To give you a brief history of Sera Capital, we’re Maryland Registered Investment Advisors. As RIAs, we only came to discover DSTs out of necessity because our client had a real problem that needed solving – DSTs were the solution. As RIA’s and investment fiduciaries, we believe it’s important to always act in the client’s best interest.
Unlike Broker/Dealers that may be steered towards DSTs with higher payouts, with Sera Capital there is no conflict of interest. We like to sit on the same side of the table as our clients. As a result of charging an upfront consultation fee, our clients are able to receive a larger beneficial interest and a higher monthly distribution.
From our point of view, we only want to provide clients with the best deals available and review each DST on a case by case basis. We are not swayed by higher commissions and payouts and we do not reach for yield. We believe that the people who invest in DSTs have achieved their wealth goals and are looking for predictability and peace of mind. That’s what we look to achieve for our investment management clients and what we aim to achieve for our DST clients.