Real Estate Investors • Entrepreneurs

We Are Investors

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

Investment Management Services

Read More
Service - Opportunity Zones

Opportunity Zone Investments Advisors and Consultants

Read More
Service - 721 Exchanges

721 Exchange Advisor and 721 UPREIT Exchanges

Read More
Service - Delaware Statutory Trusts

Delaware Statutory Trust 1031

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

Selecting a 1031 Exchange Advisor: What To Consider

It’s time to stop stressing over finding the right 1031 exchange advisor. Explore these considerations that can help you make the right decision.

1031 Exchanges

What Are the Potential Benefits of DST Investments?

Are you considering a Delaware Statutory Trust for your real estate investment? Check out this blog to discover the potential benefits of DSTs.

Delaware Statutory Trusts

How 721 Exchanges Can Be Used as an Exit Strategy

A Section 721 exchange, often called a UPREIT transaction, is an often overlooked but powerful tool for real estate investors seeking an effective exit strategy. This strategy allows […]

721 Exchange

Delaware Statutory Trusts: Mistakes You Want To Avoid

Investing in Delaware Statutory Trusts, or DSTs, can help investors obtain diversification, professional management, and reliable returns. DSTs are an attractive option with many benefits, such as cost-efficiency […]

Delaware Statutory Trusts

Deferred Sales Trusts: A Dive Into Tax Deferral Strategies

If you own property and are planning for retirement, you need to know how taxes affect your investment profits. Here’s a guide to deferred sales trusts.

Deferred Sales Trusts

Failed 1031 Exchange Installment Sale (453 Focus)

Investors sometimes inquire, "What happens to my 1031 Exchange transaction if I sell my relinquished property and cannot find suitable like-kind replacement property to identify, or if I […]

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.

Secure Your Free 30-min
Consultation Today

Schedule Consultation