Tax deferral is valuable, but it does not make every investment a good investment. We weigh potential tax benefits against investment risk, costs, and flexibility, treating the wealth our clients have built with care.

Strong planning requires collaboration. We work alongside clients’ CPAs, attorneys, qualified intermediaries, and financial advisors to connect real estate investment decisions with their broader financial objectives.

A tax deadline should never overshadow a long-term investment decision. We consider income needs, diversification, liquidity, estate-planning objectives, and future exit options before recommending an investment.

Investors should understand what they own, why it fits, and what could go wrong. We explain 1031 exchanges, Delaware Statutory Trusts, and 721 UPREIT strategies in clear language, including their risks, restrictions, and tradeoffs.

A compelling presentation is only a starting point. We examine the underlying real estate, sponsor experience, debt structure, fees, distribution assumptions, and potential exit strategies to help investors make informed comparisons across DST offerings.

We are compensated solely through client-paid advisory fees. We do not receive DST commissions or selling compensation, and our clients access institutional share classes that remove selling compensation from the investment structure. We believe investors deserve to understand both what they pay and how their advisor is paid.

Your goals guide our recommendations. We evaluate whether a traditional DST, a potential 721 exchange strategy, or another investment approach best serves your circumstances, including when keeping your options open is the better decision.

Sera Capital Management is a fee-only fiduciary investment advisory firm helping real estate owners nationwide evaluate 1031 exchanges, Delaware Statutory Trust (DST) investments, and 721 exchange / UPREIT strategies.

For investors seeking a DST advisor, 1031 exchange advisor, or 721 exchange advisor, we provide personalized guidance on transitioning from actively managed investment properties to passive real estate investments. Our process emphasizes investment suitability, sponsor due diligence, diversification, fees, cash flow, liquidity constraints, and long-term exit planning.

Our compensation comes solely from client-paid advisory fees. We do not receive DST commissions or selling compensation. Our clients access institutional share classes that remove selling compensation from the investment structure, aligning our advice with their financial goals.

We help investors compare traditional DSTs with potential DST-to-721 strategies, evaluate replacement-property options before the 1031 exchange identification deadline, and understand the benefits and risks of contributing real estate to an UPREIT operating partnership. We also provide second opinions on proposed DST investments, sponsor offerings, and investment costs.

Sera Capital works alongside clients’ CPAs, attorneys, qualified intermediaries, and financial advisors to coordinate real estate investment decisions with retirement, tax-deferral, and estate-planning objectives.

Learn more at SeraCapital.com.

Real Estate

Sera Capital

Carl E. Sera, CMT

This department provides strategic direction and oversight for the organization's overall vision and goals.

Sera Capital

Org chart

Teams

Executive Leadership

Offices

Sera Capital

Org chart

Teams

Executive Leadership

Offices

Related companies