What happens on the first call?

You describe the property, roughly what you paid, what it is worth now, and how long you have owned it. We estimate what the tax would be if you sold outright, explain the options that fit your situation, and answer whatever you want to ask. It takes about thirty minutes, costs nothing, and carries no obligation.

How quickly can you help if my sale is already in escrow?

Quickly, if you call now. A qualified intermediary can usually be engaged within one to two business days, and a Delaware Statutory Trust can close in two to five business days. What matters is calling before escrow funds to you. After that, an exchange is no longer possible.

Is the first call really free?

Yes, and there is no obligation attached to it. We are a fee-only fiduciary firm, so we are not paid a commission whether you exchange, sell, or hold. We are paid an asset-based advisory fee on assets we manage, including DST interests acquired through an exchange, so we do have a financial interest in that particular outcome and you should factor that in. If a 1031 exchange is the wrong answer for your situation, that is what we will tell you on the call.

No cost, no obligation

Let's look at your numbers together.

Thirty minutes on the phone. You will leave knowing what the tax would be and what your realistic options are, whether or not we ever work together.

If your sale is closing soon, call rather than book

A 1031 exchange must be set up before escrow funds. If you are within two weeks of closing, or already inside your 45-day identification window, use the phone. Every day genuinely reduces your options.

(323) 999-1095

Qubera Wealth Management, Inc.

35 North Lake Avenue, Suite 710
Pasadena, California 91101
(323) 999-1095
nirav@quberawealth.com

Fee-only registered investment adviser. Based in Pasadena, serving property owners nationwide. We aim to respond within one business day.

What actually happens

Three steps, and none of them commit you to anything.

You tell us about the property

Roughly what you paid and when, what it is worth now or the offer you have, the remaining mortgage, and how long you have owned it. Estimates are completely fine.

We tell you what the tax would be

Federal capital gains, depreciation recapture, the net investment income tax, and your state. Most owners are surprised, usually because nobody mentioned recapture.

We lay out your realistic options

Including the ones that do not involve us. If your gain is small, if you need the cash, or if holding is simply the better answer, we will say so on this call.

Pick a time that works for you

Schedule your free 30-minute call

Choose any open slot below. You will get a confirmation and a calendar invitation straight away.

Prefer to talk right now? Call (323) 999-1095, or email nirav@quberawealth.com.

What to have handy

What you paid for the property, and roughly when
Major improvements and what they cost
What it is worth now, or the offer you have
Remaining mortgage balance
Your last tax return. Form 4562 shows your depreciation

None of it is required. Estimates are fine for a first conversation.

What will not happen

No sales pressure and no artificial deadline
No commission-driven product recommendation. We are paid an asset-based advisory fee, not commissions
No pretending an exchange is right if it is not
No requirement to become an ongoing client
No adding you to a mailing list

Prefer to read first?

Completely reasonable, and nothing here is gated.

No email address required for any of it.

Fee-only

Asset-based advisory fee, no commissions

Fiduciary

Legally bound to your interests

20+

Investment properties personally owned

Nationwide

Pasadena based, clients across the US