Daniel Osman leads growth and partnerships at Deferred, the technology-forward qualified intermediary that holds exchange funds at no fee and shares back the interest those funds earn. He is a CPA who came to the qualified-intermediary side from Deloitte and Touche, where he worked across mergers, acquisitions, and audit, and from Balance Homes, where he ran sales and operations.
His focus at Deferred is the client experience, keeping the mechanics of an exchange clear from the sale of the relinquished property through the close on the replacement. Shop 1031 names Deferred its preferred qualified intermediary partner, and Daniel is the contact who carries that relationship.
The technology-forward qualified intermediary that holds exchange funds at no fee and shares back the interest those funds earn.