle Gardner, the COO of NIC MAP Vision, who brings a wealth of expertise to our discussion. Today, we'll uncover how AI is revolutionizing the field, turning intricate market analysis into a streamlined and efficient process essential for investors, operators, and developers across the spectrum—from quaint small towns to bustling metropolitan areas. With the help of NIC MAP Vision's cutting-edge technology, we'll explore how what once took days of financial analysis can now be accomplished in mere minutes, enhancing the precision and efficiency of investment teams. We’ll also delve into some fascinating niche applications of AI, such as fall prevention in senior housing, illustrating how these technologies are not only improving operational efficiencies but also boosting customer engagement. Amid a backdrop of rising occupancies and lagging development, we'll discuss how the baby boomer generation is fueling a surge in demand, creating a market teeming with opportunities. Kyle will help us navigate through the latest data trends that suggest we are on the cusp of a golden age for investment in this sector. It's an exhilarating time to be involved in senior housing investments, and with Kyle's insights, you'll be equipped to lead the way in this dynamic field. So, tune in as we explore the critical role AI is playing in shaping the future of senior housing investments. Join us for a compelling conversation on the cutting edge of senior housing real estate technology.
S4 E3 · Tue, March 26, 2024
Advancing Senior Wellness through Technology and Design with Tod Petty
Send us a text Embark on a visionary exploration of senior living with Tod Petty , the marketing maestro at Fynn.io , as we unpack the seismic shifts in technology and healthcare that promise fulfilling futures for our elders. Discover how the industry is pivoting towards a value-based care model, emphasizing wellness and longevity, and why it's crucial to meet the impending housing demands of the next decade. John Hauber's conversation with Tod covers the essential role of data analytics, and the critical insights from his podcast, Senior Housing Unfiltered, arming investors with the knowledge to capitalize on the forthcoming senior housing boom. Picture a world where managed Wi-Fi, RFID door locks, and digital signage are not just amenities but vital components in the ecosystem of senior living, enhancing the sensory experiences and overall well-being of residents. Witness the strategic implementation of these technologies through the lens of concierge sensory design and learn how these investments aren't merely future-proofing facilities but actively contributing to the success of aging gracefully and independently. Listen in to grasp the profound implications of AI and healthcare partnerships in the senior living sector, where predictive analytics could become the norm, improving care and extending the ability of our aging population to live more autonomously. John and Tod discuss the synergy between senior living facilities and third-party healthcare services, where technology amplifies the capacity for predictive healthcare insights. Don't miss Tod's engaging narrative of his journey and influence within the industry, poised at the brink of a new era of innovation and growth.
S4 E2 · Sat, March 09, 2024
Energy Leadership and Team Synergy Insights with Bill Bent
Send us a text When life threw an unexpected curve ball at Bill Bent in the form of a near-fatal accident, he emerged not just unscathed but reborn as a force of inspiration in both the business world and personal development sphere. Our conversation with Bill reveals the profound impact of resilience and a robust mindset, as he offers a treasure trove of wisdom on surmounting life's hurdles. From his days as a top mortgage executive to his current passion as a motivational speaker and life coach, Bill's narrative is a masterclass in transformation and the art of turning adversity into opportunity. Navigating the complexities of team dynamics and leadership can be as challenging as it is essential for organizational success. We uncover the potent influence of leadership assessments, like Predictive Index and Energy Leadership Index, and how they can be instrumental in crafting high-performance teams. The episode brings to light the marvels of the energy leadership index and how it has revolutionized staff culture in senior living communities, championing a brand of empathetic leadership that retains top talent and fosters growth within the industry. Bill's insights into leveraging personal assessments serve as a blueprint for nurturing leadership and organizational excellence. The senior housing sector, in particular, stands as a testament to the power of cultural and operational agility, proving that financial success and key performance metrics only tell half the story. Listen in to understand how mentorship underscores the transformative effect that genuine support and guidance can have, inspiring a legacy of leaders who are as heartfelt in their approach as they are steadfast in their mission to serve. Join us to soak in the energy and learn how to harness the full potential of coaching in your own journey.
