Take control of your investment strategy right now by learning if you should DST 1031 exchange a second home, and how you would qualify for this method.
Real Estate Investors • Entrepreneurs
Tax Efficient Exit Planning
Sera Capital Is A Fee-Only Fiduciary
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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.
Uncover tailored solutions for tax-efficient retirement and exit planning.
Our experts are ready to guide you.
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Our Blog
Explore our expert articles for informed decision-making
August 5, 2025
What Are Considered Passive Losses on Rental Property?
Get a better idea of what is considered passive losses on a rental property so you can get your income and tax strategies successfully organized.
August 1, 2025
How Investment Advisors Create Personalized Portfolios
Discover how investment advisors create personalized portfolios and start working with a reliable professional and your investment strategy today.
July 31, 2025
8 Top Advantages of Using Donor-Advised Funds
Carefully assess each of the top advantages of using donor-advised funds so you can start finding new and efficient ways to donate your money.
June 16, 2025
Ways To Integrate the Delaware Dynasty Trust With an ILIT
Begin estate planning effectively today by exploring these easy ways to integrate the Delaware Dynasty Trust with an ILIT for maximum tax efficiency and more.
May 27, 2025
What Is the Timeline To Convert a DST to an UPREIT?
Get a clearer idea of what the average timeline is to convert a DST to an UPREIT so you can plan your investment strategy accordingly right now.
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:
- We help landlords and business owners exit tax efficiently.
- 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.
