Senior Housing Investors

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 20-5...

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 transac...

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...

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...

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. • Technolo...

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 a...

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 a...

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, revea...

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 a...

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...

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...

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 deca...

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...

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 senio...

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 signifi...

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 a...

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 inv...

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 stim...

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.

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.

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.

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."

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 imp...

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 i...

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...