Seniors Real Estate Institute

09/20/2026

This is an excellent article by Dr. Stephen Golant. Moving later in life isn't as simple a geography or even affordability. There are far more considerations that must be understood and evaluated. A strong real estate professional who appreciates the complexities is rare and highly regarded. Enjoy the article.

Deciding on where to live later in life can be a complicated decision. Dr. Stephen Golant shares some advice on things to consider before making the move.

09/14/2026

The Seniors Real Estate Institute is proud to welcome Jennifer Davis, CSHP to our community of Certified Senior Housing Professionals!

Jennifer works with Keller Williams Prestige Properties in Stamford, Connecticut and she brings genuine commitment to serving mature homeowners through life's most significant transitions. Earning the CSHP designation requires completing specialized coursework, passing a rigorous exam, and demonstrating real-world experience — Jennifer did all of that and more.

The CSHP designation signals to older adults, their families, and the professionals who serve them — elder law attorneys, financial advisors, care managers, and senior living providers — that they are working with a real estate professional who has made a meaningful investment in understanding the full scope of senior housing needs.

Congratulations, Jennifer. The Stamford community is fortunate to have you.

09/14/2026

Today's the Day!

What Every Real Estate Pro Should Know About Communicating with Older Adults:

If you specialize in senior real estate or serve the mature market, this session will make you rethink every talk, seminar, and piece of content you've ever put in front of an older adult audience. The words you use signal whether you see your clients as capable people or a category to be managed — and most agents have no idea how often they're getting it wrong.

This session covers when "seniors" works, when it doesn't, and how to shift your language so you're building trust instead of quietly losing it.

It's free. Register once at seniorsrealestateinstitute.com/mastery-monday-registration and show up on Mondays.

09/10/2026

Next Monday your LIVE Mastery Monday topic is one you need to see (especially if you think you don't!)

The word "seniors" isn't the problem. Assuming it always works is.

Every talk, seminar, and piece of content you put in front of an older adult audience says something about how you see them — capable people making a real estate decision, or a category to be managed. Most agents don't realize how often their language is doing the second one.

This session covers when "seniors" lands and when it doesn't, why the mature market is more diverse than any one label can hold, and how to shift your language so you build trust instead of quietly losing it.

If you serve this market, the words you choose are part of the job — not a detail to clean up later.

Sign up one-time for free, here: https://seniorsrealestateinstitute.com/mastery-monday-registration/

09/09/2026

Wrapping up your Legacy Conference 2026 sneak peek. There are still a few tickets left and the room blocks are getting tight, register today!
https://seniorsrealestateinstitute.com/legacy-conference/

09/09/2026

A good seminar doesn’t happen because someone printed a flyer and hoped for the best.

It happens because the person leading the room knows how to communicate clearly, stay grounded, and bring real value to the conversation.

Congratulations to this group of professionals for completing SREI’s Senior Seminar Speaker Lab:

Lee Ann Balta, CSHP, CSDC — Indiana
Lynda Dowell, CSHP — Washington
David Halpern, CSHP Candidate — Kentucky
Nancy Heisel, CSHP — Virginia
Carla Stevens, CSHP, CSDC — Iowa
Raigen Stiefel, CSHP, CSDC — North Carolina
Sandy Williams, CSHP — Oregon

Over four months, they put in the work to strengthen their speaking, moderation, and seminar leadership skills so they can show up with more clarity, more confidence, and a steadier presence in the room.

That matters.

Well done, everyone.

09/07/2026

"All labor that uplifts humanity has dignity and importance and should be undertaken with painstaking excellence." - Martin Luther King Jr.

There will be no Mastery Monday this week in honor of Labor Day. Join us next Monday, September 14th, for a LIVE Mastery Monday session.

09/03/2026

The Seniors Real Estate Institute is proud to welcome Kayla Ard, CSHP to our community of Certified Senior Housing Professionals!

Kayla works with Keller Williams Group One Realty in Reno, Nevada and she brings genuine commitment to serving mature homeowners through life's most significant transitions. Earning the CSHP designation requires completing specialized coursework, passing a rigorous exam, and demonstrating real-world experience — Kayla did all of that and more.

The CSHP designation signals to older adults, their families, and the professionals who serve them — elder law attorneys, financial advisors, care managers, and senior living providers — that they are working with a real estate professional who has made a meaningful investment in understanding the full scope of senior housing needs.

Congratulations, Kayla. The Reno community is fortunate to have you.

09/02/2026

The Seniors Real Estate Institute is proud to welcome Lynda Dowell, CSHP to our community of Certified Senior Housing Professionals!

Lynda works with Keller Williams Greater Seattle Realty in Seattle, Washington and she brings genuine commitment to serving mature homeowners through life's most significant transitions. Earning the CSHP designation requires completing specialized coursework, passing a rigorous exam, and demonstrating real-world experience — Lynda did all of that and more.

The CSHP designation signals to older adults, their families, and the professionals who serve them — elder law attorneys, financial advisors, care managers, and senior living providers — that they are working with a real estate professional who has made a meaningful investment in understanding the full scope of senior housing needs.

Congratulations, Lynda. The Seattle metro community is fortunate to have you.

09/01/2026

2026 Legacy Conference Day 2 Sneak Peek:

WEDNESDAY, OCTOBER 21
The Market Is Shifting — Stop Marketing, Start Educating

You may not have noticed, but your marketing looks and sounds exactly like every other agent's marketing — and mature clients notice. We break down the shift that's already separating the agents building real authority from the ones still chasing attention.

From Agent to Owner: Building Your Practice with the End in Mind

Most agents have a job to retire from, not a business they can sell — and don't realize the difference until it's too late to fix. We break down what it takes to build a practice you actually own — one with real value — instead of one that owns you. We'll cover the systems, the processes, and the mindset shift from agent to owner so that when you're ready to exit, you have something worth selling.

Senior Seminars & Workshops: Educating Your Way to Success

Attracting clients in the mature market space requires more than a simple ad or social campaign — it requires building trust and credibility. Community education — seminars, talks, and workshops — has proven successful for senior-centered agents who appreciate relationship-based selling over transactional methods of lead generation. In this session, we'll hear from CSHPs who have created successful community education programs and what it takes to make them work.

Shortening the Sales Cycle with Downsizer Clubs & Community Tours

Community education has already proven successful for creating connections and conversions. Downsizer Clubs and Senior Living Discovery Tours can shorten the sales cycle even further. In this session, CSHPs will share how clubs and tours build trust and business at the same time.

Initial Consultations: The Secret to Getting to Yes

The first conversation determines everything that follows — and too many agents get it wrong. In this session, we'll hear from top CSHPs as they unpack what initial consultations require to get a reluctant home seller from "I'm not ready yet" to "Let's do this."

The 4 Lead Generation Platforms and How They Work Together

We'll break down the four lead generation platforms every senior-centered agent has access to — personal, professional, senior living community, and public — and how they work together for short-term results and long-term success in the mature market.

EVENING BONUS SESSION: Life After Real Estate – What's Next?

Every agent will eventually ask the question: what comes after this? This session brings together agents who've already begun answering it — real conversations about selling the business, creating a new identity, and what's next beyond real estate.

Still time to register here: https://seniorsrealestateinstitute.com/legacy-conference/