Daniel Osman

About Daniel Osman

Making 1031 Exchanges Simple, Transparent & No Fee.Navigating 1031 exchanges shouldn’t feel like deciphering the tax code. At Deferred.com, we built the only No Fee 1031 exchange platform, helping investors keep more of their money while enjoying a seamless experience.I work with real estate investors, brokers, developers, private equity professionals, CPAs, attorneys, and family offices to maximize returns and ensure compliance with 1031 exchange rules. Previously, I led sales and operations at Balance Homes, expanded service offerings at Home Depot, and advised on M&A and audit matters at Deloitte & Touche. With a background in accounting, finance, operations, and customer experience, my focus is delivering a 10-star experience for every investor and partner.Let’s make 1031 exchanges work for you, not your QI.

Experience

1. Senior Vice President Growth & Partnerships

   Deferred

   Aug 2024 — Present · Boca Raton, FL, US

   At Deferred, we’re redefining the 1031 exchange experience. As the only national qualified intermediary offering a No Fee Exchange, we provide clients with a smoother, more secure, exchange designed to help them earn more, not pay more. No fees, better service. I focus on delivering exceptional client experiences that exceed expectations, building and strengthening partnerships to expand our network, and driving operational excellence by streamlining processes and creating scalable systems to support our rapid growth. I also take the lead on developing and optimizing our sales and referral strategies, ensuring our team and partners have the tools they need to succeed.I’m proud to be part of a team that’s setting a new standard for how 1031 exchanges should be done. Whether you’re an investor, real estate professional, or industry partner, I’d love to connect and explore how we can work together.

Education

• University of Florida

  Master's of accounting, Accounting

  2009 — 2014

Skills

• Accounts Payable
• Quickbooks
• Customer Service
• Financial Reporting
• Leadership
• Analytical Skills
• Research
• Budgets
• Financial Analysis
• Sap Bw
• Analysis
• Facebook
• Powerpoint
• Microsoft Excel
• Nonprofits
• Recruiting
• Financial Accounting
• Event Planning
• Time Management
• Accounting
• Microsoft Office
• Microsoft Office 2007
• Outlook
• Social Media Marketing
• Sap
• Microsoft Word
• Peoplesoft
• Account Reconciliation
• Public Speaking
• Auditing
• Social Media