Assisted Living Investing

Can a $5 million Memory Care Mansion generate $55,000 or more in monthly cash flow? In this episode of the Assisted Living Investing Podcast, I break down the numbers behind building and operating a 16-bedroom, 10,000-square-foot Memory Care Mansion across three different market types: lower-cost rural areas, middle markets, and higher-cost states like California, Oregon, Washington, and parts of...

You don't need a perfect business plan to raise millions. I raised over $1 million on my first Assisted Living deal with a rough draft—and today, AI can help you build a professional business plan in hours instead of spending thousands of dollars. In this episode of the Assisted Living Investing Podcast, I break down how to build an Assisted Living business plan that helps you earn the confide...

Building a multi-million-dollar Assisted Living Mansion doesn't mean you need millions of dollars sitting in your bank account. The key is understanding how to structure the deal, where to find the capital, and which funding strategy makes the most sense for your goals. In this episode of the Assisted Living Investing Podcast, I break down three ways to finance an Assisted Living Mansion and e...

He sold 177 apartment units. Now, he's building two Assisted Living Mansions—and his reason for making the switch goes beyond real estate. After more than 22 years as a registered nurse, Edwin moved into real estate investing, acquired 177 multifamily units across two deals, and eventually sold those properties. But when his mother was diagnosed with Alzheimer's, his search for quality sen...

Finding the right property for an Assisted Living business is about more than location, acreage, and zoning. One overlooked detail could kill your entire deal—and cost you thousands of dollars. In this episode of the Assisted Living Investing Podcast, I break down the due diligence process I use to evaluate land for Assisted Living development. I explain how to identify deal killers early, ask the...

99% of people won't build this business. Not because the opportunity isn't there. Because it's slow. It's hard. It's heavy. It's risky. And that's exactly what I believe creates the opportunity. In Episode 166 of the Assisted Living Investing Podcast, I break down what most people don't understand about building a successful Real Estate Assisted Living (RAL) busines...

You found the land. The zoning works. The numbers look good. Then the Fire Marshal says NO.That one conversation can turn a promising Assisted Living deal into a dead piece of land—or add hundreds of thousands of dollars to your development budget. In Episode 165 of the Assisted Living Investing Podcast, Brett breaks down one of the most overlooked parts of developing an Assisted Living Mansion: g...

I have seen a property with a water line just one mile away turn into a $1,000,000 problem. He's watched deals collapse over sewer access, septic requirements, fire-water capacity, drainage, and permitting timelines, issues buyers never saw coming because they didn't know to look. Getting through zoning does NOT mean you have a good deal. In this episode of the Assisted Living Investing Po...

What happens when you can't find an assisted living community you would trust with your own parent? For Gregg Vass, that question became personal. After his mother was diagnosed with Alzheimer's, Gregg began searching for the right memory care community. But after touring facility after facility, he realized something was missing. The environments felt institutional, the care models were s...

The biggest mistake in Real Estate Assisted Living may happen BEFORE you ever buy the land. The zoning. In this episode, Brett breaks down how the right zoning can dramatically change the profitability and scalability of an assisted living investment—and why buying the wrong piece of land can leave you stuck with limited bed counts, unnecessary expenses, and months of wasted time. Brett shares the...

The wrong piece of land can cost you years, hundreds of thousands of dollars, and potentially kill your assisted living project before you ever break ground. So how do you know if a piece of land is actually worth pursuing? In this episode, I breaks down the exact process his teams use when looking for land for assisted living and memory care projects. From acreage and property shape to zoning, ut...

Most new Residential Assisted Living (RAL) investors think the biggest risk is finding the wrong property. It isn't. One of the biggest mistakes is moving forward on land before you fully understand your due diligence, zoning, financing, entitlements, permits, and—most importantly—how to get your money back if the deal doesn't work. In this episode, Brett Chotkevys breaks down how experienced Assi...

