OUR TEAM & EXPERIENCE

6,894+ Exchanges

(and counting...)

We’re redefining how 1031 exchanges should be. Our experienced team delivers a service level that exceeds expectations while earning you interest on your exchange funds.

Meet the team

Head of Exchanges

David P.  Greenberger, Esq

With over 40 years of experience as a real estate attorney and 1031 exchange accommodator, David has helped thousands of real estate investors sell and buy properties tax-free. David is an expert in the legal and financial aspects of real estate transactions, as well as the market opportunities and challenges.

Head of Operations & Partnerships

Daniel Osman, CPA

With a strong foundation in finance and operations, Daniel leads operations at Deferred and dedicated to building a 10-star customer experience while making a complex process simple and easy to navigate. Previously, he managed partnerships at Home Depot and worked at Deloitte & Touche across their M&A and Audit practices.

Founding Exchange Officer

Dian Cook

Dian has been expertly guiding clients through 1031 exchanges since 2018. With a deep passion for understanding her clients’ unique needs, Dian takes pride in helping them achieve their exchange goals with care and precision. Her diverse professional background—including experience as a Realtor, paralegal, and small business owner—combined with ongoing 1031 exchange training, equips her with the expertise to deliver exceptional service.

Co-Founders & Product

Alex Farrill, Aaron LaRue & Judd Schoenholtz

Alex, Aaron, and Judd are serial PropTech entrepreneurs with extensive experience in building and scaling real estate and financial technology ventures. Prior to co-founding multiple companies together, they drove transformative initiatives at industry-leading organizations like Zillow, SoFi, and Opendoor. Driven by a shared mission to revolutionize 1031 exchanges, they aim to make the process seamless, digital, and accessible for all.

Our Process

How It Works

Start your 1031 exchange with no fees, complete the process effortlessly, and earn interest on your funds.

1

Start Your Exchange with Deferred

No Fees, No Risk

Contact Deferred before closing your sale to start, risk-free. With no fees to open an exchange, you can begin without worry. Get started now

Complete Your Exchange Smoothly

Guidance Every Step of the Way

We’ll prepare all documents and guide you through the entire process. You’ll close on a new property with our support, ensuring a smooth exchange.

2
3

Close & Earn Interest

Grow Your Investments

After closing, you'll get a complete 1031 package for your CPA, along with all earned interest transferred to you. Repeat the 1031 process to keep deferring taxes and building wealth!

How we keep your funds safe

We go above and beyond to prioritize your financial safety and maintain full transparency throughout the process.

Segregated Bank Accounts

Your funds are held in dedicated segregated accounts, ensuring full separation and protection from other assets for complete security.

Up to $250M FDIC Insurance

Your funds are protected by FDIC insurance with the option of coverage up to $250M, offering enhanced security and peace of mind.

Advanced Fraud Prevention

We utilize multi-factor authentication and verification protocols for every transfer, combining both written and verbal approvals to safeguard funds.

Bank-Level Data Encryption

We secure your personal and financial data using AES-256 encryption, the highest industry standard for end-to-end data protection.

$5M Fidelity Bond + $5M E&O

Our $5M fidelity bond and $5M errors and omissions insurance offer 5x the industry standard protection, safeguarding against unforeseen risks.

Trusted Depository Banks

We exclusively partner with leading depository banks, selected for their rigorous security measures, ensuring the safety of your funds.