Real Estate Roundtable

How to Know When It's Time for Assisted Living

🚀 Deciding when a loved one should move into assisted living is one of the most emotional and challenging decisions a family can face. In this episode, Douglas Halperin, Founder of Elevated Estates, shares valuable insights into recognizing the early signs that senior living may be necessary, understanding the differences between independent living, assisted living, memory care, and skilled nursing, and navigating the often-confusing world of senior housing costs. Douglas also explains why affordable, high-quality assisted living is increasingly difficult to find, how his team transforms underperforming senior living facilities into thriving communities, and what families should look for when touring a facility. Whether you're planning ahead or facing an urgent decision, this episode provides practical guidance to help families make informed choices with confidence. 🎧 Hosted by: Lancelot Lenard 👤 Guest:🏡 Douglas Halperin – Founder, Elevated Estates Doug Halperin is the founder of Elevated Estates, a Florida-based assisted living operator focused on serving the middle market in senior care. He works on acquiring and improving underperforming facilities, implementing operational, cultural, and service enhancements to better support residents and staff. Doug focuses on building relationship-driven networks with healthcare providers and local partners to deliver accessible, high-quality senior living solutions. 💡 What You’ll Learn: ✔️ The early warning signs that indicate a loved one may need assisted living ✔️ Why families often wait too long to make senior care decisions ✔️ Hidden costs and pricing structures to watch for when evaluating facilities ✔️ How Medicaid and financial assistance programs can help cover senior living expenses ✔️ What separates high-quality communities from low-performing facilities ✔️ How Elevated Estates transforms struggling properties into thriving senior communities 🎵 Whether you're an investor, healthcare professional, caregiver, or family member planning for the future, this episode provides valuable insights into the senior living industry and the decisions that impact families every day. 💼 Connect with Douglas Halperin: 📘 Facebook → https://www.facebook.com/elevatedestatesnpr/ 🔗 LinkedIn → https://www.linkedin.com/in/douglashalperin 🎙 Follow Lancelot Leonard – The Real Estate Round Table: 📘 Facebook → https://www.facebook.com/RealtorLancelot 📷 Instagram → https://www.instagram.com/thesirlancelotgroup/ 🔗 LinkedIn → https://www.linkedin.com/in/lancelot-lenard-10b5b873/ 🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below! 💎 Produced by Icons of Real Estate [https://iconsofrealestate.com/] - https://iconsofrealestate.com/ [https://iconsofrealestate.com/]

The Overlooked Real Estate Strategy That's Beating the Market

🚀 In this episode of Real Estate Roundtable, host Lancelot Lenard sits down with Will Harvey, Founder of Harvey Capital, to explore six distinct real estate investment strategies. From hard money lending and house flipping to hospitality assets, seller-financed notes, multifamily syndications, and uncovering hidden valuation gaps between public and private real estate markets, Will shares the lessons, wins, mistakes, and opportunities that have shaped his investing career. 🎧 Hosted by: Lancelot Lenard 👤 Guest:🏡 Will Harvey – Founder & Principal, Harvey Capital Will Harvey III is the founder and managing partner of Harvey Capital, where he manages real estate investment funds focused on growth and income strategies. With over a decade of experience as both a limited and general partner, he has built and operates private lending and real estate investment platforms, bringing a hands-on approach to capital allocation and fund management. 💡 What You’ll Learn: ✔️ How Will Harvey built experience across six real estate investment verticals ✔️ The three most important factors when underwriting hard money loans ✔️ Why hospitality assets require a completely different mindset ✔️ The hidden opportunities between public and private real estate markets ✔️ Why patience and discipline outperform chasing home-run deals ✔️ How AI may transform the future of real estate investing 🎵 Whether you're an investor, agent, lender, or entrepreneur, this episode offers valuable insights into finding opportunities across multiple sectors of real estate. 💼 Connect with Will Harvey: 🌐 Website → https://harvey-capital.com/ 𝕏   Twitter → https://x.com/WHarvey1993 [https://x.com/WHarvey1993] 🔗 LinkedIn → https://www.linkedin.com/in/will-harvey-8751503b8/ 🎙 Follow Lancelot Leonard – The Real Estate Round Table: 📘 Facebook → https://www.facebook.com/RealtorLancelot 📷 Instagram → https://www.instagram.com/thesirlancelotgroup/ 🔗 LinkedIn → https://www.linkedin.com/in/lancelot-lenard-10b5b873/ 🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below! 💎 Produced by Icons of Real Estate [https://iconsofrealestate.com/] - https://iconsofrealestate.com/ [https://iconsofrealestate.com/]

