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Speakers and Panels
More speakers coming
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Clark Jones
Operations & Strategy Executive
Brookdale
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Jesse Marinko
CEO & President
Phoenix Senior Living & Partners Development Group
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Kevin Maddron
CFO
Foundry Commercial
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Christopher Shear
President
McDowell Housing Partners
)
Michael Liu
Chief Strategy Officer
Swerdlow Group
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Derek Whelan
Managing Director
Ikaria Capital Group
Why You Can't Afford to Miss Bisnow's Inaugural Southeast Senior Housing Summit
Senior housing is one of the most closely watched asset classes in commercial real estate. Investors are chasing a demographic wave that shows no signs of slowing and a supply pipeline that hasn't kept up. New and evolving tax incentives at the federal, state and local level are reshaping how deals get financed, while insurers, lenders and operators are all recalibrating how they think about risk and return in the space. The Southeast is emerging as one of the most active markets for this activity. Bisnow's Southeast Senior Housing Summit brings together the investors, developers, designers and operators building the next generation of senior housing communities and the capital, service and vendor partners trying to break into the space for a day focused on where the deals are, who's doing them, and how to make the numbers work for both operators and residents on fixed incomes.
Key Takeaways From This Event:
Get ahead of the capital wave. Investor appetite for senior housing has surged, and understanding where that capital is coming from and how to position your next deal in front of it is critical.
Understand the shifting incentive landscape. From evolving federal tax credit programs to state, local and insurance-linked incentives, the rules around what makes a senior housing deal pencil are changing. Hear directly from the people navigating it in real time.
See the demand story first-hand. An aging population and a shrinking development pipeline are combining to create real urgency and real opportunity for those positioned to act now.
Learn how to build for residents on a fixed budget. Hear how developers and operators are structuring deals that stay profitable while keeping units within reach of seniors living on fixed incomes.
Meet the Southeast's active players. Developers, capital sources, designers, operators and vendors serious about this asset class are in this room. The deals, partnerships and referrals happen in networking as much as on stage.
Get a playbook, not just a forecast. Beyond the macro story, you'll leave with real answers on design innovation, staffing and operations, and which operating models are actually working today.
Get prepared for this event by reading Bisnow's comprehensive coverage on America's senior housing shortage: https://www.bisnow.com/national/news/senior-housing/wall-street-piling-into-senior-housing-as-massive-shortage-looms-135068
For questions regarding content and speaking, please email our Event Producer, Elizabeth Herrgott, at elizabeth.herrgott@bisnow.com. Want to get involved? Contact Jordan.Hinsch@bisnow.com to get information on sponsorship, pricing and availability at this event. To request disability-related accommodations, please contact ariel.fromm@bisnow.com no later than seven business days prior to the event.
Agenda
| Time | Activity |
|---|---|
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8:00 AM
9:00 AM
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Registration, Breakfast & Networking
|
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9:00 AM
9:45 AM
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Macro Outlook on Senior Housing: Investment, Development and Demand
Senior housing has moved to the top of many investors' watch lists, but development hasn't kept pace with a demographic shift that's only accelerating. This panel unpacks where capital is flowing, how shifting federal, state and local incentive programs are changing what's financeable, and what it will take to close the growing gap between supply and demand. Panelists will size the opportunity across the Southeast and identify which submarkets and product types are attracting capital first. |
|
9:45 AM
10:00 AM
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Networking
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|
10:00 AM
10:45 AM
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Building and Designing the Next Generation of Senior Housing
With costs and financing conditions squeezing feasibility, developers and designers are rethinking what a senior housing community can look like with the capital available. This panel dives into adaptive reuse, right-sized unit formats, hybrid campuses that blend care levels, and design choices that lower operating costs without sacrificing resident experience. Panelists will discuss how to design a building that's attainable for a fixed-income resident while still generating a return investors will fund. |
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10:50 AM
11:35 AM
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Keys to Operational Success Across Various Operating Models
Development is only half the equation, occupancy, staffing and reimbursement realities determine whether a community actually performs. This panel brings together operators across independent living, assisted living, and memory care to discuss what's driving occupancy trends, where staffing, technology and service delivery are being reinvented, and how coverage gaps shape which residents a community can serve. Attendees will leave with a clear-eyed view of which operating models are winning today and what it takes to run one profitably. |
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11:35 AM
12:00 PM
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Post-Event Networking
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