The Strategic 20 System That Fills New Facilities Fast | EP 146

Before You Build: Watch This Assisted Living Comparison | EP 150

Thinking about entering assisted living but stuck choosing between buying a smaller existing home (“small box”) or building brand-new construction?This episode breaks down one of the biggest decisions investors and operators face in assisted living investing.Brett walks through the real differences between acquiring and converting smaller assisted living properties versus developing new construction—from startup costs and speed to market, to occupancy, scalability, operations, financing, and long-term returns.Many investors assume newer automatically means better… but that’s not always true.Inside this episode, you’ll learn:• The pros and cons of small box assisted living• When new construction actually makes sense• Startup capital differences and risk considerations• Operational advantages and challenges of each model• Occupancy, growth, and profitability factors• How to choose the right strategy for your market and goalsWhether you're a first-time investor or planning your next assisted living development, this conversation will help you make a smarter decision. Want help evaluating your next assisted living opportunity?Book a call with our team to learn more about strategic partnerships, coaching, and assisted living investing._________________________________________________________________________________________________Timestamps00:00 — Introduction01:08 — Small Box vs New Construction Explained03:42 — Why Investors Get This Decision Wrong06:18 — Startup Cost Comparison09:05 — Speed to Market Differences12:27 — Operations & Staffing Considerations16:10 — Occupancy & Revenue Potential19:36 — Long-Term Scalability23:02 — Which Model Fits Your Goals?26:44 — Final Recommendations

Assisted Living Metrics That Keep Us 95% Full | EP 147

Most assisted living owners are tracking the WRONG numbers.In this video, I break down the exact KPIs and metrics we track every single week to maintain high occupancy, build waitlists, manage staffing, and operate a multi-million dollar assisted living and memory care business — while only working a couple hours a week.These are the same systems we use to stay above 95% occupancy, maintain strong culture, monitor staffing issues early, and keep our operations running smoothly even when we’re out of the country.Inside this video, you’ll learn:The marketing KPIs we track weeklyHow many leads, tours, and deposits we aim forThe staffing metrics that reveal problems earlyHow we maintain occupancy and waitlistsThe operational systems behind a passive assisted living businessWhy culture and management matter more than most owners realizeIf you’re building, operating, or scaling an assisted living or memory care business, these numbers can completely change how you manage your company.👇 Learn more about our assisted living systems and coaching below. Book a call with our team here: [https://https://bit.ly/4eofzhO]_____________________________________________________________Timestamps00:00 — How I Run Assisted Living Working Few Hours Weekly00:33 — The 4 Core Areas We Track00:53 — Marketing KPIs Explained02:19 — Strategic 20 Networking Metrics03:20 — Lead Generation & Referral Tracking04:44 — Tours, Waitlists & Deposits06:28 — The Truth About Memory Care Waitlists08:09 — Staffing KPIs & Hiring Metrics09:36 — Tracking Staff Call-Outs & Overtime11:07 — Resident & Management Issues to Monitor13:02 — Payroll & Expense Tracking14:18 — Weekly Income & Occupancy Tracking14:52 — Building a Passive Assisted Living Business

The Strategic 20 System That Fills New Facilities Fast | EP 146

Most assisted living owners are marketing the WRONG way.In this video, we break down the exact strategy we used to fill a brand-new assisted living mansion in less than 30 days — without relying solely on expensive placement agents.This is the same “Strategic 20” system we teach our strategic partners across the country to consistently maintain 95%+ occupancy rates by building relationships with the right influencers in their community.You’ll learn:Why most assisted living marketing failsHow to build referral relationships before openingThe 4-part “Strategic 20” frameworkHow to leverage industry influencers for referralsWhy community networking beats traditional adsHow to create consistent occupancy and waitlistsIf you’re building, renovating, or operating an assisted living facility and want to scale occupancy faster, this video will completely change how you approach marketing.Book a call to work with our team and learn how to implement these systems inside your assisted living business. Book a call with our team here: [https://https://bit.ly/4eofzhO]Timestamps00:00 — How We Filled Up in Less Than 30 Days01:32 — The “Strategic 20” Explained04:36 — Industry vs Community Marketing05:29 — Why Placement Agents Aren’t Enough07:12 — Stop Marketing to Residents08:50 — Building Relationships Before Opening11:32 — Creating Your Referral CRM13:43 — Networking Events & Industry Connections14:31 — Community Influencers & Chamber Strategy17:36 — Paid Community Marketing Strategies19:12 — How the System Creates Waitlists21:01 — Why Occupancy Is Everything23:29 — Final Advice for Assisted Living Owners

Laid Off at 50… Then Built an Assisted Living Empire | EP 145

A layoff at 50 became the turning point that changed everything.In this episode, Troy shares how leaving behind a 30-year IT career led him into the world of residential assisted living development — and why he believes this path is about far more than just real estate investing.After watching his mother struggle to find quality senior care, Troy realized there was a massive need for smaller, family-style assisted living homes that truly prioritize care, comfort, and community. Within just a few months of joining the program, he secured land in the Chicago area and began the journey toward building his first assisted living mansion.If you’ve ever felt stuck in a career that no longer fulfills you, this conversation will challenge you to think bigger about purpose, impact, and building a legacy.Learn how ordinary people are getting started in assisted living real estate and creating meaningful businesses that serve families for decades to come. Want help structuring your deal and choosing the right loan? Book a call with our team here: [https://https://bit.ly/4eofzhO] Timestamps0:00 – Introduction to Troy’s story0:17 – From a 30-year IT career to assisted living1:19 – Getting laid off and rethinking life2:44 – Discovering the problems with traditional senior care5:13 – The moment assisted living “clicked”6:35 – Finding the vision through YouTube resources7:23 – Landing a deal in the Chicago market11:43 – Why building from scratch made more sense14:20 – Zoning challenges and special use permits16:16 – Due diligence and land evaluation process17:22 – What happens next in the development journey18:32 – Advice for anyone feeling unfulfilled in their career19:31 – How to learn more about assisted living development

I Hit $10K/Month in Rentals… Then Sold Everything | EP 144

I had 15 single-family rentals bringing in over $10,000/month in passive income.Then I walked away!Not because real estate stopped working, but because the rental game changed. Interest rates went up. Insurance costs exploded. Repairs got more expensive. Tenant issues became harder to deal with. And the old “buy rentals until you hit financial freedom” model started getting squeezed.In this video, I break down why I sold my rentals, what I saw happening in the market, and why I believe smart real estate investors need to start looking at where the next major opportunity is going.We’ll cover:Why rental cash flow is disappearingWhat changed after COVIDWhy single-family and multifamily investors are getting squeezedWhy I pivoted into assisted living and memory careAnd why the baby boomer wave could create one of the biggest opportunities in real estateIf you’re serious about building wealth in today’s market, don’t ignore this shift.Ready to see if Assisted Living Mansion is the right fit for you?Book a quick 15-minute call with our team here:https://bit.ly/4eofzhO Timestamps0:00 Walking away from financial freedom0:19 The rental market squeeze explained1:37 Why the old real estate model is broken2:44 Rising costs: insurance, taxes, repairs3:45 Why cash flow is disappearing4:23 Multifamily is getting hit too5:08 Why I decided to pivot7:30 The opportunity shift8:16 Why assisted living is broken9:48 Why I entered memory care11:05 Financial and purpose-driven upside12:01 Why investors must adapt14:20 How to get started