Category: Seniors Housing

This week’s Roundtable featured Howard Braxton, retired SVP of Marketing, Sales and Communications at The Kendal Corporation, who shared invaluable lessons from his decades-long career in senior living. With a blend of strategic insight and heartfelt experience, Howard explored what it really takes to lead, connect and build trust with older adults and their families in an ever-evolving marketplace.

“People want what they want, when they want it, the way they want it. If you can’t provide that, someone else will,” Howard noted. From digital first impressions to the rising importance of lifestyle and proactive education, he offered a candid, forward-thinking look at how providers can stay relevant, responsive and rooted in what today’s consumer values most.

RELATIONSHIPS STILL CLOSE THE DEAL

Senior living isn’t a fast sell. It’s built on trust, time, and personal connection. In a world full of emails and automation, the communities that take the time to truly understand prospects will win.

LIFESTYLE IS THE NEW VALUE PROP

Healthcare isn’t the headline anymore. Today’s prospects walk in focused on lifestyle, amenities, and how the place feels—not clinical care. Sell the experience first, then back it up with support.

DIGITAL FIRST IMPRESSIONS ARE LASTING ONES

Websites and social media are today’s front doors. If your online presence doesn’t shine, you’ll lose leads you never even knew you had. Curb appeal has gone digital.

TECH ISN’T JUST FLASH—IT’S FUNCTION

From operations to outreach, tech boosts efficiency. Whether it’s digital systems or hallway robots, the ROI isn’t just financial—it’s in time saved, staff supported, and resident experience elevated.

DENIAL IS A FORMIDABLE COMPETITOR

Seniors are aging healthier—and delaying care decisions. The key is proactive education: showing prospects why planning early pays off before a health crisis makes the decision for them.

BUILD WHERE THEY ARE, NOT WHERE YOU WANT THEM TO BE

Comfort and familiarity drive decisions. Prospects don’t want to uproot—they want to stay close to what they know. Successful communities are rooted in the neighborhoods people already love.

55+ ISN’T THE END—IT’S THE ON-RAMP

Active adult communities are a powerful feeder—not a competitor. With the right partnerships and presence, they can become your best long-term referral pipeline.

Varsity’s Roundtable is a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit your name and email address here. 

On this week’s Roundtable, we were joined by Curtis King, Executive Vice President at HJ Sims, for a timely conversation on the financial dynamics reshaping senior living. Curtis shared expert insights on capital markets, development trends and how providers can navigate today’s economic pressures while preparing for tomorrow’s opportunities.

With rising demand and tighter budgets, “We’ve seen a shift toward expansions over new developments. It’s just economics,” Curtis noted. From creative funding approaches to the growing value of culture and collaboration, he offered a clear-eyed view of the challenges ahead—and practical strategies for building long-term resilience in a rapidly evolving market.

BOOMERS BRING THE SHIFT

With the first wave of baby boomers turning 80, the senior living industry is entering a major transformation moment. Demand is rising, and operators are thinking beyond crisis management toward smarter, tech-forward strategies that improve efficiency and resident experience.

LABOR + AFFORDABILITY = THE NEW EQUATION

Sales and marketing teams face a tough balancing act. Construction costs are limiting the development of new buildings that meet consumer expectations (e.g. larger units). The challenge? Meeting evolving consumer expectations without blowing the budget.  

CULTURE IS YOUR SUPERPOWER

A strong workplace culture isn’t a perk—it’s essential. Happy, loyal employees lead to better care and lower turnover. Add empowered local leadership and a clearly defined brand identity, and you’ve got a recipe for standout success.

COOPETITION IS THE NEW NORMAL

The pandemic sparked unprecedented collaboration across senior living. That spirit of shared learning and support is sticking around—and it’s reshaping how providers solve problems together.

WELLNESS IS THE NEW LUXURY

Today’s seniors are drawn to lifestyle-forward communities: think larger units and vibrant wellness programming. Active adult living is booming because it puts lifestyle first, care second.

