CSHIP I - 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