Success in Seniors Real Estate® is SREI’s foundational training program. It covers the knowledge, skills, and business systems real estate professionals need to work competently and confidently with last-time sellers, downsizers, and longtime homeowners navigating one of life’s most significant relocations. The course is organized around three core areas.
The processes, systems, and language required to guide older adults and their families through the moves that matter most — downsizing transitions, probate-related sales, and relocations to senior living. You’ll learn how to simplify a complex process for your clients and show up as a knowledgeable, steady resource.
How to position yourself as a specialist in the mature market and build a sustainable business around it. The course teaches four key platforms for generating consistent business:
The SREI Business Blueprint — the hands-on implementation component of the course. Students apply what they’ve learned by completing a structured, step-by-step business plan specific to their market. The Blueprint is the most demanding part of the course and a required component of the CSHP credential application.
I didn’t want easy. I wanted thorough. That’s exactly what I got with SREI.
Video instruction, course materials, and the Business Blueprint are all accessible through SREI’s online learning portal — 24 hours a day, 7 days a week. Students have full access to all course materials for one year from the date of enrollment.
Comprehensive printed companion guides are included with enrollment and shipped directly to you.
In addition to self-paced access, students may elect to participate in SREI’s live interactive sessions held virtually and in person throughout the year. Participation provides structured accountability, peer connection, and direct access to SREI’s experienced faculty members.
Accountability sessions are facilitated by SREI team members for students who appreciate personalized support, encouragement, and regular accountability as they work through the course and certification requirements.
Current enrollees also receive access to a curated set of bonus masterclasses designed to accelerate your knowledge and implementation.
I would tell agents to definitely look into working with seniors. If it’s something they decide to do, then this course is a must! Hands down one of the best choices I’ve made in my career.
Everything you need to build a competent, confident practice serving last-time sellers, downsizers, and longtime homeowners — and meet the coursework requirement to apply for the Certified Senior Housing Professional® (CSHP) credential.
Includes the full course plus three Bonus Masterclasses valued at $149 each.
Successful completion of Success in Seniors Real Estate satisfies the coursework requirement for the Certified Senior Housing Professional® (CSHP) credential. For the complete list of certification requirements, the application process, and what the credential means for your practice, visit the CSHP page.
This program is a game-changer. If you want to serve seniors well while building a sustainable business, SREI will give you the mindset, tools, and community you need to do both.
I’ve been in real estate since 1990 and I’ve been working with older adults and their families since before that. I have been a counselor, a case manager, and for most of my adult life, a residential real estate professional specializing in the mature market — on purpose.
I didn’t stumble into senior real estate. I chose it. And then I spent 30 years getting good at it — closing 80 to 120 transactions a year with downsizers and last-time sellers, earning a PhD in Psychology focused specifically on how older adults make housing decisions, and building a training program because the existing options simply weren’t good enough.
You’ll notice that I teach this course myself. What you’ll get is direct, honest, and no fluff — teaching from the heart and backed by decades of field experience. I take this work seriously because the people you’ll serve deserve an agent who does.
Real names, real markets, real practices. Three graduates on what changed after the course.
We’ve answered the ones agents ask most. Browse the video library below, or open the full FAQ page.
Sell more homes. Stand out in your market with the credential, the community, and the training that actually fits this client.
CSHP®, Certified Senior Housing Professional®, and Success in Seniors Real Estate® are registered marks of the Seniors Real Estate Institute.