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

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Service - Opportunity Zones

Opportunity Zone Investments Advisors and Consultants

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Service - 721 Exchanges

721 Exchange Advisor and 721 UPREIT Exchanges

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Service - Delaware Statutory Trusts

Delaware Statutory Trust 1031

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Service - Exit Planning

Business Exit Planning Services and Business Transitions

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Uncover tailored solutions for tax-efficient retirement and exit planning.
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Our Blog

Explore our expert articles for informed decision-making

Fiduciary Duty: What It Means for Your Financial Advisor

You’ve probably seen the word “fiduciary” involved if you’re looking for a financial advisor. Here’s what it means for your financial advisor.

Financial Tales

Pros and Cons of Deferring Taxes With a 721 UPREIT Exchange

Many real estate investors appreciate a 721 UPREIT exchange. Check out this blog to explore the pros and cons of deferring taxes with this exchange.

721 Exchange

Delaware Statutory Trusts and REITs: Comparing Benefits

Are you wondering about the differences between a Delaware Statutory Trust and a REIT? Explore our rundown of the differences and compare benefits.

721 Exchange

How 721 Exchanges Can Help Minimize Your Tax Payments

If you’re curious how 721 exchanges can minimize your tax payments, check out this blog to discover how they can reduce and even defer tax payments.

721 Exchange

How Do DSTs and REITs Differ From Each Other?

If you’re wondering which type of trust is right for your investment property, check out this blog to discover the differences between DSTs and REITs.

Delaware Statutory Trusts

Maximizing Your Sales Proceeds: Your Path to Tax-Efficient Real Estate Solutions in Annapolis

Welcome to Sera Capital – Your Partner in Strategic Real Estate Transactions Are you in Annapolis and considering selling your investment property? If you've found your way here, […]

Real Estate

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.

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