What if the key to deeper connection isn't retreating into what's safe, but venturing further into the unknown? This conversation with Eli Hauber, founder of From Here to Human, explores a powerful paradox that could transform how we relate to ourselves and others.

Eli shares the origins of his "Go Further, Draw Closer" philosophy, born from profound experiences in Uganda where he found himself alone in villages that hadn't seen outsiders in decades. These moments of extreme vulnerability—stripped of comfort, connectivity, and familiarity—revealed something unexpected: our deepest connections often emerge when we're furthest from what we know.

At the heart of this approach are three guiding principles: being curiosity-fueled (using wonder as your compass), intention-guided (moving through the world with care and purpose), and boundary-defying (pushing past limitations that keep us isolated). Through vivid storytelling, Eli demonstrates how these principles have shaped his interactions across cultural divides and how they can be applied in everyday life—whether traveling abroad or simply choosing to stay and watch your child's practice instead of running errands.

What makes this conversation particularly compelling is its practical wisdom for addressing our epidemic of loneliness. Rather than grand gestures, Eli advocates for small, intentional steps toward connection—having an ice cream conversation, volunteering locally, or simply being present with those around you. Each choice leaves what he calls an "eternal imprint" on the people and places we touch.

As Eli prepares to launch Project RICH (Revealing Interconnection to Catalyze Harmony), he invites listeners to reconsider what truly connects us across our differences. In a world increasingly defined by division, this fresh perspective offers hope that by venturing beyond our comfort zones, we might discover the shared humanity that unites us all.

What happens when life's most devastating moments become the catalyst for financial transformation? Chris Larsen's journey from competitive cyclist to multifamily real estate mogul began with unimaginable loss. After his best friend died suddenly at 18, Chris experienced a profound shift in perspective that would forever change his approach to life and money.

"If I die tomorrow, will I be satisfied with my life?" This question pushed him to abandon his cycling career and pursue what truly mattered – living fully and creating financial freedom. At just 21, while studying engineering at Virginia Tech, Chris purchased his first rental property, laying the groundwork for what would become a half-billion-dollar real estate portfolio.

Throughout our conversation, Chris reveals the hidden advantages of multifamily investing that most overlook. Beyond simple cash flow, he explains how forced appreciation through operational improvements creates wealth regardless of market conditions. His strategic pivot from single-family to multifamily investments came after discovering his single-family portfolio was yielding a disappointing 4% return on equity – an embarrassing realization for someone with an MBA in finance.

Perhaps most fascinating is Chris's unconventional incorporation of cash value life insurance as a cornerstone investment strategy. Unlike traditional financing methods, these specially structured policies provide tax-advantaged liquidity that can be deployed into real estate deals. "My guaranteed minimum this year is 4%, but I'm getting 6% with dividends – completely tax-free," he explains, demonstrating how this approach creates both protection and opportunity.

For those concerned about today's volatile market conditions, Chris offers practical insights on navigating higher interest rates and increasing supply pressures. His team has found creative solutions like partnering with housing authorities to incorporate affordable units, boosting cap rates by 200 basis points in some markets. He's also eyeing emerging secondary markets that follow migration patterns – places like Columbus, Indianapolis, and Myrtle Beach that combine quality of life with affordability.

Ready to transform your financial future? Visit nextlevelincome.com to download Chris's multifamily playbook or explore his approach to building a personal banking system through life insurance. The path to financial freedom may not be what you expect – but as Chris proves, sometimes our greatest setbacks become our most powerful catalysts for change.

What If You Could Be Work Optional ?

In this episode, Keith Blackborg, a CPA turned investor, shares how he retired at age 32—not to stop working, but to start living intentionally. Through his company, Financial Journey, Keith now helps high-net-worth individuals and entrepreneurs achieve financial independence and reclaim control of their time, purpose, and legacy.

Keith introduces a new paradigm: "work optional" living—where wealth is a tool for freedom, not just accumulation. He dives deep into the financial strategies and identity shifts required to move beyond success and into significance.

What you'll learn:

• How Keith scaled from single-family rentals to hotels and apartment complexes
• Why he exited his businesses when he realized more money wasn't making him happier
• The hidden emotional challenges of retirement and life after business ownership
• How to optimize your existing assets to become work optional faster
• Why having a clear post-exit vision is as important as a financial strategy
• How a curated community of accredited investors is unlocking uncommon opportunities
• Little-known tax strategies that often save members five figures annually
• How to prepare the next generation for wealth stewardship and purpose
• Details on his annual Passive Investor Event in Dallas

🎧 Whether you're building, exiting, or reinventing—this episode offers a powerful roadmap to wealth with intention.

👉 Learn more at FinancialJourney.Life
🎟️ Attend the next event at PassiveInvestorEvent.com

The Perfect Storm in Senior Housing Has Arrived.

In 2025, demand for senior housing is exploding as baby boomers begin turning 80—the critical age when care decisions accelerate. Annual absorption has surpassed 35,000 units for three consecutive years, pushing occupancy rates toward 90%. But there’s a catch...

New construction has collapsed, falling below 10,000 units in 2024—the lowest level since 2009. With rising costs, labor shortages, and tightened lending, supply simply can't keep up.

The result? Rates are rising sharply.

