Most investors know about 1031 exchanges, but few realize how much inefficiency, hidden fees, and outdated systems still dominate the process. In this episode, Daniel Osman, CPA reveals how his team is disrupting the industry with tech-forward, transparent, and zero-fee solutions. From compound growth to generational wealth and AI-powered innovation, this is the future of tax strategy for serious real estate investors.

 

WHAT YOU’LL LEARN FROM THIS EPISODE  

• What a 1031 exchange is and why it’s critical for long-term wealth building
• How Deferred.com is eliminating fees, sharing interest, and modernizing exchanges
• The "swap ‘til you drop" strategy and how to pass on assets tax-free to heirs
• Hidden inefficiencies of traditional QIs 
• Creative ways to rescue a potentially failed 1031 exchange

 

RESOURCES MENTIONED IN THIS EPISODE

• Deloitte 
• askAri

 

ABOUT DANIEL OSMAN, CPA 

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.

 

CONNECT WITH DANIEL 

• Website: deferred.com 
• LinkedIn: Daniel Osman, CPA 

 

CONNECT WITH US:

• If you need help with anything in real estate, please email [email protected] 
• Reach Ron: RP Capital
• Leave podcast reviews and topic suggestions: iTunes
• Subscribe and get additional info: Get Real Estate Success
• Facebook Group: Cash Flow Property Facebook Community
• Instagram: @ronphillips_
• YouTube: RpCapital
• Get the latest trends and insights: RP Capital Newsletter