Sera Capital

Sera Capital is an independent, fee-only fiduciary advisory firm specializing in exit planning for real estate investors, property owners, business owners, and individuals with highly appreciated assets. Founded in 1990, the family-owned firm helps clients evaluate strategies for navigating property sales, managing capital gains exposure, and planning for long-term financial goals. Sera Capital’s expertise includes 1031 exchanges using Delaware Statutory Trusts (DSTs), 721 UPREIT exchanges, Qualified Opportunity Zone Funds, and installment sales. The firm provides objective guidance tailored to each client’s circumstances, helping investors compare options and understand the potential benefits and considerations of different exit strategies. Committed to acting in clients’ best interests, Sera Capital works collaboratively with CPAs, attorneys, and other professional advisors to help clients make informed decisions throughout the real estate investment and exit planning process.

1910 Towne Centre Blvd, Suite 250, Annapolis, MD 21401 (443) 332-1031 https://seracapital.com/

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