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Assisted Living Investing

Author: Brett Chotkevys

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Welcome to "Assisted Living Investing," the ultimate podcast dedicated to helping you thrive in the world of Assisted Living investments. Join your host, Brett Chotkevys, as he shares his expertise and insights into the lucrative realm of assisted living.

In each episode, Brett delves deep into the strategies, challenges, and opportunities of investing in Memory Care Mansions. Whether you're a seasoned investor or new to the industry, this podcast offers invaluable guidance and practical advice to navigate the ever-evolving landscape of senior care.

Brett unravels common myths surrounding assisted living investing, debunking misconceptions and shedding light on the realities of this thriving market. From understanding the financial considerations and operational intricacies to exploring different investment models and approaches, he provides actionable tips and real-life examples to empower you on your investment journey.

Discover the secrets to maximizing profitability, scaling your portfolio, and creating sustainable income streams in the booming assisted living sector. Learn about the latest industry trends, regulatory updates, and market insights that can shape your investment decisions.

Whether you aspire to be an owner-operator, a passive investor, or simply seek to expand your knowledge in this niche, "Assisted Living Investing" is your go-to resource. Tune in to gain a competitive edge, unlock new investment opportunities, and embark on a rewarding venture that combines financial success with making a positive impact on the lives of seniors.



Assisted Living Investing, Memory Care Mansion, Memory Care Mansion Neighborhood, Senior Care Investments, Assisted Living Strategies, Assisted Living Challenges, Investment Opportunities, Residential Assisted Living Myths, Financial Considerations, Assisted Living Operational Intricacies, Investment Models, Profitability, Scaling, Sustainable Income Streams, Industry Trends, Regulatory Updates, Assisted Living Market Insights, Real Estate Market Insights, Owner-Operator, Passive Investor, Financial Freedom, Financial Success, Positive Impact, Seniors.


