Podcast by Daniel Holmlund
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Daniel Holmlund Podcasts
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.
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Boomers Turn 80: Why Your Grandma Can’t Find an Apartment - A Deep Dive
15:52
15:52
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15:52The 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, fallin…
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Does Your Labor Deserve a Technology Lifeline with Sue Graves
45:36
45:36
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45:36What 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 strea…
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AI Meets Senior Housing: Transforming Investment Strategies with Daniel Holmlund
31:38
31:38
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31:38In 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 Generat…
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The Longevity Wave & the Financial Storm: Finding Opportunity in Senior Housing
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23:38
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23:38Senior 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 …
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Your Legacy Shouldn't Be Destroyed by Capital Gains Tax with Brett Swarts
42:16
42:16
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42:16Brett 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. • U…
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The Future of Senior Living: Is Now the Time to Invest?
47:11
47:11
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47:11Packed 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 act…
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The Rise of Longevity Communities and Cognitive Wellness with Ted Teele
34:00
34:00
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34:00According 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 innov…
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Reimagining Senior Living: AI, Ethics, and a Vibrant Future - A Deep Dive
18:42
18:42
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18:42The 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 co…
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Fostering a Tech-Savvy Culture in Senior Communities - Parasol Alliance
31:37
31:37
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31:37In 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…
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The Role of Humanoid Robots and Human - An Ai Deep Dive
21:58
21:58
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21:58What 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 po…
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The Demographic Shift Driving Senior Housing Needs - An Ai Deep Dive
7:23
7:23
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7:23Is 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 …
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The Power of Cost Segregation in Real Estate with Chris Streit
29:15
29:15
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29:15Unlock 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…
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Evolving Senior Housing: Insights and Innovations with Matt Derrick
56:50
56:50
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56:50Ever 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…
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Transforming Senior Living: Wing Pepper's Journey with Perch Houses
35:57
35:57
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35:57Unlock 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 Perc…
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The Human Side of Risk Management in Senior Living Facilities with Steve Groth
42:30
42:30
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42:30In 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 th…
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Patient Voices Leading the Way in Healthcare
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43:59
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43:59This 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 a…
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Harnessing the Power of AI for Strategic Senior Housing Decisions with Kyle Gardner
49:09
49:09
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49:09Welcome 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 int…
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Advancing Senior Wellness through Technology and Design with Tod Petty
46:24
46:24
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46:24Embark 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…
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Energy Leadership and Team Synergy Insights with Bill Bent
39:45
39:45
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39:45When 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 …
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Empathy in Architecture: Revolutionizing Senior Living with Siobhan Favardin
23:49
23:49
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23:49Discover 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 …
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The Longevity Community: A New Blueprint for Healthier Aging
41:04
41:04
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41:04Imagine 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…
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Challenges, Opportunities and the Future of Senior Living Industry
43:54
43:54
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43:54Imagine 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 op…
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Hole-In-One Business Strategies in Senior Living with Chad Anfinson
43:13
43:13
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43:13Have 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 bet…
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Senior Housing Insurance: A Story of Constant Change
27:12
27:12
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27:12Ready 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, R…
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Strategic Investments in Senior Living: Unlocking the Power of 1031 Exchange with Scott Saunders
36:18
36:18
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36:18Are 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 sh…
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Affordable Housing and Child Care for Staff: A Unique Solution to a Staffing Challenge
36:01
36:01
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36:01Our 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.…
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Elimination of Ageism via Intergenerational Living and Learning
33:58
33:58
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33:58This 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.…
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ASHA - American Seniors Housing Association - Dave Schless
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50:52
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50:52Our 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.…
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Innovative Senior Housing for the Middle Market
35:42
35:42
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35:42In 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 p…
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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 hel…
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An Open and Honest Discussion regarding Dementia and Alzheimer's
43:58
43:58
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43:58Memory 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 de…
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Outcomes Created by the Designed Environment
45:43
45:43
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45:43Listen 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 pictu…
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Cardiology Practice to Senior Housing Real Estate Entrepreneur
29:37
29:37
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29:37Tune 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 opportuni…
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The State of the Senior Living Industry - 2022
42:12
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42:12Our 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 liv…
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The Image of Senior Housing with Steve Moran
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42:46Steve 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 loca…
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Dwayne Clark of Aegis Living - Management by Vulnerability
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42:40
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42:40Industry 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 ca…
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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 philoso…
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Enhancing Life and Relationships of those Living with Brain Change
33:25
33:25
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33:25Our 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…
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Holistic Wellness for Healthy Senior Living
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39:46Our 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 …
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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 h…
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Senior living past, present, and future...an insider's perspective
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36:59John 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.By Haven Senior Investments / John Gonzales
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Obedience to God's Calling to Serve the Assisted Living Market
33:14
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33:14Jon 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,…
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Market Forces, Strategic Trends Impacting Senior Living Providers
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41:30Today 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 Sta…
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Disrupting the Status Quo of Senior Living
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32:39In 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 t…
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An Environment where Senior Living Residents are Respected and Celebrated
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41:01Today 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…
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Taking the Temperature of Senior Housing Post-COVID
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34:05Today 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 l…
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Can Assisted Living truly serve the middle market?
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38:11Pilar 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 insigh…
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Senior Living Innovator Zeros In On 16-Bed Developments
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31:16Haven 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-…
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99 - Adam Adams - Questions for Passive Investors
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34:46Adam Adams joins us again to share the questions that passive investors should be asking before they join a real estate syndication.Keep yourself in the loop on the launch of our new show, Real Estate Investing for Professionals If you are interested in investing with us, contact us on our Investor Contact Page…
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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…
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