Reflect on the biggest differences between active and passive investment management to choose a path forward that best supports your financial goals.
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Our Blog
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.
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.
What Types of Properties Qualify for a 721 Exchange?
Some rules and regulations can make qualifying for a 721 exchange tricky to understand. Discover what types of properties qualify for a 721 exchange.
What Risks Are Associated With Investing in a DST?
If you’re a real estate investor, you’ve probably heard of a DST. Yes, there are risks associated with investing in a DST; understanding these risks is crucial.
How Does Wealth Management Help With Tax Planning?
If you’re wondering how wealth management helps with tax planning, check out this expert blog to better understand the importance of wealth management.
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.