Intro Music by Alex_Kizenkov via Pixabay


136 Episodes
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Buying land for assisted living can feel like the first big win… until hidden deal killers blow up the project.In this episode, Brett breaks down 3 hidden land deal killers that can cost developers $20,000 to $100,000+ before they even start construction.Many aspiring assisted living developers get excited when they find what looks like the perfect property. The zoning seems right, the acreage looks great, and the location feels ideal.But what most people don’t realize is that land development has layers of hidden risk — and if you miss them, the deal can collapse months later after you’ve already spent tens of thousands on due diligence.In this episode you'll learn:• Why land size and shape can make a property unusable• How zoning and special use permits can derail a project• The hidden utility issues (especially fire water) that can kill dealsIf you’re looking to build assisted living or memory care communities, understanding these risks could save you tens of thousands of dollars and months of wasted time.This is why Brett and the ALM team review land deals carefully before moving forward — because most land that looks perfect on the surface doesn’t actually work.If you're serious about getting into assisted living development, this episode will help you avoid the School of Hard Knocks.Timestamps00:00 – The biggest mistake when buying land00:20 – Why excited buyers miss hidden risks01:00 – The reality of land due diligence02:30 – Hidden Deal Killer #1: The land itself03:30 – Land shape, setbacks, and usable space04:50 – Impervious coverage explained06:45 – Hidden Deal Killer #2: Zoning07:45 – Special use permits and city approvals09:00 – Neighbor opposition and planning meetings11:15 – Hidden Deal Killer #3: Utilities11:45 – Fire water requirements explained13:00 – The million-dollar utility problem14:30 – Wells, septic, and setback challenges16:40 – Why large land parcels still fail17:40 – Brett’s personal lessons losing money on deals18:05 – Why assisted living development is still a massive opportunity19:10 – How to learn more or partner with the ALM team#assistedlivinginvesting #realestatedevelopment #landdevelopment #landdevelopment #seniorliving #assistedlivinginvesting #commercialrealestate #entrepreneurship #passiveincome #realestatetips #businessstrategy
Most people can budget for the land, building, and construction…but the hidden costs (aka soft costs) are what blow up deals — sometimes by $1,000,000+.In this episode, Brett breaks down a real SBA closing document line-by-line to show you exactly what banks include in total development costs: permits, architects/engineering, contingency reserves, construction & lease-up reserves, working capital, SBA fees, bank legal fees, FF&E, and more.If you’re planning new construction, a major addition, or a large renovation for assisted living, this video will help you forecast accurately, raise money with confidence, and avoid getting blindsided when the term sheet comes back “way higher than expected.”Want help building your assisted living deal the right way?: Visit: www.assistedlivingmansion.comTimestamps (use these in YouTube chapters)0:00 Intro — the hidden costs nobody plans for0:59 Hard costs vs soft costs (what’s the difference?)1:21 Example deal: land + build + site work (hard cost totals)2:19 The $1M+ soft cost surprise (why banks quote “crazy numbers”)3:07 SBA loan context (7a/504 + why fees differ)3:38 Permits & city fees (why they vary wildly)4:04 Architects + engineers + surveys/studies (real ranges)5:06 Construction contingency reserve (why banks require it)6:09 Bank draw / inspection fees (supervision reports)6:53 Construction payment reserves (why SBA is powerful)7:46 FF&E budgets (furniture, fixtures, equipment)8:15 Appraisal (as-is vs as-complete + business value)9:37 Environmental desktop review / SBA requirement10:10 Bank legal fees + doc prep (real-world surprise costs)12:00 Title, escrow, and title insurance lessons13:17 Survey + SBA fees (“pay to play”)15:07 Lease-up reserves (post-construction runway)16:48 Working capital (why more is usually better)18:15 Grouping the costs + what matters most19:34 What you must have BEFORE loan docs (4 requirements)20:02 How soft costs can count toward your down payment21:08 Why SBA beats conventional for funding soft costs24:21 Down payment strategy + raising investor capital25:48 Final encouragement + where to learn more
Most people think you need millions in the bank to build an assisted living facility.You don’t.In this episode, I break down exactly how I raised $4,000,000 to build a brand-new assisted living development, without personally funding the project myself.You’ll learn the real structure behind senior housing deals: how banks lend, how investors get paid, and how everyday operators are building multi-million-dollar assisted living communities across the country.This isn’t theory. This is the actual blueprint used to fund real projects.If you’ve ever wanted to get into assisted living investing, senior housing development, or healthcare real estate, this is the starting point.Learn more or apply to work with us:Visit the website and book a call to see if you qualify.
I was flipping 35 houses a year…Working 60–70 hours a week…Making around $300K.And I realized something:House flipping is a great place to start.It’s a terrible place to finish.In this episode, I break down how I transitioned from flipping $300,000 houses to building $30 million assisted living developments — and why this model produces:• Higher cash flow• Massive equity upside• Real scalability• Freedom of timeIf you’re a real estate investor wondering what’s next after house flipping or rental properties, this may completely shift how you think about building long-term wealth.---🔹 What You’ll Learn• Why house flipping caps your income• The real problem with “passive” rental income• How assisted living generates $400K–$500K per property• How we build neighborhoods worth $30M+• The equity strategy most investors ignore---🔹 Timestamp Breakdown00:00 – From $300K flips to $30M developments02:30 – The hidden trap in house flipping06:45 – Why rentals weren’t truly passive12:20 – Our first assisted living project17:30 – $40K/month working less than 1 day/week23:10 – The mansion model (16-bed strategy)29:00 – $400K–$500K per property explained34:40 – Building a $30M development41:15 – The equity play most investors miss46:30 – How to transition out of flipping---🔹 Ready to Learn More?If you’re serious about transitioning from flipping houses into assisted living development:👉 Book a 15-minute call:[https://assistedlivingmansion.com](https://assistedlivingmansion.com)We’ll walk you through the model and see if it’s the right fit.---This episode is for:• Real estate investors• House flippers• Rental property owners• Entrepreneurs looking to scale• Investors seeking higher cash flow
