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 into the financial strategies and identity shifts required to move beyond success and into significance.

What you'll learn:

• How Keith scaled from single-family rentals to hotels and apartment complexes
• Why he exited his businesses when he realized more money wasn't making him happier
• The hidden emotional challenges of retirement and life after business ownership
• How to optimize your existing assets to become work optional faster
• Why having a clear post-exit vision is as important as a financial strategy
• How a curated community of accredited investors is unlocking uncommon opportunities
• Little-known tax strategies that often save members five figures annually
• How to prepare the next generation for wealth stewardship and purpose
• Details on his annual Passive Investor Event in Dallas

🎧 Whether you're building, exiting, or reinventing—this episode offers a powerful roadmap to wealth with intention.

👉 Learn more at FinancialJourneyLife.com
🎟️ Attend the next event at PassiveInvestorEvent.com

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 result? Rates are rising sharply.

• Independent living studios jumped 8.5% in Q1
• Assisted living increased 7.4% across all unit types
• Memory care now commands over $22/sq ft

Even monthly care costs are climbing—adding $1,800–$2,500 per month depending on the level of care.

This episode breaks down the numbers, the causes, and what this means for investors, developers, and families alike. Whether you're allocating capital or planning for loved ones, understanding this demographic and market shift is critical.

Subscribe now and stay ahead of the senior housing curve.

 🔗 Visit HavenSeniorInvestments.com for more insights and investment opportunities.

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 increase efficiency
 ✅ Earned wage access has cut turnover by up to 60%
 ✅ QR code-enabled shuttle requests eliminate thousands of monthly calls
 ✅ Digital tipping improves retention and service quality

Susan makes it clear: the future of senior housing isn’t about replacing people—it’s about empowering them to focus on what matters most: meaningful, human-centered care.

🎧 Listen now and learn how to reimagine operations through tech.

 📩 Want to connect? Reach Susan at sue@experiencealive.com or on LinkedIn.

#SeniorHousing #TechInSeniorLiving #DigitalTransformation #EmployeeRetention #ResidentExperience #SeniorHousingInvestorsPodcast #HavenSeniorInvestments

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 housing market.

Whether you're an investor, developer, or operator, this conversation offers valuable perspectives on integrating AI into your investment approach.

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
• Transaction volumes have dropped 35-40% as buyers seek discounts while sellers remain anchored to pre-interest rate hike valuations
• New construction starts are down 45% from their peak, limiting new supply through at least 2025-2026
• By 2040, the 80+ population will double from 12 million to over 24 million people, creating overwhelming demand
• Secondary markets offer cap rates 75-150 basis points higher than primary markets, providing a cushion in higher interest environments
• Needs-based care models like memory care show greater resilience due to stronger pricing power
• Market dislocation is creating opportunities to acquire properties at 15-25% below replacement cost
• Technology investments like AI-powered staff scheduling can save 5-8% on labor costs
• Energy independence initiatives through solar and battery storage can reduce utility expenses by 40-60%

Sign up for our weekly newsletter at havenseniorinvestments.com to stay connected with us and reach out anytime with questions.

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 sale with a trust that provides complete investment flexibility
• Real-world examples including a dental practice sold for $16M generating $120K monthly in passive income
• Differences from 1031 exchanges: no like-kind requirement, no tight timelines, ability to diversify investments
• Using DST for business sales, Bitcoin, and real estate with 30-year track record of IRS compliance
• Joint venture opportunities allowing entrepreneurs to partner with their trust for new ventures
• Fee structure typically 1.5-2% annually plus one-time legal setup costs
• Estate tax benefits that can remove assets from taxable estates without charity or life insurance
• Practicing "stewardship over ownership" mindset to create generational wealth and family legacy

To learn more about implementing a Deferred Sales Trust strategy for your exit, visit capitalgainstaxsolutions.com to schedule a free consultation or pick up Brett's book "Building a Capital Gains Tax Exit Plan."

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 and robust rent growth trends 
• Limited new construction creating favorable supply-demand dynamics 
• Increasing interest from a variety of investor types, including private equity 
• Risks to be mindful of, particularly economic uncertainties 

Explore how technology and innovation are shaping the investment strategies within this sector, ensuring quality care for residents along with profitable returns.

Sign up for our weekly newsletter at havenseniorinvestments.com to stay updated!

