It happened in 2008 and again in 2020. Most investors missed the same lesson both times.

A practical briefing for senior corporate professionals who want to understand concentration risk, private real estate, and the questions to ask before relying only on the traditional retirement path.

What happens to your money when the market drops again

DATE: June 2, 2026
TIME: 6:00 PM ET
DURATION: 35 Minutes
PLATFORM: Zoom Webinar

Save My Seat

21+

YEARS FORTUNE 50

150+

DEALS ANALYZED

$6.6M

ASSETS CLOSED

2

DEALS CLOSED

You can do a lot right and still feel exposed. Max the 401(k). Hold company stock. Stay diversified across funds. Ride out 2008. Ride out 2020. Then one market drop reminds you that much of your financial future may still depend on the same public-market system.

"That is not a you problem. That is a math problem nobody handed you. Tonight I am going to hand you the math."

This briefing is not about predicting the next downturn. It is about understanding the risk you may already be carrying and how experienced investors think about private real estate, operator selection, liquidity, control, fees, leverage, and time horizon.

Three things you will know by the end.

WHAT YOU WILL WALK AWAY WITH

1. A clearer way to think about 401(k), RSU, and public-market concentration.

2. The main differences between public-market exposure and private real estate ownership.

3. The diligence questions I would ask before evaluating any private real estate operator, including me.

4. The tradeoffs that matter: liquidity, control, fees, leverage, operations, and time horizon.

5. 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 are trying to understand whether the traditional path is enough.

  • You want to learn how private real estate works before having a deeper conversation.

  • You value process, diligence, and plain-English risk discussion.

  • You want to understand how operators think before you evaluate any deal or sponsor.

THIS IS NOT FOR YOU IF

  • You need short-term liquidity.

  • You are looking for a current investment opportunity.

  • You want a hard pitch.

  • You do not want to spend time understanding the risks.

WHAT THIS IS AND IS NOT

  • This is a 45-minute educational briefing. It is not an offer to invest. It is not individualized professional advice. No investment opportunity will be presented during the briefing.

  • If you want to go deeper afterward, the next step is a short compare-notes conversation to see whether more education would be useful.

WHY SHAWN IS HOSTING THIS

Shawn Dwyer

Fortune Top 30 corporate executive and active GP in manufactured housing communities and self-storage.

He built a private real estate portfolio while working full-time after seeing how market concentration and retirement uncertainty affect people who did what they were told to do.

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.

Mobile Home Communities & Self-Storage Facilities

$6.6M in Assets Acquired

REGISTER FOR THE BRIEFING

Save My Seat

Common Questions.

  • No. This is educational only. No investment offering will be made during the briefing.

  • Yes. The Zoom access details will be sent after registration. They are not posted publicly.

  • Senior corporate professionals who want to understand concentration risk and private real estate before making any decisions.

  • The briefing is educational. If an accreditation question appears on the form, it is used for fit and context. It does not create access to an offering.

  • The live session may include Q&A if time allows. Replay availability will be handled after the event.

Disclaimer

Golden Oak LLC · 724 W Lancaster Ave, Suite 210, Wayne, Pennsylvania 19087 · support@goldenoakrei.com

This briefing is for educational purposes only. It is not an offer to sell or a solicitation to buy securities. Any investment opportunity, if available, would be offered only through appropriate offering documents and to qualified investors. Past results are not indicative of future results. Private real estate involves risk, including loss of principal and lack of liquidity.