Deferred

About Deferred

Deferred is a trusted Qualified Intermediary specializing in 1031 exchanges, providing a seamless, secure, and cost-effective solution.

Their platform uniquely offers a 'No Fee' service, meaning clients incur no traditional exchange fees.

Instead, Deferred shares the interest earned on exchange funds, which are held in segregated, FDIC-insured accounts at leading banks, with coverage up to $175 million.

The company's experienced team, with over 80 years of collective expertise, ensures a smooth process, from start to finish, supported by cutting-edge technology that simplifies the exchange.

With a strong focus on transparency and security, Deferred maintains full disclosure of costs and safety protocols, including substantial fidelity bonds and errors & omissions insurance.

They serve thousands of clients, including sophisticated investors, and have recently raised $3.6M to modernize the industry further.

Their innovative approach redefines the 1031 exchange landscape, prioritizing client value and financial growth while eliminating hidden fees and traditional costs associated with the process..

Smart Features

• No traditional exchange fees, saving clients hundreds to thousands of dollars
• Shared interest earnings on exchange funds, increasing net proceeds
• Funds held in FDIC-insured, segregated bank accounts for maximum security
• Over 80 years of combined industry experience and 7,000+ successful exchanges
• Advanced technology for a streamlined, online management process
• Full transparency with upfront disclosures and no hidden costs
• High insurance coverage including $5M fidelity bond and E&O, plus FDIC insurance up to $175M
• Dedicated customer support available 7 days a week
• Trusted by thousands of sophisticated investors and real estate professionals

Use Cases & Applications

• Real estate investors seeking tax deferral through 1031 exchanges
• Property owners upgrading or exchanging investment properties
• Wealth management firms and financial advisors managing clients' real estate portfolios
• Tax professionals advising clients on tax-efficient property transfers
• Syndicators and real estate developers managing large property exchanges

Who is it for?

• Real estate investors looking for secure, cost-effective 1031 exchange solutions
• Financial advisors and wealth managers assisting clients with property exchanges
• Property owners seeking to defer capital gains taxes
• High-net-worth individuals involved in multiple property transactions
• Real estate professionals and syndicators managing multiple exchanges

Business Opportunities in Deferred

Leverage Deferred's innovative platform to offer a value-added service to real estate investors and professionals.

By becoming a referral partner or offering educational content, you can earn commissions or consulting fees while helping clients maximize their property investments and tax benefits.

This opportunity allows you to tap into the lucrative real estate exchange market without the need for extensive technical expertise, as Deferred handles the process seamlessly.

Building a network of satisfied clients or collaborating with financial advisors can generate ongoing income streams, making it an attractive side hustle in the real estate and financial services sectors..