What happens when a seasoned serial entrepreneur with 30 international telecom branches, a FedEx fleet, and a thriving multifamily portfolio decides to pivot into assisted living?In this episode of Assisted Living Investing, Charles shares why he’s building luxury assisted living mansions after years in multifamily syndication, and why he believes this model delivers 10X the cash flow.We dive into:• Why he exited transportation at the peak• The truth about multifamily cash flow• Paying for speed with coaching and mentorship• Why team > deal• Why assisted living provides both impact AND income• Building a 64-bed campus model in ScottsdaleIf you're a multifamily investor struggling with low cash flow… or wondering whether senior housing investing is the next move, this episode breaks it down.
Most people think you need millions of dollars to build real wealth in real estate.That’s not true.In this episode, I break down exactly how we turn $500,000 of investor capital into a $30+ million assisted living portfolio step by step, using phased development, SBA financing, and a proven memory care model we’re scaling across the country.This isn’t theory. This is the real math, real appraisals, real cash flow, and real exits behind assisted living mansion neighborhoods.What you’ll learn:• How one 16-bed mansion can generate $480K–$700K+ in annual profit • Why SBA loans are a massive advantage in assisted living development • How we refinance, roll equity, and scale without raising new capital • The exact numbers behind land, construction, soft costs, and cash flow • How investors can see 15–45%+ IRR across phased expansion • Why small 6-bed homes cap your upside—and what actually scalesThis is how you build time freedom, financial freedom, and impact, all at once.
Most investors think scaling assisted living is about systems and numbers. They’re wrong! The real test happens when everything goes sideways.When natural disasters hit, the difference between real operators and absentee owners becomes painfully clear.In this episode, Brett Chotkevys breaks down the biggest hidden challenge in scaling an assisted living or memory care business, accountability during crisis.   From ice storms in Texas to staffing breakdowns, this is a real-world look at:What happens when caregivers can’t show upWhy small, owner-led teams outperform big corporate facilitiesThe responsibility that comes with caring for vulnerable seniorsWhy culture, leadership, and boots-on-the-ground ownership matter more than systems aloneIf you’re looking at assisted living purely as a “passive investment,” this episode will challenge that mindset, and potentially save you from making a costly mistake
Most investors look at land price and construction costs first, and that’s why their assisted living deals don’t work.In this episode, Brett breaks down the single most important metric in assisted living real estate: bed rate. He explains how bed rates drive top-line income, determine whether banks approve financing, and ultimately decide if a deal pencils or fails, regardless of how cheap or expensive the land is.   You’ll learn how to properly analyze your market, avoid misleading “low” advertised rates, understand the difference between a la carte vs. all-inclusive models, and identify which competitors actually matter when you’re underwriting a deal. Brett also shares real-world examples from across the country, explaining why some high-priced land works, and some cheap land doesn’t.If you’re serious about building a profitable, scalable assisted living business, this is foundational knowledge you can’t skip. Learn more about assisted living investing or book a call: https://www.assistedlivingmansion.com
Most assisted living operators cap their income before they ever start.In this video, I break down exactly how I went from charging $5,000/month to $10,000+ per resident, while 4X-ing net profit, without doubling the workload.The difference isn’t more effort.It’s who you serve, what you build, and how you position your product.If you’re converting small homes, competing on price, or targeting entry-level assisted living customers, you’re playing the wrong game.I’ll show you:Why affluent private-pay customers change everythingHow purpose-built assisted living mansions outperform home conversionsHow combining the right product + service creates massive net profitWhy this model scales nationally and builds generational wealthThis is how we compete with big corporate facilities, and beat them at their own game, while delivering better care and building real legacy. Learn more or apply to work with us:(assistedlivingmansion.com) What do you want to learn next about assisted living, scaling, or profitability?
Assisted living, specifically end-of-life memory care, is entering a breakout phase.Demand is surging. Supply isn’t keeping up. Bed rates are doubling. Old facilities are being pushed out. The result? $50K+ per month cash-flow assets with long-term appreciation upside. In this clip, Brett explains why this niche mirrors early residential real estate booms, and why experienced operators are building scalable wealth by focusing where margins and pricing power are strongest.This isn’t speculative investing. It’s demographics, real estate, and operations converging.If you don’t want to be the investor saying “I should’ve started earlier,” now is the window. Learn more: Visit assistedlivingmansion.com for free education and next steps.
What makes high-level professionals walk away from corporate America and go all in on assisted living real estate?In this episode of the Assisted Living Investing (ALI) Podcast, our Brett sits down with two partners who did exactly that. They left stable careers, bet on assisted living, and are building real wealth in Kansas City by focusing on long-term cash flow, funding, and scalable real estate strategy.We break down:Why they left corporate AmericaWhy assisted living beat traditional real estateHow they evaluated risk before going all inWhat Kansas City looks like as an assisted living marketWhat most people misunderstand about assisted living investingThis is not house flipping. This is not rentals. This is a real business built on real demand.If you’re exploring ways to build wealth through real estate, raise capital, or understand how assisted living works at a higher level, this conversation is for you.
