Underwriting Sales in Senior Housing

Course Available to Begin July 1, 2025 - Sign Up Now!

Enrollment Fee: $950
To enroll in the program, you will first need to create a free account.

This course explores the profound financial impact of operational and sales enhancements within senior living communities. You’ll review how strategic improvements lead to substantial revenue growth, effective cost containment, and significant long-term balance sheet enhancements.

Furthermore, the course provides valuable insights into debt management, investor return strategies, and financial projections, equipping you with the knowledge to foster sustainable success.

Upon completion of this course, you will gain a comprehensive understanding of the financial dynamics in senior living. You’ll be able to analyze key financial strategies that drive revenue growth, assess cost management techniques crucial for financial stability, and understand the impact of balance sheet improvements on asset valuation. Additionally, you will evaluate financial projections and risk mitigation strategies, and effectively communicate with investors to maintain confidence and ensure long-term growth.

Course Outline

Topic 1: Introduction to Underwriting Sales

Topic 2: Financial Insights, Challenges & Opportunities

Topic 3: Diagnosing Underperformance in Senior Living Communities

Topic 4: Optimizing Sales & Marketing in a Senior Living Community

Topic 5: Turning Around a Failing Asset

Topic 6: Financial Impact of Operational Improvements

Lead Instructor: 

Traci Bild

Founder and Chief Visionary Officer, Bild & Co

Traci Bild is the Founder and Chief Visionary Officer of Bild & Co, a senior living consulting firm that partners with owners and operators to grow occupancy, revenue, and profitability. Traci is the author of four books to include industry favorite Zero Lost Revenue Days, and has been featured in USA Today, the Wall Street Journal, and the BBC for her business expertise.