1031 Exchange Companies in California

Carl E. Sera, CMT
Carl E. Sera, CMT
Managing Principal, Sera Capital
Carl Sera is a Chartered Market Technician and the Managing Principal at Sera Capital Management, LLC. He has over 14 years of experience in the financial services industry with a focus on investment management.
  1. Fyntex

Fyntex has brought together world class educational resources, ultra-secure processing platform, and 24/7 online visibility that delivers an unparalleled experience for Exchangers nationwide.

In 2018 they set out to define what a modern end to end 1031 exchange processing solution should really look like for their clients and the settlement industry partners they support. After architecting the solution, they went out and found the best technologies and tool sets available to us in the market. They then integrated those technologies into an end to end processing platform that provides their  clients with a completely modern, efficient, and secure 1031 exchange experience. Yes, they had to develop some “secret sauce” of our own along the way, but they felt that the investment was worthwhile for their clients.

Today Fyntex leads the industry with the first secure, world class transactional experience for our Exchangers as well as for our strategic partners throughout the country.

  1. The Exeter Group of Companies

Exeter 1031 Exchange Services, LLC is a national full service 1031 Exchange Qualified Intermediary serving individual, corporate and institutional 1031 Exchange clients. Currently, Exeter 1031 exchange services administer all types of 1031 Exchanges in all 50 states as well as the exchange of foreign property.

Over the years, Exeter have developed a reputation for analyzing, structuring and administering the more complex, sophisticated and challenging 1031 Exchange strategies, including Reverse 1031 Exchanges, Non-Safe Harbor Reverse 1031 Exchanges, combined Reverse 1031 Exchanges with Improvement 1031 Exchanges, Improvement 1031 Exchanges on property already owned by the investor, and 1031 Exchanges of foreign real estate.

Exeter 1031 Exchange Services, LLC is one of the safest and most secure Qualified Intermediaries in the industry today. Exeter 1031 is one of the ONLY Qualified Intermediaries that has any type of government or regulatory oversight. Client funds are held by Exeter Trust Company, which is licensed, regulated and audited by the Wyoming Division of Banking.

Sera Capital Can Get It Done

While the above-mentioned companies offers both local and national 1031 exchange services but working with Sera Capital comes with a better package. From a fee-only consultancy service to a more unique 1031 exchange to DST transaction, there is a lot to benefit for the average investor. You should consider scheduling a call on Calendly with Sera Capital if you need professional advice on exchanging into a DST.

Scroll to Top