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.

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.

Request a call

Fill in what you know. Estimates are fine, and you can leave anything blank.

First name

Last name

Phone

Where are you in the process?

Estimated property value

Years owned

State the property is in

Anything else we should know?

We reply within one business day. Your information is never sold or shared. Submitting this form does not create an advisory relationship.

If your sale is closing soon, call rather than email

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.

Call Qubera Wealth Management directly
Phone number to be added

What to have handy

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

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

What will not happen on the call

No sales pressure and no artificial deadline
No commission-driven product recommendation
No pretending an exchange is right if it is not
No requirement to become an ongoing client

Free checklist, no email required

Before You Sign — a three-page printable checklist covering everything that has to happen before escrow closes, the 45 and 180 day deadlines, the questions to ask an intermediary, and the state-specific traps.

Download the PDF

Prefer to read first?

Completely reasonable. Start with what a 1031 exchange is, then run your own numbers on the tax calculator. Nothing on this site requires an email address.

Qubera Wealth Management, Inc.

Fee-only registered investment adviser
Pasadena, California
Serving clients nationally
quberawealth.com