Real Estate Investors • Entrepreneurs

Tax Efficient Exit Planning

Sera Capital Is A Fee-Only Fiduciary

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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

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Service - Delaware Statutory Trusts

Delaware Statutory Trust 1031

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Service - Opportunity Zones

Opportunity Zone Investments Advisors and Consultants

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Service - Exit Planning

Business Exit Planning Services and Business Transitions

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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

8 Common Investment Mistakes and How To Avoid Them

Dive into our comprehensive walkthrough of the most common investment mistakes and how to easily avoid them so you can start investing wisely today.

Cautionary Tales

4 Methods To Defer or Reduce Capital Gains Tax

Explore all the effective methods to defer or reduce capital gains tax so that you can take control of your financial future and build an effective strategy.

Uncategorized

What Communication Should You Expect From a DST Advisor?

Working with Delaware statutory trust (DST) advisors should be a rewarding experience, but finding the right advisor requires learning about what they can do. For instance, what kind […]

Delaware Statutory Trusts

Essential Investment Terms You Should Know

Familiarize yourself with the essential investment terms you should know so that you can more easily navigate topics such as 1031 exchanges and tax deferrals.

Financial Tales

How 721 Exchange Advisors Assist With Property Selection

Take a comprehensive look at how 721 exchange advisors assist with property selection so you can talk to an expert about making the right investment today.

721 Exchange

Differences Between Active and Passive Investment Management

Reflect on the biggest differences between active and passive investment management to choose a path forward that best supports your financial goals.

Investing 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.

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Consultation Today

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