In today’s episode, we’re digging into one of the most misunderstood but powerful tools in real estate investing: Cost Segregation. And who better to guide us than Kim Lockridge, Executive VP of Engineered Tax Services and a pro who’s done thousands of studies—including many on assisted living homes.

Kim breaks down:
✅ What cost segregation really is
✅ Why it’s a game-changer for RAL home owners
✅ How it turns $36K in depreciation into $300K+ in year one
✅ Why RALs are uniquely suited to benefit from this strategy
✅ Common mistakes (like putting the real estate and the business in the same LLC) and how to fix them

If you're owning and operating assisted living homes—or planning to—you can’t afford to miss this one. This is exactly how the pros save tens or hundreds of thousands in taxes.

Want help getting a study done or seeing if your home qualifies? Ask for a cost seg estimate, tax savings breakdown, or setup strategy tips.

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Today’s episode is a must-listen for anyone making money—or planning to—in residential assisted living. 🏡💰

Charlie sits down with tax strategist and enrolled agent Brandyn Cox to break down how RAL investors and operators can maximize their profits and minimize their taxes.

You’ll learn:
✅ Why assisted living is a tax goldmine
✅ How to structure your deals for depreciation and write-offs
✅ What “REPS” status is—and how to qualify
✅ How active income from operating RALs creates unique tax offsets
✅ The biggest mistakes real estate investors make when it comes to taxes

If you’re planning to own the property, operate the business, or both, don’t sleep on these tax strategies. This is how you build real wealth. 🧠📈

Want help with real estate tax planning or entity setup? Ask for tax strategy help, a REPS guide, or entity structure tips.

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In today’s episode, we’re diving into what’s actually happening across the residential assisted living industry—and what it means for you as an investor or operator. 📈🏡

Alex and Charlie unpack:
✅ The wild stat: seniors are locking in care spots 5–10 years in advance 😲
✅ Why we’re facing a 1–2 million unit shortage—and how RALs are the solution
✅ The shift away from big-box care to boutique residential living
✅ Surging occupancy rates—now 12 quarters in a row 📊
✅ How RAL operators are outperforming other real estate asset classes

Plus: real wins from RAL Room Mastermind members, new construction progress, and why now might be the best time in history to get started.

If you’re serious about launching or scaling your RAL journey, this one’s a must-listen. 🎧🔥

Want help launching your own six-figure RAL home? Check out the mastermind community, market research guide, or cashflow breakdown.

Join the RAL Room Assisted Living Mastermind
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Webinar RSVP:

https://www.everwoodreserve.com/webinar/

Project Overview + Model My Returns:

https://www.everwoodreserve.com/model-my-returns/

In today’s episode, we’re joined by Aaron Ameen, a former concert industry exec who transformed his life—and his future—by pivoting from nightlife to real estate, and now into residential assisted living. 🏡🎶➡️📈

Aaron shares how he went from booking arena shows in Las Vegas to buying rental homes—and how a “lucky” deal leasing to an assisted living operator eventually led him and his wife Andrea to discover their true calling: helping solve the senior care crisis while building long-term wealth.

Tune in to hear:
✅ Aaron’s powerful story of recovery, reinvention, and new purpose
✅ How two accidental RAL deals sparked a strategy that changed everything
✅ Why the “Lease to Operator” model is unlocking massive opportunity
✅ How he and Andrea are turning a painful family memory into meaningful impact
✅ The power of taking action—and how that led to a partnership with the RAL Room

Aaron’s story is raw, real, and incredibly inspiring. If you’ve ever wondered if you could reinvent your life and do something that matters—this episode is for you. 🎧🔥

Join the RAL Room Assisted Living Mastermind
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In today’s special episode, we’re bringing you an exclusive recording straight from the RAL Room Assisted Living Mastermind—featuring none other than Kimberly Rodriguez, founder of Action Over Words Consulting and a former state inspector. 🏡✅

With experience across 13 states and ownership of 14 care communities, Kimberly has walked the walk—and now she’s teaching you exactly what it takes to pass your state inspections and keep your facility in compliance.

Tune in to hear:
✅ What state inspectors really look for (from someone who was one!)
✅ The most common mistakes operators make—and how to avoid them
✅ Pro tips to stay prepared year-round and ace your walkthroughs
✅ How to build systems that make compliance feel easy

If you’ve ever felt overwhelmed by the licensing process, this episode is pure gold. 🎧🔥

Join the RAL Room Assisted Living Mastermind
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In today’s episode, we sit down with Claud Covaci, a former logistics exec turned residential assisted living owner, who went from running two homes in Washington to founding SynkWise, one of the most operator-focused tech platforms in the RAL space. 🏡💻

Claud didn’t just build software for the industry—he built it from inside it as a licensed provider, CNA, and caregiver. His story is one of heart, hustle, and solving real problems for those who serve our most vulnerable.

Tune in to hear:
✅ How Claud took over his mother-in-law’s RAL and scaled to multiple homes
✅ What led him to walk away from ownership to build Synkwise full-time
✅ His biggest “aha” moment as a caregiver during clinicals
✅ Why RAL operators need systems built by people who’ve been in their shoes

This one’s for anyone who wants to scale, systematize, and serve at the highest level. 🎧🔥

Join the RAL Room Assisted Living Mastermind
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In today’s episode, we’re joined by Geoffrey Gane, a former D1 athlete turned private equity analyst, turned real estate investor—who has built one of the fastest-growing RAL portfolios we’ve seen. In just over a year, Jeffrey has gone from zero to 7 homes and 73 beds, with 5 more properties and 80 additional beds closing this month. 🏡🚀

His story is packed with lessons on faith, partnership, grit—and why now is the time to jump into assisted living.

Tune in to hear:
✅ How a Harvard finance grad scaled from 1 to 150+ beds in just 18 months
✅ The role of strategic partnerships in building a care-driven business
✅ What happened when a tornado ripped the roof off one of his 20-bed homes
✅ Why RAL is the perfect blend of real estate, impact, and long-term wealth

If you’ve ever felt like you were meant to build something big, this episode will light a fire under you. 🎧🔥

Join the RAL Room Assisted Living Mastermind
Book a Free RAL Room Discovery Call With a Member
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In today’s episode, we’re joined by Isabelle Guarino, a true pioneer in residential assisted living. Isabelle owns and operates three top-tier care homes in the Phoenix/Scottsdale area and is also an investor in over 50 RAL properties nationwide. For more than a decade, she’s been training others to succeed in this powerful space—educating thousands through her mission to do good and do well. 🙌🏡

Her passion is undeniable—and her message is clear: there’s room for everyone in this booming industry, and the demand is only growing.

Tune in to hear:
✅ Why RAL is our generation’s wealth train
✅ The supply-demand crisis in senior housing—and why we all need to act now
✅ How Isabelle is making a nationwide impact through education and investing
✅ Why it’s not just about real estate—it’s about seniors, caregivers, and your future

Whether you’re new to assisted living or already building your portfolio, this episode will light a fire under you. Don’t miss it! 🎧🔥

Join the RAL Room Assisted Living Mastermind
Book a Free RAL Room Discovery Call With a Member
Passively Invest in Assisted Living
Get our Free 10-Step Guide to Buy Your First or Next RAL
Join our Free Facebook Community

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