Course Description:
America’s aging population represents one of the most powerful, yet overlooked, real estate opportunities of our lifetime. With more than 61 million Americans over 65, soaring home equity, and an estimated $84 trillion in wealth set to transfer by 2045, today’s agents must understand the housing, financial, and emotional dynamics driving this demographic shift.
This course explores how to identify and serve the senior homeowner segment, from rightsizing and downsizing to transitions into retirement, assisted living, and multigenerational living arrangements. Agents will learn how to position themselves as trusted advisors for families navigating care, capital, and legacy decisions, while capturing repeat and referral business in one of the most predictable and values-driven markets in real estate.
Participants will learn to:
- Recognize the demographic and financial forces fueling the senior real estate market.
- Communicate effectively with older clients and their adult children.
- Provide real estate solutions aligned with retirement planning, caregiving, and legacy goals.
- Build referral partnerships with elder law attorneys, financial planners, and senior living advisors.
- Create a sustainable business niche serving aging homeowners with empathy and expertise.
Ideal Audience:
Licensed real estate agents, brokers, and team leaders seeking to elevate their advisory skills and serve investor and high-net-worth clientele.
Your Partner In Success 