Business Page
Sera Capital
Professional Services
5.0 stars
2 Reviews
About us
Sera Capital specializes in exit planning for individuals selling real estate, businesses and highly appreciated assets. We help clients make tax efficient investments through 1031 exchanges into Delaware Statutory Trust (DST) replacement properties, Qualified Opportunity Zone Funds (QOZs) and Deferred Sales Trusts (installment sales/IRC 453A). We provide investment solutions to help you preserve and create wealth. We're a Registered Investment Advisor (RIA) and always work as your fiduciary. Set up a time to chat about your specific needs: https://calendly.com/sera-capital/
Reviews (2)
5.0 stars
2 Reviews
0.0 star
0 Reviews
5.0 stars
2 Reviews
5.0 stars
about 2 years ago
Reviewed by
Albert Wright
I found Sera Capital while searching for an economical way to invest 1031 exchange proceeds into a suitable DST. Almost all DST sales are via brokers who "earn" 7-10% directly out of our investments. Sera Capital offers a flat transactional fee and serves as a fiduciary instead of a salesperson.
5.0 stars
about 2 years ago
Reviewed by
Ken Cur
I had the pleasure of speaking with the Sera Capital Team on multiple occasions while going through a 1031 exchange, I was interested in learning more about DST options for my replacement property. Carlos and his team went above and beyond to help me understand the pros/cons/and options relating to this type of investment alternative. They are not only knowledgeable, but very passionate about what they do and serving their clients in a professional and friendly manner. I highly recommend their services!
5.0 stars
about 2 years ago
Reviewed by
Albert Wright
I found Sera Capital while searching for an economical way to invest 1031 exchange proceeds into a suitable DST. Almost all DST sales are via brokers who "earn" 7-10% directly out of our investments. Sera Capital offers a flat transactional fee and serves as a fiduciary instead of a salesperson.
5.0 stars
about 2 years ago
Reviewed by
Ken Cur
I had the pleasure of speaking with the Sera Capital Team on multiple occasions while going through a 1031 exchange, I was interested in learning more about DST options for my replacement property. Carlos and his team went above and beyond to help me understand the pros/cons/and options relating to this type of investment alternative. They are not only knowledgeable, but very passionate about what they do and serving their clients in a professional and friendly manner. I highly recommend their services!
