The Investment Opportunity Podcast
 

The Investment Opportunity Podcast

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Welcome to The Investment Opportunity Podcast. We'll educate you on the latest investment trends and evaluate the risks associated with investing in one of the hottest real estate classes, skilled nursing and seniors housing. The Investment Opportunity Podcast is presented by Senwell Senior Investment Advisors, a mergers and acquisitions advisory firm specializing in skilled nursing and seniors housing. The show is hosted by Ben Bohland and Brandon Bohland.

Episodes

Episode 09: Today’s Lending Environment with guest Neil Gamss (HHC Finance) – Presented by Senwell Senior Investment Advisors

Thursday Aug 06, 2020

Thursday Aug 06, 2020

On this episode of The Investment Opportunity Podcast, we welcome Neil Gamss with Housing and Healthcare Finance. HHC Finance is a commercial finance company and is a leading HUD lender with experience and expertise to efficiently underwrite HUD insured mortgage loans for a wide range of properties including multifamily housing, skilled nursing, assisted living, seniors housing sector, psychiatric hospitals, boarding care and acute care hospitals.  

 

In this episode, we cover the following topics:

  1. The lending environment now vs then.
  2. What are lenders requiring when underwriting deals today that they may not have required in the past?
  3. How have rates changed?
  4. Recourse loans and leverage.
  5. Is risk adjusting going forward?
  6. What does future demand look like?
  7. What is people’s biggest concern right now?

You can learn more about HHC Finance, and contact Neil Gamss directly at:

The Investment Opportunity Podcast is presented by Senwell Senior Investment Advisors, a mergers and acquisitions advisory firm specializing in skilled nursing and seniors housing. The show is hosted by Ben Bohland and Brandon Bohland. 

 

Want to watch the show? Visit our website: www.senwelladvisors.com/podcast 

 

If you have suggestions on topics or guests that to invite on the show, questions or comments, please contact us. You can get in touch with us the following ways:

Contact Senwell Senior Investment Advisors for mergers, acquisitions and dispositions. Senwell specializes in working with owners and operators of skilled nursing (short-term rehabilitation and long-term care) facilities, assisted living and memory care facilities, independent living facilities, continuing care retirement communities and owners of bed licenses in Certificate of Need (CON) states or states with a moratorium on bed licenses. 

 

Thank you for listening to The Investment Opportunity Podcast!

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Episode 08: Small Senior Care Homes, Big Opportunities with guest Susan Ryan (The Green House Project) – Presente… by Senwell Senior Investment Advisors

Thursday Jul 23, 2020

Thursday Jul 23, 2020

On this episode of The Investment Opportunity Podcast, we welcome Susan Ryan (Senior Director) with The Green House Project. The Green House Project is radically transforming the traditional nursing home by providing facilities that are much more similar to a large home than a traditional nursing home.

In this episode, we cover the following topics:

  1. What is a Greenhouse home and what does it look like?
  2. What’s the atmosphere like and what’s the type of care provided?
  3. Why does this model work?
  4. The differences between the traditional nursing home setting and The Greenhouse Project model.
  5. How COVID has affected Greenhouse Homes.
    1. This is our most recent snapshot representing 254 homes (229 licensed as skilled, 24 as assisted living, and 3 as family care). Here is what was reported:
      1. 28% of respondents reported 100% occupancy
      2. 20% of respondents reported 95-99% occupancy
      3. 18% of respondents reported 90-94% occupancy
      4. 12% of respondents reported 80-89% occupancy
      5. The rest were below 80%. The mean average for occupancy is 89.7%. Those homes that offer short-term rehab were impacted by their inability to admit during COVID-19 restrictions, but overall the model has fared well in the pandemic from both a quality perspective (95% were COVID free) and occupancy perspective (89.7% occupancy rates).
  6. The makeup of a who a greenhouse owner is.
  7. What’s your relationship with owners? How’s your model set up?
  8. The level of experience required to begin investing.
  9. The Elevate Eldercare Podcast.

You can learn more about, and contact The Greenhouse Project:

The Investment Opportunity Podcast is presented by Senwell Senior Investment Advisors, a mergers and acquisitions advisory firm specializing in skilled nursing and seniors housing. The show is hosted by Ben Bohland and Brandon Bohland. 