S4 E1 · Wed, February 21, 2024
Empathy in Architecture: Revolutionizing Senior Living with Siobhan Favardin
Send us a text Discover the transformative power of architecture in senior living with the visionary Siobhan Favardin, 2023 Design Champion by Environments for Aging , Partner and Global Practice Director - Senior Living at HKS. As we delve into her remarkable journey from a foundation in arts and sciences to revolutionizing senior living spaces, Siobhan imparts the essence of empathy-driven design. Through her lens, learn how hands-on experiences, like simulating the daily challenges of elderly residents, are key to crafting environments that resonate deeply with their needs. This episode offers an enlightening perspective on the profound impact thoughtful design can have on the quality of life for our senior community, revealing how space can be both functional and filled with heart. Venturing into the latest trends in senior living, we uncover the evolution towards vibrant, intergenerational communities with amenities and tailored cultural designs. Siobhan shares her experiences with projects from Mexico to high-rise complexes that are redefining the way we think about senior housing. The discussion of the 'Design with Dignity' playbook and the introduction of geriatric simulator suits exemplifies HKS's commitment to evidence-based, empathetic design. For anyone interested in where the future of senior living is headed or simply inspired by the fusion of care and creativity, Siobhan's insights offer a window into a world where architecture meets compassion, improving lives one space at a time.
S3 E10 · Wed, November 22, 2023
The Longevity Community: A New Blueprint for Healthier Aging
Send us a text Imagine a community designed to help you live a longer, healthier, and happier life. It sounds almost too good to be true, right? Welcome to our intriguing chat with Ted Teele, the brain behind this innovative concept known as "longevity communities." In our discussion, he shares his journey from personal transformation through longevity science to creating an entirely new model of senior living for the baby-boomer generation. What sets this apart from your usual active adult community? It's a myriad of things, from personalized health screenings to dedicated longevity coaches. And, of course, it touches upon the potential for anti-aging capabilities, giving a whole new perspective on the golden years. As we dive deeper into the world of longevity communities, we unravel the components that make such communities an appealing prospect for the aging population. Forget dull, monotonous retirement homes; these communities are buzzing with engaging activities, educational opportunities, and even gamification. Backed by longevity science, the residents can benefit from individualized wellness programs designed to enhance their quality of life. We also delve into the potential of reversing the aging process - a tantalizing idea that could redefine our understanding of aging. Now, what about the financial side of things? Fear not, we've got that covered too. As we discuss the monetary benefits of longevity communities, it becomes clear that these places aren't just an exciting prospect for the aging population but also a lucrative investment. With higher occupancy, lower turnover, and greater revenue per resident, they offer an attractive return for developers and investors. As our chat winds down, we introduce you to Ted's company, Longevity Community Consultants, helping providers set up such innovative communities. So join us in this fascinating discussion as we explore how we can prioritize the well-being of seniors and create a positive impact on society.
S3 E9 · Mon, November 06, 2023
Challenges, Opportunities and the Future of Senior Living Industry
Send us a text Imagine waking up one day to find industries across the globe tapping into a market that's been overlooked for too long - senior housing. That's the pivotal topic we delve into on this episode, with our esteemed guest, Chad Anfinson of Silver Treasures Senior Living. Together, we dissect the urgent need for housing for our eldest population, the opportunities it presents, and the significant challenges it brings along. As we traverse through this under-served market, we shed light on its potential promising returns, and the need for innovation and reuse of existing structures. We even delve into the culture of the industry, underlining the importance of a people-first approach. The conversation doesn't stop there. We meander into the financial landscape of assisted living entrepreneurship, examining its unique intricacies and the impact of the current lending climate. With Chad’s expertise, we discuss the importance of having a knowledgeable partner in the industry, and how the role of owner financing can make or break a facility. We also consider how family offices and wealth management firms can contribute to this sector with potential for significant returns. The benefits of being an owner-operator in the assisted living business are not left untouched, as we discuss its potential advantages to one's family and net worth. Our final lap takes us deep into the heart of senior living communities - their physical systems, equipment maintenance, and the costs involved. We also delve into the importance of reputation in this business and how word of mouth can pave the way for unprecedented opportunities. We couldn't wrap up without discussing fall prevention in assisted living, how technology can be leveraged to aid in this, and the importance of understanding an individual's routine. As we round up, we highlight the potential for investors interested in contributing to the care of our most vulnerable populations. This episode is not just about the senior living industry, it's about a community in need and the opportunities that lie within.
