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Aging Gracefully, Investing Wisely: Featuring Focus Healthcare Partners

Focus Healthcare Partners’ Paul Froning and Michael Feinstein join Greg to discuss the impact of improving demographics on healthcare and senior housing.

In this episode, host Greg Dowling speaks with Paul Froning and Michael Feinstein from Focus Healthcare Partners, a firm dedicated to investing in senior housing and healthcare-related properties. Their conversation explores how demographic shifts and changing consumer expectations are reshaping the senior living industry for the better. Paul and Mike share their investment philosophy, which centers on strategic partnerships, operational improvements and the critical importance of meaningful experiences and better health outcomes for residents.  

An insightful discussion on the future of senior housing and healthcare real estate amid the tailwinds of an aging population.

 

Key Takeaways:

  • Over the last 10 years, 3 million Americans turned 80 and twice that number will in the next 10 years.
  • Focus Healthcare Partners specializes in senior housing real estate investments, emphasizing long-term value creation, operational excellence and better health outcomes for residents.
  • To address regulatory complexity and other issues, they prioritize partnerships with experienced operators to enhance residents’ experiences and improve care delivery.
  • Focus Healthcare Partners remains optimistic about the future of senior housing, viewing it as a sector buoyed by demographics and benefitting from continued transformation.




Episode Chapters
0:00 Podcast Introduction
1:24 Fun Facts 
2:02 What is Focus Healthcare Partners?
2:26 Why Invest in Senior Housing? 
3:45 Balancing a Good Investment with Providing Excellent Resident Care
5:18 Senior Housing Investible Universe
7:54 Benefits of Senior Housing
9:10 Demographic Tailwinds 
10:06 How to Successfully Invest in Senior Housing 
12:35 Understanding the Underlying Business
14:30 Focus Healthcare Partners Case Study
17:23 Game Plan for Making a ROI 
19:36 Good Food = Happy Residents 
22:59 What Are the Risk Factors?
27:31 Exit Strategy 
28:35 Investing in REITs vs. Focus Healthcare Partners
29:34 Tips for Evaluating Senior Housing 
32:35 Understanding the Financials 
35:24 Walking the Walk

 

Disclosures

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This information is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person who may receive this presentation. Neither the information nor any opinion expressed in this report constitutes an offer, or an invitation to make an offer, to buy or sell any securities.

The information herein was obtained from various sources. FEG does not guarantee the accuracy or completeness of such information provided by third parties. The information in this presentation is given as of the date indicated and believed to be reliable. FEG assumes no obligation to update this information, or to advise on further developments relating to it.