Sera Capital Management - Crunchbase Company Profile & Funding

Overview

Sera Capital Management

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About Sera Capital Management

Fee-only fiduciary specializing in Delaware Statutory Trusts (DSTs), 721 Exchanges (UPREITs), & tax-efficient real estate exit planning.

Founded

obfuscation

Private

Annapolis, Maryland, United States

1-10

seracapital.com

Financial Services

Real Estate

Real Estate Investment

Key People

Carlos M. Sera: Investment Manager

Details

Legal Name

Sera Capital Management, LLC

Also Known As

Sera Capital

Operating Status

Active

Founders

Carlos M. Sera

About the Company

Sera Capital Management is a fee-only fiduciary advisory firm specializing in tax-efficient real estate exit planning for high-net-worth investors, business owners, and financial advisors. The firm focuses on Delaware Statutory Trusts (DSTs), 721 UPREIT exchanges, and institutional real estate strategies designed to help clients transition from

active property ownership into passive investment structures while seeking income, diversification, and tax deferral.

Sera Capital works with investors nationwide on complex 1031 exchanges, legacy planning, concentrated real estate positions, and institutional REIT solutions. The firm is known for its fiduciary approach, independent advice, and expertise in integrating DST and 721 exchange strategies into broader financial and estate planning objectives.

Learn more:

* DST Advisory Services: https://seracapital.com/services/delaware-statutory-trusts/ * 721 Exchange Services: https://seracapital.com/services/721-exchanges/ * Company Website: https://seracapital.com/

Phone Number

+1-443-332-1031

Contact Email

contact@seracapital.com

Predictions & Insights

Growth Prediction

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Products & Services

Delaware Statutory Trusts (DSTs) for 1031 Exchanges

A fractional ownership investment vehicle used in 1031 exchanges to defer capital gains taxes by investing in institutional-grade real estate managed by sponsors.

721 UPREIT Exchanges

A tax-deferred exchange method allowing investors to convert real estate holdings into shares of a Real Estate Investment Trust (REIT) via a Delaware Statutory Trust structure.