Legal

Terms of Service

Last updated June 2026. By using DeferAlly, you agree to these terms.

1. Acceptance of terms

By accessing or using DeferAlly's website, AI guide, investor platform, or enterprise platform (the "Services"), you agree to be bound by these Terms of Service. If you do not agree, please do not use the Services.

2. The Services

DeferAlly provides technology and Qualified Intermediary services to facilitate 1031 like-kind exchanges. Our AI guide ("Ally") provides general educational information and is not a substitute for advice from a licensed CPA, attorney, or tax professional.

3. No fees to investors

DeferAlly does not charge investors a fee for standard forward exchanges. We are compensated through a share of the interest earned on funds held in escrow, as disclosed in your exchange agreement.

4. Your responsibilities

You are responsible for the accuracy of the information you provide, for meeting all statutory deadlines (including the 45-day and 180-day rules), and for confirming your eligibility for a 1031 exchange with your own advisors.

5. No tax or legal advice

Nothing on this platform constitutes tax, legal, or investment advice. Property listings, including institutional and DST offerings, are provided for informational purposes and do not constitute an offer or solicitation.

6. Limitation of liability

To the maximum extent permitted by law, DeferAlly shall not be liable for any indirect, incidental, or consequential damages arising from your use of the Services.

7. Changes

We may update these Terms from time to time. Continued use of the Services after changes constitutes acceptance of the revised Terms.

8. Contact

Questions? Email us at support@deferally.com.