CREATIVE CAPITAL STRATEGIES

As funding constraints persist, creative capital strategies—especially joint ventures—are helping get new projects off the ground.

SUPPORT CONCLUSIONS WITH DATA

Capital partners value insight backed by evidence. Clear, well-supported data can help strengthen the qualitative narrative on a community’s performance.  

Varsity’s Roundtable is a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit your name and email address here. 

This week on Varsity’s Roundtable, we welcomed Ryan Frederick, founder of Here and a leading voice on the link between place and healthy aging. Ryan shared how the environments we choose—our homes, neighborhoods and communities—deeply influence our health, happiness and longevity, and why understanding this connection is critical for older adults and those who serve them.

Through his four-dimension model of place, Ryan offered a fresh framework for senior living providers, healthcare organizations and community leaders to support well-being at every life stage. He also introduced the Here Place Planning Assessment, a quick yet powerful tool that not only brings these dimensions to life but also helps guide consumers from passive interest to confident, values-based decision-making.

PLACE = WELL-BEING

Where we live profoundly shapes our health—physically, socially, emotionally, and financially. Place planning brings this truth into focus and helps people make smarter decisions about their future.

FROM PLAN TO ACTION

A spot on a waiting list isn’t a plan. Tools like assessments, courses, and place plans help people move from passive intent to active preparation—long before crisis forces their hand.

SELLING LESS, EMPOWERING MORE

Today’s consumer doesn’t want a sales pitch. They want trusted tools to guide their own thinking. Place planning shifts the role of senior living from seller to partner in self-discovery.

CHOOSE YOUR OWN ADVENTURE

Life isn’t one-size-fits-all—and neither is where we live. Workshops inspired by this mindset help prospects assess their lives across four key areas and explore what comes next—on their terms.

CONTENT THAT CONNECTS

From blogs to assessments, rich, research-based content turns curiosity into clarity. Thousands have used these tools globally to reflect, recalibrate, and reimagine where they belong.

THE FOUR-DIMENSION DECISION

Home isn’t just square footage. Place planning breaks it down into four dimensions—environment, health, community, and finances—so people can see the full picture before making a move.

GROWING DEMAND, STRATEGIC RESPONSE

With consumers craving purpose and personalization, life plan communities have an opportunity to shift from reactive selling to proactive engagement—building deeper trust and fuller waitlists.

Varsity’s Roundtable is a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit your name and email address here.

This week’s Roundtable featured Andrew Carle, a nationally recognized expert in senior living innovation and a professor in the Aging and Health Program at Georgetown University. 

As founder of UniversityRetirementCommunities.com, Andrew is a pioneer of the University Retirement Community (URC) model—a rapidly growing concept that blends lifelong learning with senior living. He shared how this model is redefining aging by connecting older adults with dynamic, intellectually rich university environments.

Andrew explored how URCs meet the needs of today’s retirees—among the most educated in history—by offering continued growth, intergenerational engagement and deeper purpose. He also discussed the benefits for universities navigating enrollment shifts and for senior living providers looking to evolve. From new certification standards to creative partnership paths, Andrew offered a fresh perspective on how URCs are changing the future of aging.

A BOOMING MODEL FOR A NEW GENERATION 

University Retirement Communities (URCs) are no longer niche—they’re the fastest-growing segment in senior living. With highly educated baby boomers seeking connection, purpose and stimulation, the campus setting is becoming the natural next chapter for active aging.

A WIN-WIN FOR UNIVERSITIES IN TRANSITION

Facing enrollment declines and a shifting donor base, universities are discovering strategic value in URCs. These partnerships offer new revenue streams, deeper alumni ties and a powerful way to serve a changing community where adults 65+ will soon outnumber those under 18.

A CLASSROOM WITHOUT WALLS 

URCs aren’t just homes—they’re dynamic learning hubs. Residents attend lectures and performances, while students gain hands-on experience through internships, jobs and volunteer work. The result is an intergenerational environment rich in purpose, relevance and real-world learning.

