The landscape of wealth management is shifting, and alternative investments are emerging as a powerful tool for RIAs looking to drive organic growth and portfolio resilience. With increasing investor demand for access to institutional-grade opportunities, advisors must evolve their approach to stay competitive.

In this episode of The WealthStack Podcast, host Shannon Rosic, director of WealthStack Content and Solutions, sits down with Saira Rahman, VP of new investor initiatives at Fundrise, to explore how advisors can harness the power of alternatives to enhance client outcomes. 

Shannon and Saira discuss:

- The evolution of private market investing and why RIAs should take notice
- How Fundrise is making institutional-grade alternatives more accessible
- Why the next wave of alpha lies in venture capital and private markets
- Key barriers to alternative investment adoption—and how to overcome them

Connect with Shannon Rosic:

LinkedIn: https://www.linkedin.com/in/shannonrosic/
WealthStack website: https://informaconnect.com/wealthstack/ 
WealthManagement.com: https://www.wealthmanagement.com

Connect with Saira Rahman:

LinkedIn: Saira Rahman: https://www.linkedin.com/in/sairarahman/ 
Fundrise: https://fundrise.com/

About Our Guest:

Saira Rahman is VP of New Investor Initiatives at Fundrise. She is also a Board advisor and speaker with 17 years of experience in strategy, payments, modeling and forecasting, financial reporting, and interest rates. Saira received the NYC FinTech Women Inspiring Females Award, was named a Top 30 Leader Shaping FinTech (Financial IT), appeared on the Top 10 Women in FinTech Power List.


The WealthStack Podcast: How RIAs Can Leverage Alternative Investments with Saira Rahman

NREI Weekender Episode 6 - NREI Research Series: Annual REIT Study Review, July 13, 2019

Today, David Bodamer continues with the NREI Research Series by reviewing NREI’s 4th annual REIT study. 

In this episode, you will learn:

- The major takeaways from this year’s research
- Which categories are on respondents’ buy and sell lists
- The status of REIT balance sheets
- What kind of predictions the study provides for REIT stock prices and returns 
- And more

Tune in now to hear the latest findings in the Review of the fourth annual REIT Study as part of the NREI Research Series.

Resources:
National Real Estate Investor

The WealthStack Podcast: How RIAs Can Leverage Alternative Investments with Saira Rahman

WealthManagement.com

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