Senior Housing Investors
Bringing you the innovators, investors, and leaders across the full spectrum of assisted living and senior housing, all of whom provide for the betterment of our senior population.
Senior Housing Investors
Latest Episodes
When Your Systems Disagree The Operator Must Decide
Three different leaders walk into the same senior care community and answer the same question three different ways: “How many residents live here today?” The clinical director trusts the EHR, sales trusts the CRM, finance trusts the billing sys...
Why Fragmented Operating Records Make AI Dangerous
AI is moving so fast that it’s easy to believe the “SaaS apocalypse” storyline: a tiny team plus an LLM can rebuild narrow workflow apps in weeks, so entire categories of software must be doomed. We think that diagnosis is only half right. Feat...
Heads In Beds Can Sink You
A building can be 95% full and still be quietly going broke. That is the operational paradox defining senior living in 2026, and it is why we are seeing a total decoupling of occupancy rate from enterprise value. We dig into the numbers investo...
Why a Full Building Can Still Bleed Cash - A Deep Dive
A building can be 92% occupied and still be quietly falling apart. Aaron Powell and I dig into the “occupancy trap” in senior living and post-acute care: the comforting dashboard metric that celebrates full beds while revenue leaks, staffing br...
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