Carl E. Sera, CMT, is president and managing principal of Sera Capital Management, LLC, a fee-only registered investment advisor based in Annapolis, Md. He is a Chartered Market Technician with more than three decades in wealth management. Sera Capital specializes in tax-efficient exit planning for real estate investors and business owners, advising on 1031 exchanges, Delaware statutory trusts, 721 UPREIT exchanges, opportunity zone funds and Section 453 installment sales. The firm works on a fee-only basis and accepts no commissions or product-sponsor compensation.
With a growing number of real estate-rich Baby Boomers aging into retirement, some advisors may be failing to consider all the options available for those clients' assets.
