RDMO Fund II _Limited Partner Monthly Investor Call

### Monthly Investor Update Call

### Private Call

When: 3rd Thursday of every month
Time: 12:30–1:00 PM (30 minutes | punctual and focused)
Agenda (30 minutes total):

12:30–12:03 | Welcome & New Investor Introductions (3 min)
Quick welcome, acknowledge new investors, set expectations for the call.

12:03–12:08 | Economic & Market Update (5 min)
Macro highlights, rate environment, housing/credit trends, and what actually matters for our portfolio. No headlines—just implications.

12:08–12:18 | Fund & Portfolio Update (10 min)
Capital deployed, asset status, resolutions, performance indicators, and notable wins or lessons learned.

12:18–12:25 | Operations & What’s Ahead (7 min)
Servicing updates, pipeline activity, upcoming acquisitions, exits, and priorities for the next 30–60 days.

12:25–1:00 | Investor Notes & Close (5 min)
Housekeeping, reminders, where to send follow-ups, and a clear closing takeaway.