The Deal Scout Newsletter: Unveiling the Future of Senior Housing

I’m thrilled to share some incredible insights from our latest episode of "The Deal Scout." This time, I had the pleasure of chatting with John Hauber, co-host of the "Senior Housing Investors Podcast." We delved deep into the senior housing sector, exploring everything from innovative business models to the role of faith in our professional lives. Here are the key takeaways you won't want to miss:

🚀 Key Lessons and Ideas

The Power of Faith in Business:
John’s journey is a testament to how integrating faith into business can lead to meaningful and fulfilling work. He shares how his faith has guided him through personal and professional challenges, shaping his approach to serving the elderly.

Demographic Trends and Market Potential:
By 2030, all baby boomers will be over 65, making up 20% of the population. This demographic shift presents a massive opportunity for growth in the senior housing market. John estimates a need for around 806,000 new facilities by 2030!

Innovative Senior Housing Models:
John envisions intergenerational communities that combat loneliness and foster mutual support. Imagine a 30-acre community with cottages for single women, 55-plus communities, and assisted living facilities—all designed to create a sense of belonging.

Technological Advancements:
The future of senior housing includes humanoid robots that assist caregivers, allowing them to focus on emotional and relational care. This innovation not only improves the quality of care but also enriches the caregiver’s experience.


John’s inspiring journey from overcoming personal challenges to building a successful, faith-centered business is a must-listen. Whether you’re a seasoned investor or just starting out, this conversation will leave you with a fresh perspective on the potential of the senior housing market.

P.S. If you haven’t already, make sure to subscribe to "The Deal Scout" on your favorite podcast platform to stay updated with our latest episodes.

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Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.

Next Steps

• Share your thoughts with a review - https://www.thedealscout.com/reviews/
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Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.

Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

I’m thrilled to share some incredible insights from our latest episode featuring Ron Diamond,on the topic of family offices and private deals. This conversation was packed with wisdom, and I’m excited to give you a sneak peek into the key takeaways.

Key Lessons and Ideas:

Family Offices vs. Private Equity:
Long-Term Vision: Family offices are disrupting traditional private equity by adopting a long-term investment strategy, holding investments for decades and fostering stability.
Challenges in Execution: Many family offices struggle with infrastructure and expertise, often viewing hiring as a cost rather than an investment.

Choosing the Right Partners:
Integrity Over Credentials: Ron emphasizes the importance of character and trustworthiness over mere credentials. He looks for partners who demonstrate integrity, especially in challenging situations.

The Giving Mindset:
Altruism in Business: Ron advocates for a giving mindset, suggesting that genuine connections and collaboration are more valuable than immediate financial gain.

Philanthropy and Business:
Entrepreneurial Philanthropy: Family offices can drive significant societal change by adopting an entrepreneurial approach to philanthropy, addressing issues that governments and corporations often overlook.

Generational Shifts in Values:
Impact Investing: Younger generations are increasingly focused on ethical investments, aligning their financial decisions with their values, which is reshaping the family office landscape.

Mindset and Ego:
Humility in Success: Ron discusses the importance of humility and the willingness to surround oneself with knowledgeable individuals, avoiding the pitfalls of ego.

Defining a North Star:
Guiding Principles: Ron emphasizes the need for a guiding principle that balances profit with social impact, creating a legacy that extends beyond financial success.

Exit Strategies and Legacy:
Holistic Approach: Ron encourages a holistic approach to investing, considering both financial returns and the broader implications of financial decisions.

Vulnerability as Strength:** Embracing vulnerability can lead to deeper connections and personal growth, a concept Ron passionately supports.

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Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.

Next Steps

• Share your thoughts with a review - https://www.thedealscout.com/reviews/
• Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/
• Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg

Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.

Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

I'm thrilled to share the latest episode of "The Deal Scout" with you. This time, I had the pleasure of chatting with Anmol about the the world of trading. We dove deep into the psychological aspects of trading, and I can't wait for you to hear it. Here are some key takeaways from our conversation:

Key Lessons and Insights:

The Power of a Trading Plan:
Anmol emphasizes the necessity of a well-structured trading plan.
A solid plan acts as your roadmap, helping you stay focused and disciplined.

Emotional Mastery in Trading:
We discussed the emotional rollercoaster that comes with trading.
Anmol shared techniques to maintain emotional stability and avoid impulsive decisions.

Technical Analysis Essentials:
Anmol breaks down the importance of technical analysis.

Managing Trades and Controlling Losses:
Discover Anmol’s strategies for setting stop-loss orders and managing risk.
Understand the importance of knowing when to cut losses and move on.

Avoiding Common Pitfalls:
We talked about the traps many traders fall into, like overtrading and deviating from their plans.