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 wellness in aging
• Understanding the four P's: predicting, preventing, personalizing, and participating in health
• Highlighting the importance of health assessments in preventative care
• Discussing the role of technology in enhancing well-being
• Creating a supportive and fun environment for healthy living
• Identifying cognitive improvement clubs as a vehicle for attracting residents
• Leveraging marketing to change perceptions of senior living 
• Understanding the financial benefits of longevity community models
• Proposing actionable strategies for senior living providers to attract baby boomers

White Papers:

https://www.linkedin.com/pulse/how-senior-living-providers-can-attract-56ere/

https://www.linkedin.com/pulse/new-blueprint-supporting-healthy-aging-2jw9e/

Ted Teele's LinkedIn Page: https://www.linkedin.com/in/ted-teele-26b3421/

Longevity Community Consultants: https://www.linkedin.com/company/longevitycommunityconsultants

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 challenges remain from pandemic impacts 
• Demand from aging baby boomers pushing innovation 
• Evolving design emphasizes intergenerational connections 
• Industry must adapt to attract younger decision-makers 
• Shift towards dynamic, engaging community environments 
• Perception of senior living is changing positively 
• Need for personalized and high-quality care remains strong

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 tech industry
• Parasol Alliance's mission to transform community operations
• Addressing challenges with strategic technology assessments
• Importance of fostering a culture that embraces technology
• Future trends in technology for senior living communities
• Exploring falls prevention and process automation solutions
• The necessity of robust Wi-Fi for effective tech integration
• Encouragement for communities to invest in holistic tech strategies

Learn more at:

https://www.facebook.com/ParasolAllianceIT/

https://www.instagram.com/parasolalliance

https://www.linkedin.com/company/10195935

https://www.linkedin.com/in/amberbardon/

https://www.aisingtechpodcast.com

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 between embracing technology and preserving essential human empathy.

Join us as we unravel the future of human-robot interactions, where communication evolves beyond simple commands to genuine, emotionally intelligent exchanges. Discover how advancements in natural language processing empower robots to understand and respond to human speech, emotions, and nonverbal cues, becoming empathetic companions that enhance the quality of senior care. We'll also examine the robots' ability to assist with delicate tasks and highlight the importance of user control and privacy, ensuring interactions feel supportive rather than intrusive.

Our exploration continues with a look at diverse models for integrating robots into senior care, from Robotics as a Service (RaaS) to specialized consulting firms offering tailored solutions. Finally, we reflect on the ethical implications of these technological advancements, emphasizing the need for ongoing dialogue to ensure everyone ages with dignity and respect. Tune in for a thoughtful exploration of how innovation and compassion can coexist in the future of senior care.

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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 market forces driving this reality, including the role of baby boomers and their sky-high expectations for comfort and amenities in their twilight years.

Discover how the senior housing sector has achieved 12 consecutive quarters of occupancy growth, even outshining other real estate categories during economic upheavals. But it's not all rosy; we also tackle the challenges investors must navigate, like rising operational costs amid pervasive healthcare labor shortages. From active adult communities to specialized memory care facilities, we'll guide you through the spectrum of investment opportunities and risks. This episode is essential listening for anyone looking to harness the potential of this promising yet intricate market.

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 the powerful tax incentives available, such as the 179D energy efficiency deduction, which can significantly amplify your financial returns.

Navigate the complexities of cost segregation and depreciation with us as we debunk myths like its restriction to new or improved properties. Chris sheds light on the broad applicability of these strategies across various real estate types and discusses the evolving landscape, highlighting reduced costs and increased accessibility of cost segregation studies. We dive into the critical balancing act between achieving immediate tax savings and managing future depreciation recapture liabilities, showing you how to execute a thorough cost-benefit analysis for smarter financial decisions.

Finally, gain a deep understanding of the intricacies involved in managing client expectations around recapture, particularly when properties are sold sooner than expected. We provide guidance on evaluating the economic viability of cost segregation for different properties, emphasizing the importance of holding periods and financial strategy. Learn how recent legislative changes, like the Inflation Reduction Act, present new opportunities and challenges in maximizing tax benefits through energy efficiency incentives. This episode is a treasure trove of practical advice, ready to transform your approach to real estate investment and taxation.

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 roles in real estate development can leverage individual strengths and drive success, contributing to an impressive track record of 26 ground-up projects.

