Deferred

Deferred presents itself as a trusted Qualified Intermediary for 1031 exchanges, positioned around a No Fee Exchange model. According to the page, the company shares interest earned on exchange funds with clients rather than keeping it, and states that its covered costs are offset by its share of that interest. The site says the team has over 200 years of collective experience and has handled more than 8,000 exchanges. Funds are described as held at a commercial bank in segregated deposit accounts with up to $175M FDIC insurance, supported by a $25M fidelity bond and $5M errors and omissions insurance. The page describes an online platform for starting and managing exchanges, support hours of 8am to midnight ET seven days a week, and a free intro consultation. Reviews on the page are highly favorable, and the site lists offices in Dover DE, Pasadena CA, and Carlsbad CA.

Key features

• No Fee 1031 exchange with interest on exchange funds shared with the client
• Segregated deposit accounts at commercial banks with up to $175M FDIC insurance
• $25M fidelity bond and $5M errors and omissions insurance
• Online platform to start and manage exchanges
• Support hours listed as 8am to midnight ET, seven days a week
• Free intro consultation scheduling
• Gains calculator, 45-day identification form, and 1031 rules resources listed on the site
• Referral program listed on the site

Best suited for

• Investors seeking a 1031 exchange intermediary
• Investors who want to avoid exchange fees
• Real estate investors and their advisors such as attorneys, accountants, and realtors seeking a qualified intermediary

Pricing

Not stated on the website