S3 E9 · Tue, September 26, 2023
Hole-In-One Business Strategies in Senior Living with Chad Anfinson
Send us a text Have you ever played a round of golf and thought, 'This is a lot like running a business'? Chad Anfinson, Executive Vice President of Franchise and Acquisitions for Silver Treasures Senior Living, has. Join us as Chad shares how his love for the fairways applies to his approach in the senior living sector, and how striking that delicate balance between personal passion and professional acumen can lead to a hole-in-one in business. As we navigate the course of our discussion, we delve into the pressing issues faced by the senior living industry, including the ever-rising labor costs, the impact of building size on care, and the concern of affordability. Yet, as with any challenging round of golf, strategies, and solutions are at hand. Take a swing into how Silver Treasures employs innovative strategies, such as the Character Traits Assessment and Universal Employee Model to keep the ball in play and ensure quality care for seniors. Finally, we'll be putting for the future, discussing the burgeoning impact of baby boomers on the senior living industry and the potential rewards of investing in this sector. We'll also explore the benefits of smaller unit facilities. To wrap up, we share insights on maintaining communication with potential customers and the importance of networking in the industry. So, grab your clubs and join us on this enlightening journey with Chad Anfinson. It's time to tee off!
S3 E8 · Sat, September 09, 2023
Senior Housing Insurance: A Story of Constant Change
Send us a text Ready to unravel the complex web of insurance in the senior housing sector? This episode promises to provide a solid understanding of the ever-changing landscape of property insurance. Our expert guide through this maze is none other than Richard Dahm Jr., the Senior VP at USI Insurance Services. With over two decades of experience up his sleeve, Richard's insight is a goldmine for anyone involved in senior housing. He explains how the property insurance market is continually shaped by global events and our changing climate, leading to an increased rate of property claims since 2017 and consequently, skyrocketing insurance costs. Navigating this space is not for the faint-hearted. Be prepared to face surprises when acquiring a property and seeking insurance quotes. Richard emphasizes the importance of due diligence and how different legal climates across various states can swing insurance costs wildly. But don't worry, there's a way to mitigate these risks - enter other insurance products. Moreover, picking an industry-specialized broker and doing your homework can help you secure the best loss ratio. So, gear up for an informative journey that's bound to save you time, money, and a whole lot of stress. Tune in now for an episode you can't afford to miss!
S3 E7 · Mon, August 28, 2023
Strategic Investments in Senior Living: Unlocking the Power of 1031 Exchange with Scott Saunders
Send us a text Are you prepared to get strategic with your senior assisted living housing investments? Ready to unlock the power of the 1031 exchange and learn how to defer those pesky capital gain taxes? Our guest, Scott Saunders, Senior Vice President at Asset Preservation Incorporated, will guide us through the complexities of this tax-deferring tool. He'll shed light on the potential benefits, like stimulating job creation and fostering economic self-sufficiency. We'll dissect the concept of like-kind properties and discuss the role of a qualified intermediary in facilitating a smooth property swap. Scott will also guide us through the pros and cons of a Delaware Statutory Trust (DST). But don't worry, it's not all tax jargon and real estate terms. Scott shares insights into the qualifications of an accredited investor and emphasizes the importance of studying the Private Placement Memorandum to better understand investment opportunities. In the latter part, we'll embark on a journey through the timeline of a 1031 exchange, navigate the 45-day identification period, and the 180-day closing period. Scott will introduce us to two popular property identification rules, the three property rule and the 200% rule, explaining their significance in a successful 1031 exchange. Lastly, Scott underscores the importance of having a knowledgeable intermediary and a tax advisor alongside to maximize the benefits of your investments in senior living housing. Get ready to enhance your financial literacy and investment savvy in this enlightening episode.
