Deferred

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No-fee 1031 qualified intermediary sharing interest on exchange funds; concrete fintech service.

What it does

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 the website to calculate potential earnings from interest on your 1031 exchange funds, explore different exchange types, and initiate the exchange process. You can also use ARTE, their AI tax assistant, for tax-related questions.

Core 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

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.