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National Real Estate Investor
February 1, 2005
Stan Luxenberg
Is Senior Housing the Next Comeback Kid? Erickson, who is CEO of Baltimore-based Erickson Retirement Communities, has big plans. Currently operating 13 projects, he expects to go on a building spree in the next five years that will raise his total number of developments to 40. mark for My Articles similar articles
Managed Care
December 2000
Jack McCain
'The Best Is Yet To Come' Managed Care for Affluent Elderly? Although they're an old form of managed care, the best continuing care retirement communities (CCRCs) strive to be life maintenance organizations... mark for My Articles similar articles
Real Estate Portfolio
Jan/Feb 2001
Deidre Darsa
Catch The Edge Investors are often confused by the different phases of senior living services that different facilities provide. The following is an attempt to break down each phase from active seniors to those folks who require constant care... mark for My Articles similar articles
Commercial Investment Real Estate
Mar/Apr 2003
Roxanna Guilford-Blake
A Maturing Market Seniors housing struggles to find balance before the boom. mark for My Articles similar articles
Commercial Investment Real Estate
Jul/Aug 2007
Matt Hudgins
Degrees of Success Campus-related projects earn high marks from commercial real estate developers. mark for My Articles similar articles
Financial Planning
May 1, 2013
June Fletcher
Elder Housing Options for Clients Aging clients may need to adjust real estate holdings to address changing health care needs. Here are 7 strategies to consider. mark for My Articles similar articles
National Real Estate Investor
September 1, 2006
Joe Gose
A Much Rejuvenated Nursing Home Sector A GE Healthcare/Formation Capital deal signals a renewed interest of institutional investors in nursing homes, which, unlike the independent or assisted living sectors of the seniors housing industry, provide more hands-on care to short-term as well as long-term residents. mark for My Articles similar articles
Commercial Investment Real Estate
Nov/Dec 2002
Hoffman & Allen
Homing in on Manufactured Housing Look to these communities to find investment opportunities. mark for My Articles similar articles
The Motley Fool
December 6, 2005
David Braze
Other Long-Term Care Sources If you need help as you age, where will you get it and how much will it cost? Long-term care insurance may help meet this need, but we each must decide for ourselves what option is most appropriate. mark for My Articles similar articles
Financial Advisor
September 2005
Tracey Longo
When Seniors Sell Their Homes Seniors, who often owe little or nothing on their homes, are reaping the rewards of the hot real estate market mark for My Articles similar articles
Commercial Investment Real Estate
Jan/Feb 2014
Myers et al.
Healthy Seniors Housing Investor demand revitalizes this niche sector. mark for My Articles similar articles
Financial Planning
November 1, 2005
Donald Jay Korn
Coming Home Over one million older people now live in assisted-living communities. Here's how financial planners can help them weigh the options and make the transition. mark for My Articles similar articles
Financial Advisor
October 2007
Tracey Longo
Capitalizing on Boomers' Next Big Move For financial advisors, turning a blind eye to retiring clients' penchant for their next new home is an opportunity lost. mark for My Articles similar articles
Commercial Investment Real Estate
Mar/Apr 2006
John Cobb
Seniors Housing Blossoms The outlook is rosy for this perennial investment: long-term care facilities and seniors housing. mark for My Articles similar articles
Real Estate Portfolio
May/Jun 2002
Merrie S. Frankel
Manufactured Housing Sector Looks to Build on Improved Fundamentals Although it remains a small sub-sector of the commercial real estate industry, the manufactured housing market offers investors some interesting opportunities despite facing serious challenges... mark for My Articles similar articles
Commercial Investment Real Estate
Mar/Apr 2014
Richard Close
Manufactured Homes Interest increases in this niche. mark for My Articles similar articles
National Real Estate Investor
October 1, 2006
Stan Luxenberg
Housing for Seniors Has Hollywood Flair To attract active retirees, plenty of rental developments offer spiffy clubhouses or classes in conversational Italian. But a new California project goes one step further, focusing on a single theme -- the arts. mark for My Articles similar articles
Financial Planning
February 1, 2007
Bob Veres
Retirement: The New Frontier The world your retiring financial advisory clients are about to enter is changing. Navigating it will throw a host of challenges in their paths -- and therefore, yours. mark for My Articles similar articles
Commercial Investment Real Estate
Mar/Apr 2008
Larry Harwood
Manufactured Success Today's land-lease communities provide an alternative niche for investment dollars. mark for My Articles similar articles
National Real Estate Investor
February 1, 2007
Jane Adler
Private Equity Targets Seniors Housing In a blockbuster deal, private equity firm Fortress Investment Group agreed to purchase the 35,000-unit North American portfolio of one of the biggest owners and operators of retirement buildings in the country. mark for My Articles similar articles
Financial Advisor
July 2008
David J. Drucker
Retirement On Hold With a shaky market, retirement plans must be rethought, modified and, hopefully, salvaged. mark for My Articles similar articles
Financial Advisor
March 2006
David J. Drucker
Breaking The Rules We can prognosticate as much as we want, but only time will tell exactly how boomers will fare as a generation in retirement. Here's what financial advisors can do to help. mark for My Articles similar articles
National Real Estate Investor
September 1, 2008
2008 ASHA 50 Managers American Seniors Housing Association's (ASHA's) list of the nation's largest seniors housing managers. mark for My Articles similar articles
National Real Estate Investor
November 1, 2005
Matt Hudgins
Transparency at Last Market Area Profile (MAP) reports have put the seniors housing industry on the same level as office, industrial, retail, multifamily and hotels in terms of available data on supply and demand. mark for My Articles similar articles
National Real Estate Investor
September 1, 2008
2008 ASHA 50 Owners American Seniors Housing Association's (ASHA's) list of the nation's largest seniors housing owners. mark for My Articles similar articles
The Motley Fool
May 18, 2011
Dan Caplinger
How Broke Retirees Will Threaten Your Stocks Those nearing retirement will have to take dire steps to survive. Businesses could suffer. mark for My Articles similar articles
Registered Rep.