S3 E6 · Tue, May 30, 2023
Affordable Housing and Child Care for Staff: A Unique Solution to a Staffing Challenge
Send us a text Our host Kelsie Heermans speak with Maggie and John Randolph, owners of Harmony Homes in New Hampshire. Today's discussion focuses on staffing and affordability. Everyone of us in the senior living industry is well aware of each of these issues. Listen in on this discussion regarding their unique model.
S3 E5 · Sun, May 21, 2023
Elimination of Ageism via Intergenerational Living and Learning
Send us a text This discussion with Ryan Haller from McNair Living focuses on Ryan's passion and vision for University based retirement communities that are run differently than current offerings. Listen in on this amazing discussion that our host, Kelsie Heermans , has with Ryan regarding the elimination of ageism via intergenerational living and learning.
S3 E4 · Sat, April 22, 2023
ASHA - American Seniors Housing Association - Dave Schless
Send us a text Our host, Kelsie Heermans speaks with David Schless, CEO of American Seniors Housing Association. The discussion today focuses on ASHA, its mission, and its efforts to influence legislation at the federal level. Dave also shares his perspective regarding the current senior housing market. Listen in today.
S3 E4 · Fri, March 10, 2023
Innovative Senior Housing for the Middle Market
Send us a text In a latest study, the middle market consists of approximately 15.9 million seniors who cannot afford the current senior living offerings in the higher spectrum of the market. Our host, Kelsie Heermans, speaks with the principals of Elevate Senior Living, Bruce Hentges and Joe Jasmon, regarding designing, developing, and operating a middle market product. "Beyond Expected, Within Reach."
S3 E3 · Thu, February 16, 2023
Committing to an Accountable Culture
Send us a text The #1 reason that Mergers and Acquisitions fail is because of culture. For investors and potential owners of senior housing your successful financial outcomes require having a strong culture that is accountable. Culture drives occupancy. In this episode, we have an in depth conversation with Denise Boudreau. Denise is President of Drive, which helps senior living and healthcare organizations improve recruitment and retention through organizational culture. Drive is 100% woman-owned and will help you improve staff retention, employee engagement and recruitment with a rock-solid company culture that staff love!
S3 E2 · Wed, January 25, 2023
An Open and Honest Discussion regarding Dementia and Alzheimer's
Send us a text Memory Care facilities are a large part of the senior housing industry. Currently more than 55 million people live with dementia worldwide, and there are nearly 10 million new cases every year. More than 6 million Americans are living with Alzheimer's. By 2050, this number is projected to rise to nearly 13 million. In this episode, we have an in depth conversation with Lori La Bey . Lori is the Founder of Alzheimer's Speaks, Co-founder of Dementia Map, Radio Host, Keynoter, Author & Trainer, Recognized by Oprah, Maria Shriver, and Sharecare. La Bey is a highly sought-after speaker, consultant and advocate for new delivery systems and attitudes towards those with living and dealing with dementia. In 2013, she was appointed to be an International Ambassador for the Purple Angel Project, the new global symbol for dementia. Check out http://www.AlzheimersSpeaks.com
S3 E1 · Wed, January 11, 2023
Outcomes Created by the Designed Environment
Send us a text Listen in today as our host Kelsie Heermans sits down with an amazing group of forward thinking individuals that have been involved in designing a wonderful memory care community located within the campus of Meadowood . Meadowood is a Continuing Care Retirement Community located on a 135-acre campus in Worchester, Pennsylvania. This design and pictures can be found at McLean Memory Care on Haven Senior Investments website. Paul Nodreman , President and CEO and Regina Farrell , VP of Health Services and Chief Clinical Officer of Meadowood come together with Eric McRoberts , Partner and Kristen Novak , Senior Interior Designer/Director from RLPS Architects to discuss a carefully designed environment that has created amazing outcomes for the residents and staff at McLean Memory Care . Learn more about this design at https://www.rlps.com/projects/meadowood-mclean-memory-care/
S2 E7 · Tue, December 06, 2022
Cardiology Practice to Senior Housing Real Estate Entrepreneur
Send us a text Tune in to Dr. Sendhil Krishnan's path from being a cardiologist to also becoming a real estate investor. He ultimately found that his background fit well into the assisted living market. His company, MD Senior Living's focus is on creating a supportive and fulfilling environment to enable each of their residents to thrive while having an opportunity to make new friends and engage in meaningful activity. Rare in the world of Residential Assisted Living care homes, MD Senior Living is owned and operated by a group of 20 compassionate physicians and they now own 12 homes.
