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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.
45 Episodes
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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...
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 ...
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...
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 r...
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 ...
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...
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 demograph...
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...
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...
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 ol...
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...
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 ...
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...
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 ...
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 c...
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 eld...
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 c...
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 li...
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, w...
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 s...
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 concep...
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.
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.
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.
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."
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%...
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, ...
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...
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 Sen...
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 associa...
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...
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 Ne...
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.
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.
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 r...
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 leader...
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.
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 ...
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...
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 decad...
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 so...
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 s...
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!
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 Rock...
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 acro...
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