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Sera Capital Is A Fee-Only Fiduciary That Focuses On Tax-Efficient Exit Planning
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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

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

What Happens to the Property in the REIT?

Find out what happens to the property in a REIT so you can gain a better understanding of whether this investment opportunity is worth your time and money.

REITs

1031 Exchange vs. Other Real Estate Investment Strategies

Explore a comprehensive breakdown of a 1031 Exchange and other real estate investment strategies so you can plan your future carefully and successfully.

1031 Exchanges

Registered Investment Advisor 
and Fiduciary Consultants

We at Sera Capital focus on helping clients with managing money while providing investment education, investment advice, and investment management. Our registered investment advisors help individuals, couples, and industry professionals learn about investments through blogs, books, videos, newsletters, and guides to overcoming big investment obstacles. With our education preparation, our professional financial services consultants help implement, manage, monitor, review, and adjust portfolios to your situation, providing wisdom and experience in conjunction with other financial advisors and strategic partners. We have assisted hundreds of couples and individuals, giving insight on investment behavior under stressful economical situations that focuses on high return rates and staying the course. Contact our reliable registered investment advisors today at Sera Capital.

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