S2 E6 · Fri, July 15, 2022
The State of the Senior Living Industry - 2022
Send us a text Our host, John Gonzales, welcomes Argentum President and CEO, James Balda to the show to discuss women in leadership, industry advocacy, workforce issues, and how the government can make long-term care financially accessible for more Americans. Balda outlines how his organization is helping federal and state leaders better understand the senior living industry. In this discussion, he emphasizes the important role the industry places in caring for older adults. The association is also focused on identifying solutions for the workforce issues confronting the senior living industry. Balda states that workforce challenges have been the industry’s No. 1 issue for the last 20 years. Balda also discusses the need for new payment solutions and how they are working to open new funding opportunities to allow middle and lower income Americans to better access senior living communities.
S2 E5 · Mon, March 07, 2022
The Image of Senior Housing with Steve Moran
Send us a text Steve Moran is a nationally known and sometimes controversial writer and speaker in the senior living industry. He runs the online senior living website Senior Housing Forum where the core value is to publish articles, videos, podcasts and other resources that help senior living providers do a better job serving residents, team members and the local marketplace community. He also works with senior living communities to create better more productive cultures He has developed and operated large and small senior living communities. He has also worked with a for a number of vendor companies that sell products and services to the senior living industry.
S2 E4 · Thu, February 24, 2022
Dwayne Clark of Aegis Living - Management by Vulnerability
Send us a text Industry Disruptor, Culture Creator, Longevity Explorer. Dwayne J. Clark is a thought leader and innovator in the rapidly-growing assisted living industry, as well as an accomplished author, playwright, restaurateur, filmmaker, entrepreneur, and philanthropist. Clark is the co-founder and CEO of Aegis Living, a company of 2,300 employees. In his capacity as CEO, Clark is a sought-after speaker and guest of the media, appearing regularly in print and broadcast with The New York Times, Today, Inc., Forbes, The Hollywood Reporter, and NBC. His many personal awards and recognitions include the Ernst & Young Entrepreneur of the Year and Lifetime Achievement Award from Senior Services.
S2 E3 · Fri, February 11, 2022
Leadership - Creating a Culture of Joy
Send us a text Our guest, Glenn Barclay with QSL Management, has over 25 years of experience in healthcare and senior housing with a bachelor's degree in finance, a master's in theology, and is practicing as an RN. Mr. Barkley has unique insight into successful operating strategies within senior housing, and other healthcare related industries. his team's philosophy is making Joy a priority for senior living, joy is a place of security, safety, peace of mind, acceptance and trust.
S2 E2 · Sat, February 05, 2022
Enhancing Life and Relationships of those Living with Brain Change
Send us a text Our host, John Gonzales, speaks with Teepa Snow https://www.teepasnow.com. Teepa's life mission is to shed a positive light on dementia. Teepa and the Positive Approach to Care team share about dementia so that everyone (including investors in assisted living) can understand why this is happening and how to support those living with brain change in a more positive and respectful way.
S2 E1 · Sat, January 15, 2022
Holistic Wellness for Healthy Senior Living
Send us a text Our host, John Gonzales, speaks with Amita Sharma, who is the Co Founder of Nourish Doc. Nourish Doc is a holistic wellness platform designed to help all of us live a holistic and healthy lifestyle by incorporating lifestyle modifications Holistic wellness encompasses our entire mind, body and soul. It's all about our physical wellness, along with our mental and emotional and even financial wellness as well. It's how good we feel mentally, emotionally. Do we have relationships? Are we with the loved ones? Are they good or bad? Then physically do we have a good body a good quality of life. So it's just taking care of our entire body, our entire state of mind and how we feel from a physical, mental, emotional, even financial wellness. That's what holistic means. So that's why the word is holistic, like whole.
S1 E12 · Thu, November 25, 2021
How do you Show Up as a Leader?
