Comparison · no crown · not tax or legal advice
Deferred vs LikeKind
Deferred Inc. and LikeKind are both listed Qualified Intermediaries. Ownership as published: unpublished vs unpublished. 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 fileLikeKind fileView checklistCheck custody controls
Published facts, side by side
| Field | Deferred | LikeKind |
|---|---|---|
| Legal name | Deferred Inc. | LikeKind |
| Ownership (as published) | Parent unpublished | Parent unpublished |
| FEA | FEA unknown | FEA unknown |
| CES® | Not published on cited pages | Not published on cited pages |
| 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. | Homepage comparison table under Security of Funds: segregated account and $175M FDIC. No TIN-title sentence, named bank, or dual-signature / qualified-escrow mechanic on the pages cited. The same homepage also shows a ‘We’re launching pretty soon!’ waitlist banner — treat the custody line as current marketing, and confirm the live account before a wire. |
| Dual-signature / who can wire | Wire controls unknown | Wire controls unknown |
| 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 | Homepage comparison table: ‘Segregated account, $175M FDIC.’ That is a marketed deposit-structure figure, not a fidelity bond or E&O certificate. |
| Reverse | Yes | Unknown |
| Improvement | Yes | Unknown |
| 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. | Homepage hero and comparison table: $0 exchange fees and no origination fees. Comparison table contrasts that with ‘Typically $999–$1500+’ at other QIs — competitor pricing is their marketing, not this directory’s survey. |
| 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). | Homepage: high-yield interest accrued daily. Separate closing-liquidity block: the firm will wire 1.5% interest from sale proceeds at closing as an advance. Illustration: $9,000,000 net proceeds → $135,000 wired at closing. Caption: ‘Advance assumes forward exchange funds held for 180 days at a 1.5% annual interest rate as of April 29th, 2026.’ Dated marketing illustration, not a guarantee. |
| File last sourced | 2026-09-04 | 2026-09-09 |
What stays unknown
Deferred:parent, FEA, CES, dual-signature, DST administration
LikeKind:parent, FEA, CES, dual-signature, fidelity bond dollars, E&O dollars, reverse, improvement, DST administration
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 LikeKind. 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)
- Homepage — LikeKind
- Privacy Policy — LikeKind
- Terms of Use — LikeKind
More pairs:compare index. Compare these firms only on published custody facts.