Overcoming Financing and Operational Hurdles:
Financing Complexity: Location and lack of general partner experience in senior living made financing difficult
Seller Challenges: Seller was a long-term “mom and pop” owner with disorganized and outdated financials
Weather Delays: Hurricane Helene and Milton caused property damage and delayed closing
Health Crisis: One general partner suffered a massive heart attack weeks before closing
Collaborative Warrior Network: Key Warriors like JD Singh, Brian Fay, and Donovan Lucido played pivotal roles—JD Singh secured creative financing and negotiated concessions, Brian Fay led the capital raise contributing approximately 90% of the funds within one month, and Donovan Lucido provided earnest money deposit (EMD) and risk capital as a business partner.
Mental Strength and Support System: Roberto highlights the Warrior community as a source of motivation and mental resilience, pushing him to higher limits and reinforcing his belief in himself while pursuing his passion for real estate investing.
Key Insights from the Senior Living Sector:
Market Opportunity: Senior living has a significant supply-demand gap with a $275 billion shortfall in accommodations
Mom and Pop Potential: Many properties are owned by small operators, presenting acquisition opportunities
Team Building: Success depends on building a strong team around senior living facility operators