• Independent living studios jumped 8.5% in Q1
• Assisted living increased 7.4% across all unit types
• Memory care now commands over $22/sq ft

Even monthly care costs are climbing—adding $1,800–$2,500 per month depending on the level of care.

This episode breaks down the numbers, the causes, and what this means for investors, developers, and families alike. Whether you're allocating capital or planning for loved ones, understanding this demographic and market shift is critical.

Subscribe now and stay ahead of the senior housing curve.

 🔗 Visit HavenSeniorInvestments.com for more insights and investment opportunities.

What if technology could improve human connection in senior housing—not replace it?

In our latest episode of the Senior Housing Investors Podcast, Sue Graves shares how thoughtfully implemented tech solutions are transforming both the resident experience and the employee experience in senior living communities.

From reducing staff turnover to streamlining operations, here are just a few highlights:

 ✅ Conversational AI handles up to 80% of routine inquiries
 ✅ Robotics reduce physical strain and increase efficiency
 ✅ Earned wage access has cut turnover by up to 60%
 ✅ QR code-enabled shuttle requests eliminate thousands of monthly calls
 ✅ Digital tipping improves retention and service quality

Susan makes it clear: the future of senior housing isn’t about replacing people—it’s about empowering them to focus on what matters most: meaningful, human-centered care.

🎧 Listen now and learn how to reimagine operations through tech.

 📩 Want to connect? Reach Susan at [email protected] or on LinkedIn.

#SeniorHousing #TechInSeniorLiving #DigitalTransformation #EmployeeRetention #ResidentExperience #SeniorHousingInvestorsPodcast #HavenSeniorInvestments

In this insightful episode, Daniel Holmlund, founder of the Alternative Investing Club and a veteran AI expert, delves into how artificial intelligence is reshaping the landscape of senior housing investments.

From his extensive experience at Intel to leading innovative investment strategies, Daniel shares how tools like Retrieval-Augmented Generation (RAG) and agentic AI are streamlining due diligence processes, enhancing decision-making, and identifying lucrative opportunities in the senior housing market.

Whether you're an investor, developer, or operator, this conversation offers valuable perspectives on integrating AI into your investment approach.

Senior housing faces a "double whammy" of challenges from dramatic interest rate increases and persistent tariffs on construction materials, yet demographic trends still make it an incredibly strong long-term investment opportunity.

• Interest rates have jumped 200-300 basis points higher than pre-pandemic levels, significantly increasing the cost of capital
• Construction material costs have risen 15-25% due to tariffs, particularly affecting specialized components needed in senior living
• Transaction volumes have dropped 35-40% as buyers seek discounts while sellers remain anchored to pre-interest rate hike valuations
• New construction starts are down 45% from their peak, limiting new supply through at least 2025-2026
• By 2040, the 80+ population will double from 12 million to over 24 million people, creating overwhelming demand
• Secondary markets offer cap rates 75-150 basis points higher than primary markets, providing a cushion in higher interest environments
• Needs-based care models like memory care show greater resilience due to stronger pricing power
• Market dislocation is creating opportunities to acquire properties at 15-25% below replacement cost
• Technology investments like AI-powered staff scheduling can save 5-8% on labor costs
• Energy independence initiatives through solar and battery storage can reduce utility expenses by 40-60%

Sign up for our weekly newsletter at havenseniorinvestments.com to stay connected with us and reach out anytime with questions.

Brett Swarts reveals how the Deferred Sales Trust offers freedom, flexibility, and tax deferral for high-net-worth individuals exiting businesses or real estate investments. This innovative strategy provides an alternative to traditional 1031 exchanges by allowing sellers to defer capital gains taxes while creating truly passive income streams.

• Understanding how capital gains taxes can take 20-50% of profits when selling appreciated assets
• How Deferred Sales Trust works as an installment sale with a trust that provides complete investment flexibility
• Real-world examples including a dental practice sold for $16M generating $120K monthly in passive income
• Differences from 1031 exchanges: no like-kind requirement, no tight timelines, ability to diversify investments
• Using DST for business sales, Bitcoin, and real estate with 30-year track record of IRS compliance
• Joint venture opportunities allowing entrepreneurs to partner with their trust for new ventures
• Fee structure typically 1.5-2% annually plus one-time legal setup costs
• Estate tax benefits that can remove assets from taxable estates without charity or life insurance
• Practicing "stewardship over ownership" mindset to create generational wealth and family legacy

To learn more about implementing a Deferred Sales Trust strategy for your exit, visit capitalgainstaxsolutions.com to schedule a free consultation or pick up Brett's book "Building a Capital Gains Tax Exit Plan."

Packed with valuable insights, this deep dive into the seniors housing market offers a detailed exploration of the industry's current trends and future opportunities. We discuss the latest data from JLL's Seniors Housing and Care Survey and discover how demographic shifts are affecting the landscape of senior living investments.

• Strong market activity with rising confidence and transaction volume 
• Insights on cap rate compression and what it means for investors 
• Rebounding occupancy rates and robust rent growth trends 
• Limited new construction creating favorable supply-demand dynamics 
• Increasing interest from a variety of investor types, including private equity 
• Risks to be mindful of, particularly economic uncertainties 

Explore how technology and innovation are shaping the investment strategies within this sector, ensuring quality care for residents along with profitable returns.

Sign up for our weekly newsletter at havenseniorinvestments.com to stay updated!