Deferred

Deferred - No Fee 1031 Qualified Intermediary is a 1031 exchange intermediary that positions itself around a No Fee exchange model and shared interest on exchange funds. With over 50 years of collective experience and a focus on security, transparency, and client-centric pricing, Deferred markets itself as a high-trust partner for investors seeking to defer taxes on exchange proceeds.

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How it works

1. You initiate a 1031 exchange with Deferred as the Qualified Intermediary.
2. Your exchange funds are placed into dedicated, interest-bearing accounts held by a commercial bank in segregated deposits.
3. Deferred shares a portion of the interest earned with you to cover the intermediary’s value, effectively eliminating separate fees while maintaining expert support.
4. Funds are safeguarded by multi-layer security measures, including FDIC-insured accounts and advanced fraud prevention.

Pricing and Value

• No Fee Exchange: No traditional intermediary fees.
• Earn Interest: Interest earned on exchange funds is shared with you, reducing or eliminating the typical intermediary cost.
• Transparent comparisons show Deferred as a cost-saving alternative to typical 1031 intermediaries.

Security and Compliance

• Segregated bank accounts with FDIC insurance up to $250M.
• Bank-level data encryption (AES-256) for personal and financial data.
• Advanced fraud prevention with multi-factor authentication and written/verbal approvals for transfers.
• Fidelity bond ($5M) and E&O insurance ($5M) providing additional protection.
• Trusted depository banks with protocols to ensure funds remain protected and separate from other assets.

Why Choose Deferred

• No hidden fees; upfront transparency on pricing and process.
• High-touch support from seasoned professionals (attorney & CPA team with 40+ years of experience).
• A technology-enabled platform designed to lower costs while maintaining robust security and compliance.
• Clear communication on how the no-fee model works and how you can maximize proceeds.

How to Get Started

• Get Started / Schedule a Call / Intro Call options are available to initiate a free consultation.
• Contact channels include phone (866-442-1031) and support email ([email protected]).

Safety and Legal Considerations

• Always ensure compliant use of 1031 exchange funds and adhere to IRS rules for qualified intermediaries.

Core Features

• No Fee Exchange model
• Interest sharing on exchange funds (no hidden costs)
• Segregated, FDIC-insured accounts up to $250M
• Advanced fraud prevention and bank-level encryption
• Fidelity Bond and E&O coverage (combined protection)
• 40+ years of collective 1031 exchange experience
• Online/remote accessibility with clear communication and support