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Deferred

Freemium
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Type
Saas
Company
Deferred

About Deferred

Deferred is a Qualified Intermediary (QI) for 1031 exchanges, offering a 'No Fee' exchange service. They share the interest earned on exchange funds with clients, unlike other QIs who typically retain it. Deferred uses technology to lower costs and provide a secure, seamless exchange process. They offer services for standard forward, reverse, and improvement exchanges.

How to Use

Use Deferred by starting an exchange through their online platform or scheduling a consultation. They handle the 1031 exchange process, ensuring compliance and security of funds. Clients can track and manage their exchange online.

Key Features

  • No Fee 1031 Exchange
  • Interest sharing on exchange funds
  • Secure and segregated deposit accounts
  • Online platform for managing exchanges
  • Support for forward, reverse, and improvement exchanges

Use Cases

  • Facilitating a tax-deferred real estate exchange by acting as a Qualified Intermediary.
  • Earning interest on exchange funds during the 180-day exchange period.
  • Securing funds in FDIC-insured accounts up to $250M.

Key Features

No Fee 1031 Exchange
Interest sharing on exchange funds
Secure and segregated deposit accounts
Online platform for managing exchanges
Support for forward, reverse, and improvement exchanges

Pros & Cons

Pros
  • No upfront fees for the exchange service
  • Client receives a share of interest earned on exchange funds
  • Funds held in secure, segregated FDIC-insured accounts
  • Online platform enables easy management and tracking of exchanges
Cons
  • Service only applicable for 1031 tax-deferred exchanges, not other real estate transactions

Best For

Facilitating a tax-deferred real estate exchange by acting as a Qualified Intermediary.Earning interest on exchange funds during the 180-day exchange period.Securing funds in FDIC-insured accounts up to $250M.

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