Sera Capital Management

WHAT WE CAN DO FOR YOU: We are a wealth management firm with a concentration of high-net-worth real estate clients where we help them manage their portfolio as well as assist them to defer, reduce or even eliminate taxes. We use various vehicles including 1031 Exchanges into triple net lease properties as well as DST investments. In addition, we can determine when a Qualified Opportunity Zones or Structured Installment Sales may be more appropriate. WHAT CAN WE HELP YOU WITH: We Routinely Help Clients Save— 100s of Thousands in Taxes. When selling real estate or a business or any other highly appreciated asset—you will create a large taxable event. We help investors to defer, reduce and eliminate their tax liabilities through a variety of alternative investments strategies and investment vehicles. -1031 Exchange DST Replacement Property (Delaware Statutory Trusts). -Qualified Opportunity Zone Fund Investments (QOZ). -Triple Net Lease Properties (NNNs) -Structured Installment Sales. HOW WE GOT STARTED: Read about how we saved our client over— $800,000 in taxes with a 1031 DST investment. https://seracapital.com/1031-exchange/ BOOK A CALL: Schedule a time to talk with us here: https://calendly.com/sera-capital/