Losing money on land deals hurts — especially when it could’ve been avoided.In this video, I break down the exact land due diligence mistakes that cost me thousands… and the checklist we now use to avoid losing $20k–$40k before a project even startsIf you’re looking to build or invest in assisted living, memory care, or large residential projects, this video will help you avoid the most common (and expensive) land mistakes.You’ll learn how to quickly evaluate land, identify deal killers, and know when to walk away before spending big money on surveys, architects, and engineers.This is the same framework we use before buying land to build entire neighborhoods of assisted living mansions — and it’s designed to protect your capital, time, and sanity.What you’ll learn:Why losing $5k–$10k early can be acceptable — but $40k is notThe 3 phases of land due diligence we followZoning, utilities, floodplains, HOAs, and other silent deal killersHow to quickly filter bad land from your laptopWhat makes land viable for assisted living development
Most people get into assisted living the wrong way — and it costs them years of time, stress, and money.In this video, I break down every major path into assisted living real estate — buying existing facilities, renovating properties, and building new construction — and explain which strategies actually build wealth… and which ones quietly trap operators in low-profit, high-stress businesses.If you’re serious about financial freedom, time freedom, and building something meaningful, this breakdown will save you from expensive mistakes and show you what works long-term.What you’ll learn:The fastest way to get into assisted living (and why it’s often a trap)Why many existing facilities are structurally and financially obsoleteHow renovations can work — if the deal structure is rightWhy new construction creates the highest upside and best careHow top operators scale into neighborhoods of assisted living mansionsThe real connection between staff quality, care quality, and profit
Most people think assisted living is outdated, broken, and uninspiring.These founders saw something completely different.In this episode, two tech professionals share why they walked away from software and data centers to build high-quality assisted living mansions — and the mental unlock that made it possible.This conversation dives into:Why technology should serve humanity, not replace itThe massive gap in quality senior housingHow purpose, dignity, and intentional design change everythingThe mindset shift that turns motivation into disciplineWhy this model attracts builders, engineers, and operators — not just healthcare professionalsIf you’ve ever felt called to do something more meaningful — while still building a scalable, profitable business — this episode will challenge how you think about opportunity.
If you feel like you're “bailing water” in your business or job, this video is your wake-up call. Brett breaks down the real path to success — not the beach, not the highlight reel — but the uncomfortable decisions that separate struggling operators from mansion-level owners.Inside, you’ll hear the story of an ALM partner who went from overwhelmed and stuck… to passive, profitable, and expanding after one hard decision. You’ll learn why the “sinking boat” analogy keeps most people trapped, and how to finally jump into the choppy waters that lead to freedom.If you're serious about building wealth, purpose, or assisted living real estate — this is the blueprint.
What if two busy professionals — a physician and a business leader — could build their own luxury memory-care mansion from the ground up?In this episode, Nick & Chloe share how they went from zero experience to acquiring land, securing zoning, designing their mansion, and preparing to break ground — all while working full-time and raising a family. You’ll learn the real challenges, the roadmap they followed, what surprised them most, and how they’re raising capital by telling their story online. If you’ve ever dreamed of owning an assisted living home, creating financial freedom, or building a legacy… this conversation is your blueprint.
Yep… regular folks are building luxury assisted living mansions — not hedge funds or real estate giants. In this episode, we break down exactly how everyday people are landing $3–$9 million loans to build high-cash-flow senior living homes.💥 Inside this episode:• What banks actually care about• Why “normal people” get approved (not just REITs or corporations)• How to use the SBA 7(a) loan for assisted living• Cash flow, DSCR, team structure, and more• Why one mansion can turn into an entire $30M+ senior living neighborhoodThis is the real blueprint behind our partners scaling assisted living empires — even with zero medical background or corporate ties.🎯 Want to build your own assisted living mansion?Book your free 15-min call: calendar.app.google/MUwh8syiHEaikRNY8We help everyday entrepreneurs create legacy wealth through memory care and private-pay senior living
If you’re flipping houses, wholesaling, or building rentals and you're feeling stuck, you’re not alone. I was flipping 20–24 houses a year… and still felt like I was on a hamster wheel of debt, risk, and stress.Then I shifted into assisted living mansions — and one property now produces more profit than 24 flips in a year. And I work a fraction of the hours.In this video, I break down the real numbers, the time requirement, the risk, and the long-term wealth potential of flipping vs assisted living. No hype. Just the truth.If you're in real estate and you've been looking for your “next level” – this is it.
When the economy shuts down, most businesses panic — but not this one.In this episode, we break down how Assisted Living Mansion keeps thriving through recessions, COVID, and even federal shutdowns. While other industries stall, this model keeps growing — built on stability, real need, and consistent cash flow.Here’s what we dive into:Why it’s 100% private pay — no insurance, no government delays.How it’s rooted in real demand, not speculation or hype.How one 16-bed mansion can earn $500K+ a year while building multi-million-dollar equity.If you’re tired of watching your stocks or crypto tank, this might be the most stable business model you’ve ever heard about.Stay tuned to learn how everyday people — couples, families, and first-time investors — are replacing their income, building generational wealth, and transforming senior care.🎧 Learn more or get the free training at AssistedLivingMansion.com
The Fed just cut rates — and this could mean serious upside for assisted living investors. In this episode, Brett Chotkevys breaks down how to turn lower borrowing costs into higher monthly returns and stronger long-term equity growth.You’ll learn how to add $7K+ in monthly cash flow to your assisted living investments, structure smarter SBA 7(a) loans, and take advantage of 2025’s shifting capital environment before competitors catch up.If you’re an investor looking to scale your senior housing portfolio and capitalize on the Fed’s latest move — this is your blueprint.#AssistedLivingInvesting #RealEstateInvesting #FedRateCuts #PassiveIncome #WealthBuilding #SBAloans #CommercialRealEstate #CashFlow
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