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.
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 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.
Michelle brings nearly 20 years of experience helping clients navigate complex real estate transactions with confidence and care. Previously, Michelle facilitated 1031 exchanges at 1031x.com and First American Exchange Company, and spent over a decade managing escrow operations at several leading title agencies.
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.
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. At the core of Cathy’s approach is an unwavering commitment to serving each customer with exceptional care and integrity.
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Judd Schoenholtz 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 an 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 by EasyKnock 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 Head of Product at Deferred, he’s focused on delivering a seamless, transparent experience for every client. Previously, Aaron co-founded Balance Homes, a home equity platform acquired by EasyKnock, led product initiatives at Zillow, and helped scale SoFi’s financial services marketplace and personal finance tools.
Antonio Tralice 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.
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.
Your funds are held in dedicated segregated accounts, ensuring full separation and protection from other assets for complete security.
Your funds are protected by FDIC insurance with the option of coverage up to $250M, offering enhanced security and peace of mind.
We utilize multi-factor authentication and verification protocols for every transfer, combining both written and verbal approvals to safeguard funds.
We secure your personal and financial data using AES-256 encryption, the highest industry standard for end-to-end data protection.
Our $5M fidelity bond and $5M errors and omissions insurance offer 5x the industry standard protection, safeguarding against unforeseen risks.
We exclusively partner with leading depository banks, selected for their rigorous security measures, ensuring the safety of your funds.
