Assisted Living Investing

Brett Chotkevys
  • 4.8 (21)
  • Investing
  • Updated Weekly

Welcome to "Assisted Living Investing," the ultimate podcast dedicated to helping you thrive in the world of Assisted Living investments. Join your host, Brett Chotkevys, as he shares his expertise and insights into the lucrative realm of assisted living. In each episode, Brett delves deep into the strategies, challenges, and opportunities of investing in Memory Care Mansions. Whether you're a seasoned investor or new to the industry, this podcast offers invaluable guidance and practical advice to navigate the ever-evolving landscape of senior care. Brett unravels common myths surrounding assisted living investing, debunking misconceptions and shedding light on the realities of this thriving market. From understanding the financial considerations and operational intricacies to exploring different investment models and approaches, he provides actionable tips and real-life examples to empower you on your investment journey. Discover the secrets to maximizing profitability, scaling your portfolio, and creating sustainable income streams in the booming assisted living sector. Learn about the latest industry trends, regulatory updates, and market insights that can shape your investment decisions. Whether you aspire to be an owner-operator, a passive investor, or simply seek to expand your knowledge in this niche, "Assisted Living Investing" is your go-to resource. Tune in to gain a competitive edge, unlock new investment opportunities, and embark on a rewarding venture that combines financial success with making a positive impact on the lives of seniors.Assisted Living Investing, Memory Care Mansion, Memory Care Mansion Neighborhood, Senior Care Investments, Assisted Living Strategies, Assisted Living Challenges, Investment Opportunities, Residential Assisted Living Myths, Financial Considerations, Assisted Living Operational Intricacies, Investment Models, Profitability, Scaling, Sustainable Income Streams, Industry Trends, Regulatory Updates, Assisted Living Market Insights, Real Estate Market Insights, Owner-Operator, Passive Investor, Financial Freedom, Financial Success, Positive Impact, Seniors. Intro Music by Alex_Kizenkov via Pixabay

  1. Jul 27

    Don't Have Millions? Raise Capital Instead | EP 156

    Think you need to be wealthy to raise millions for real estate?Most aspiring investors believe they need a large bank account before anyone will invest with them—but that's one of the biggest myths in real estate.In this episode of Assisted Living Investing, I explain why regular people successfully raise capital every day and how first-time investors can position themselves to attract funding for an Assisted Living Mansion.Whether you're starting with little capital or looking to partner with investors, you'll learn the mindset, strategies, and systems used to fund luxury assisted living developments without relying solely on your own money.In this episode you'll learn:✅ Why you don't need to be wealthy to raise capital✅ The difference between self-funding and investor funding✅ What investors are actually looking for✅ How to build credibility before asking for money✅ Common mistakes first-time capital raisers make✅ The importance of education and a proven business model✅ How Assisted Living Mansion projects attract investors✅ The first steps to funding your own assisted living businessIf you've ever thought, "I don't have enough money to get started," this episode may completely change your perspective.👇 Ready to learn how to build your first Assisted Living Mansion?Book a strategy call with our team to learn how our proven blueprint can help you launch and scale your assisted living business.Book your call here:https://bit.ly/assistedlivinginvestingspotify ⏱️ Timestamps00:00 – Can regular people really raise money?01:15 – The biggest misconception about raising capital03:02 – Why investors fund opportunities—not bank accounts05:28 – Building credibility before asking for investment08:11 – Self-funding vs. raising capital10:42 – The mindset shift every entrepreneur needs13:36 – How to structure your first investment opportunity16:04 – Common mistakes new capital raisers make18:37 – Taking action toward your first Assisted Living MansionBuilding an Assisted Living Mansion doesn't always require millions of dollars in your own bank account. Learn how real estate investors use raising capital, SBA financing, partnerships, and proven systems to build wealth through luxury assisted living communities.Whether you're interested in assisted living investing, senior housing, real estate investing, passive income, raising capital, entrepreneurship, or commercial real estate, this episode provides practical insights to help you get started.Subscribe for weekly episodes covering assisted living investing, real estate development, funding strategies, wealth building, and entrepreneurship.