Discover the dynamics of the senior housing market as Matt and our host, John Hauber, tackle the challenges and opportunities presented by shifting demographics in areas like Houston and North Dallas. With a diverse cultural backdrop influencing housing demand, understanding these nuances is crucial for developers and investors alike. We also explore the untapped potential of the active adult space, highlighting how it offers a unique avenue to expand on traditional assisted living by catering to a broader spectrum of needs. As development capital becomes more accessible, the senior housing market is ripe with possibilities for those ready to seize the moment.

In our final segments, technology takes center stage as we discuss its pivotal role in enhancing residents' lives within senior communities. Matt outlines Confluent's future strategies, focusing on prime site selection and strategic capital partnerships that promise growth. We celebrate Matt's contributions to the industry and his successful collaborations with top operators. Don't miss this insightful discussion that not only covers the present landscape but also casts a vision for the future of senior living.

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 Perch Houses provides them with much-needed community and support.

Explore the transformative benefits of co-living, as we delve into how Perch Houses fosters a sense of belonging while alleviating financial stress. Wing discusses the concept of social determinants of health, emphasizing the critical role of a supportive living environment on well-being. Hear compelling stories, such as Ann's, a resident who enjoys the independence of private living while benefiting from a network of senior resources thanks to Perch Houses. Wing also sheds light on the hurdles of adapting this innovative model within the American cultural context.

In the final segments, we look into the entrepreneurial roadmap of Perch Houses, focusing on strategic partnerships and the exciting development of a proprietary digital platform. Wing discusses the future vision of creating integrated communities that offer health, wellness, and social activities, making these spaces attractive to a broader demographic. Stay tuned till the end to find out how to connect with Wing and discover more about Perch Houses' mission to revolutionize senior living.

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 rates among employees in skilled nursing and assisted living facilities. Drawing parallels to industries like construction and manufacturing, he identifies key injury causes and their far-reaching effects on resident care, employee well-being, and staffing. Our conversation reveals the importance of communicating these impacts beyond just financial metrics, advocating for a holistic approach to support senior living operators.

We also explore the ripple effects of workplace injuries on organizational culture and caregiver-resident relationships. Steve's personal anecdotes and professional experiences highlight the significance of fostering a positive and safe work environment. From strategies for improving safety programs to leveraging leadership's role in mitigating risks, this episode is packed with practical advice for anyone involved in senior housing. Listen in for a thought-provoking discussion that underscores the necessity of prioritizing employee safety to enhance the quality of care in assisted living communities.

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 costs. Learn how proactive screenings and preventive measures, inspired by Sweden’s patient-centered approach, can transform healthcare. We also spotlight initiatives in North Carolina aimed at fostering meaningful provider-patient conversations, centering care around individual goals and preferences. Dive into stories and strategies that place the patient's voice at the forefront of healthcare.

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 metropolitan areas.

With the help of NIC MAP Vision's cutting-edge technology, we'll explore how what once took days of financial analysis can now be accomplished in mere minutes, enhancing the precision and efficiency of investment teams. We’ll also delve into some fascinating niche applications of AI, such as fall prevention in senior housing, illustrating how these technologies are not only improving operational efficiencies but also boosting customer engagement.

Amid a backdrop of rising occupancies and lagging development, we'll discuss how the baby boomer generation is fueling a surge in demand, creating a market teeming with opportunities. Kyle will help us navigate through the latest data trends that suggest we are on the cusp of a golden age for investment in this sector.

It's an exhilarating time to be involved in senior housing investments, and with Kyle's insights, you'll be equipped to lead the way in this dynamic field. So, tune in as we explore the critical role AI is playing in shaping the future of senior housing investments. Join us for a compelling conversation on the cutting edge of senior housing real estate technology.

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 insights from his podcast, Senior Housing Unfiltered, arming investors with the knowledge to capitalize on the forthcoming senior housing boom.

Picture a world where managed Wi-Fi, RFID door locks, and digital signage are not just amenities but vital components in the ecosystem of senior living, enhancing the sensory experiences and overall well-being of residents. Witness the strategic implementation of these technologies through the lens of concierge sensory design and learn how these investments aren't merely future-proofing facilities but actively contributing to the success of aging gracefully and independently.

Listen in to grasp the profound implications of AI and healthcare partnerships in the senior living sector, where predictive analytics could become the norm, improving care and extending the ability of our aging population to live more autonomously. John and Tod discuss the synergy between senior living facilities and third-party healthcare services, where technology amplifies the capacity for predictive healthcare insights. Don't miss Tod's engaging narrative of his journey and influence within the industry, poised at the brink of a new era of innovation and growth.

