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Deferred Raises $3.6M Seed to Modernize 1031 Exchanges

  • Editor
  • Apr 25
  • 2 min read

Whats Happening:

Deferred, a technology-powered Qualified Intermediary, has secured $3.6 million in seed funding to modernize and democratize 1031 exchanges for everyday real estate investors. The funding round was led by B Capital and Fika Ventures, with additional support from strategic investors including founders and executives from companies like Ramp, Zillow, SoFi, Compass, Opendoor, Plaid, and Newfront.


Key Moves:

  • Deferred raises $3.6 million in seed funding led by B Capital and Fika Ventures

  • Company aims to modernize and democratize 1031 exchanges for everyday real estate investors

  • Deferred recently acquired Plenti Financial, a Qualified Intermediary with experience in nearly 7,000 1031 exchanges


By The Numbers:

  • 1031 exchanges represent $100 billion in annual transaction volume

  • Less than 10% of eligible real estate deals take advantage of the tax break

  • Plenti Financial has facilitated nearly 7,000 1031 exchanges


Key Quotes:

  • "At Deferred, we're redefining what it means to be a Qualified Intermediary by combining cutting-edge fintech infrastructure with deep real estate industry expertise," said Judd Schoenholtz, Co-Founder and CEO of Deferred.

  • "Deferred exemplifies the kind of AI-enabled innovation we seek to support—modernizing industries and unlocking new opportunities," said Gabe Greenbaum, General Partner at B Capital.

  • "We are thrilled to partner with the Deferred team. They are applying innovative AI technology to a long-standing and real-world, practical use case while unlocking value for thousands of people and communities," said Arteen Arabshahi, General Partner at Fika Ventures.


Bottom Line:

Deferred's $3.6 million seed funding marks a significant step towards modernizing and democratizing 1031 exchanges in the real estate industry. By leveraging AI-driven technology and eliminating traditional fees, Deferred aims to make tax-deferred real estate transactions more accessible and efficient for everyday investors, potentially disrupting a $100 billion annual market.


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