Deferred

Real estate investors who want to defer capital gains tax on a property swap can use Deferred through its website, where a 1031 exchange intermediary service sits alongside ARTE, an AI chatbot for tax questions.

Deferred is a Legal & Finance tool that handles the exchange funds and gives you an AI tax assistant for the complicated questions that come up along the way.

ARTE's accuracy depends on how complex the question is, so treat answers on tricky situations as a starting point and confirm them with a tax professional.

On the exchange side, standard exchanges carry no exchange fee, and Deferred shares interest earned on exchange funds with clients.

How much you earn depends on market rates and the size of your exchange.

Funds are protected by FDIC insurance and a fidelity bond.

Pricing is paid and described as transparent, with no hidden costs.

The catch is that Reverse and Improvement Exchanges are not free, with fees starting at $5,999.

If you already work with a qualified intermediary, the no-fee model and the interest sharing are the details to compare.