Assisted Living Investing

Brett Chotkevys
  • 4.8 (20)
  • 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. 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

    16 min

  2. May 16

    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

    24 min

  3. May 9

    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

    20 min

  4. May 2

    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

    15 min

  5. Apr 25

    How We Built a 7-Figure Business Working 6 Hours/Week I EP 143

    What if you could build a 7-figure business… and only work a few hours a week?In this episode, we break down exactly how we went from grinding every day in our assisted living business… to building a system that runs without us.But here’s the truth most people won’t tell you:Time freedom is earned — not given.We walk through:The REAL first steps to starting (even with zero experience)Why hiring the right people changes everythingHow we built a team and culture that runs the businessThe “2-manager system” that unlocked true freedomWhat scaling actually looks like (and why it gets easier)If you’re serious about building wealth, impact, and time freedom — this is your roadmap. Want help building your own assisted living business?Book a call with our team: [https://https://bit.ly/4eofzhO]_________________________________________________Timestamps00:00 – Intro: The Reality of Time Freedom02:10 – Our Current Work Schedule (Yes, it’s real)04:30 – Why This Is NOT Passive at the Start07:15 – How We Started With Zero Experience10:20 – “Burn the Boats” Mentality Explained13:40 – The Loneliness of Entrepreneurship16:10 – Why Hiring Experience First Is Critical20:05 – The First Year: Learning EVERYTHING25:30 – The Biggest Mistake New Owners Make30:15 – Building Your Team From Within36:40 – Developing Leaders (Not Just Employees)42:20 – The 1 → 1.5 → 2 Manager System49:10 – When the Business Becomes Hands-Off55:00 – Why Scaling Makes It Easier (Not Harder)1:02:30 – The Hard Truth About Expansion1:10:15 – Final Advice: Trust Your Instincts_______________________#AssistedLiving#PassiveIncomeTruth#TimeFreedom#Entrepreneurship#RealEstateInvesting#BusinessGrowth#ScaleYourBusiness#LeadershipDevelopment#FinancialFreedom#StartupJourney#BuildWealth

    48 min

  6. Apr 17

    The Wrong Loan Could Cost You $100K+ (Watch This First) | EP 142

    Most people pick the wrong loan for their assisted living deal… and it can cost them $100,000+ without even realizing it.In this video, we break down the real differences between SBA 7A, SBA 504, and traditional commercial loans — including: • How much you actually need to put down • Which loan covers business + real estate costs • Why some loans can cost you over $100,000 in fees • And how to choose the RIGHT loan based on your deal The truth? There is no “one-size-fits-all” answer — but there is a clear best option depending on your situation.If you’re serious about building an assisted living business the right way, this video will save you time, money, and costly mistakes. Want help structuring your deal and choosing the right loan? Book a call with our team here: [INSERT LINK] TIMESTAMPS0:00 – Introduction: Why your loan choice matters 0:40 – Overview of loan options 0:45 – Commercial loans explained 3:26 – Why commercial loans aren’t ideal to start 5:02 – SBA 7A breakdown (best for most people) 7:56 – How leverage works (up to 90%) 9:09 – Why cash flow matters more than your income 12:19 – SBA 7A pros & advantages 15:39 – SBA 7A fees explained 17:42 – SBA 504 loans (when they make sense) 18:23 – 504 loan downsides (prepayment penalties) 22:22 – Combining 504 + 7A strategies 23:22 – Final breakdown: which loan should you choose? 25:48 – How to get started + next steps

    26 min

  7. Apr 16

    The Assisted Living Mistake Costing You Profit | EP 141

    Most people start assisted living the “safe” way…👉 small homes👉 low risk👉 simple conversionsBut what if that’s actually the worst financial move you can make?In this episode, we sit down with Jennifer Burch, a hospice owner and assisted living operator, to break down her real experience running an 8-bed home… and why she’s now expanding into a 16-bed mansion model.You’ll hear firsthand:Why home conversions can cost nearly $1MThe hidden financial trap of small assisted living homesHow staffing and care standards impact your bottom lineWhy more beds doesn’t mean more workThe model that allows for better care AND higher profitThis isn’t theory — it’s a real operator sharing what works… and what doesn’t.If you’re serious about building a profitable assisted living business, this episode will change how you think.🚀 Learn More / Get Started👉 Visit: https://assistedlivingmansion.com👉 Book a call to learn how to build your own assisted living mansion⏱️ Timestamps0:00 – Introduction + Behind the Scenes at MBO0:24 – Meet Jennifer Burch (Hospice → Assisted Living)1:02 – How She Got Started in Senior Care2:26 – Why She Entered Assisted Living3:54 – Home Conversion vs New Construction5:48 – The Reality of Retrofitting Homes7:03 – Why It Nearly Cost $1M8:12 – The Realization: Should Have Built Instead9:28 – 6–7 Residents vs 16 Bed Potential10:17 – Staffing Challenges + Cost Pressure11:40 – The Financial Trap Explained12:53 – Why 16 Beds Changes Everything13:55 – Next Steps: Land + Expansion Plans15:08 – Advice for New Operators16:02 – Why You Should Skip Home Conversion17:03 – Operations Matter More Than the Building18:14 – Closing Thoughts

    18 min

  8. Apr 3

    Same Business…One Owner Burns Out, The Other Makes $40K/Month | EP 140

    Most assisted living operators are doing everything right…But still barely breaking even. So what separates those stuck working 6–7 days a week…from those pulling $40K–$50K/month while working a few hours a week? 👉 It’s not effort.👉 It’s not care quality.👉 It’s the math behind the deal. In this video, we break down the exact numbers that determine whether your assisted living business becomes a burnout trap… or a time + financial freedom machine. You’ll learn: Why small 6–8 bed homes fail financiallyHow fixed expenses quietly kill profits The 2 levers that explode your incomeHow scaling to 16 beds changes everythingThe real path to $40K+/month net profitIf you’re serious about building a profitable assisted living business, this is the breakdown most people never see. 👉 Visit: https://assistedlivingmansion.com👉 Book a call + get access to free training 0:00 – Why Most Operators Burn Out0:36 – Two Types of Assisted Living Owners1:56 – The Real Reason Some Fail (Numbers)2:48 – Breaking Down Expenses (Fixed Costs)6:54 – 8 Bed vs 16 Bed Cost Comparison8:34 – The Income Game-Changer9:02 – The 2 Profit Levers Explained11:03 – Real Example: $64K vs $128K Revenue12:02 – How $40K/Month Is Achieved13:04 – The Biggest Misconception About Scaling14:25 – Why Bigger = Less Work16:02 – The Two Business Paths (Burnout vs Freedom)17:37 – Timeline to Time Freedom19:33 – How to Structure a Winning Deal21:14 – Next Steps + Free Resources 🚀 Want to Learn More?⏱️ Timestamps

    22 min
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4.8
out of 5
20 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
    145
  • Rating
    Explicit
  • Copyright
    © Brett Chotkevys
  • Show Website
    Assisted Living Investing

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