Welcome to Sera Capital

We Are Investors

Sera Capital Is An Fee-Only Fiduciary That Focuses On

Exit Planning For Real Estate Investors

We Are Investors

This singularly focused identity explains the essence of our firm and what attracts our clients to Sera Capital. Whether we’re helping you save it, grow it, keep it, or enjoy it, when it comes to you and your money, we partner with you to achieve your unique investment objectives.

As your registered investment advisory and investment consultant in Maryland, Sera Capital allows you to view the world through the eyes of a registered investment advisor. Gain insight on your relationship with money and pursue new levels of success with Financial Tales.

“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” - Robert Kiyosaki

In Financial Tales, author and 30-year veteran financial advisor Carlos Sera provides you with the same life-changing financial planning advice and investing strategies that he has offered to his own family and clients. Unlike most other boring, numbers-driven personal finance and retirement planning books, Financial Tales provides real-world examples of how people’s lives were improved by implementing Sera’s valuable fiscal guidance.

You will be provided with easy and painless weekly, monthly and annual budget tricks that anybody can do to start on the road toward financial freedom, become deft-free and start building wealth and college funds for your children.

In this proven and powerful personal and family budgeting and investing guide, you will learn:

  • How develop a sustainable relationship with money
  • How to start common sense investing with very little spare money
  • Vital retirement planning tools that you must have to enjoy retirement and not run out of money
  • Understanding financial markets, the stock market, yields and other investment options.
  • Financial planning for kids and investing for teens
  • How to teach your kids to multiply their income and start saving for the future
  • How to use the extraordinary power of dividend stocks and compounding interest rates to help build wealth, increase retirement savings and start college funds
  • How to construct a worry-free investment portfolio that lets you sleep well at night
  • How to work productively with your financial advisor or financial team

While you enjoy the life lessons and experiences used as the backdrop for your financial education in this valuable personal finance guide, you will feel empowered and more self-confident to design your own financial plan, or you will know exactly how to have your financial advisor set up a pain-free financial plan for your family.

Featured Blog Posts

1031 Exchanges

1031 Exchange Costs: Hidden Fees to Watch

While a 1031 exchange offers the average real estate investor several long-term benefits, the costs of doing a 1031 exchange must be considered. Like any …

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Opportunity Zone Funds

Choosing Qualified Opportunity Zone Funds in 2023

Thanks to the multiple tax benefits offered by the US government, opportunity zone funds have received widespread attention amongst investors. Since its inception in 2017, …

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721 Exchange

Hidden UPREIT Fees Added By DST Brokers – How To Avoid Them

Make Sure to Dot Your I’s and Cross Your T’s Are you asking your 721 DST Broker which share class you’re getting? Not knowing the …

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Delaware Statutory Trusts

DST vs QOZ- Delaware Statutory Trust vs Qualified Opportunity Zone Fund

Every week we get calls from someone asking to invest in DSTs when in our opinion they would be better off investing in a QOZ …

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721 Exchange

3 Steps to 1031 Exchange into a REIT

‘ The answer to “can I 1031 exchange into a REIT?” is yes and no. Yes, you can, because the IRS says you can. No, you …

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721 Exchange

Why Fees Matter When Purchasing 721 Delaware Statutory Trusts (DSTs)

By now, anyone that has read our blog or listened to us either live, by phone or by video knows that when it comes to …

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721 Exchange

The Traditional DST vs The 721 DST

Most Traditional DST hold a single asset class and typically just a single property. Their expected holding period is approximately 5-7 years.  They are illiquid …

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1031 Exchanges

Can an LLC do a 1031 Exchange?

Over the last few months, we have written about the like-kind exchanges (also known as an IRS 1031 exchange) and the tax benefits that come …

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