RD Real Estate Debt Fund II
Next Closing Date: May 1, 2025
An investment vehicle currently focused on shorter-term senior real estate loans on primarily residential investment properties in the Greater Boston Area.
Our loans have financed over 380 development projects since 2017, comprising over $380 million in principal amount.
This offering is open to Accredited Investors only.
See if you qualify.
This offering is open to Accredited Investors only.
See if you qualify.
8+ Years
Track Record$350mm+
Deals Closed to Date1 Year
Lockup Period$50,000
Minimum Investmentoverview
A real estate credit strategy made specifically for times of volatility. RD Real Estate Debt Fund II was set up 8 years ago as a capital preservation strategy for the next market downturn.
Our revolving portfolio of shorter-term, senior real estate loans seeks to generate consistent, reliable performance and quarterly income distributions to investors.
Our team brings together decades of real estate, banking, private equity, and lending experience. This has allowed us to become a highly-sophisticated lender powered by proprietary technology and deep relationships in the Greater Boston market.
Asset Class: Senior Debt
Property Types: Residential, Commercial
Target Area: Greater Boston
Portfolio Size: $133mm+
# of Loans: 80
Avg. Loan Size: $1.7mm
Avg. Loan Term: 12 months
Data as of March 31, 2025.
Property Types: Residential, Commercial
Target Area: Greater Boston
Portfolio Size: $133mm+
# of Loans: 80
Avg. Loan Size: $1.7mm
Avg. Loan Term: 12 months
Data as of March 31, 2025.
This presentation (the “information”) has been prepared solely for informational purposes, could omit certain material information about RD Real Estate Debt Fund II, L.P. (the “Fund” or “RDREDFII”) and is intended solely for your use. The information is not to be used or considered as an offer to sell, or a solicitation of an offer to buy, any security or the provisions of an offer to provide investment or other services. Any offer of securities in the Fund will be made through a Private Placement Memorandum (PPM), Limited Partnership Agreement, and Subscription Agreement, which will supersede any statements made in this document, and can be accessed by clicking on the links provided. In addition, interests in the fund will only be sold to “accredited investors,” as defined under U.S. federal securities laws, with additional limitations. By accepting this document, you represent that you are an accredited investor, that you meet all applicable qualifications in your jurisdiction to receive this information relating to investments in the Fund and represent that you understand the risks involved in any investment in the Fund. Please note additional disclaimers here.
Begin the Investment Process
Click on each video to learn more.
ABOUT OUR INVESTMENTS
who can invest?
REDEMPTIONS AND DISTRIBUTIONS
Largest Loan Closings (Q1 2025)
Cambridge, MA
$6.1mm Loan | 50% LTARV
Wellfleet, MA
$2.7mm Loan | 42% LTARV![]()
Allston, MA
$1.5mm | 71% LTARV
Allston, MA
Hartford, VT
$1.2mm | 70% LTARV4 largest loans closed in the quarter ending March 31, 2025. Dollar amounts shown depict the full principal amount of each loan.
Frequently Asked Questions
Can I reinvest or receive my distributions? Can I change my mind later?
Yes, all partners have the option to receive or reinvest any future income distributions. You will be asked which one you choose in the subscription documentation.
And yes. If you change your mind down the line, you can let us know at ir@rdadvisorsre.com
What kind of tax documentation have you usually issued?
We have previously issued federal and New York K-1s to all our investors. That being said, for partners who do not reside in NY, the NY K-1 would not allocate any income in the state, so you may not have a filing obligation there. We haven’t typically issued K-1s in any other state. Please consult your tax advisor for more information and let us know if you have additional questions.
We aim to distribute final K-1s by early April, but the actual delivery date may change depending on many factors.
Can I invest using an IRA or 401k?
In many cases, yes. While the Fund is limited on how many of these types of investors it can accept, we are still accepting these as of January 1, 2025. Many of our partners have invested using self-directed IRAs or 401ks. The best way to find out is to contact your account custodian. We have previously worked with (and are accepted for custody at):
- Fidelity
- Charles Schwab
- Equity Trust Company
- Entrust
- Inspira Financial
- Pacific Premier Trust
Can I invest as an entity?
Yes, as long as the entity is considered an Accredited Investor, and its respective Authorized Signatories execute the subscription documents. You can subscribe as an individual, two individuals acting jointly, an LLC, a trust, a corporation, or a partnership.
What is your reporting schedule like?
Throughout the past few years, we have followed this reporting schedule:
-
Monthly account balance statements, sent by our Fund Administrator.
-
A Quarterly Investor Update Webinar, where we review performance for the previous quarter, discuss our market outlook, and open up a discussion with our investors.
-
A Quarterly Investor Letter, which summarizes the discussion of our Quarterly Webinar.
-
A Yearly distribution of our audited financials, often accompanied by other yearly review items.
Do you have an investor portal?
Not at the moment, but it is in the works. Statements are sent on a monthly basis via email by our Fund Adminstrator (Apex Group). We are hoping to have a portal solution implemented sometime in 2025.
How does the redemption process work?
Class A investors are typically subject to a 1-year lockup period. After that, and with a 90-day advance notice, they usually are able to redeem up to 25% of their account per quarter. Additional limits on redemption can be found in the offering documents. Please review these carefullly for a complete description of all scenarios.
Therefore, even without additional limits being imposed, it could take 2 years to fully redeem a Class A investor (1-year lockup period and 4 quarters of redemptions after that). If you want to request a redemption, please email ir@rdadvisorsre.com and request a Withdrawal Request Form.
How does the subscription process work?
If you wish to invest in RDREDFII, you can notify a fund representative at ir@rdadvisorsre.com. We will then contact you and send subscription documents through Docusign. Once those are completed, you will receive wire instructions as well as instructions on how to verify your accreditation status.
Can international investors participate?
This page is addressed solely to individuals and entities based in the United States, which are the investors targeted by our current offering. If you are located in a different country, please contact us separately.
How can I contact the RDREDFII support team if I have questions?
You can reach us by email at ir@rdadvisorsre.com or by phone at 212-785-8092.
