What If You Could Be Work Optional ? In this episode, Keith Blackborg , a CPA turned investor, shares how he retired at age 32—not to stop working, but to start living intentionally. Through his company, Financial Journey , Keith now helps high-net-worth individuals and entrepreneurs achieve financial independence and reclaim control of their time, purpose, and legacy. Keith introduces a new paradigm: "work optional" living—where wealth is a tool for freedom, not just accumulation. He dives deep...
Jun 09, 2025•39 min•Season 5Ep. 9
The Perfect Storm in Senior Housing Has Arrived. In 2025, demand for senior housing is exploding as baby boomers begin turning 80—the critical age when care decisions accelerate. Annual absorption has surpassed 35,000 units for three consecutive years, pushing occupancy rates toward 90%. But there’s a catch... New construction has collapsed , falling below 10,000 units in 2024—the lowest level since 2009. With rising costs, labor shortages, and tightened lending, supply simply can't keep up. The...
May 15, 2025•16 min•Season 5Ep. 8
What if technology could improve human connection in senior housing—not replace it? In our latest episode of the Senior Housing Investors Podcast , Sue Graves shares how thoughtfully implemented tech solutions are transforming both the resident experience and the employee experience in senior living communities. From reducing staff turnover to streamlining operations, here are just a few highlights: ✅ Conversational AI handles up to 80% of routine inquiries ✅ Robotics reduce physical strain and ...
May 09, 2025•46 min•Season 5Ep. 7
In this insightful episode, Daniel Holmlund, founder of the Alternative Investing Club and a veteran AI expert, delves into how artificial intelligence is reshaping the landscape of senior housing investments. From his extensive experience at Intel to leading innovative investment strategies, Daniel shares how tools like Retrieval-Augmented Generation (RAG) and agentic AI are streamlining due diligence processes, enhancing decision-making, and identifying lucrative opportunities in the senior ho...
Apr 28, 2025•32 min•Season 5Ep. 6
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 • Tra...
Apr 11, 2025•24 min•Season 5Ep. 5
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 sal...
Mar 29, 2025•42 min•Season 5Ep. 4
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 an...
Feb 28, 2025•47 min•Season 5Ep. 3
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...
Jan 23, 2025•34 min•Season 5Ep. 2
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 challen...
Jan 13, 2025•19 min•Season 5Ep. 1
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 te...
Dec 30, 2024•32 min•Season 4Ep. 12
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 ...
Dec 20, 2024•22 min•Season 4Ep. 11
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 mark...
Dec 07, 2024•7 min•Season 4Ep. 10
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 th...
Nov 18, 2024•29 min•Season 4Ep. 9
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...
Oct 13, 2024•57 min•Season 4Ep. 8
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 ...
Sep 13, 2024•36 min•Season 4Ep. 7
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 r...
Aug 28, 2024•43 min•Season 4Ep. 6
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 co...
Jul 29, 2024•44 min•Season 4Ep. 5
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 metro...
Apr 13, 2024•49 min•Season 4Ep. 4
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 ins...
Mar 26, 2024•46 min•Season 4Ep. 3
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 narra...
Mar 09, 2024•40 min•Season 4Ep. 2
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...
Feb 21, 2024•24 min•Season 4Ep. 1
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 m...
Nov 22, 2023•41 min•Season 3Ep. 10
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 potenti...
Nov 06, 2023•44 min•Season 3Ep. 9
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 pr...
Sep 26, 2023•43 min•Season 3Ep. 9
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 ev...
Sep 09, 2023•27 min•Season 3Ep. 8
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 prop...
Aug 28, 2023•36 min•Season 3Ep. 7
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.
May 30, 2023•36 min•Season 3Ep. 6
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.
May 21, 2023•34 min•Season 3Ep. 5
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.
Apr 22, 2023•51 min•Season 3Ep. 4
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."
Mar 10, 2023•36 min•Season 3Ep. 4
