À La Carte Courses

Introduction to Senior Housing and Care Industry

The US is going through a major demographic shift, as Baby Boomers begin to need access to care and life expectancy increases. The nation’s aging population increases the demand for senior living facilities, particularly those which serve higher acuity cohorts that require assistance with activities of daily living. This course will provide a sweeping introduction to the industry. Lead Instructor:Kurt ReadPrincipal, RSF PartnersRecommended PrerequisitesMicrosoft Excel from Beginner to AdvancedThe Real Estate Financial Modeling BootcampReal Estate Financial Modeling the Complete Guide

Fundamentals of Operations

After an introduction to the operating economics for a senior living community, including the typical resident profile, common elements of building design, service offerings, revenues, and operating expenses, we’ll follow a similar structure for all remaining care segments.Instructors:Randy Richardson, Lead InstructorFormer CEO and President, Strategic Advisor of ViCameron BellVice President, Portfolio Management, National Health InvestorsJames EstesDirector, Investments, Blue Moon Capital PartnersJustin HutchensExecutive Vice President, Senior Housing and Chief Investment Officer, Ventas, IncKathy SweeneyCo-founder, Managing Partner and CIO, Blue Moon Capital PartnersKen SegarnickChief Corporate Officer, Brandywine LivingMaria NadelstumphSenior Vice President of the Brandywine Center of Excellence, Brandywine LivingMelissa EvraetsPresident of Resident Care-Chief Nursing Officer, Vi Senior LivingMitch BrownPrincipal Consultant, Senior Housing Consulting (SHC)Molly VaughanCFO, The Springs LivingTara CopeEVP and Chief Legal and Administrative Officer, Vi Senior Living Optional Prerequisite ResourcesMicrosoft Excel from Beginner to AdvancedThe Real Estate Financial Modeling BootcampReal Estate Financial Modeling the Complete Guide

Market Analysis

The senior housing and care industry currently serves over three million residents in a rapidly growing demographic. The majority of residents in senior housing and care properties are over 80 years old, less than 15% of that demographic.Instructors:Kevin McMeen, Lead InstructorCo-founder of MidCap FinancialAndrew LavinderFinancial Managing Director, Real Estate, MidCap FinancialCharles TurnerCEO, KARELory BrinManaging Director, Head of Healthcare Real Estate, MidCap Financial

Capital Markets

The Capital Markets course provides a comprehensive understanding of valuation analysis, asset returns, real estate financing, various types of financing, transaction activity, emerging trends and innovations within capital markets.Instructors:Colleen H. Blumenthal, Lead InstructorChief Operating Officer/Partner of HealthTrustAri AdlersteinSenior Managing Director, Meridian CapitalBrandi HealyVice President, Asset Management, Harrison Street CapitalSamantha MedredCFO/Partner, HealthTrust

The Anatomy of a Senior Housing Transaction

Since transactions typically involve large sums of money and significant commitment, every transaction in our industry must follow a legal process and generate the necessary paperwork to protect both parties. This course, which is based on a real-world case study, will break down one transaction in detail, to provide you with an authentic acquisitions-focused experience. Instructors:Allen Lynch, Lead InstructorSenior Counsel, Nixon PeabodyAaron YowellPartner/Chief Innovation Officer, Nixon Peabody LLPAmy AllenSenior Vice President, AEW Capital ManagementChris FroebPartner/Practice Group Leader, Real Estate & Affordable Housing, Nixon Peabody LLPColette DafoePartner, Nixon Peabody LLPLori BowmanPartner, Nixon Peabody LLPRuben RavagoCounsel, Nixon Peabody LLP

Customer Profile

Explore the intricacies of customer profiling within the senior housing sector with our comprehensive Customer Profile course. Led by Severine Petras and Lauren Wilson, candidates will delve into the multifaceted nature of resident journeys, family dynamics, and employee engagement crucial for fostering a positive community experience. Through a blend of online videos, modules, and interactive activities, candidates will gain invaluable insights into understanding diverse resident paths, the pivotal role of families, and the significance of employee satisfaction in senior housing operations.COURSE INSTRUCTORS:Severine (Sevy) Petras, Lead InstructorCEO and Co-founder, Priority Life CareTraci BildFounder & Chief Visionary Officer, Bild & CoTraci Taylor-RobertsPresident/Owner, Sodalis Senior LivingLori AlfordCo-founder, Avanti Senior LivingSarah DirksEVP of Business Development, Pinnacle Quality InsightLynne KatzmannPresident and CEO, Juniper CommunitiesColleen H. BlumenthalChief Operating Officer, HealthTrustLauren Wilson, Lead InstructorChief Revenue Officer, PalCareDoris-Ellie SullivanPresident, Retirement Unlimited, Inc (RUI)Erin HennesseyCEO, Health Dimensions GroupTennille BoyerCo-Founder, SnagajobKatrina ReschExecutive Assistant to Sevy Petras, Priority Life CareJill RecordSenior Director of Brand Management, Priority Life CareSheri RoseCEO and Co-Founder, Thrive Center

