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[WATCH] Smart Investments, Bright Futures: Capital Planning for Senior Living Communities

Jan 08 2025

This presentation reviews the capital reserve study process and how it informs strategic plans. You'll learn about best practices related to maintenance and on-going modernization of communities, and we'll discuss selecting vendors and operationalizing these efforts.

Learning Objectives

  • Understand best practices for assessing the community’s physical assets and avoiding deferred maintenance.
  • Learn how to integrate capital reserve studies, budget planning, partner selection, and CapEx program implementation into your community’s plan.
  • Learn about resources that support efficient program execution, including considerations for potential repositioning opportunities.

WATCH WEBINAR

Do you have a question about this webinar or interest in working together? Contact us and we'll connect you.

Speakers

David Mercugliano 

Vice President, Senior Director of Business Development, LCS

Nick Herrick

Vice President/Director of Development, LCS

Rob Milam

CEO, zumBrunnen

Laurie Stallings

Executive Director, Cypress Glen Retirement Community


Webinar