Why Most AI Automation Projects Fail in Title Insurance

🚀 Is AI replacing jobs in title and mortgage, or making teams more productive than ever? In this episode of The Real Estate Roundtable, Jimmy Lewis, founder of True Focus Automation, breaks down the reality behind automation, robotic process automation (RPA), and AI in the real estate industry. With over 20 years of experience in mortgage and title operations, Jimmy shares how automation is helping companies reduce repetitive work, improve efficiency, increase profitability, and support teams—not replace them. 🎧 Hosted by: Lancelot Lenard 👤 Guest:🏡 Jimmy Lewis – Founder of True Focus Automation Jimmy Lewis is the founder of TrueFocus Automation, bringing over 20 years of operational experience in the title insurance industry combined with hands-on expertise in AI and RPA development. Since launching TrueFocus in 2018, he has led the deployment of 760+ bots supporting more than 2,400 automated tasks across title, mortgage, appraisal, and insurance operations, building automation solutions grounded in real-world operational insight. 💡 What You’ll Learn: ✔️ Why most automation vendors fail in title & mortgage ✔️ The difference between AI and RPA automation ✔️ How bots improve productivity without replacing employees ✔️ The biggest automation myths in real estate operations ✔️ How automation improves morale, speed, and profitability ✔️ Why title search automation is the biggest opportunity in 2026 🎵 Whether you're an investor, agent, lender, title professional, or automation enthusiast, this episode offers valuable insights! 💼 Connect with Jimmy Lewis: 🌐 Website → https://truefocusautomation.com/ 🔗 LinkedIn →https://www.linkedin.com/in/jimmylewisdfw/ 🎙 Follow Lancelot Leonard – The Real Estate Round Table: 📘 Facebook → https://www.facebook.com/RealtorLancelot 📷 Instagram → https://www.instagram.com/thesirlancelotgroup/ 🔗 LinkedIn → https://www.linkedin.com/in/lancelot-lenard-10b5b873 🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below! 💎 Produced by Icons of Real Estate [https://iconsofrealestate.com/] - https://iconsofrealestate.com/ [https://iconsofrealestate.com/]

The Biggest Mistake Real Estate Investors Make Too Early

🚀 What if the biggest mistake in real estate investing is selling too soon? In this episode of Real Estate Roundtable, Yuval Shram, Founder & CEO of Tay Investments, shares why long-term multifamily investing creates lasting wealth while short-term flips often miss the bigger picture. Yuval dives deep into transit-oriented development, designing wellness-focused multifamily communities, building through market cycles, and why “dating the market but marrying the building” is the key to sustainable success. From developing over 1,500 residential units across the East Coast to creating innovative wellness-driven communities like Hue Soul in East Orange, New Jersey, Yuval reveals the mindset behind successful real estate development that stands the test of time. 🎧 Hosted by: Lancelot Lenard 👤 Guest:🏡 Yuval Shram – Founder & CEO of Tay Investments Yuval Shram is the Founder and CEO of Tay Investments, a New Jersey-based multifamily development firm. Since 2010, he has led the development of over 1,200 residential units across 30+ projects totaling approximately 1,500 units on the East Coast, with a focus on transit-oriented communities in growing urban markets. 💡 What You’ll Learn: ✔️ Why long-term multifamily investing outperforms short-term flipping ✔️ The philosophy behind “marry the building” investing ✔️ How transit-oriented development creates long-term value ✔️ Why wellness amenities improve tenant retention and community ✔️ The biggest mistakes developers make when building multifamily projects ✔️ How to survive and grow through difficult real estate cycles ✔️ Why successful real estate investing is all about people and relationships 🎵 Whether you're an investor, agent, developer, or entrepreneur, this episode offers valuable insights into building long-term wealth through real estate! 💼 Connect with Yuval Shram: 🌐 Website → https://www.tayinvestments.com/ 🔗 LinkedIn → https://www.linkedin.com/company/tay-investments 🎙 Follow Lancelot Leonard – The Real Estate Round Table: 📘 Facebook → https://www.facebook.com/RealtorLancelot 📷 Instagram → https://www.instagram.com/thesirlancelotgroup/🔗 LinkedIn → https://www.linkedin.com/in/lancelot-lenard-10b5b873/ 🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below! 💎 Produced by Icons of Real Estate [https://iconsofrealestate.com/] - https://iconsofrealestate.com/ [https://iconsofrealestate.com/]

The Estate Planning Mistake That Destroys Family Wealth

🚀 In this powerful episode of The Real Estate Roundtable, host Lancelot Lenard sits down with Susan Jones, Managing Partner of Sorrell Wealth Partners, to discuss how real estate can either build long-term wealth or quietly become a financial liability. Susan shares expert insights on tax planning, estate planning, diversification, passive loss limitations, 1031 exchanges, financial independence, and the common mistakes investors make when managing property portfolios. The conversation also dives into helping women navigate divorce, widowhood, and major life transitions with confidence through strategic financial planning. 🎧 Hosted by: Lancelot Lenard 👤 Guest:🏡 Susan Jones – Wealth Advisor & Managing Partner at Sorrell Wealth Partners Susan W. Jones is a seasoned wealth management expert, attorney, and financial advisor with over 25 years of experience in tax, estate, and investment planning. She is the Managing Partner of Sorelle Wealth Partners, a fiduciary, fee-only firm specializing in personalized financial strategies for women navigating major life transitions. Susan’s background includes leadership roles in international law, national accounting, and a Top-100 Registered Investment Advisory firm. 💡 What You’ll Learn: ✔️ When real estate builds wealth — and when it quietly increases financial risk ✔️ The biggest tax traps real estate investors overlook ✔️ How diversification impacts long-term financial freedom ✔️ Estate planning mistakes that create family conflict ✔️ Why women should prioritize strategic wealth planning during life transitions 🎵 Whether you're an investor, agent, or homebuyer, this episode offers valuable insights! 💼 Connect with Susan Jones: 🌐 Website → https://www.sorellewealthpartners.com/ 🔗 LinkedIn → http://www.linkedin.com/in/susan-wofford-jones-j-d-cfp%C2%AE-cdfa%C2%AE-73942688 🎙 Follow Lancelot Leonard – The Real Estate Round Table: 📘 Facebook → https://www.facebook.com/RealtorLancelot 📷 Instagram → https://www.instagram.com/thesirlancelotgroup/ 🔗 LinkedIn → https://www.linkedin.com/in/lancelot-lenard-10b5b873/ 🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below! 💎 Produced by Icons of Real Estate [https://iconsofrealestate.com/] - https://iconsofrealestate.com/ [https://iconsofrealestate.com/]