Send us a text Senior Housing Investors Podcast had the pleasure of sitting down with Tom Johnston , Founder of Talent Optimizer Group . Tom shares his insights on why people are an organization's greatest asset and why the disconnect between employers and employees is contributing to the Great Resignation. Tom discusses how he uses a science backed assessment to help people increase self-awareness and why vulnerability isn’t a weakness. In fact, it’s one of the greatest and most admired leadership attributes. Join in at https://lnkd.in/eyYAimW as Tom and John Gonzales talk about employee engagement, hiring, and retaining talent.
S1 E11 · Thu, August 26, 2021
Senior living past, present, and future...an insider's perspective
Send us a text John Gonzales , a 30+ year veteran in the industry, speaks about his story, from an unexpected start, to a 35 year journey in the senior living industry. John shares his experiences, observations, and candid opinions about our industry's growth, transformation, and future.
S1 E10 · Thu, August 19, 2021
Obedience to God's Calling to Serve the Assisted Living Market
Send us a text Jon Friesen went from being in corporate America for over 35 years with 25 of those years serving Executive Office positions such as Chief Financial Officer, Chief Operating Officer, Chief Executive Officer for some very large healthcare companies, whose offerings included health insurance, surgery centers, and the surgical hospital space. In 2021, Jon felt like God was calling him to move from where he was and to do something else. He had no idea what that calling might be at the time. But one thing he's learned is that when God calls he needs to answer. Listen to Jon's amazing path from Corporate leader to trusting and being obedient to God's calling to serve the assisted living marketplace. Enjoy.
S1 E9 · Tue, June 08, 2021
Market Forces, Strategic Trends Impacting Senior Living Providers
Send us a text Today we sit down with Jill J. Johnson, MBA . She is President and Founder of Johnson Consulting Services, a management consulting firm specializing in strategy development for senior living providers. This two-time Business Hall of Fame inductee has influenced more than 4 billion worth of business decisions for clients located across the United States, as well as in Europe and Asia. Jill's consulting work has encompassed the entire continuum of senior living services. She's been a consultant for numerous Senior Living clients, including two of the nation's top 10 largest not-for-profit, multi-site, senior living organizations, and Mayo Clinic. Her articles on business strategy have appeared in over 150 publications. She's been quoted in the Wall Street Journal, The New York Times, Money Magazine, Inc, Forbes, and Success. Jill's a frequent speaker for Leading Age state chapters and other healthcare associations. She's also the author of the award-winning book, Market Forces, Strategic Trends Impacting Senior Living Providers. https://www.jcs-usa.com/books/strategic-planning-senior-living-providers/
S1 E8 · Fri, May 28, 2021
Disrupting the Status Quo of Senior Living
Send us a text In this podcast, we sit down with Jill Vitale-Aussem. Jill serves as President & CEO of Christian Living Communities, a Colorado-based not-for-profit serving more than 3,000 older adults and their families through its 23 owned and managed communities located in six states as well as its services of adult day care, home care, and consulting. Prior to joining Christian Living Communities, she served as President & CEO of The Eden Alternative. Jill has over two decades of experience as a nursing home administrator, CCRC executive director, and vice president of operations. She also is an esteemed author of "Disrupting the Status Quo of Senior Living: A Mindshift" In her book, Jill Vitale-Aussem clearly highlights the role of our culture’s negative perception of aging as the culprit for suffering in an otherwise natural life process and promotes the importance of community, inclusion, and genuine belonging as opportunities for change. Listen to this disruptive leader explain how important it is to confront and rid our society of ageism.
S1 E7 · Mon, May 17, 2021
Passively Investing Into Small Residential Care Business Models
We had the pleasure to sit down with Brandon Schwab, the owner and founder of Shepherd Premier Senior Living. His vision is to improve the senior living industry forever by providing a better way of delivering quality care that is resident-focused, not bottom line-focused. Some would call him a disruptor and others would call him a visionary. He prefers to be thought of as a passionate businessman that recognized a problem and wholeheartedly pursued the solution. He quickly realized that this was his purpose in life. Everything else he's done left him empty or always seeking more but in reality, it prepared him for Shepherd Premier Senior Living & the boutique senior living niche industry. Caregiver to resident ratios of 1:15-20 as the national average is unacceptable. Brandon believes it needs to be changed. His boutique senior living model aims to provide 1 caregiver to every 5-8 residents. The better caregiver ratio directly equates to better care provided to residents. Join us for this informative review of a senior housing model that is spreading across the country.
