We’re obsessed with building the best 1031 exchange intermediary, rethinking every detail to make exchanges easier and deliver a 10-star experience to every client.
With over 40 years of experience as a real estate attorney and 1031 exchange accommodator, David has helped thousands of real estate investors navigate even the most complex exchanges to 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.
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—equips her to deliver exceptional service.
Laura brings over 20 years of experience facilitating 1031 exchanges with a focus on precision, compliance, and exceptional client service. Previously, Laura led 1031 exchange operations at Zions Bank and held exchange roles at First American Exchange Company and Metro National Exchange, building a deep expertise in all facets of exchange management.
Carla leverages two decades of experience across 1031 exchanges, tax advisory, and financial operations. She previously managed exchange teams at The 1031 Exchange Experts and spent over a decade advising on complex tax strategies and operational efficiencies through her own tax practice. Carla holds a B.A. in Accounting and a Master of Taxation from the University of Denver.
Melissa brings a decade of experience guiding clients through 1031 exchanges—most recently at IPX—with expertise across forward, simultaneous, improvement, and reverse transactions. She manages files end to end, and is known for clear, proactive communication and meticulous follow-through, helping every exchange move smoothly from opening through close with care.
Melissa brings over a decade of experience supporting real estate transactions, with deep familiarity across the 1031 exchange process. Most recently, she worked at Accruit as an Exchange Specialist. She’s known for clear communication, strong attention to detail, and dependable follow-through—helping transactions move smoothly from start to finish.
Emily is a 1031 Exchange Officer at Deferred, bringing over a decade of exchange and operations experience to the team. Before joining Deferred, she held 1031 Exchange Officer roles at Accruit and IPX, where she supported investors through a wide range of exchanges. Her background also includes operations leadership roles across several industries, giving her a steady, process-oriented approach to client service and transaction coordination.
Lauren brings over a decade of experience helping clients navigate 1031 exchanges with clarity and care. Before joining Deferred, she spent more than 11 years as an Exchange Officer at Madison Exchange, supporting investors across the full exchange lifecycle, from transaction timelines and required documentation to coordination with clients and transaction parties. Lauren holds a B.A. in English from Kean University.
Teresa has spent 25 years helping investors and real estate professionals navigate 1031 exchanges and complex transactions. Her background spans exchange administration, real estate, escrow and compliance, giving her a practical understanding of each step from planning through close. Before joining Deferred, she held roles at IPX, Old Republic Exchange, Old Republic Title, and National Exchange Services.
Rebecca brings over a decade of experience across real estate and 1031 exchanges. Previously, she facilitated forward, reverse and improvement exchanges at Atlanta Deferred Exchange. Her background as a real estate broker and experience training agents give her a practical approach to guiding clients from planning through close. Rebecca holds a B.S. in Marketing and HR management from Purdue University.
Clark leads finance and accounting at Deferred, bringing deep experience across controllership, audit, systems, and compliance. Previously, he held finance leadership roles at CrowdStreet and PwC. He focuses on building reliable financial operations that support Deferred’s growth and customer experience. Clark holds a master’s in accounting from Gonzaga University and also spent time as a professional soccer player.
Andrew brings a professional background in wealth management and the financial services industry to his work on 1031 exchange reinvestment at Deferred. His experience before joining Deferred includes working at Everspire as a Wealth Advisor and at Morgan Stanley, where he held the role of Financial Advisor. He focuses on making the 1031 exchange reinvestment process clearer and easier to navigate.
Drawing from her experience managing operations at Better Mortgage, Balance Homes, and Backflip, Cathy excels at refining processes that enhance the customer journey. She brings expertise in scaling operations, streamlining workflows, and improving customer outcomes—with an unwavering commitment to serving each customer with exceptional care and integrity.
With experience processing real estate transactions at Lighthouse Title and Stewart Title, Amy is fluent in the full closing lifecycle. She brings precise document preparation, proactive communication with all parties, and rigorous post-closing follow-through—delivering smooth, compliant closings and a consistently excellent customer experience.
Bethany is an Exchange Processor at Deferred, supporting customers through the exchange process with care and attention to detail. Before joining Deferred, she worked at Lighthouse Title, where she served as both an Escrow Assistant and Director of First Impressions. Her background in title and escrow helps her bring a client-focused approach to every exchange.