Curiosities and Thought-Provoking Ideas:

Psychology Over Strategy**: Anmol believes that psychology plays a crucial role in trading success.
Market Stages**: Learn about the four market stages—sideways movement, uptrend, consolidation, and downtrend—and how to navigate them.
Impact of Wins and Losses**: Which affects traders more, big wins or losses? Anmol’s insights might surprise you.

P.S. Don't forget to subscribe to our newsletter for more insights and updates on upcoming episodes!

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Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.

Next Steps

• Share your thoughts with a review - https://www.thedealscout.com/reviews/
• Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/
• Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg

Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.

Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

Mr. Acers, recognized as a "CEO Visionary" by LA Times B2B Publishing, draws on his 20+ years of experience in investment banking, acquisition, and strategy experience advising middle market companies on transaction execution and strategy.

Prior to founding Objective, Investment Banking & Valuation, he served as a Director at TGG Capital, leading the firm’s financial and strategy consulting operations. He was also Director of The Oxford Investment Group’s Western U.S. private equity activities and Managing Partner at Passage Venture Capital Partners.

He holds an MBA from the UCLA Anderson School of Management, FINRA Series 79 and Series 63 licenses, and is a Registered Representative of BA Securities LLC, Member FINRA SIPC.

Additional Links:
https://www.objectiveibv.com/resources/team/trever-acers/
https://www.linkedin.com/in/treveracers/

https://youtu.be/NH7BKWHGTuQ?si=UId0AHKFai5v1_FK

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Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.

Next Steps

• Share your thoughts with a review - https://www.thedealscout.com/reviews/
• Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/
• Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg

Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.

Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

The Road Ahead: What My Series 79 Certification Means for "The Deal Scout"

Hey Deal Scouts,

I’m thrilled to share some exciting news with you all! 🎉 I’ve recently passed the Series 79 FINRA investment banking representative exam, officially marking my entry into the world of investment banking. This milestone is a game-changer for me, and I can’t wait to bring you along on this journey.

Here’s a sneak peek into what’s coming up on "The Deal Scout" and some key takeaways from my latest episode:

Key Lessons and Insights:
New Horizons in Investment Banking**: With my new credentials, We are now equipped to assist clients with IPOs, SPACs, M&A, bridge financing, and PIPEs. This opens up a whole new realm of opportunities for us to explore together.

Focus on Family Offices and Private Equity**: My primary focus will be on working with family offices, private equity groups, hedge funds, and venture capital firms. These are the powerhouses of the deal-making world, and I’m excited to dive deep into their strategies and insights.

Future of The Deal Scout**: Expect more interviews with top dealmakers and industry professionals. We’ll be unpacking the nitty-gritty of investment banking and deal-making processes, providing you with tactical, actionable information.

Transparency and Compliance**: As I step into this new role, I’m committed to maintaining transparency and compliance. Disclosures and disclaimers will be a staple, ensuring you have the right information to make informed decisions.

Christian Business and Investing**: My faith is a cornerstone of my life and work. I’m dedicated to creating content that aligns with Christian values, focusing on ethical and impactful investing.

Curiosities to Spark Your Interest:
What’s it like to pass the Series 79 exam?** I’ll share my personal journey and the challenges I faced along the way.
Behind the Scenes of IPOs and SPACs**: Get an insider’s look at the processes and requirements involved in these complex financial transactions.
Interviews with Industry Titans**: Hear from the best in the business as they share their experiences and strategies for success.
The Role of Disclaimers in Finance**: Why are they so important, and how do they protect you?

Joi

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Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.

Next Steps

• Share your thoughts with a review - https://www.thedealscout.com/reviews/
• Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/
• Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg

Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.

Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

This week, I had the pleasure of sitting down with Edward Fernandez, a fellow podcaster and entrepreneur from Southern California, who has an incredible story to tell. Here are the key takeaways and intriguing insights from our conversation that you won’t want to miss:

Key Lessons and Ideas:

• Purpose-Driven Business: We dive deep into the significance of mission, purpose, and values in business. Edward’s journey with 1031 Crowdfunding is a testament to how a strong sense of purpose can drive success.
• Starting with Faith and $60,000: Edward started his business with just $60,000 from investors, secured on a handshake. He shares the challenges of financial uncertainty and how he navigated those early days with faith and determination.
• Faith as a Business Foundation: A pivotal moment in Edward’s journey was a seven-day fast that provided him with clarity and direction for his business. He emphasizes that his faith, not his bank account, is his true source of strength.
• Money as a Tool: We discuss common misconceptions about wealth, particularly in the Christian community. Edward clarifies that money itself is not evil; it’s a tool that can be used for good when understood and managed wisely.
• 1031 Exchange Explained: Edward breaks down the mechanics of a 1031 exchange, a tax-deferral strategy for real estate investors. He uses the analogy of surfing to explain how investors can "ride the wave" of tax deferral by reinvesting in real estate.
• Operational Insights: Learn about the inner workings of 1031 Crowdfunding, described as a "shopping mall" for real estate investments. With a team of 51 employees, the company offers comprehensive support across various asset classes.
• Overcoming Property Management Hassles: Edward reassures investors that 1031 Crowdfunding allows them to avoid the headaches of traditional property management, focusing instead on passive income and long-term growth.