June 1, 2012
Mark Miller
Five Ways to Change Your Clients' Retirement Math These basic moves can make a big difference. mark for My Articles similar articles
The Motley Fool
March 7, 2007
Mary Dalrymple
Define Your Retirement You may have thought a lot about what you want to do in retirement, but you may not have thought as much about how your personal plans have an effect on your retirement financial planning. mark for My Articles similar articles
Investment Advisor
June 2009
James J. Green
Boomers Still Prefer Aging in Place The tendency for buyers in 55+ communities to continue to work in greater numbers and for longer periods of time show us that this group is redefining the traditional notion of retirement. mark for My Articles similar articles
Financial Planning
May 1, 2010
Donald Jay Korn
Retirement NOW The idea of retirement has changed from a brief, blissful rest at the end of life to almost a second youth, with relatively few responsibilities, increased mobility and vast, open swaths of free time. mark for My Articles similar articles
On Wall Street
December 1, 2008
William Harding
Endowments Offer Investment Lessons for Retirees The number of Americans who turn 65 each week could fill a sports stadium -- and they all need income. Portfolios for people saving for retirement should be structured differently from those already there. mark for My Articles similar articles
Financial Planning
June 1, 2010
Jeanne Lee
House Money As 401(k)s shrink and Social Security replaces a smaller share of income, retirees may need to reconsider tapping the value in their homes. mark for My Articles similar articles
Financial Advisor
October 2007
William Glasgall
The New Retirement Wave Planners will need to seek innovative ways to help keep the baby boomers from exhausting their nest eggs. mark for My Articles similar articles
Registered Rep.
October 1, 2006
Kristen French
It's Triage Time There are millions of baby boomers zooming toward retirement who have vastly underestimated their future financial needs. In other words, for financial advisors and their clients, it's triage time. mark for My Articles similar articles
Commercial Investment Real Estate
May/Jun 2004
J.R. Chantengco
Affordable Money Nonprofit and private developers can take advantage of tax-exempt bonds. mark for My Articles similar articles
Financial Planning
September 1, 2007
Jim Grote
What Retirement Means Now To your affluent clients, retirement anxiety has as much to do with emotional issues as financial ones. The newest thinking adds human capital, everything from earning capacity to feelings of personal satisfaction, to the funding equation. mark for My Articles similar articles
Financial Planning
July 1, 2008
Elizabeth O'Brien
Foundation for Retirement Foundations and endowments can teach advisors strategies for constructing and maintaining retirement income portfolios. Here's a look at how. mark for My Articles similar articles
The Motley Fool
July 5, 2006
Dan Caplinger
Planning for the Unthinkable Your parents are getting older. Here's how you can help them financially. mark for My Articles similar articles
Financial Planning
December 1, 2007
Stacy Schultz
White Paper The Principal Financial Well-Being Index is a quarterly study that identifies and tracks trends in consumer financial well-being, retirement planning, employee benefits and workplace trends. mark for My Articles similar articles
Commercial Investment Real Estate
Jan/Feb 2015
Beth Burnham Mace
Seniors Housing Stacks Up Last year's investment performance signals a strong 2015. mark for My Articles similar articles
Investment Advisor
June 2006
Megan L.F. Robert
Retirement Planning: Retirement Advisor Profile Financial institutions are looking at retirement planning as a business opportunity and trying to see how it fits together with their overall business. mark for My Articles similar articles
The Motley Fool
December 6, 2008
Selena Maranjian
Is Your Retirement Being Destroyed? It's true that everyone is hurting right now. But those who are planning to retire soon face some particular challenges. mark for My Articles similar articles
The Motley Fool
May 12, 2005
Glen Kenney
Teaching Yourself to Retire Here are lessons on planning for retirement, like contacting your human resources department and local Social Security Administration office and perhaps even a certified financial planner. mark for My Articles similar articles
The Motley Fool
September 20, 2006
Dan Caplinger
Don't Defer Paying Tax: Part 2 Simple rules of thumb are handy for investors; in general, taking advantage of opportunities to eliminate or defer payment of tax is a smart move. mark for My Articles similar articles
Financial Planning
June 1, 2005
Len Reinhart
Later-Life Planning As clients live longer, they will have different needs at different stages of their retirement. mark for My Articles similar articles
Financial Planning
December 1, 2006
Marshall Eckblad
The Retirement Puzzle Serving retirees might be a lot less profitable than most financial planners imagine. There are certainly opportunities in catering to this wealthy crowd, but only if you know where to look. mark for My Articles similar articles
Financial Planning
December 1, 2006
Len Reinhart
Retirement Hedges To meet your clients' needs, your process will have to include planning for each stage of their retirement years. If used correctly, alternative investments can reduce risk in lifetime investment plans. mark for My Articles similar articles
Investment Advisor
June 2009
Lewis Schiff
The Affluentialist: Best Practices for Retirement Planning According to an in depth survey of experienced advisors who devoted a significant portion of their practices to retirement planning, demands from clients are driving the evolution of retirement services. mark for My Articles similar articles
Financial Planning
February 1, 2007
Joel Bruckenstein
Retirement Software: Do You Have What Boomers Need? Here is a radical proposal for serving the next generation of retirees more effectively -- and profitably. mark for My Articles similar articles
On Wall Street
September 1, 2013
Dave Lindorff
The New Math of Retirement Many planning metrics, used forever to craft retirement portfolios, are no longer valid. Here are the new numbers and strategies you'll need when planning for your clients' tomorrow. mark for My Articles similar articles