Real Estate Investors • Entrepreneurs

Tax Efficient Exit Planning

Sera Capital Is A Fee-Only Fiduciary

Schedule Your Free Consultation
Sera family group photo

Unlock Your Future

Expert Exit Planning for Real Estate, Businesses, and More

We work with individuals and as independent fiduciaries, are not beholden to any institution or product sponsor for our client solutions. Our solutions come in many forms and include the following and often include some combination of the following.

Our Services
Service - 721 Exchanges

721 Exchange Advisor and 721 UPREIT Exchanges

Read More
Service - Delaware Statutory Trusts

Delaware Statutory Trust 1031

Read More
Service - Opportunity Zones

Opportunity Zone Investments Advisors and Consultants

Read More
Service - Exit Planning

Business Exit Planning Services and Business Transitions

Read More
Uncover tailored solutions for tax-efficient retirement and exit planning.
Our experts are ready to guide you.
Schedule Consultation

Our Blog

Explore our expert articles for informed decision-making

Everything You Need To Know About Wealth Management

Find out everything you need to know about wealth management so you can carefully create a financial strategy for your personal goals today.

Wealthy Tales

5 Types of Properties To Invest in Through a DST

Observe the many different types of properties to invest in through a DST so you can settle on a strategy that suits your investment goals perfectly.

Delaware Statutory Trusts

Comparing DST 1031 Exchanges To Direct Property Ownership

Start comparing DST 1031 exchanges to direct property ownership if you want to find a successful strategy for investing your personal funds.

Delaware Statutory Trusts

Public vs. Non-Traded REITs: Unveiling the Differences

Examine the differences between public and non-traded REITs so you can reflect on the key ways to leverage one for your investment strategy.

REITs

The Role of a Qualified Intermediary in DST 1031 Exchanges

Evaluate the role of a qualified intermediary in DST 1031 exchanges and find the right expert to facilitate your exchange to secure the best results.

1031 Exchanges

7 Important Retirement Questions To Ask Your Advisor

Choose from the most important retirement questions to ask your advisor and discuss them with your financial expert today so you can establish your plan.

Retirement Tales

Registered Investment Advisor 
and Fiduciary Consultants

Sera Capital is a wealth management consulting firm that specializes in tax-efficient exit strategies. Business owners, real estate investors, and developers can talk to our registered investment advisors to find the best solutions available.

We have two simple mottos that we follow with every client:

  1. We help landlords and business owners exit tax efficiently.
  2. When you want out, call us in.

The registered investment advisors at Sera Capital can help you examine various solutions, such as Delaware Statuary Trusts, Opportunity Zone Funds, 1031 Exchanges, 721 UPREITS, and Section 453 Installment Sales.

You don’t have to look any further for the perfect strategy.

Contact the registered financial advisors at Sera Capital to consult with an expert today.

Secure Your Free 30-min
Consultation Today

Schedule Consultation
chevron-down