Comparison · no crown · not tax or legal advice
Deferred vs Equity 1031
Deferred Inc. and Equity 1031 Exchange are both listed Qualified Intermediaries. Ownership as published: unpublished vs Equity Trust Company. This table is the two custody files side by side. It does not award a best QI, invent fees, or fill blanks. A Delaware Statutory Trust interest, if mentioned, is typically a securities offering — a listing here is a custody file.
Deferred fileEquity 1031 fileView checklistCheck custody controls
Published facts, side by side
| Field | Deferred | Equity 1031 |
|---|---|---|
| Legal name | Deferred Inc. | Equity 1031 Exchange |
| Ownership (as published) | Parent unpublished | Equity Trust Company |
| FEA | FEA unknown | FEA member |
| CES® | Not published on cited pages | Samantha Tennant, CES® |
| How funds are held | Segregated | Segregated |
| Fund-handling note | Client funds held at a commercial bank in a segregated deposit account; firm also describes individual FDIC-insured accounts and interest-bearing placement. | Escrow funds are placed in segregated escrow accounts for the exchanger’s benefit and are never commingled. Funds are not invested; they sit in a separate money-market account at an FDIC-insured institution. The exchanger’s second signature can be added for additional security. |
| Dual-signature / who can wire | Wire controls unknown | Dual-sign optional |
| Fidelity / E&O (published) | $10 million fidelity bond · $5 million errors and omissions | Not published on cited pages |
| Other published coverage | Up to $175 million FDIC coverage claimed via bank / deposit structure | Firm states it maintains a fidelity bond and a professional insurance policy from an independent underwriter; dollar limits are not published on the cited pages and are omitted here. |
| Reverse | Yes | Yes |
| Improvement | Yes | Yes |
| DST (QI administration, not an offering) | Unknown | Unknown |
| Published fees | Forward/standard: published No Fee Exchange ($0). Reverse: starting at $7,000. Improvement/construction: starting at $7,500. Firm states no hidden junk fees on its model; marketing calculator shows illustrative 2.00% APY as of December 11, 2025. | Not published on cited pages |
| Who keeps interest | Firm keeps a share of interest earned on exchange funds as its compensation and shares interest with the exchanger (rates/illustrations dated as of December 11, 2025 on marketing pages). | Not published on cited pages |
| File last sourced | 2026-09-04 | 2026-09-04 |
What stays unknown
Deferred:parent, FEA, CES, dual-signature, DST administration
Equity 1031:fidelity bond dollars, E&O dollars, DST administration, public fee card, who keeps interest
Unknown is omitted, not graded.Report missing infoif you have a primary URL we missed.
FAQ
Which of these QIs is better?
This page does not pick a winner. It places published custody fields from two QI File listings side by side. A thicker disclosure is not a grade, and an unpublished field is not a finding that the firm is unsafe.
Can I treat a parent logo or a bond number on this table as current coverage?
No. Parent is an ownership note. Insurance figures appear only when the firm’s cited page still prints them. Ask for current certificates. See how to read a listing and segregated vs dual-signature.
Where are the full source lists?
Open the two custody files: Deferred and Equity 1031. Every figure on this page is copied from those files.
Sources
Copied from the two firm files. Open those pages for the dated URL list.
- Deferred homepage — No Fee QI claims, bond/E&O, segregated funds
- Deferred pricing / No Fee + interest-share model
- Understanding 1031 Exchange Costs (Judd Schoenholtz, Deferred CEO)
- What are the fees for a 1031 exchange? (Deferred FAQ)
- Deferred announces $3.6M seed (PR Newswire)
- About Equity 1031 Exchange
- 1031 Exchanges Made Easy (2025 guide) — Equity 1031
- Equity 1031 Exchange Strengthens Service with New CES® Designation — Equity Trust
More pairs:compare index. Compare these firms only on published custody facts.