Insights
Blog
On the Ready 2 Scale podcast, Sean Kelly-Rand breaks down how he scales real estate debt strategies with a focus on resilience, structure, and sustainable growth in volatile markets.
LinkedIn
linkedin.com
Boston has the 4th largest housing deficit in the US. And its not getting better.Here is the data:1) The Greater Boston area is short over 150,000 units for its population according to zillow.2) Under 6,000 new units were estimated to be delivered in 2024 by Moodys.3) Boston metro area saw a 38% year-to-date drop through March 2025, representing the largest decline since 2008!!!Let that sink in. Greater Boston area is 150,000 units short. It is not catching up, and even slowing down. If you are a resident of the area and wondering why you housing costs so much... it's pretty clear ... it's a scarce commodity. What can be done? We need to increase production substantially. The means clearing our the barriers. Right now the biggest are IDP (inclusionary development - i.e. the requirement that developers essentially build 1 loss making affordable apartment for approximately every 4/5 profitable apartments - that essentially stops most large scale construction). And two the zoning and permitting processes have become much longer over the past few years. Takes way too long to get shovels in the ground.Good news for home owners it helps keep home prices elevated. Bad news is its more expensive rents and harder to get on the property ladder. Let's Let the Builders Build!It also means there is loads of demand for loans from RD Advisors for rehab and bridge (renovation and conversion of existing, and soon mezzanine). And significant demand for housing when its built. Follow Sean Kelly-Rand on LinkedIn
LinkedIn
linkedin.com
Sean Kelly-Rand shares why he believes this market offers more stability for lenders—from its diversified economy to the advantages of nonjudicial foreclosures.
LinkedIn
Private Credit is Eating Private Equity.Good quote by CP. I certainly don’t agree with everything he says but based on what we see in our own portfolio I find that statement to hold true.And this is exactly why we (myself and the Dominion Capital Family Office) partnered on a real estate private credit strategy eight years ago. The steadier stable private credit returns were likely to eventually overrun the more volatile equity/private equity returns over a longer period of time (Howard Marks writes on this as well).And I am sure this will be a topic at Milken Institute this week and SuperReturn in June.And too CP's point if private credit grows more than the equity side (i.e. less PE capital for acquisitions), than where does the debt/credit capital go…Well, if you follow me you are well aware of the wall of maturities, a massive gap in the capital stack, and how bank mergers and regulation are all leading to a massive need for private credit within the commercial and residential real estate sector.The opportunities are there and we’ll keep capitalizing on them.As usual this is not investment advice, merely boots on the ground observations from a real estate private credit specialist.Follow Sean Kelly-Rand on LinkedIn
Resource
youtube.com
Get to know RD Advisors in this interview with Sean Kelly-Rand, Managing Partner. Learn about their approach, strategy, and what sets them apart.
Press and Speaking Engagements
Resource
On Let’s Go Deep with Moly Abduali, Sean Kelly-Rand distills his approach to building wealth through real estate debt, sharing strategies grounded in capital preservation, structural discipline, and long-term thinking.
Press
wealthmanagement.com
Ryan Nauman and Sean Kelly-Rand discuss a turbulent week in the markets, including Jamie Dimon's cockroaches comment, news on bankruptcies, issues with regional banks, and the overall health of private credit.
Press
bankerandtradesman.com
A prospective rate cut could catalyze a surge in suburban housing starts, as builders respond to improved affordability and renewed buyer demand.
Resource
In the “Cindy Stumpo Is Tough As Nails – Hard Money Lending” episode, Sean Kelly-Rand joins Cindy Stumpo to unpack real estate hard money lending strategies, risks, and the current credit environment.
Press
scheller.gatech.edu
Gennadiy Gurevich’s journey from Georgia Tech student to successful financier and dedicated alumnus reflects his commitment to blending engineering and business, giving back with purpose, and shaping the future of education and entrepreneurship.
Resource
In a SuperReturn 2025 interview with Emma Walden, Sean Kelly-Rand explores emerging trends in private real estate debt, shares his strategic vision for RD Advisors, and offers perspectives on navigating credit markets in uncertain times.