  2. Jul 20

    You Don't Need Millions to Build an Assisted Living Mansion | Here's How | EP 155

    Think you need millions to build an Assisted Living Mansion? Think again.One of the biggest myths in assisted living investing is that you need $3–4 million in cash to get started.In this episode of Assisted Living Investing, I break-down exactly how luxury assisted living developments are funded, why most projects use SBA 7(a) financing, and the three paths investors take depending on how much capital they already have.Whether you're planning to self-fund, leverage existing assets, or raise money from investors, you'll learn how successful Assisted Living Mansion owners structure deals, reduce upfront cash requirements, and build long-term wealth through phased development.In this episode, you'll learn:✅ How much cash you actually need to start an Assisted Living Mansion✅ SBA 7(a) financing explained✅ Self-funding vs. raising capital✅ How to leverage equity from rental properties✅ Why you don't need millions on day one✅ The real development timeline from land purchase to construction✅ How to become "bank ready"✅ Three proven funding strategies for different investor situationsIf you've been waiting because you thought you didn't have enough money, this episode may completely change your perspective.👇 Ready to build your own Assisted Living Mansion?Schedule a strategy call with our team to learn how our blueprint can help you launch your first luxury assisted living business.Book Call Here: https://bit.ly/assistedlivinginvestingspotify⏱️ Timestamps00:00 – The biggest funding myth in assisted living00:17 – Three investor types: self-fund vs. raising capital00:54 – Why Brett builds Assisted Living Mansion neighborhoods01:28 – The real cost to build a luxury mansion02:49 – Why you DON'T need $3–4 million upfront03:07 – SBA 7(a) loans explained04:07 – The real timeline before spending significant capital06:13 – Due diligence, architects, permits & engineering08:07 – The 4 things banks require before approving your loan09:20 – How previous project expenses reduce your down payment10:29 – Strategy #1: Self-funding your project11:43 – Strategy #2: Raise capital with investors14:08 – Strategy #3: Starting with limited capital17:25 – Why most middle-class Americans can build a mansion18:14 – Next steps & how to get startedWhether you're interested in assisted living investing, senior housing development, memory care, SBA financing, raising capital, real estate investing, or building passive income, this episode provides a practical roadmap to funding your first luxury assisted living business.Subscribe for weekly content on assisted living investing, real estate development, senior housing, entrepreneurship, and wealth-building strategies.

  3. Jul 13

    First-Time Developers Getting $10M SBA Loans—Here's How | EP 154

    Learn how to use SBA loans for real estate development projects between $3 million and $10 million. Understand your funding options.This video explains the practical application of SBA loans for developers looking to scale their projects. If you are managing commercial real estate financing, knowing the difference between product types is essential for securing capital. We break down which scenarios work best for specific SBA 7a loan applications versus the SBA 504 loan program.Whether you are planning new construction or major renovations, understanding eligibility requirements is critical. By identifying the right loan structure, you can better navigate the complexities of real estate development financing. Use these insights to evaluate if your next project qualifies for federal backing.Subscribe for weekly real estate financing breakdowns, and comment below if you want to see a deep dive on specific loan qualification requirements next.If you're serious about building a luxury assisted living home, this video could save you months of frustration and help you position yourself for financing success.👇 Ready to build your own assisted living business?Book a call with our team: https://bit.ly/4eofzhO⏱️ Timestamps00:00 – Introduction: Who Qualifies for SBA Loans?00:30 – Why SBA Financing Is the Best Option01:46 – The #1 Factor Banks Care About02:59 – Building a Bankable Assisted Living Deal04:26 – Choosing the Right Market & Demographics06:21 – Personal Finances, Credit & Bankruptcies08:02 – How to Raise Your Down Payment09:19 – Net Worth Myths Debunked10:37 – Experience: Business vs. Healthcare12:58 – The 3 Biggest Approval Factors15:21 – Filling the Gaps with Partners & Consultants16:15 – Final Advice & Next Steps---Learn MoreIf you're looking to build a luxury assisted living business and want expert guidance from site selection through operations, visit our website (assistedlivingmansion.com) today to learn how our team helps investors launch successful assisted living communities.

