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Real Estate Investors • Entrepreneurs
Tax Efficient Exit Planning
Sera Capital Is A Fee-Only Fiduciary
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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.
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Our Blog
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.
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.
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.
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.
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.
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.