Isabella supports Deferred’s exchange operations, bringing a background in legal services and business management. Before joining Deferred, she served as Chief Operating Officer at The Ayala Firm and owned Amaya Attorney Solutions. She brings an organized, service-focused approach to coordinating exchange details, keeping clients informed, and helping each transaction move smoothly from opening through close.
With a strong foundation in accounting, sales, and strategic partnerships, Daniel leads growth at Deferred. He's dedicated to building a 10-star customer experience while making a potentially complex 1031 process simple and easy to navigate. Previously, he managed partnerships at Home Depot, led sales and operations at Balance Homes, and worked at Deloitte & Touche across their M&A and Audit practices.
Elizabeth supports Deferred’s partner relationships, helping them introduce a smarter, No Fee exchange model to their clients across markets and regions nationwide. She focuses on enabling our diverse network of partners to drive repeat business, deepen client trust, and deliver better outcomes. Elizabeth is a marketing graduate of Arizona State University’s W. P. Carey School of Business.
Abbey supports Deferred’s growth efforts, helping partners and investors understand a simpler, more transparent approach to 1031 exchanges. Before joining Deferred, she spent more than three years as a Softball Coach at UNC Wilmington, bringing a strong background in leadership, communication, and relationship-building. Abbey holds a B.A. in Mathematics and an M.S. in Integrated Marketing & Communications from the University of Mississippi.
Lilly supports Deferred’s growth efforts, bringing experience across software, enterprise sales, and brand activation. Before joining Deferred, she built internal tools at Automation Design Concepts to simplify complex workflows, and held roles at Smartsheet and The Coca-Cola Company focused on revenue-driving activities, customer engagement, and event execution. She holds a B.A. in Sociology with a Data Science minor from the University of Washington.
Judd builds products that make real estate work better. As the CEO of Deferred, he’s focused on making 1031 exchanges accessible, secure, and efficient. Previously, Judd was co-founder and CEO at Open Listings, a pioneering homebuying platform backed by Y Combinator and acquired by Opendoor in 2018. He also co-founded Balance Homes, a home equity co-ownership solution acquired in 2023.
As the CTO of Deferred, Alex is dedicated to building a secure, intuitive, and scalable platform for tax-deferred real estate investing. Previously, Alex was the co-founder and CTO at Open Listings, a pioneering homebuying platform backed by Y Combinator and acquired by Opendoor in 2018. He was previously the Chief Data Scientist at Run, an innovative advertising platform acquired by Publicis in 2014.
Aaron is passionate about making it easier for investors to buy and sell real estate. As President at Deferred, he’s focused on delivering a seamless, transparent experience for every client. Previously, Aaron co-founded Balance Homes, a home equity investment platform acquired in 2023, led product initiatives at Zillow, and helped scale SoFi’s financial services marketplace and personal finance tools.
Colin brings deep experience building intelligent tools for real estate, marketplace, and customer workflows. As Head of Product, he focuses on creating intuitive, scalable product experiences for tax-deferred real estate investing. Previously, Colin helped scale Zillow’s $1B+ Connections marketplace, founded four applied AI teams, and led the launch of Zillow Pro.
Antonio is a Founding Engineer at Deferred, where he is focused on creating secure, scalable infrastructure to power modern real estate investing. Previously, he co-founded Henry, a Y Combinator-backed learning platform that helped thousands of students launch careers in tech, and served as a Senior Software Engineer at Balance Homes and Lofty, leading the development of key internal systems and real estate marketplaces.
As an engineer at Deferred, Elliot is focused on building reliable, user-friendly systems for real estate investors. He brings over a decade of deep experience across Ruby on Rails, JavaScript, and React, and has held senior engineering roles at Govly, Sofn, Opendoor, and Open Listings. Elliot holds a B.S. in Electrical Engineering from Columbia University and a B.A. in Physics from Lewis & Clark College.
Start your 1031 exchange with no fees, complete the process effortlessly, and earn interest on your funds.
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
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.
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!
We go above and beyond to prioritize your financial safety and maintain full transparency throughout the process.
We work exclusively with leading depository banks known for their financial resilience and robust security protocols to safeguard your funds at all times.
Our $25M fidelity bond and $5M errors & omissions insurance offer 25x the industry standard protection, shielding your exchange from unforeseen risks.
Your funds are protected by FDIC insurance with the option of coverage up to $175M, offering enhanced security and peace of mind.