The biggest mistake in Real Estate Assisted Living may happen BEFORE you ever buy the land. The zoning. In this episode, Brett breaks down how the right zoning can dramatically change the profitability and scalability of an assisted living investment—and why buying the wrong piece of land can leave you stuck with limited bed counts, unnecessary expenses, and months of wasted time. Brett shares the...

Choosing the right land is critical for assisted living investing. Learn how location and size impact your investment success. Selecting the correct plot of land determines the long-term viability of your commercial property project. In this session, I explain the specific factors you must evaluate before purchasing any land for your facility. If you are serious about real estate investment in the...

Most assisted living entrepreneurs make the same mistake when raising capital…They spend weeks building the perfect investor presentation, hosting webinars, and sharing their opportunity online—but then wonder why nobody writes a check. The missing piece? Understanding the difference between 1-to-many marketing and 1-to-1 investor conversations. In this episode of the Assisted Living Investing Pod...

Think you need to be wealthy to raise millions for real estate? Most aspiring investors believe they need a large bank account before anyone will invest with them—but that's one of the biggest myths in real estate. In this episode of Assisted Living Investing, I explain why regular people successfully raise capital every day and how first-time investors can position themselves to attract fundi...

Think you need millions to build an Assisted Living Mansion? Think again. One of the biggest myths in assisted living investing is that you need $3–4 million in cash to get started. In this episode of Assisted Living Investing, I break-down exactly how luxury assisted living developments are funded, why most projects use SBA 7(a) financing, and the three paths investors take depending on how much...

Learn how to use SBA loans for real estate development projects between $3 million and $10 million. Understand your funding options. This video explains the practical application of SBA loans for developers looking to scale their projects. If you are managing commercial real estate financing, knowing the difference between product types is essential for securing capital. We break down which scenar...

What if your business gave you more freedom instead of more stress? In this episode of Assisted Living Investing, I breaks down the 6 essential steps to financial freedom through the assisted living business model. Learn how to transition from working in your business to working on it by building the right systems, hiring the right people, filling your beds, and creating a business that generates...

You built the foundation… now it’s time to scale. In Part 2 of this 2-part series, Brett finishes the complete Assisted Living Blueprint and walks through the final steps required to transform one assisted living mansion into a scalable, wealth-building business. This episode covers the second half of the journey—from licensing and operations to marketing, occupancy, refinancing, expansion, and ul...

Most investors chase cash flow. But what if that’s the wrong goal? In this episode of Assisted Living Investing, Brett breaks down Part 1 of the 36 Steps to Wealth and explains why the biggest opportunity isn’t simply generating monthly income — it’s building long-term wealth through strategic deal structure, scale, and equity creation. You’ll learn the mindset shift that separates operators who c...

Thinking about entering assisted living but stuck choosing between buying a smaller existing home (“small box”) or building brand-new construction? This episode breaks down one of the biggest decisions investors and operators face in assisted living investing. Brett walks through the real differences between acquiring and converting smaller assisted living properties versus developing new construc...

Most assisted living owners are tracking the WRONG numbers. In this video, I break down the exact KPIs and metrics we track every single week to maintain high occupancy, build waitlists, manage staffing, and operate a multi-million dollar assisted living and memory care business — while only working a couple hours a week. These are the same systems we use to stay above 95% occupancy, maintain stro...

Most assisted living owners are marketing the WRONG way. In this video, we break down the exact strategy we used to fill a brand-new assisted living mansion in less than 30 days — without relying solely on expensive placement agents. This is the same “Strategic 20” system we teach our strategic partners across the country to consistently maintain 95%+ occupancy rates by building relationships with...

A layoff at 50 became the turning point that changed everything. In this episode, Troy shares how leaving behind a 30-year IT career led him into the world of residential assisted living development — and why he believes this path is about far more than just real estate investing. After watching his mother struggle to find quality senior care, Troy realized there was a massive need for smaller, fa...