Want to watch the show? Visit our website: www.senwelladvisors.com/podcast 

If you have suggestions on topics or guests that to invite on the show, questions or comments, please contact us. You can get in touch with us the following ways:

Contact Senwell Senior Investment Advisors for mergers, acquisitions and dispositions. Senwell specializes in working with owners and operators of skilled nursing (short-term rehabilitation and long-term care) facilities, assisted living and memory care facilities, independent living facilities, continuing care retirement communities and owners of bed licenses in Certificate of Need (CON) states or states with a moratorium on bed licenses. 

Thank you for listening to The Investment Opportunity Podcast!

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Episode 07: Design and Development Innovation with guest Laurie Schultz (Avenue Development) – Presented by Senwell Senior Investment Advisors

Thursday Jul 16, 2020

Thursday Jul 16, 2020

On this episode of The Investment Opportunity Podcast, we welcome Laurie Schultz (Principal) with Avenue Development. Avenue is a full-service real estate development and advisory group focused on innovative solutions for wellness centered healthcare and senior living properties.

In this episode, we cover the following topics:

  1. What are today’s design trends?
  2. New technology and how it’s interacting with residents and patients.
  3. Technology implemented in new developments vs renovations
  4. Trends in construction cost
  5. Construction starts in other industries vs. skilled nursing and assisted living
  6. The current debt market

You can learn more about, and contact Avenue Development by visiting their website: https://avenuedev.com/. Or send them an email at: info@avenuedev.com

You can contact Laurie at: Lschultz@avenuedev.com

The Investment Opportunity Podcast is presented by Senwell Senior Investment Advisors, a mergers and acquisitions advisory firm specializing in skilled nursing and seniors housing. The show is hosted by Ben Bohland and Brandon Bohland.

Want to watch the show? Visit our website: www.senwelladvisors.com/podcast

If you have suggestions on topics or guests that to invite on the show, questions or comments, please contact us. You can get in touch with us the following ways:

Contact Senwell Senior Investment Advisors for mergers, acquisitions and dispositions. Senwell specializes in working with owners and operators of skilled nursing (short-term rehabilitation and long-term care) facilities, assisted living and memory care facilities, independent living facilities, continuing care retirement communities and owners of bed licenses in Certificate of Need (CON) states or states with a moratorium on bed licenses.

Thank you for listening to The Investment Opportunity Podcast!

Read more

Episode 06: Valuations Post-COVID – Presented by Senwell Senior Investment Advisors

Thursday Jul 09, 2020

Thursday Jul 09, 2020

On this episode of The Investment Opportunity Podcast, we welcome Dan Schneider (Senior Vice President)) with the Valuation and Group. The Valuation & Information Group (VIG) provides valuations and appraisal services to healthcare facility operators, lenders and their advisors.

In this episode, we cover the following topics:

  1. How COVID has impacted valuations
  2. Price concessions due to COVID outbreaks
  3. States offering additional reimbursements
  4. Offsetting losses
  5. Most important factors to consider if thinking about selling

You can contact Dan at dschneider@valinfo.com or c. To learn more about the Valuation and Information Group, please visit their website: www.valinfo.com. 

The Investment Opportunity Podcast is presented by Senwell Senior Investment Advisors, a mergers and acquisitions advisory firm specializing in skilled nursing and seniors housing. The show is hosted by Ben Bohland and Brandon Bohland. 

Want to watch the show? Visit our website: www.senwelladvisors.com/podcast 

If you have suggestions on topics or guests that to invite on the show, questions or comments, please contact us. You can get in touch with us the following ways:

Contact Senwell Senior Investment Advisors for mergers, acquisitions and dispositions. Senwell specializes in working with owners and operators of skilled nursing (short-term rehabilitation and long-term care) facilities, assisted living and memory care facilities, independent living facilities, continuing care retirement communities and owners of bed licenses in Certificate of Need (CON) states or states with a moratorium on bed licenses. 

Thank you for listening to The Investment Opportunity Podcast!

Read more

Episode 05: A deal today vs. a deal tomorrow – Presented by Senwell Senior Investment Advisors

Tuesday Jun 30, 2020

Tuesday Jun 30, 2020

On this episode of The Investment Opportunity Podcast, we welcome Ben Swett (Editor) with The SeniorCare Investor. The SeniorCare Investor is a publication where you can find daily updates on senior care transactions, development and housing news.

