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/
Company Details
- Employees
- 4
- Founded
- -
- Address
- 1910 Towne Centre Blvd, Annapolis,maryland 21401,united States
- Phone
- +1-443-332-1031
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- seracapital.com
- Keywords
- Investment Management, Life Insurance, Retirement Planning, Annuities, Delaware Statutory Trusts, Qualified Opportunity Zone Funds, Structured Installment Sales, QOZ, DST.
- HQ
- Annapolis, Maryland
Sera Capital Management Questions
Sera Capital Management's helpline number is +1-443-332-1031
Sera Capital Management's website is seracapital.com
Sera Capital Management's LinkedIn profile is https://www.linkedin.com/company/sera-capital-management
Sera Capital Management has
4 employees.
View email and phone details for 4
employees at Sera Capital Management.
Sera Capital Management's industry is
Financial Services
Sera Capital Management's top competitors are
Hipolin Limited,
Manna Inc.,
Optfinity,
Sera Global,
Seraphim Ventures,
Bangerter Financial Strategies, Llc,
Moonstone Capital Partners,
Artane Partners,
Atmire,
Rcx Capital Group.
Sera Capital Management's categories are Financial Services
Sera Capital Management's founding year is 1990
