Invest Smarter: How Deferred and ETS Are Simplifying the 1031 Strategy

What if one of real estate’s most powerful tax strategies—1031 exchanges—could be accessed with zero fees and maximum efficiency? Join Heidi Henderson and Judd Schoenholtz as they reveal how Deferred is using technology and transparency to revolutionize the investment landscape.

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Deferred.com

Summary

In this conversation, Heidi Henderson and Judd Schoenholtz discuss the transformative potential of 1031 exchanges in real estate investment, focusing on the innovative no-fee exchange model offered by Deferred. They explore the historical context of 1031 exchanges, the importance of compliance and transparency, and the role of technology and AI in streamlining the process. Judd shares insights on the challenges faced by investors and the need for better tools and resources, while also providing advice for entrepreneurs looking to innovate in the financial space.

 
Guest Information
Name: Judd Schoenholtz

Email: judd@deferred.com

Phone Number: (866) 442-1031

Website: www.deferred.com

LinkedIn: https://www.linkedin.com/in/juddschoenholtz/ 

Takeaways

• Deferred is revolutionizing the 1031 exchange process.
• The no-fee exchange model eliminates unnecessary costs for clients.
• 1031 exchanges have been part of the tax code since 1921.
• Less than 10% of eligible properties utilize 1031 exchanges.
• Transparency and compliance are crucial in the exchange process.
• Technology can significantly improve the efficiency of exchanges.
• AI tools are being developed to assist in the exchange process.
• Entrepreneurs should focus on starting and iterating based on customer feedback.
• The partnership between cost segregation and 1031 exchanges maximizes tax benefits.
• Innovative tools can help real estate brokers explain tax implications effectively.

Chapters

00:00 Introduction to 1031 Exchanges and Deferred
05:30 The Evolution of 1031 Exchanges
08:21 The Impact of Tax Reform on 1031 Exchanges
11:31 Innovations in Technology for 1031 Exchanges
14:23 Understanding the No Fee Exchange Model
17:23 IRS Compliance and Audit Trails
20:24 Advantages for First-Time Investors
24:24 Self-Service Revolution in 1031 Exchanges
27:56 Enhancing CPA Collaboration and Efficiency
32:09 The Role of Technology in Real Estate Transactions
35:32 Innovations on the Horizon for 1031 Exchanges
42:26 Advice for Aspiring Entrepreneurs
49:03 Introduction to Deferred and Its Impact
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