In this episode, we cover the following topics:

  1. M&A activity dropoff
  2. The SeniorCare Investor Deal Search Online data review (as of June 1, 2020)
 

2019

2020

Deals announced from January to May

201

139

Dollars spent

$5.29 billion

$3.33 billion
     

January Deals

39

33

February Deals

43

30

March Deals

35

35

April Deals

39

22

May Deals

45

19
     

Deals announced since March 15

104

52

 

  1. Closed deals 2019 vs. 2020
  2. 2020 M&A slow down prior to Covid 
  3. Second half of 2020 projections
  4. Process of selling during and post-Covid
  5. Debt markets
  6. CAP rate impact
  7. Uncertainties to keep an eye on going forward -- The SeniorCare Investor will try to cover all of these topics in their articles and newsletters

You can learn more about, and contact The SeniorCare Investor by visiting their website: 

Twitter: @SeniorCare_Inv: https://twitter.com/SeniorCare_Inv

Linkedin: Irvin Levin Associates, Inc: https://www.linkedin.com/company/irving-levin-associates-inc-/ 

Website: https://seniorcare.levinassociates.com/

Ben’s Linkedin: https://www.linkedin.com/in/ben-swett-b3142353/

 

The Investment Opportunity Podcast is presented by Senwell Senior Investment Advisors, a mergers and acquisitions advisory firm specializing in skilled nursing and seniors housing. The show is hosted by Ben Bohland and Brandon Bohland. 

Want to watch the show? Visit our website: www.senwelladvisors.com/podcast 

If you have suggestions on topics or guests that to invite on the show, questions or comments, please contact us. You can get in touch with us the following ways:

Contact Senwell Senior Investment Advisors for mergers, acquisitions and dispositions. Senwell specializes in working with owners and operators of skilled nursing (short-term rehabilitation and long-term care) facilities, assisted living and memory care facilities, independent living facilities, continuing care retirement communities and owners of bed licenses in Certificate of Need (CON) states or states with a moratorium on bed licenses. 

Thank you for listening to The Investment Opportunity Podcast!

Read more

Episode 04: Operating Through COVID with guest David Eppers (Carespring Healthcare Management) – Presented by Senwell Senior Investment Advisors

Thursday Jun 25, 2020

Thursday Jun 25, 2020

On this episode of The Investment Opportunity Podcast, we welcome David Eppers with Carespring Healthcare Management. Carespring Healthcare Management and its family of facilities provide skilled nursing, assisted living and independent living services to seniors in the SW Ohio and Northern KY communities. 

In this episode, we cover the following topics:

  1. Successful, evolving protocols for COVID
  2. Testing
  3. Additional challenges and expenses tied to COVID
  4. Grant money - CARES Act, $4.9B Relief Fund
  5. In-room Medicare therapy
  6. Physical plant changes
  7. Industry funding 

You can learn more about, and contact Carespring by visiting their website: www.carespring.com.

The Investment Opportunity Podcast is presented by Senwell Senior Investment Advisors, a mergers and acquisitions advisory firm specializing in skilled nursing and seniors housing. The show is hosted by Ben Bohland and Brandon Bohland. 

Want to watch the show? Visit our website: www.senwelladvisors.com/podcast 

If you have suggestions on topics or guests that to invite on the show, questions or comments, please contact us. You can get in touch with us the following ways:

Contact Senwell Senior Investment Advisors for mergers, acquisitions and dispositions. Senwell specializes in working with owners and operators of skilled nursing (short-term rehabilitation and long-term care) facilities, assisted living and memory care facilities, independent living facilities, continuing care retirement communities and owners of bed licenses in Certificate of Need (CON) states or states with a moratorium on bed licenses. 

Thank you for listening to The Investment Opportunity Podcast!

Read more

Episode 03: Impact of the Pandemic Through the Eyes of a REIT with guest Michelle Kelly (National Health Investors) – Presented by Senwell Senior Investment Advisors

Tuesday Jun 23, 2020

Tuesday Jun 23, 2020

On this episode of The Investment Opportunity Podcast, we welcome Michelle Kelly with National Health Investors, Inc. NHI is a real estate investment trust specializing in sale-leaseback, joint-venture, mortgage and mezzanine financing of need-driven and discretionary senior housing and medical investments. NHI’s portfolio consists of independent, assisted and memory care communities, entrance-fee communities, skilled nursing facilities, medical office buildings and specialty hospitals.