  4. Jul 12

    Assisted Living Business: High Reward, Higher Risk: In Just 6 Steps | EP 153

    What if your business gave you more freedom instead of more stress?In this episode of Assisted Living Investing, I breaks down the 6 essential steps to financial freedom through the assisted living business model. Learn how to transition from working in your business to working on it by building the right systems, hiring the right people, filling your beds, and creating a business that generates long-term wealth and time freedom.Whether you're just entering the assisted living industry or looking to scale your current operation, this episode provides a practical roadmap to building a profitable, systemized business that allows you to spend more time doing what matters most.In this episode, you'll learn:✔ The 6 stages of building financial freedom through assisted living✔ Why most owners become trapped in their business—and how to avoid it✔ How to hire managers that free up your time✔ The fastest way to increase occupancy and profitability✔ Building a culture that retains great caregivers✔ Creating systems and SOPs that scale your business✔ Optimizing expenses to maximize long-term profits✔ How Brett reduced his workload to just a few hours per weekIf you're serious about assisted living investing, memory care, senior housing, passive income, real estate investing, and financial freedom, this episode is for you.👇 Ready to build your own assisted living business?Book a call with our team: https://bit.ly/4eofzhO⏱️ Timestamps00:00 – The Path to Financial Freedom02:07 – Is Assisted Living Right for You?02:56 – Step 1: Licensing & Setting the Foundation06:00 – Step 2: Hiring the Right Manager10:07 – Step 3: Filling Beds & Creating Profit14:32 – Step 4: Building an Elite Care Team17:32 – Step 5: Solving Problems & Building Systems20:27 – Step 6: Optimizing Expenses for Maximum Profit22:02 – Achieving Time Freedom & Working Less24:14 – How to Take the Next StepSubscribe for weekly insights on:• Assisted Living Investing• Memory Care Business• Senior Housing Development• Passive Income Strategies• Financial Freedom• Real Estate InvestingBuilding an assisted living business is a path to financial freedom, but it requires understanding the risks of failure. Learn the realities here.This video explains how to navigate the assisted living business sector, focusing on the steps necessary to build a sustainable operation. If you are considering entering the memory care business, this breakdown will help you weigh the significant opportunities against the common pitfalls that cause new owners to struggle.We cover the operational requirements needed to achieve long-term business success in this industry. By understanding the specific demands of memory care and assisted living, you can make more informed decisions about your investment strategy. This guide is designed for aspiring entrepreneurs who want to avoid the typical mistakes that lead to failure when trying to start a business in this space.Subscribe for weekly business strategy breakdowns and comment below on what industry you want to learn about next.

  5. Jun 29

    The Assisted Living Mansion Blueprint That's Working in 2026 Part 2 | EP 152

    You built the foundation… now it’s time to scale.In Part 2 of this 2-part series, Brett finishes the complete Assisted Living Blueprint and walks through the final steps required to transform one assisted living mansion into a scalable, wealth-building business.This episode covers the second half of the journey—from licensing and operations to marketing, occupancy, refinancing, expansion, and ultimately positioning for a major exit.If Part 1 was about getting started, Part 2 is about building something that lasts.Inside this episode:✔ How to launch and operate your first assisted living mansion✔ Filling beds through referral and digital marketing✔ Creating systems that drive 95%+ occupancy✔ Scaling from one building to multiple locations✔ Refinancing strategies for expansion✔ Long-term exit planning and institutional valuationIf you're serious about assisted living investing, memory care, senior housing development, or building generational wealth—this episode is for you.👇 Learn more about Assisted Living Mansion Strategic Partnerships and coaching below. Book a call with our team here: [https://https://bit.ly/4eofzhO]🎙️ PART 1 → Build the foundation🎙️ PART 2 → Scale, stabilize & create long-term wealth⏱ TIMESTAMPS00:00 – Intro + Recap of Part 100:28 – Phase 5: Licensing & Launch03:22 – Marketing Before Opening05:13 – Sales Process & Resident Tours06:10 – Operations That Drive Success08:33 – Resident Experience & Reputation11:16 – Building Waitlists & Occupancy11:48 – Phase 8: Wealth Building Strategy12:46 – Refinance & Expansion Model14:51 – Team Growth & Leadership16:17 – Scaling Multiple Mansions16:44 – Institutional Exit Strategy18:22 – Common Investor Mistakes20:03 – Next StepsSubscribe for weekly content on:Assisted Living Investing • Senior Housing • Memory Care • Real Estate • Wealth Building

