BLUEPRINT’s Post

Join us on Thursday, June 27th at 2:00 PM ET for our webinar: "Meet Seniors Housing’s Contrarians: A Handful of Investors Go Big in a Challenging Environment." Fortunes are often made in uncertain times. So it is noteworthy that American Healthcare REIT and PACS Group — two REITs with significant seniors housing and skilled nursing assets in their portfolios — made public offerings in February and April of 2024, respectively. What, if anything, does this mean for the industry? Is now the time for smart money to be deployed –- a case of fortunes being made in a down market? Or perhaps this shift is indicative of other factors? Join us for an insightful webinar, hosted by Seniors Housing Business magazine, where we will delve into these questions. We'll explore current investment and acquisition trends and assess the state of the seniors housing market in our session titled "Meet Seniors Housing’s Contrarians: A Handful of Investors Go Big in a Challenging Environment." The live broadcast — the first in a series of three investment-themed webinars scheduled for 2024 — is set for June 27, 2:00-3:00 pm EDT.

Navigating the care system can be overwhelming. Our Senior Wealth Planner, Frazer Wilson Chartered Financial Planner spoke to Investors' Chronicle about some of the complexities people face when selecting care for older relatives. Read the article here: https://lnkd.in/ekZqfBRs Investment involves risk. #financialplanning #planningforcare #care

Myth busting long-term care costs 💥 Planning for long-term care costs can be complex, with many misconceptions along the way. In reality, many will need to plan ahead to ensure they can afford the care they may need in later life. In our latest Planning Ahead article, Senior Paraplanner and technical specialist Andrew Chastney busts some common myths and outlines strategies to help you plan for future care costs. 👉 Read more: https://ow.ly/PMbq50TLzVs Investment involves risk, and you may not get back what you invest. It’s not suitable for everyone. #LongTermCare #FinancialPlanning #EstatePlanning #WealthManagement

In the competitive landscape of providing financial advice, the race to win high-net-worth clients is intensifying. The increasing concentration of U.S. investable assets among the wealthiest wealth segments presents a prime opportunity for advisors. An estimated $84 trillion generational wealth transfer is on the horizon, and it is expected that 70% of heirs will leave their parents’ advisor. The advisory practices that appeal to this next generation of high-net-worth clients stand to accelerate their revenue growth significantly. High-net-worth clients expect advisors to address their complex needs with a robust menu of personalized services and a team of specialists in various areas of expertise. Involving your clients’ family members early in the relationship can help you foster long-lasting partnerships that continue through generations. Read more in our latest article as we discuss how you can evolve your practice to effectively attract and retain the high-net-worth clients of today and the next generation > https://lnkd.in/gGn3RqfD. #investmentmanagement #highnetworth #investing #financialplanning For Professional Investors Only

Learn the essentials of long-term care with Kalem Mackey and experts Ali Swofford, from Prosperity Partners Wealth Management, and Carol Schmidlin, from Franklin Planning, LLC. Discover why two-thirds of people over 65 will need extended care, and how to integrate this critical conversation into client discussions. Explore diverse care options and strategies to secure your clients' futures. Listen here! ➡️ https://c2pe.info/3U5fAMX #MoneyManagement #FinancialAdvisor #DebtManagement #EstatePlanning #FinancialIndependence

