About Deferred
Deferred — Deferred is a 1031 exchange intermediary that offers a no-fee exchange service, sharing the interest earned on exchange funds with its clients. They provide secure and transparent 1031 exchange services, including forward, reverse, and improvement exchanges, leveraging technology to reduce costs and offer high-yield interest on held funds. Their AI research assistant, ARTE, helps with tax and accounting questions.
Top use cases
- Performing a standard forward 1031 exchange to defer capital gains taxes.
- Executing a reverse exchange when acquiring a replacement property before selling the relinquished property.
- Undertaking an improvement exchange to use exchange funds for property improvements.
Built for
Key features
- No-fee 1031 exchanges
- Interest sharing on exchange funds
- AI-powered tax research assistant (ARTE)
- Support for forward, reverse, and improvement exchanges
- High-security fund management with FDIC insurance
- Online platform for easy exchange management
Pros & cons
Pros
- No exchange fees, saving clients money.
- Potential to earn interest on exchange funds.
- High levels of security with FDIC insurance and fidelity bond.
- AI-powered tax assistance for complex questions.
- Transparent pricing with no hidden costs.
Cons
- Reverse and Improvement Exchanges have fees starting at $5,999
- Interest earned depends on market rates and exchange amount.
- ARTE's accuracy depends on the complexity of the tax question.
Pricing
Standard Forward Exchange
Earn money instead of paying fees when you 1031 exchange with Deferred
Reverse Exchange
$5,999
Specialized support and entity creation for more complex exchanges
Improvement Exchange
$5,999
Assistance at every single step of your construction or improvement exchange
Company information
- Deferred Company Deferred Company name
- Deferred 1031 Services LLC .
- Deferred Pricing Deferred Pricing Link
- https://www.deferred.com/pricing
Frequently asked questions
How does Deferred offer a No Fee 1031 Exchange?
Most qualified intermediaries charge a fee and earn interest on your exchange funds. At Deferred, we use advanced technology to keep our costs low, allowing us to pass these savings directly to you. There are no fees and we share in the interest, without compromising on expertise or experience.
How is Deferred able to share interest earned on my funds?
Deferred places your exchange funds in secure, interest-bearing accounts. Unlike others, we share the interest earned with you—a feature usually only available to institutional investors. Want to see how much you could earn? Schedule a free consultation with our experts.
How does Deferred ensure the security of my funds?
Your funds are held at a commercial banking partner in individual FDIC-insured accounts with strict security protocols. We prioritize your financial safety and maintain full transparency throughout the process. Want to learn more? Get in touch for a free consultation.
How does Deferred compare to other 1031 exchange services?
Deferred’s team brings over 80 years of collective 1031 exchange experience. Our deep expertise, combined with innovative technology, ensures a seamless exchange process. Unlike others, we also offer a No Fee Exchange and share interest earned on your funds, providing unmatched value.
What's the catch? Are there any hidden fees I should be aware of?
At Deferred, transparency is our priority. We ensure there are no hidden costs or surprise fees. Everything is disclosed upfront, so you can focus on your exchange with confidence. Have more questions? Contact us for a free consultation.
How do I know if I qualify for a 1031 exchange?
Qualification depends on factors like property type and investment intent. Our team can help you determine eligibility quickly. Schedule a free consultation to see if your specific situation qualifies for a 1031 exchange.
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