Important update: This meeting will be now be Virtual only due to weather expected on 3/14. Please do not go to the physical meeting location.

Sera Capital Management is an investment advisory firm. With over 30 years experience, Carlos and Joe Sera will highlight a variety of tax efficient strategies that landlords can implement as they divest their portfolios and transition some from active to passive management.

They will cover the following topics:

• 1031 Exchange DSTs (Delaware Statutory Trusts).
• How to 1031 Exchange into a REIT.
• Qualified Opportunity Zone (QOZ) Funds.
• Working with a fiduciary (RIA) vs a broker-dealer.

For all who are members of the MWPOA (Metrowest Property Owners Association) there will be no charge. For members of other Masslandlords Groups or public there will be a $7 charge for a Zoom pass.

Tuesday, March ^14th

MetroWest Property Owners Association Meeting Agenda

• 5:30pm Zoom Meeting Starts

Pricing & RSVP

Open to the public! Membership is not required. *MWPOA Members ONLY* RSVP by emailing your full name to Laurel newlakeview@yahoo.com. If you are a member of other MassLandlords groups please purchase a ticket online at https://masslandlords.net/events and follow the registration instructions in the email sent immediately after completing your purchase.

• MassLandlords.net/MWPOA Members pay annual MWPOA dues and each MWPOA meeting is free, just RSVP!
• Zoom ticket - Public and Members other than MWPOA: $7

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