Good Morning Wealth Architects! 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴: 𝗦𝗲𝗰𝘂𝗿𝗲 𝗬𝗼𝘂𝗿 𝗙𝘂𝘁𝘂𝗿𝗲 Ensuring your legacy and protecting your loved ones starts with having a comprehensive estate plan in place. Here are three essential components you need to consider: 1. 𝗪𝗶𝗹𝗹: Clearly outline your wishes regarding the distribution of your assets and the guardianship of minor children. 2. 𝗣𝗼𝘄𝗲𝗿 𝗼𝗳 𝗔𝘁𝘁𝗼𝗿𝗻𝗲𝘆: Designate someone you trust to make financial decisions on your behalf if you become incapacitated. 3. 𝗛𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲 𝗗𝗶𝗿𝗲𝗰𝘁𝗶𝘃𝗲: Specify your healthcare preferences and appoint someone to make medical decisions if you are unable to do so. Planning ahead provides peace of mind and ensures that your wishes are honored. Take the necessary steps today to secure your future and protect your loved ones. Secure your financial future with expert guidance. Let's diversify your investments for a brighter tomorrow. Schedule a Consultation: https://bit.ly/4aLh1oQ Empower yourself with financial wisdom... Grab your copy of Wealth Over Riches – Women’s Edition: https://lnkd.in/gF3RKaAz #WealthBuilding #AMD #amdfinancialgroup #YourTrustedAdvisor #wealthoverriches #WomensEdition #pharmacists #BlackPhysicians #BlackDoctors #BlackDoctorsMatter #BlackWomenInMedicine #blackmaledoctors #blackmenwhitecoats #whitecoat #medicine

Join us on Thursday, June 27th at 2:00 PM ET for our webinar: "Meet Seniors Housing’s Contrarians: A Handful of Investors Go Big in a Challenging Environment." Fortunes are often made in uncertain times. So it is noteworthy that American Healthcare REIT and PACS Group — two REITs with significant seniors housing and skilled nursing assets in their portfolios — made public offerings in February and April of 2024, respectively. What, if anything, does this mean for the industry? Is now the time for smart money to be deployed –- a case of fortunes being made in a down market? Or perhaps this shift is indicative of other factors? Join us for an insightful webinar, hosted by Seniors Housing Business magazine, where we will delve into these questions. We'll explore current investment and acquisition trends and assess the state of the seniors housing market in our session titled "Meet Seniors Housing’s Contrarians: A Handful of Investors Go Big in a Challenging Environment." The live broadcast — the first in a series of three investment-themed webinars scheduled for 2024 — is set for June 27, 2:00-3:00 pm EDT. Panelists: -Danny Prosky, President & CEO, American Healthcare REIT -Curt Schaller, Co-Managing Partner, Focus Healthcare Partners LLC -Dan Baker, Director, Capital Markets at JLL -Chris Kronenberger, Managing Director, Blue Moon Capital Partners LP -Jessica Johnson, Senior Vice President, Healthcare Banking, BOK Financial -J. P. LoMonaco (moderator), Executive Vice President, Valuation Advisory Services, CBRE Register Here: https://lnkd.in/ebadbCRn This webinar is sponsored by CBRE, a fully integrated platform of dedicated seniors housing investment sales, debt and structured finance, investment banking, and valuation services. To learn more about CBRE's seniors housing platform, visit: https://lnkd.in/efQhR9D3 #webinar #seniorshousing #seniorsliving

Learn the essentials of long-term care with Kalem Mackey and experts Ali Swofford, from Prosperity Partners Wealth Management, and Carol Schmidlin, from Franklin Planning, LLC. Discover why two-thirds of people over 65 will need extended care, and how to integrate this critical conversation into client discussions. Explore diverse care options and strategies to secure your clients' futures. Listen here! ➡️ https://c2pe.info/49vo5p8 #MoneyManagement #FinancialAdvisor #DebtManagement #EstatePlanning #FinancialIndependence

It's Estate Planning Awareness Week! Effective estate management allows you to control your affairs and wealth distribution, spell out healthcare wishes, and designate someone to manage your financial affairs if you're unable to. https://lnkd.in/gMmHABjX #Pleasanton #FinancialAdvisor

In my past few posts, I reviewed some common fears physicians have about investing in real estate. I shared some ways to overcome those fears - so check them out. After you become equipped to take action, take the first step! Connect with us to learn how to build long-term wealth through passive real estate investing. Let's chat! https://lnkd.in/eRQ9ect5 #FinancialFreedom #PassiveIncome #RealEstateInvesting #WealthBuilding #DiversifyIncome #CashFlowMD