Curiosities and Personal Touches:

• Journaling Miracles: Edward keeps journals documenting the miracles and blessings he has experienced, which serve as reminders during challenging times.
• Family Leadership: One of his most strategic hires was his wi

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Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.

Next Steps

• Share your thoughts with a review - https://www.thedealscout.com/reviews/
• Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/
• Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg

Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.

Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

I’m thrilled to share some exciting insights from our latest episode of "The Deal Scout." This time, I had the pleasure of chatting with Matt Bodnar, a seasoned expert in private equity and small business acquisitions. We delved into the often misunderstood world of private equity, the concept of Entrepreneurship Through Acquisition (ETA), and the unique opportunities that lie ahead. Here are the key takeaways:

1. Demystifying Private Equity

• Negative Perceptions: We tackled the common misconceptions about private equity, often seen as ruthless and profit-driven. Matt shared how his approach focuses on long-term growth and sustainability, rather than quick flips.
• Positive Impact: Contrary to popular belief, private equity can create significant value, especially when it prioritizes building relationships and fostering growth.

2. The Baby Boomer Business Transition

• Statistical Insights: With around 70 million baby boomers retiring, approximately 8 million businesses will need new ownership in the next 20 years. This presents a golden opportunity for aspiring entrepreneurs.
• Market Dynamics: The current annual M&A transaction volume is about 30,000, indicating a significant increase in available businesses for acquisition.

3. Entrepreneurship Through Acquisition (ETA)

• Advantages Over Startups: Matt argues that buying an existing business is often smarter than starting from scratch. Established businesses come with a proven track record, existing customers, and operational history, reducing risks.
• Financial Leverage: Programs like the SBA allow entrepreneurs to acquire businesses with significant financing. For instance, a $300,000 investment could potentially buy a $3 million company generating substantial profits.

4. Operational Efficiencies and Growth Potential

• Under-Optimized Businesses: Many baby boomer-owned companies operate with outdated practices. Simple changes, like digital marketing and operational efficiencies, can significantly increase their value.
• Personal Anecdotes: Matt shared stories from his own acquisitions, highlighting how modernizi

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Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.

Next Steps

• Share your thoughts with a review - https://www.thedealscout.com/reviews/
• Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/
• Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg

Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.

Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

I’m thrilled to share some incredible insights from our latest episode of "The Deal Scout." This time, I had the pleasure of sitting down with Cliff Locks, a seasoned expert in private equity and business. Our conversation was packed with valuable lessons and intriguing ideas that I’m sure you’ll find both enlightening and actionable.

Here are the key takeaways:

1. The Power of Cash Flow

• Why It Matters: Cash flow is the lifeblood of any business. Cliff emphasizes that understanding and managing cash flow is crucial for sustaining operations and fueling growth.
• Actionable Insight: Prioritize cash flow management to ensure you can meet payroll, pay bills on time, and invest in growth opportunities.

2. Strategic Business Planning

• Importance: A well-defined business plan guides decision-making and helps identify potential challenges and opportunities.
• Pro Tip: Take the time to write down your goals. Cliff shares that only 3% of people have their goals written down, yet this practice is a critical step toward achieving success.

3. Mentorship and Knowledge Sharing

• Responsibility: Successful individuals have a duty to mentor the next generation. Cliff believes that by sharing knowledge and resources, we can cultivate future business leaders.
• Get Involved: Consider offering internships or mentorship opportunities to young professionals in your network.

4. Building and Selling Companies

• Experience: Cliff has built and sold three companies, with the last one being sold to a Fortune 500 company.
• Key Insight: Understanding future cash flow is essential for buyers. Trust and transparency in business dealings are crucial for achieving higher multiples during sales.

5. The Role of Technology and AI

• Future Outlook: Cliff discusses the potential impact of generative AI on businesses, enhancing productivity and allowing team members to focus on higher-value tasks.
• Stay Ahead: Keep an eye on technological advancements and consider how they can be integrated into your business strategy.

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Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.

Next Steps

• Share your thoughts with a review - https://www.thedealscout.com/reviews/
• Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/
• Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg

Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.

Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.