Articles by Carl E. Sera, CMT

Carl E. Sera, CMT, is President and Managing Principal of Sera Capital Management, a fee-only fiduciary firm focused on complex real estate exit planning. He works with high-net-worth individuals, families and financial advisers to navigate the transition from concentrated real estate positions into more diversified, portfolio-oriented investments in a tax-efficient manner.

Carl advises financial advisers and their clients nationwide on complex real estate decisions, including 1031 and 721 exchanges, and how those transitions integrate with broader portfolio construction and long-term investment strategy.

Phone: (443) 332-1031 | Email: carl@seracapital.com | Website: www.seracapital.com

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Latest articles by Carl E. Sera, CMT

A landlord does some measuring in an empty apartment.

Is a Delaware Statutory Trust Right for You? 5 Questions to Ask

Ready to retire? A DST can help landlords complete a 1031 exchange without buying another property to manage. But the structure is not for everyone.

Why Your Next 1031 Exchange Decision Might Not Be About Taxes

Before rushing into your next property exchange, ask yourself if you want another investment or the freedom of a life beyond real estate management.

By Carl E. Sera, CMT
A 1031 Exchange May Look Great on Paper, But It's Not Just About Taxes

If you're considering a 1031 exchange after making a large capital gain from selling a property, stop and ask how it will affect your portfolio in the long term.

By Carl E. Sera, CMT