A BRAND POWER MONEY CAN’T BUY 

For senior living providers, partnering with a university unlocks something no ad campaign can deliver: lifelong brand loyalty. Residents bring decades of emotional connection to their alma maters, making the campus affiliation both meaningful and marketable.

A PATH FOR EXISTING COMMUNITIES TO LEVEL UP 

Communities that weren’t purposely built as URCs can still evolve into strong university partners. With proximity, initiative and structured programming, even standalone providers can “partner their way” into the model—bringing a new dimension to their resident experience.

CERTIFICATION THAT SIGNALS QUALITY AND CONNECTION 

A new certification program, based on a 5-criteria model Carle established in 2006 and which has been widely accepted as the standard for defining a “University Based Retirement Community (UBRC),” has been launched as a component of UniversityRetirementCommunities.com. 

Varsity’s Roundtable is a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit your name and email address here. 

Marc Zirolli, Vice President of Marketing at Duncaster, joined us on a recent Roundtable for a conversation about LifeCare on the Go, a forward- thinking program that brings the benefits of LifeCare to individuals living independently.

Marc shared how this innovative approach is expanding access, supporting lifestyle flexibility, and redefining what it means to age well outside of traditional senior living settings.

CONTINUING CARE WHEN YOU NEED IT

LifeCare on the Go flips the script on traditional senior living by offering access to Duncaster’s full continuum of care—without requiring immediate relocation. It’s a flexible, forward-thinking solution for those who want peace of mind for the future. 

TIMESHARE-STYLE ACCESS TO COMMUNITY LIFE

The Bloomfield apartments give LifeCare on the Go participants a unique chance to experience Duncaster firsthand. Whether for a few weeks or a couple of months, residents can tap into the lifestyle, amenities, and social fabric of the community—without making a full-time commitment.

A MODEL BUILT FOR PROACTIVE PLANNERS

Joining LifeCare on the Go isn’t just about delaying a move—it’s about making a strategic choice. Participants go through financial and medical screening upfront, lock in future care access, and receive credit toward their full entrance fee when they’re ready to transition to permanent residency.

FINANCIAL TRANSPARENCY BUILT INTO THE PROCESS

With publicly available financials, clear fee structures, and annual updates, Duncaster prioritizes transparency. Prospective residents are encouraged to review materials with their advisors, reinforcing trust and reducing confusion during the decision-making process.

EXPANSION DESIGNED FOR INDEPENDENT LIVING

Duncaster’s planned 92-unit expansion, including a mix of apartment and cottage-style homes, reflects a growing demand for independent, amenity-rich living. Even though the new area won’t connect to the main building, it will feature its own dining, wellness, and social spaces—redefining what aging in community can look like.

Varsity’s Roundtable is a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit your name and email address here. 

This week’s Roundtable featured Craig  Witz of The Kendal Corporation for a conversation on marketing, sales and development strategies in today’s evolving senior living landscape.

Craig shared insights from his decades- long career in senior living development, including how to rethink master planning, navigate current market challenges and craft distinctive brand positioning that resonates with today’s (and tomorrow’s) older adults.

“You need to create a monopoly in the mind of the consumer,” said Craig. “Something so unique no one else can replicate it.” 

RETHINKING SENIOR LIVING FROM THE GROUND UP

Today’s development environment demands a clean-slate approach. Outdated rules of thumb no longer apply, and success hinges on smart planning, tight proformas, and bold, creative models like active adult satellites and shared commons. Every single line item in the program and the proforma needs to be re-evaluated and justified.

THE MIDDLE MARKET IS THE NEXT BIG OPPORTUNITY

Kendall is laser-focused on serving middle- to upper-middle income households. It’s a tricky space, without the deep pockets of high-end buyers or the subsidies that support low-income housing, but it’s where the majority of older adults live and where smart solutions are needed most.