Labor in Senior Housing

In this course, students will delve into the intricacies of labor management and technological integration within the seniors housing industry.Examine workforce economics, staffing models, and labor cost drivers — and how they flow through to underwriting assumptions and property performance. INSTRUCTORS:Travis Wiebe, Lead InstructorSenior Vice President, Asset Management, AEWEric HostetterRegional Director of Operations, Oxford Health GroupOmar ZahraouiSenior Principal, NICRick BraceDirector, AEWJennifer McGurtyHead of Senior Housing Asset Management / Director, AEWJason ChildersChief Operating Officer, Merrill GardensJessie LucciFounder, AllieHealthPaul MullinCo-Founder and Principal, Flatiron Development Group

Underwriting Management Teams

In this course, candidates will delve into the relationship between capital and operations, how the human element impacts corporate infrastructure, and how the physical environment of a community contributes to the impression of a management team.Candidates will be guided through the impacts that a management team has on resident experience and engagement and will learn about the systems, processes, and risk management that relate to underwriting management teams.After learning the key elements and metrics for underwriting management teams, the course will close with a case study example and a final module on future trends that can be anticipated.INSTRUCTORS: Kris Woolley, Lead InstructorFounder & CEO, Avista Senior LivingAdam BentonCo-Founder, Stellar Senior LivingAnn LaceyManaging Director, Healthcare, Artemis Real Estate PartnersCraig Ahlstrom, Jr., Lead InstructorChief Acquisitions / Development Officer, Avista Senior LivingAndrew SmithVice President Operations and Innovation, Human GoodBrandon PhillipsVice President, Artemis Real Estate Partners

Debt Financing Options for Senior Housing & Care

A deep dive into eight debt financing executions — from agency programs to bridge and construction lending, loan sizing, and emerging capital markets trends.Students will gain a comprehensive understanding of program parameters, sponsor and guarantor analysis, operator considerations, market analysis, loan sizing techniques, and emerging trends shaping the future of senior housing and care financing.INSTRUCTORS:Matthew T. Ruark, Lead InstructorSenior Vice President, Head of Commercial and Healthcare Mortgage Production, KeyBank Real Estate CapitalMorgin MorrisSenior Vice President, KeyBank Real Estate CapitalAndrew PaulsenMortgage Banker, Seniors Housing & Healthcare, KeyBank Real Estate CapitalKatie AllinderVice President, KeyBank Real Estate CapitalMichael KeachManaging Director, Commercial Real Estate, JP Morgan ChaseKyle HemmingerDirector, Cain Brothers

Part I: Development Plan & Feasibility

From concept to site selection — development planning, market dynamics, location suitability, purchase price assessment, and engaging key project partners.Additionally, the course emphasizes the significance of identifying and engaging key partners critical to the development process, including operators, financing sources, site planning & due diligence, and design considerations. Concluding with an exploration of emerging trends and innovations, candidates will leave equipped with a comprehensive understanding of the essential steps required to pave the way for a thriving senior housing development endeavor.INSTRUCTORS:Gaurie Rodman, Lead InstructorVice President, Real Estate Strategy and Development, Direct SupplyJoe Daniels, Lead InstructorVice President, Business Development, Direct SupplyMatt KwapisSenior Vice President, Development, Avenue DevelopmentZach BowyerExecutive Managing Director, Cushman & WakefieldStephanie HarrisChief Executive Officer, Arrow Senior Living ManagementChristopher ArrudaManaging Principal, BG Ventures, LLCChris FrommellManaging Partner, Direct Supply

Part II: Development Design & Execution

Move from feasibility into action — design considerations, construction execution, project management, and the operational decisions that determine whether a development delivers.A comprehensive exploration of the steps necessary to oversee the successful execution of a senior housing development project. Led by Joe Daniels, Vice President of Business Development at Direct Supply, candidates will be guided through the intricacies of project management from procurement to construction and beyond. The course also delves into sales & marketing strategies and concludes with an examination of emerging trends and innovations in senior housing development.INSTRUCTORS:Joe Daniels, Lead InstructorVice President, Business Development, Direct SupplyGaurie Rodman, Lead InstructorVice President, Real Estate Strategy and Development, Direct SupplyMatt KwapisSenior Vice President, Development, Avenue DevelopmentChris FrommellManaging Partner, Direct SupplyChristopher ArrudaManaging Principal, BG Ventures, LLCJay CougnetDivision Vice President, Industry Excellence, The Whiting-Turner Contracting CompanyStephanie HarrisChief Executive Officer, Arrow Senior Living Management