Deferred

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.

Pricing

• Standard Forward Exchange: No Fee, Earn Interest
• Reverse Exchange: Starting at $5,999
• Improvement Exchange: Starting at $5,999

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