In this episode, we cover the following topics:

  1. Positive stories through COVID
  2. Current and ongoing operator struggles
  3. Underwriting uncertainty with new revenue through grants/stipends and increased expenses
  4. Allowing grace with operators?
  5. Physical layout of asset
  6. CAP rate vs. IRR

You can learn more about, and contact NHI by visiting their website: www.nhireit.com.

The Investment Opportunity Podcast is presented by Senwell Senior Investment Advisors, a mergers and acquisitions advisory firm specializing in skilled nursing and seniors housing. The show is hosted by Ben Bohland and Brandon Bohland.

Want to watch the show? Visit our website: www.senwelladvisors.com/podcast

If you have suggestions on topics or guests that to invite on the show, questions or comments, please contact us. You can get in touch with us the following ways:

Contact Senwell Senior Investment Advisors for mergers, acquisitions and dispositions. Senwell specializes in working with owners and operators of skilled nursing (short-term rehabilitation and long-term care) facilities, assisted living and memory care facilities, independent living facilities, continuing care retirement communities and owners of bed licenses in Certificate of Need (CON) states or states with a moratorium on bed licenses.

Thank you for listening to The Investment Opportunity Podcast!

Read more

Episode 02: Dealmaking During Crisis: Is it possible? with guests Steve Levin and Josh Kochek – Presented by Senwell Senior Investment Advisors

Thursday Jun 18, 2020

Thursday Jun 18, 2020

On this episode of The Investment Opportunity Podcast, we welcome Steve Levin (Co-President) and Josh Kochek (Chief Investment Officer) with Hana2.0 Property Group. Hana2.0 Property Group acquires and triple-net leases high-quality skilled nursing facilities and senior living communities throughout the U.S.

In this episode, we cover the following topics:

  1. Hana2.0 investment strategy pre- and post-COVID
  2. Debt and equity environment
  3. Potential changes in negotiation
  4. Changes in due diligence
  5. Attention to detail: census, Q-mix and labor
  6. Utilizing most recent third party reports, CAPEX spend reports, property condition reports
  7. CAPEX strategy
  8. CAP Rate projections

You can learn more about, and contact Hana2.0 Property Group by visiting their website: www.hana2pg.com.

The Investment Opportunity Podcast is presented by Senwell Senior Investment Advisors, a mergers and acquisitions advisory firm specializing in skilled nursing and seniors housing. The show is hosted by Ben Bohland and Brandon Bohland.

Want to watch the show? Visit our website: www.senwelladvisors.com/podcast 

If you have suggestions on topics or guests that to invite on the show, questions or comments, please contact us. You can get in touch with us the following ways:

Contact Senwell Senior Investment Advisors for mergers, acquisitions and dispositions. Senwell specializes in working with owners and operators of skilled nursing (short-term rehabilitation and long-term care) facilities, assisted living and memory care facilities, independent living facilities, continuing care retirement communities and owners of bed licenses in Certificate of Need (CON) states or states with a moratorium on bed licenses.

Thank you for listening to The Investment Opportunity Podcast!

Read more

Episode 01: The Investment Opportunity Podcast with Ben Bohland and Brandon Bohland – Presented by Senwell Senior Investment Advisors

Monday Jun 15, 2020

Monday Jun 15, 2020

On this episode of The Investment Opportunity Podcast, co-hosts Ben Bohland (Managing Partner) and Brandon Bohland (Managing Partner) with Senwell Senior Investment Advisors discuss the who, the what and the why they’re starting the podcast. 

 

In this episode, we cover the following topics: 

 

  1. Who is this podcast for?
  2. What is this podcast about?
  3. Why does this podcast exist? 

 

The Investment Opportunity Podcast is presented by Senwell Senior Investment Advisors, a mergers and acquisitions advisory firm specializing in skilled nursing and seniors housing. The show is hosted by Ben Bohland and Brandon Bohland. 

 

Want to watch the show? Visit our website: www.senwelladvisors.com/podcast 

 

If you have suggestions on topics or guests that to invite on the show, questions or comments, please contact us. You can get in touch with us the following ways:

 

 

Contact Senwell Senior Investment Advisors for mergers, acquisitions and dispositions. Senwell specializes in working with owners and operators of skilled nursing (short-term rehabilitation and long-term care) facilities, assisted living and memory care facilities, independent living facilities, continuing care retirement communities and owners of bed licenses in Certificate of Need (CON) states or states with a moratorium on bed licenses.

 

Thank you for listening to The Investment Opportunity Podcast!

 

Read more

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