S1 E6 · Wed, May 05, 2021
An Environment where Senior Living Residents are Respected and Celebrated
Send us a text Today we present you a unique story that could transform the assisted living industry. Our story begins with Elderfire Lodges founder, Tom Hofmeister, witnessing his father's personal journey with Alzheimer's. With this first-hand experience, Tom quickly became aware of the shortcomings of the adult care industry. Statistics show that 85% of people who would benefit from residing in an assisted living community don’t want to. Tom’s thought was, “Maybe someone needs to step up and fix that!” So, he put together an experienced team, who ultimately posed two questions: *What if we created an environment that people will be proud to call home; a place their families and the community are excited about visiting and eager to join residents for community events? *What if we created an assisted living culture where residents are respected and celebrated as accomplishers who are worthy to pass along wisdom and share their knowledge and talents with this generation? Tom's team stepped up! Tune in to listen to this lively and informative conversation.
S1 E5 · Mon, April 26, 2021
Taking the Temperature of Senior Housing Post-COVID
Send us a text Today we are speaking with Robin Gestal, Partner and EVP of Operations for Haven Senior Investments. Robin speaks daily with owners, operators, buyers, sellers, developers, and investors of senior housing. Hear how the owners are faring as the states open up for business. How have bottom lines been impacted by COVID? What are buyers and investors looking for in this market? What are the lenders up to, and what is the general attitude she is seeing in the senior housing market today?
S1 E4 · Mon, March 15, 2021
Using SBA and USDA loans for Senior Care with Live Oak Bank.
We are blessed to be joined by Shep Harris, VP of Senior Care Lending at Live Oak Bank. Live Oak Bank has had the privilege of helping thousands of passionate, driven people turn their dreams into reality. These everyday heroes aren’t in it for fortune or fame. They’re in it to make a difference, just like we are. SBA, USDA, and Conventional Lending from $500,000-$20M+. Learn how these programs can benefit your dreams to create, purchase and develop senior housing for our most vulnerable populations. Be sure to let Shep know how you heard about Live Oak Bank and its Senior Care lending programs. To learn about all senior lending programs, please visit Loan Programs.
S1 E3 · Tue, February 09, 2021
Can Assisted Living truly serve the middle market?
Send us a text Pilar Carvajal, CEO and Founder of Innovation Senior Living, discusses the need for a different model outside of the high cost models typically associated with private pay Assisted Living communities. How can the industry bring quality and community to the middle market, by far the largest population of seniors not being served? She has some insightful answers!
S1 E2 · Thu, February 04, 2021
Senior Living Innovator Zeros In On 16-Bed Developments
Send us a text Haven Senior investments is blessed to be joined by David Lewis, CEO of Rocky Mountain Assisted Living located in Denver, Colorado. With decades of experience in the home care field, David moved to Colorado from Southern California in 2007 and recognized the need for a different senior care model in the Denver area. David determined the small home-like setting was the next best thing for seniors needing 24-hour care, outside a nursing home or medical facility. This is when Rocky Mountain Assisted Living was created—a community of 16-32 bed residential-style care homes that offer services and amenities found in much larger corporate companies, but provided by a family-owned and operated business, cutting out constant management turnover and lack of personal connection. By the end of 2021, Rocky Mountain Assisted Living will have 200 beds in its portfolio. Listen in on this wonderful interview.
S1 E1 · Mon, January 11, 2021
Merging Asset Classes into Senior Living
Send us a text Haven Senior Investments sits down with Paul Griffin III, CEO of Griffin Living, and a fifth-generation developer recently inducted into the Forbes Real Estate Council. Paul has 40 years of experience and shares the mission behind his family's 4 billion dollar portfolio. With assets in large Master Planned Communities including multi-family, retail, office, and active adult living, Paul talks about his passion for Senior Living, and why they decided to develop assets across the nation in that sector as well.
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