Shows
Senior Housing InvestorsWork Optional: Redefining Wealth, Purpose, and Identity with Keith BlackborgWhat 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...2025-06-0938 minSenior Housing InvestorsBoomers Turn 80: Why Your Grandma Can’t Find an Apartment - A Deep DiveThe 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 Q1Assisted living increased 7.4% across all unit typesM...2025-05-1515 minSenior Housing InvestorsYour Legacy Shouldn't Be Destroyed by Capital Gains Tax with Brett SwartsBrett 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 exchange...2025-03-2942 minSenior Housing InvestorsThe Future of Senior Living: Is Now the Time to Invest?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...2025-02-2847 min