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 key to crafting environments that resonate deeply with their needs. This episode offers an enlightening perspective on the profound impact thoughtful design can have on the quality of life for our senior community, revealing how space can be both functional and filled with heart.

Venturing into the latest trends in senior living, we uncover the evolution towards vibrant, intergenerational communities with amenities and tailored cultural designs. Siobhan shares her experiences with projects from Mexico to high-rise complexes that are redefining the way we think about senior housing. The discussion of the 'Design with Dignity' playbook and the introduction of geriatric simulator suits exemplifies HKS's commitment to evidence-based, empathetic design. For anyone interested in where the future of senior living is headed or simply inspired by the fusion of care and creativity, Siobhan's insights offer a window into a world where architecture meets compassion, improving lives one space at a time.

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 myriad of things, from personalized health screenings to dedicated longevity coaches. And, of course, it touches upon the potential for anti-aging capabilities, giving a whole new perspective on the golden years.

As we dive deeper into the world of longevity communities, we unravel the components that make such communities an appealing prospect for the aging population. Forget dull, monotonous retirement homes; these communities are buzzing with engaging activities, educational opportunities, and even gamification. Backed by longevity science, the residents can benefit from individualized wellness programs designed to enhance their quality of life. We also delve into the potential of reversing the aging process - a tantalizing idea that could redefine our understanding of aging.

Now, what about the financial side of things? Fear not, we've got that covered too. As we discuss the monetary benefits of longevity communities, it becomes clear that these places aren't just an exciting prospect for the aging population but also a lucrative investment. With higher occupancy, lower turnover, and greater revenue per resident, they offer an attractive return for developers and investors. As our chat winds down, we introduce you to Ted's company, Longevity Community Consultants, helping providers set up such innovative communities. So join us in this fascinating discussion as we explore how we can prioritize the well-being of seniors and create a positive impact on society.

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 potential promising returns, and the need for innovation and reuse of existing structures. We even delve into the culture of the industry, underlining the importance of a people-first approach.

The conversation doesn't stop there. We meander into the financial landscape of assisted living entrepreneurship, examining its unique intricacies and the impact of the current lending climate. With Chad’s expertise, we discuss the importance of having a knowledgeable partner in the industry, and how the role of owner financing can make or break a facility. We also consider how family offices and wealth management firms can contribute to this sector with potential for significant returns. The benefits of being an owner-operator in the assisted living business are not left untouched, as we discuss its potential advantages to one's family and net worth.

Our final lap takes us deep into the heart of senior living communities - their physical systems, equipment maintenance, and the costs involved. We also delve into the importance of reputation in this business and how word of mouth can pave the way for unprecedented opportunities. We couldn't wrap up without discussing fall prevention in assisted living, how technology can be leveraged to aid in this, and the importance of understanding an individual's routine. As we round up, we highlight the potential for investors interested in contributing to the care of our most vulnerable populations. This episode is not just about the senior living industry, it's about a community in need and the opportunities that lie within.

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 pressing issues faced by the senior living industry, including the ever-rising labor costs, the impact of building size on care, and the concern of affordability. Yet, as with any challenging round of golf, strategies, and solutions are at hand. Take a swing into how Silver Treasures employs innovative strategies, such as the Character Traits Assessment and Universal Employee Model to keep the ball in play and ensure quality care for seniors.

Finally, we'll be putting for the future, discussing the burgeoning impact of baby boomers on the senior living industry and the potential rewards of investing in this sector. We'll also explore the benefits of smaller unit facilities. To wrap up, we share insights on maintaining communication with potential customers and the importance of networking in the industry. So, grab your clubs and join us on this enlightening journey with Chad Anfinson. It's time to tee off!

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 events and our changing climate, leading to an increased rate of property claims since 2017 and consequently, skyrocketing insurance costs.

Navigating this space is not for the faint-hearted. Be prepared to face surprises when acquiring a property and seeking insurance quotes. Richard emphasizes the importance of due diligence and how different legal climates across various states can swing insurance costs wildly. But don't worry, there's a way to mitigate these risks - enter other insurance products. Moreover, picking an industry-specialized broker and doing your homework can help you secure the best loss ratio. So, gear up for an informative journey that's bound to save you time, money, and a whole lot of stress. Tune in now for an episode you can't afford to miss!