Search Results

...another party—in this context, the client. It’s not an abstract notion but a stringent code that demands loyalty, prudence, and an unwavering focus on the client’s financial well-being. This duty...

...sure we want to accept the invitation. Diversification sounds wonderful but it’s misleading. It’s incomplete because it doesn’t take people’s behavior into consideration. Diversification is a double-edged sword. What’s the...

...solving – 1031 exchange strategies were the solution. As RIA’s and investment fiduciaries, we believe it’s essential to always act in the client’s best interest. Unlike Brokers/Dealers that may be...

..."boot," which means the exchanger will almost certainly have to pay some taxes. Myth: Exchanges are only applicable to the larger properties Whether you have $20,000, $200,000, or $2,000,000 to...

...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...

...to change the playing field. Our fee-only or no-load compensation structure credits 100% of what a DST sponsor would pay a commission-based broker. If the broker would receive a $10,000...

...(i.e., a plane for a plane, or a tractor for a tractor). According to the IRS: “Both properties must be held for use in a trade or business or for...

...you through this complicated process, contact Sera Capital. Our knowledgeable, reputable company understands Delaware Statutory Trusts, 1031 exchanges, and more. Go ahead and call us for your free 30-minute consultation....

...ultimate in security, transparency, and compliance. Please note - Sera Capital is not a qualified intermediary, facilitator, or accommodator (for those out west). We always want to avoid that conflict...

...returns. These fees often include acquisition, asset management, and disposition fees. What Are REITs? REITs are companies that own and operate income-producing real estate properties. They are publicly traded on...

...the real estate asset’s function and value. Additionally, infrastructure serving the property, such as roads, utilities, and related facilities, can be qualifying assets under the 721 exchange regime. 3. Agricultural...

...shares in the REIT, you must pay those deferred taxes. Investment Risk There’s always a level of risk involved with any investment. REITs typically provide stable, consistent returns, but they’re...