Market volatility
Public markets move quickly. Private investments require a different review process.
Private Investor Briefing
What happens to your money when the market drops again
An educational 35-minute private briefing for senior corporate professionals on concentration risk, private real estate, and the questions every serious investor should ask before evaluating an operator.
Wednesday, June 10, 2026 at 6:00 PM EST · 35 minutes · Zoom
Save My Seat21+Years leading complex corporate operationsOperating discipline before real estate.
$6.6MAcquired across 2 commercial real estate assetsAcquisition price, not a return claim.
155Deals analyzed in 2025One closed. Discipline matters more than volume.
2Assets currently operated as GPA manufactured housing community and self-storage facility.
Who is hosting this
Corporate executive. Real estate operator. Built both at the same time.
Corporate executive experience at a Fortune Top 30 company, plus active GP experience in manufactured housing and self-storage.
In 2008, Shawn watched his 401(k) drop by a third. His portfolio, his bonus, and his job security were all responding to the same event at the same time. That moment is why this briefing exists. He spent the next 15 years building a private real estate portfolio alongside a full-time corporate career so his financial future was not controlled by one salary, one boss, or one market correction. He is an active GP on two commercial real estate assets: a Maryland manufactured housing community and Canton-Waleska Self Storage in Georgia.
This briefing is built from that perspective: not theory, not hype, and not a pitch. Just the questions, tradeoffs, and diligence framework serious investors should understand before relying on the conventional path alone.
This briefing is built for senior corporate professionals who want a clearer way to evaluate concentration risk, private real estate, operator selection, liquidity, leverage, fees, and time horizon.
Go to registrationMaryland Manufactured Housing Community
Georgia Self-Storage Facility
What you will walk away with
Five things you will know by the end.
- A clearer way to think about 401(k), RSU, and public-market concentration.
- The main differences between public-market exposure and private real estate ownership.
- The diligence questions I would ask before evaluating any private real estate operator, including me.
- The tradeoffs that matter: liquidity, control, fees, leverage, operations, and time horizon.
- A practical framework for deciding whether private real estate is worth learning more about for your situation.
Audience
Who this session is built for.
This is for you if
- You are a senior corporate professional with meaningful retirement assets or company stock exposure.
- You want a practical framework before making decisions.
- You are evaluating whether private real estate belongs in your broader plan.
This is not for you if
- You need short-term liquidity.
- You are looking for a current investment opportunity.
- You want promised outcomes, tax advice, or a quick pitch.
Framework
A simple way to think about the next cycle.
Liquidity needs
Time horizon matters. Illiquid investments should fit the rest of the plan.
Operator execution
The asset type matters, but the operator usually matters more.
Investor fit
The right question is whether the risk, timeline, and role fit your situation.
Diligence
Questions worth asking before trusting an operator.
- What has to go right for the plan to work?
- What happens if rent growth is slower than expected?
- What operating assumptions are hardest to execute?
- How does the sponsor communicate when results are not clean?
- Where can investors lose money?
Asset lens
Manufactured housing communities
- They sit at the intersection of housing affordability and limited new supply.
- Residents often own their homes, which can support longer tenure than typical rentals.
- The upside is usually operational: utilities, collections, infill, rules, resident communication, and local execution.
- The risk is also operational. Regulation, infrastructure, and resident trust have to be managed carefully.
Asset lens
Self-storage
- Demand is often tied to practical life events: moving, downsizing, household overflow, business storage, and housing transitions.
- Short leases allow pricing to adjust faster than many real estate categories.
- Visibility, access, security, unit mix, and local competition determine whether the asset performs.
- The risk is assuming storage is simple. Lease-up, pricing discipline, and local supply matter.
Register for the briefing
Save My Seat
Register if the topic is relevant and you want the event details sent to you directly.
What to expect
35 minutes of clear, practical teaching followed by open Q&A. This is an educational session. No investment opportunity will be presented.
Common Questions.
Will there be a pitch?
No. This is an educational briefing, not an offer to sell securities or a solicitation to buy securities.
Will I get the Zoom link after registering?
Yes, after the registration path is approved and live, registrants will receive the appropriate event access details.
Who is this designed for?
Senior corporate professionals who want a practical way to evaluate concentration risk and private real estate fit.
Do I need to be accredited?
The briefing is educational. We ask whether you are accredited, non-accredited, or not sure so future communication can be handled appropriately.
Will there be Q&A or a replay?
There will be live Q&A at the end of the session. Replay availability will be determined after the live session.
Disclaimer
For educational purposes only. This is not investment, legal, tax, or accounting advice. This is not an offer to sell securities or a solicitation to buy securities. Past performance is not indicative of future results. Private real estate involves risk, including possible loss of capital. Consult your own advisors.