Deferred

Deferred is a qualified intermediary service for 1031 exchanges, a specific process that lets real estate investors defer capital gains taxes when they sell a property and reinvest the proceeds into a new one. The company's main function is to securely hold the sale proceeds during the exchange period, prepare the necessary legal documents, and coordinate with all parties to ensure IRS compliance. They act as the required neutral third party in these transactions.

What sets Deferred apart is its 'No Fee' business model. Unlike traditional intermediaries who charge flat fees, Deferred does not charge clients for its service. Instead, it places client funds in interest-bearing, FDIC-insured accounts and shares the interest earned with the client. The company uses a technology platform to streamline the exchange process, providing transparency and management tools for investors. Their team emphasizes personalized service and has over a century of collective experience in handling these exchanges.

This tool is built for real estate investors, property owners, and their advisors who are actively buying and selling investment properties. The primary use case is executing a 1031 exchange to defer taxes, which preserves more capital for reinvestment. It benefits investors who want a modern, digital process combined with the security of having funds held in a regulated bank. The service is designed to make the complex 1031 process more accessible and financially efficient.