Bill Exeter, 1031 Tax-Deferred Exchange Expert (Exeter 1031 Exchange Services, LLC)
President & CEO

404 Camino del Rio South

Suite 600

San Diego , CA 92108




Bill Exeter has over 35 years in the 1031 Exchange industry and has administered over 125,000 1031 Exchanges during his career. He is one of the founders of the Federation of Exchange Accommodators.

Get to know Bill Exeter

White Board Video: What Is A 1031 Exchange

William L. Exeter is President and Chief Executive Officer of The Exeter Group of Companies, including  Exeter 1031 Exchange Services, LLC, Exeter Trust Company, Exeter Asset Services Corporation, Exeter IRA Services, LLC and its affiliate companies, and is located in the company's national corporate headquarters office in San Diego, California.

Mr. Exeter Has 35 Years in the 1031 Exchange Industry.

Bill Exeter has been in the financial services industry since 1980 and entered the 1031 exchange services industry in 1986, and is one of the founding members of the Federation of Exchange Accommodators. He has administered in excess of 125,000 1031 exchange transactions during his career.

He has written and lectured extensively on 1031 exchange transactions, Tenant-In-Common (TIC) Properties as like-kind replacement property solutions, Title Holding Trusts (Land Trusts) and on Self-Directed IRAs.

Mr. Exeter is a frequent guest expert on "The Financial Advisors - Money Talk Radio Show" on San Diego News Radio AM 600 KOGO and on the "Inside Business Radio Show" on AM 1000 KCEO San Diego.

Mr. Exeter also serves as an industry consultant and as an expert witness on 1031 Exchange related litigation.

35 Years of Extensive 1031 Exchange Expertise and Experience

Immediately prior to founding The Exeter Group of Companies he served as President and Chief Executive Officer of TransUnion Exchange Corporation (formerly Diversified Exchange Corporation) in San Diego, California for four years and prior to that as Executive Vice President and Chief Operating Officer of The Chicago Trust Company of California and its Chicago Deferred Exchange Corporation of California subsidiary for 13 years. In addition, he served as President and Chief Executive Officer of Advantage Exchange Company and Vice President and Chief Financial Officer of Central Exchange Corporation in the 1980s during the 1031 exchange industry's infancy.

Mr. Exeter's professional experience includes 1031 Exchange, title insurance and escrow services, trust and retirement account administration, including Self-Directed Individual Retirement Accounts (SDIRAs) administration, trust operations, investment management services, commercial banking, and insurance administration.

Mr. Exeter is involved with numerous professional organizations including the Real Estate Investment Securities Association (REISA) (formerly TICA), Society of Exchange Counselors (SEC), COREnet Global, AIR Commercial Real Estate, ICSC, the San Diego Chapters of CCIM and CREW, NAIOP, SIOR, California Escrow Association, San Diego County Escrow Association, and NorCal Escrow Association.

Mr. Exeter attended Pasadena City College and then transferred and graduated from California State University, Los Angeles with a Bachelors of Science degree in Accounting, and from the Cannon Financial Institute, attaining the Certified Securities Operations Professional (CSOP) designation. 

 

Video: What Is A 1031 Exchange

Bill Exeter's Blog Posts

Certifications

Exeter 1031 Exchange Services, LLC

Exeter 1031 Exchange Services, LLC deposits, holds and safeguards its clients' 1031 Exchange funds in separate, segregated Qualified Trust Accounts at Exeter Trust Company, which is licensed, regulated and audited by the Wyoming Division of Banking.  This makes Exeter 1031 Exchange Services, LLC one of the few truly safe, sound and secure Qualified Intermediaries today. 

Exeter 1031 Exchange Services, LLC a leading national provider of comprehensive 1031 Exchange services, which include serving as the Qualified Intermediary ("Accommodator") and/or the Exchange Accommodation Titleholder (EAT) for your Forward 1031 Exchanges, Reverse 1031 Exchanges, and Improvement ("build-to-suit" or "construction") 1031 Exchange strategies for investment real estate transactions. 

Nationwide 1031 Exchange Services

Exeter works with individual, corporate and institutional clients in all 50 states providing creative solutions for complex 1031 Exchange transactions. Your dedicated client account team will provide customized programs to meet your unique 1031 Exchange needs no matter where you or your investments are located.

Exeter 1031 Exchange Services, LLC has numerous national 1031 Exchange offices to serve you located in San Diego, Los Angeles, Newport  Beach and San Francisco, California; Chicago, Illinois; Seattle, Washington; Phoenix, Arizona; Cheyenne, Wyoming; and Ft. Lauderdale, Florida. 

Exceptional 1031 Exchange Expertise, Experience and Knowledge

You need much more than just a 1031 Exchange processor in today's rental real estate market.  1031 Exchange transactions are complex income tax structures that require creative, customized solutions in order to meet your needs.  Exeter is a sophisticated institutional Qualified Intermediary that can provide you with much more than just the standard processing capabilities.

At Exeter 1031 Exchange Services, LLC, we have the technical expertise, decades of experience and significant in depth knowledge necessary to structure and customize a 1031 Exchange solution to fit your specific investment objective and to guide you through your 1031 Exchange transaction.  Exeter is there for you every step of the way. 

In addition, Exeter has the financial strength, stability, equity capital and administrative resources to ensure the successful completion of your 1031 Exchange transaction, and is one of the only Qualified Intermediaries that is truly safe, sound and secure. 

Exeter Trust Company

Exeter Trust Company is an independent trust company licensed, regulated and audited by the Wyoming Division of Banking. Exeter Trust Company administers Qualified Trust Accounts for 1031 Exchanges funds, Custody Accounts for investment advisors and their clients, and Self-Directed IRAs for clients that wish to invest in Alternative Investments.  

Exeter Trust Company receives, holds and safeguards clients' 1031 Exchange funds in separate, segregated Qualified Trust Accounts, which ensures that clients' funds are classified as fiduciary (client) funds and not corporate funds like many Qualified Intermediaries. This also means that clients' 1031 Exchange funds fall under the oversight of the Wyoming Division of Banking - something very few Qualified Intermediaries can say.  

Service Areas (7)
  • San Diego, CA
  • Los Angeles, CA
  • Newport Beach, CA
  • Phoenix, AZ
  • San Francisco, CA
  • Chicago, IL
  • Seattle, WA
  • Cheyenne, WY
Specialties (2)
  • Forward, Reverse & Improvement 1031 Exchanges
  • U.S. and Foreign Property 1031 Exchanges
Languages (3)
  • Arabic
  • English
  • Spanish