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Senior Housing Investors

37 episodes - English - Latest episode: 15 days ago - ★★★★★ - 6 ratings

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.

Investing Business senior housing assisted living memory care active adult investing investors
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Episodes

Harnessing the Power of AI for Strategic Senior Housing Decisions with Kyle Gardner

April 13, 2024 10:00 - 49 minutes - 33.8 MB

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 m...

Advancing Senior Wellness through Technology and Design with Tod Petty

March 26, 2024 21:00 - 46 minutes - 31.9 MB

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 i...

Energy Leadership and Team Synergy Insights with Bill Bent

March 09, 2024 22:00 - 39 minutes - 27.3 MB

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 n...

Empathy in Architecture: Revolutionizing Senior Living with Siobhan Favardin

February 21, 2024 20:00 - 23 minutes - 16.4 MB

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...

The Longevity Community: A New Blueprint for Healthier Aging

November 22, 2023 04:00 - 41 minutes - 28.2 MB

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...

Challenges, Opportunities and the Future of Senior Living Industry

November 06, 2023 19:00 - 43 minutes - 30.2 MB

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 pot...

Hole-In-One Business Strategies in Senior Living with Chad Anfinson

September 26, 2023 17:00 - 43 minutes - 29.7 MB

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 t...

Senior Housing Insurance: A Story of Constant Change

September 09, 2023 17:00 - 27 minutes - 18.7 MB

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 globa...

Strategic Investments in Senior Living: Unlocking the Power of 1031 Exchange with Scott Saunders

August 28, 2023 18:00 - 36 minutes - 25 MB

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...

Affordable Housing and Child Care for Staff: A Unique Solution to a Staffing Challenge

May 30, 2023 15:00 - 36 minutes - 24.8 MB

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.

Elimination of Ageism via Intergenerational Living and Learning

May 21, 2023 21:00 - 33 minutes - 23.4 MB

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.

ASHA - American Seniors Housing Association - Dave Schless

April 22, 2023 23:00 - 50 minutes - 35 MB

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.

Innovative Senior Housing for the Middle Market

March 10, 2023 14:00 - 35 minutes - 24.5 MB

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."

Committing to an Accountable Culture

February 16, 2023 22:00 - 41 minutes - 28.7 MB

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% woman-owned and wi...

An Open and Honest Discussion regarding Dementia and Alzheimer's

January 25, 2023 16:00 - 43 minutes - 30.2 MB

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, Radio Host, Keynoter, Author & Tra...

Outcomes Created by the Designed Environment

January 11, 2023 23:00 - 45 minutes - 31.4 MB

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 Regina Farrell, VP of Health...

Cardiology Practice to Senior Housing Real Estate Entrepreneur

December 06, 2022 17:00 - 29 minutes - 20.4 MB

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 Senior Living is owned...

The State of the Senior Living Industry - 2022

July 15, 2022 17:00 - 42 minutes - 29 MB

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 association is also focu...

The Image of Senior Housing with Steve Moran

March 07, 2022 22:00 - 42 minutes - 29.4 MB

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 operated larg...

Dwayne Clark of Aegis Living - Management by Vulnerability

February 24, 2022 16:00 - 42 minutes - 29.3 MB

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 New York Times, Today...

Leadership - Creating a Culture of Joy

February 11, 2022 21:00 - 49 minutes - 34.1 MB

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. 

Enhancing Life and Relationships of those Living with Brain Change

February 05, 2022 15:00 - 33 minutes - 23 MB

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.

Holistic Wellness for Healthy Senior Living

January 15, 2022 19:00 - 39 minutes - 27.3 MB

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 relationships? Are we wit...

How do you Show Up as a Leader?

November 25, 2021 02:00 - 34 minutes - 23.5 MB

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 leadership attribute...

Senior living past, present, and future...an insider's perspective

August 26, 2021 07:00 - 36 minutes - 25.4 MB

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.

Obedience to God's Calling to Serve the Assisted Living Market

August 19, 2021 14:00 - 33 minutes - 22.9 MB

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 the time. But ...

Market Forces, Strategic Trends Impacting Senior Living Providers

June 08, 2021 22:00 - 41 minutes - 28.5 MB

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's been a consulta...

Disrupting the Status Quo of Senior Living

May 28, 2021 17:00 - 32 minutes - 22.5 MB

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 decades of experience as a nursi...

Passively Investing Into Small Residential Care Business Models

May 17, 2021 20:00 - 40 minutes - 27.7 MB

We had the pleasure to sit down with Brandon Schwab, the owner and founder of  Shepherd Premier Senior Living.  His vision is to improve the senior living industry forever by providing a better way of delivering quality care that is resident-focused, not bottom line-focused. Some would call him a disruptor and others would call him a visionary.  He prefers to be thought of as a passionate businessman that recognized a problem and wholeheartedly pursued the solution.  He quickly realized tha...

An Environment where Senior Living Residents are Respected and Celebrated

May 05, 2021 12:00 - 41 minutes - 28.2 MB

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 someone needs to step up and fix tha...

Taking the Temperature of Senior Housing Post-COVID

April 26, 2021 14:00 - 34 minutes - 23.4 MB

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 seeing in the senior housing market today? 

Taking the Temperature of Senior Housing Post-COVID

April 26, 2021 14:00 - 34 minutes - 23.4 MB

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 seeing in the senior housing market today? 

Using SBA and USDA loans for Senior Care with Live Oak Bank.

March 15, 2021 00:00 - 40 minutes - 27.8 MB

We are blessed to be joined by Shep Harris, VP of Senior Care Lending at Live Oak Bank. Live Oak Bank has had the privilege of helping thousands of passionate, driven people turn their dreams into reality. These everyday heroes aren’t in it for fortune or fame. They’re in it to make a difference, just like we are. SBA, USDA, and Conventional Lending from $500,000-$20M+.  Learn how these programs can benefit your dreams to create, purchase and develop senior housing for our most vulnerable po...

Using SBA and USDA loans for Senior Care with LiveOak Bank.

March 15, 2021 00:00 - 40 minutes - 27.8 MB

We are blessed to be joined by Shep Harris, VP of Senior Care Lending at LiveOak Bank. LiveOak Bank has had the privilege of helping thousands of passionate, driven people turn their dreams into reality. These everyday heroes aren’t in it for fortune or fame. They’re in it to make a difference, just like we are. SBA, USDA, and Conventional Lending from $500,000-$20M+.  Learn how these programs can benefit your dreams to create, purchase and develop senior housing for our most vulnerable popu...

Can Assisted Living truly serve the middle market?

February 09, 2021 15:00 - 38 minutes - 26.3 MB

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!

Senior Living Innovator Zeros In On 16-Bed Developments

February 04, 2021 22:00 - 31 minutes - 21.5 MB

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 Rocky Mountain Ass...

Merging Asset Classes into Senior Living

January 11, 2021 03:00 - 50 minutes - 35 MB

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 across the nation in th...