In this episode of the RAL Room Assisted Living Podcast, Charlie Cameron sits down with Shane Pogue, founder of AEGIS RSI (Aegis Risk Solutions and Investigations), to discuss why due diligence is one of the most important—and often overlooked—aspects of raising capital and growing a successful assisted living business. 📊

Shane shares lessons from years of evaluating investment opportunities, working with founders, and helping investors make informed decisions before committing capital.

Here's what we cover:
✅ Why due diligence is about more than just financials
✅ The importance of transparency when working with investors
✅ Common red flags operators and investors should watch for
✅ How to build trust through communication and accountability
✅ Practical insights for anyone raising capital or evaluating opportunities

👉 A must-listen for assisted living operators, investors, and entrepreneurs looking to build stronger businesses through transparency, trust, and informed decision-making.

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Book a Discovery Call with Legato Living: https://theralroom.com/legato/

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In this episode of the RAL Room Assisted Living Podcast, Dr. Alex Schloe sits down with insurance expert Lori Conway to discuss one of the most overlooked aspects of assisted living ownership: insurance and risk management. 🛡️🏡

With more than 25 years of experience, Lori shares valuable insights into the unique risks assisted living operators face, common coverage gaps, and how the right insurance strategy can protect both your residents and your business.

Here’s what we cover:
✅ The biggest insurance mistakes assisted living owners make
✅ Common risks including falls, elopement, medication errors, and abuse claims
✅ Essential coverages every assisted living operator should consider
✅ Real-world claim examples and lessons learned
✅ How to compare insurance quotes beyond just the premium price
✅ The pros and pitfalls of using AI to review insurance policies
✅ Practical risk management strategies to reduce liability and protect your business

👉 Whether you're launching your first assisted living home or scaling your portfolio, this episode highlights why insurance is more than a requirement—it's a critical part of protecting your operation and ensuring long-term success.

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
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LinkedIn

Book a Discovery Call with Legato Living: https://theralroom.com/legato/

Legato Living Webinar: https://link.theralroom.com/widget/form/MOHhovWX66z8RdMLiHFs

In this episode of the RAL Room Assisted Living Podcast, Charlie Cameron and Aaron Ameen sit down with Bailey Fait and Blake Fitzel of Done. Project Solutions to break down the role of construction managers and owner’s representatives in residential assisted living development. 🏗️🏡

Drawing from their experience on multi-billion-dollar construction projects and the Everwood Reserve development, they share how the right team can save operators time, money, and costly mistakes.

Here’s what we cover:
✅ The difference between a general contractor and an owner’s rep
✅ Common development mistakes that cost investors thousands
✅ How to evaluate contractor bids and avoid hidden costs
✅ Behind-the-scenes lessons from the Everwood Reserve project
✅ Why construction management can protect your timeline, budget, and investors
✅ The new partnership between Done. Project Solutions and the RAL Room community

👉 A must-listen for anyone considering an assisted living renovation, expansion, or ground-up development project.

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

Connect with Charlie
Instagram

Connect with Alex
Instagram
LinkedIn

Book a Discovery Call with Legato Living: https://theralroom.com/legato/

Legato Living Webinar: https://link.theralroom.com/widget/form/MOHhovWX66z8RdMLiHFs