Seniors Real Estate Institute

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Seniors Real Estate Institute (Not affiliated with NAR or SRES®)

SREI is a training & coaching company dedicated to educating, equipping, and empowering real estate professionals to serve the mature market competently and confidently — offering tools, resources & certification. Coaching, live training, and online education for individuals and organizations in the senior real estate and senior living industries. Our clients include REALTORS, brokerages, senior housing/living communities, senior move managers, and others who are intricately involved in late life relocations. We offer two designations for real estate agents including the advanced Certified Senior Housing Professional (CSHP) and the Certified Senior Downsizing Coach (CSDC).

A thank-you to Brad Breeding, CFP®, president of myLifeSite, who spoke at Legacy Conference 2026 in Oklahoma City last m...
11/06/2026

A thank-you to Brad Breeding, CFP®, president of myLifeSite, who spoke at Legacy Conference 2026 in Oklahoma City last month.

Money comes up early when a longtime homeowner starts weighing senior living or other more suitable late-life options. Most real estate agents aren't the right person to answer those questions alone. Brad is one of the people we point them to.

myLifeSite builds financial tools for senior living decisions, and Brad's book is a practical read for anyone serving the mature market:

Your Best Path Forward: A Practical Guide to Navigating Senior Living Options and Planning
https://mylifesite.net/your-best-path-forward-a-practice-guide-to-senior-living-options-and-planning

Thank you, Brad, for teaching our room and for staying to sign books.

Legacy Conference 2026 is a wrap, and we're still smiling.Three days in Oklahoma City with real estate agents who've bui...
11/05/2026

Legacy Conference 2026 is a wrap, and we're still smiling.

Three days in Oklahoma City with real estate agents who've built their businesses around last time home-sellers, longtime homeowners, and downsizing seniors. We learned a lot and laughed even more.

Here's how a few attendees put it:

"There is no comparison. The SREI conference gives you knowledge and things you can implement right now." — Rachel Davis, CSHP®, CSDC®

"Blessed to have found this community. The education and the organization's commitment to my success is incredible." — David Karas, CSHP®

"I felt like it was your BEST yet." — W***y Nelson, CSHP®, who has attended all 12 Legacy Conferences

If you've been on the fence, this is your sign. Legacy Conference 2027 is October 19-21 at the National Autograph Hotel in Oklahoma City.

Register now to lock in early bird pricing:
https://seniorsrealestateinstitute.com/legacy-conference/

The Seniors Real Estate Institute is proud to welcome Missy Crowe, CSHP to our community of Certified Senior Housing Pro...
11/04/2026

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

Missy works with Golden Gate Sotheby's Realty in San Rafael, California, 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 — Missy 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, Missy. The San Rafael community is fortunate to have you.



11/04/2026

Question for real estate agents who work with last-time home sellers:

What's something a client told you they "wanted" that turned out not to be what they actually "needed?"

No names or client details. Just the lesson. Drop it in the comments.

Legacy Conference 2026 is in the books.This is part of the crew that made it happen. Dr. Nikki, Chris and Kim....Real es...
11/03/2026

Legacy Conference 2026 is in the books.

This is part of the crew that made it happen. Dr. Nikki, Chris and Kim....

Real estate agents who serve the mature market spend most of the year on their own. For a few days each fall, they get to be in a room with people who serve the same clients and get it. That's the point of Legacy Conference.

Thank you to everyone who came to Oklahoma City, gave 100%, sat on a panel, supported a peer/colleague, or worked behind the scenes.

We're already planning next year.

11/02/2026

Today's the day!

What Every Real Estate Pro Should Know About Adult Protective Services

If you specialize in senior real estate or serve the mature market, this is a session you can't afford to skip. You may already be sitting across the table from a client who is being exploited, neglected, or in over their head — and not know what to do about it. This session gives you the knowledge to recognize it, respond to it, and protect yourself and your client in the process. It's not covered in your licensing course. It is covered here.

Whether you’re just starting to explore the senior market or you’re well on your way to becoming a trusted expert, Mastery Mondays is your weekly dose of real-world education, insights, and strategies—all designed to help you grow your impact and your business in the mature market niche.

No Pressure. Just Presence. Join when you can. Skip when you need to. You’re always welcome. 2:00 pm CT.
https://seniorsrealestateinstitute.com/mastery-monday-registration/

What was your top takeaway from the panel with Marilyn Olson and her daughter Dana at Legacy Conference this year?  So m...
10/30/2026

What was your top takeaway from the panel with Marilyn Olson and her daughter Dana at Legacy Conference this year?

So many great things to think about as it relates to families working together to figure out how to live well as we get older.

Just a few candid photos from our personal phones to share how amazing our SREI community is. The professional photos wi...
10/30/2026

Just a few candid photos from our personal phones to share how amazing our SREI community is. The professional photos will be ready to share with you soon, so hang tight! You all look amazing!

10/26/2026

What Downsizers Want and Need from their Real Estate Agent

Today's the day! Mastery Monday LIVE with Dr. Nikki Buckelew, SREI Co-Founder & CEO

47 years in one home. Then a sale, a move to a retirement community, and a lot of decisions in between.

This session is built around interviews with recent late-life movers who did exactly that. Let's talk about what they wanted from their agent. We'll also talk about what they needed. Those aren't always the same thing.

Stop guessing what last-time home sellers want or taking what you read in AARP magazine as the authority. Get the real information from the people who just lived it.

Free. Register once, show up Mondays. Check your email for the link.
seniorsrealestateinstitute.com/mastery-monday-registration

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Mastery Mondays replays are available to M3 Circle members. You can view them on your app or by logging into your account on the website

10/24/2026

Congratulations to Freda Hamlett, our 2026 Legacy Leader! 12 Legacy Conferences and she's been at every single one. 💙

Address

2932 NW 122nd Street Ste 17
Oklahoma City, OK
73120

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

Telephone

+15128426011

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