  6. Jun 23

    The Assisted Living Mansion Blueprint That's Working in 2026 | EP 151

    Most investors chase cash flow.But what if that’s the wrong goal?In this episode of Assisted Living Investing, Brett breaks down Part 1 of the 36 Steps to Wealth and explains why the biggest opportunity isn’t simply generating monthly income — it’s building long-term wealth through strategic deal structure, scale, and equity creation.You’ll learn the mindset shift that separates operators who create income from investors who create life-changing exits.Inside this episode:• The difference between cash flow and wealth creation• Why bigger opportunities can outperform “safe” plays• How equity changes the entire investment equation• The hidden cost of thinking too small• What investors should focus on if early retirement and financial freedom are the goalIf you’re exploring assisted living, senior housing, memory care, or real estate investing strategies that build long-term wealth, this episode is for you.👇 Learn more about Assisted Living Mansion Strategic Partnerships and coaching below. Book a call with our team here: [https://https://bit.ly/4eofzhO]________________________________________________________________________________________TIMESTAMPS00:00 – Introduction01:12 – What wealth actually means03:48 – Why most people think too small06:02 – Cash flow vs long-term equity09:30 – Building assets that appreciate12:18 – Avoiding the “buy yourself a job” trap15:02 – How scale changes the opportunity17:40 – Final wealth framework + next stepsSubscribe for more Assisted Living Investing episodes every week.

  7. Jun 12

    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

  8. May 26

    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

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4.8
out of 5
21 Ratings

About

Welcome to "Assisted Living Investing," the ultimate podcast dedicated to helping you thrive in the world of Assisted Living investments. Join your host, Brett Chotkevys, as he shares his expertise and insights into the lucrative realm of assisted living. In each episode, Brett delves deep into the strategies, challenges, and opportunities of investing in Memory Care Mansions. Whether you're a seasoned investor or new to the industry, this podcast offers invaluable guidance and practical advice to navigate the ever-evolving landscape of senior care. Brett unravels common myths surrounding assisted living investing, debunking misconceptions and shedding light on the realities of this thriving market. From understanding the financial considerations and operational intricacies to exploring different investment models and approaches, he provides actionable tips and real-life examples to empower you on your investment journey. Discover the secrets to maximizing profitability, scaling your portfolio, and creating sustainable income streams in the booming assisted living sector. Learn about the latest industry trends, regulatory updates, and market insights that can shape your investment decisions. Whether you aspire to be an owner-operator, a passive investor, or simply seek to expand your knowledge in this niche, "Assisted Living Investing" is your go-to resource. Tune in to gain a competitive edge, unlock new investment opportunities, and embark on a rewarding venture that combines financial success with making a positive impact on the lives of seniors.Assisted Living Investing, Memory Care Mansion, Memory Care Mansion Neighborhood, Senior Care Investments, Assisted Living Strategies, Assisted Living Challenges, Investment Opportunities, Residential Assisted Living Myths, Financial Considerations, Assisted Living Operational Intricacies, Investment Models, Profitability, Scaling, Sustainable Income Streams, Industry Trends, Regulatory Updates, Assisted Living Market Insights, Real Estate Market Insights, Owner-Operator, Passive Investor, Financial Freedom, Financial Success, Positive Impact, Seniors. Intro Music by Alex_Kizenkov via Pixabay

Information

  • Creator
    Brett Chotkevys
  • Years Active
    2023 - 2026
  • Episodes
    152
  • Rating
    Explicit
  • Copyright
    © Brett Chotkevys
  • Show Website
    Assisted Living Investing

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