TRUE COMMUNITY IS INTERGENERATIONAL

The future of senior living isn’t age-segregated. Residents crave meaningful connection with people of all ages. Communities that feel like vibrant, mixed-use spaces (rather than traditional senior campuses) will lead the way. Craig encouraged participants to see the resources put together by the Intergenerational Task Force which can be found online.

STORIES SELL (NOT FEATURES)

Facts and amenities matter, but stories win hearts. Framing marketing around a three-act journey (where the resident is the hero and the salesperson is the guide) creates deeper emotional connection. It’s not about “declining better,” it’s about living better.

UNIQUE IS UNBEATABLE

The most successful projects create a “monopoly in the mind of the consumer.” Saint John’s On The Lake and Three Pillars are standout examples, completely distinct from competitors, and impossible to compare apples to apples. That level of differentiation drives demand.

TECH INTEGRATION IS THE NEXT FRONTIER

The senior living tech space is crowded but fragmented. The next big leap is a unified platform that ties it all together—wellness monitoring, communication, family connection and smart add-ons like wearables. It’s not just cool; it’s essential.

Varsity’s Roundtable is a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit your name and email address here. 

Sharon Jessup is a consultant with OnePoint Partners, a board member of a senior living community, and an adult child with parents in senior living.  Sharon also joined Varsity’s weekly Roundtable recently to share her unique, 360-degree perspective on the industry, one that blends strategy, lived experience and leadership.  

Senior living is the only thing I’ve ever sold in my career,” said Sharon. “But when you experience it through the eyes of a loved one, it’s truly a game changer.”

FROM MANAGEMENT TO GOVERNANCE

Joining the Porters Neck Village board shifted the view from day-to-day operations to long-term strategy. With a seat at the governance table—and her parents living in the community—Sharon Jessup now helps shape the future of senior living from both a personal and professional perspective.

SEEING SENIOR LIVING THROUGH FAMILY

Experiencing senior living alongside her parents offered a whole new lens. From dining and activities to everyday engagement, the resident experience became deeply personal—proving that connection, community, and involvement matter just as much as care and convenience.

LEADERSHIP THROUGH LISTENING

Whether mentoring colleagues, serving on a board, or supporting family, leadership is rooted in listening. It’s not about managing—it’s about guiding, teaching, and showing up. Great leaders stay curious, lead by example, and always make time to understand the people they serve.

A COMPANY WITH PURPOSE

At OnePoint Partners, purpose and values drive every decision. As a B Corp certified firm, the team blends financial insight with empathy, collaboration, and curiosity—offering tailored strategies to communities while staying grounded in the mission of aging services.

ADVOCACY THAT EVOLVES

The journey doesn’t end—it evolves. Whether advising communities or supporting parents, advocacy is a lifelong role. With decades of experience and a personal stake in the resident journey, Sharon continues to teach, advise, and shape the future of aging services with compassion and clarity.

Varsity’s Roundtable is a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit your name and email address here. 

Recently on Varsity’s weekly Roundtable we welcomed Adam Grafton, vice president of operational excellence at Aramark SeniorLIFE+. Adam shared how SeniorLIFE+ is leveraging technology from across Aramark’s business lines to enhance the senior living experience. 

From AI-powered staffing and facility management to frictionless retail and next-gen kitchens, Adam explored how innovation is driving smarter operations, better outcomes and a more seamless experience for residents and staff alike.

CROSS-INDUSTRY COLLABORATION

SeniorLIFE+ stands out by blending best practices from Aramark’s hospitality, healthcare, and workplace divisions. This cross-functional collaboration powers smarter, more innovative solutions that elevate the senior living experience—proving that operational excellence often begins with shared insight.

FRICTIONLESS, 24/7 SHOPPING

Thanks to Amazon Market integration, residents and families can shop anytime using key fobs, cards or facial recognition. No checkout lines, no waiting. It’s a seamless experience that boosts satisfaction and convenience in senior living communities.

AI-POWERED LABOR EFFICIENCY

Smart dashboards analyze scheduling and sales data to align staffing with demand. The result? Less downtime, fewer headaches and more time for operators to focus on resident care. Technology lightens the load while improving the guest experience.

SMARTER FACILITY MANAGEMENT

Sensors track occupancy, air quality, leaks and more—powering real-time decisions that reduce waste and cut costs. Cleaning and maintenance are no longer routine—they’re driven by actual need, thanks to AI and data integration.

KITCHEN INNOVATION AT WORK

Sous vide and re-therming tech are revolutionizing back-of-house operations. Kitchens are cutting production time by 90%, reducing waste by 80% and serving more meals with fewer staff—all while keeping quality and creativity high.

Varsity’s Roundtable is a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit your name and email address here. 

Last year, we welcomed Lindsey Beagley  to talk about Mirabella at Arizona State University and how it redefines senior living through lifelong learning and intergenerational connections.

More recently on Varsity’s Roundtable Lindsey returned with Sherri Harris, a Mirabella at ASU resident, and Charity Morrison, an ASU student. In a unique Q&A-style Roundtable, Sherri and Charity talked about how they’ve forged friendships that span generations and offer a closer look at the ASU artists-in-residence program. 

IMMERSIVE INTERGENERATIONAL LIVING

The Artists in Residence program at Mirabella at ASU brings together doctoral-level students and senior residents through music and shared experiences. Students live on-site and lead nearly 400 events annually, building meaningful relationships that blur generational lines and create a strong sense of community.

SELECTION BY THE PEOPLE, FOR THE PEOPLE

Student residents aren’t just chosen by faculty—they’re interviewed, auditioned and selected by Mirabella’s own residents. This helps ensure a great musical fit and a strong social dynamic, which is key to the program’s success and longevity.

PROFESSIONAL GROWTH, PERSONAL REWARD

Student artists receive housing and meals, but the real value lies in the experience. Frequent performances, hands-on engagement, and deep community ties offer a level of professional development that traditional music programs simply can’t match.

A MODEL THAT’S BUILT TO TRAVEL

You don’t have to be on a college campus to make this work. With the right partners and a little creativity, any senior living community near a university could adapt this model to build intergenerational connections and attract residents.

FRIENDSHIPS THAT GO BEYOND MUSIC

The bonds formed in this program are real. Residents and students support each other’s goals, celebrate life together and often form chosen families—proof that meaningful friendships thrive across generations when people are simply open to connection.

Varsity’s Roundtable is a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit your name and email address here. 

Brian Parman is the Director of The Point and Pavilion at CC Young in Dallas. In that role, he curates and develops a robust and expanding calendar of activities, programs, and events designed to nurture and enrich the lives of both CC Young residents and the Dallas community.

Recently on Varsity’s weekly Roundtable, Brian shared how The Point leverages its senior enrichment center to engage the broader community and create connections that can lead to future residents.

THE POWER OF “BLUE SKY THINKING”

Encouraging big ideas and pushing boundaries has led to creative programs, including a TV studio, lifelong learning initiatives, and engagement across all levels of care.

EXPANDING BEYOND RESIDENTS

The Point membership program started as a small amenity and evolved into a thriving community resource, bringing in non-residents who often transition into full-time residents.

INNOVATION THROUGH TECHNOLOGY

COVID accelerated CC Young’s embrace of tech, from a fully equipped TV studio to digital tools like Canva, Touchtown, and QR codes to improve communication and accessibility.

ENRICHING LIVES THROUGH COMMUNITY PARTNERSHIPS

Collaborations with nonprofits, colleges, and local experts have expanded programming, from art and writing contests to wellness and music therapy.

A DYNAMIC APPROACH TO ENGAGEMENT

Monthly themed planning, live-streamed events, and a mix of in-person and virtual experiences ensure that CC Young remains adaptable, inclusive, and future-focused.

Varsity’s Roundtable is a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit your name and email address here.