Overview

The Exeter Group of Companies

The Exeter Group of Companies delivers a better financial services experience for its clients. A better experience comes from knowing you're working with a company that has regulatory oversight. One that has decades of experience and expertise and can consult and collaborate with clients' legal, tax and financial advisors. A firm with high levels of fidelity bond coverage, errors and omissions insurance and regulatory required equity capital. Where its combined professionals have more than a century of experience and expertise and have weathered the winds of change.

The Exeter Group, LLC

The Exeter Group, LLC was founded in 2004 and primarily provides financial services to the real estate investment community through its wholly owned operating subsidiaries listed below. The Exeter Group, LLC is headquartered in San Diego, California.

Exeter 1031 Exchange Services, LLC

Exeter 1031 Exchange was founded in 2005 and is a leading national provider of 1031 Exchange services. Exeter 1031 Exchange serves as the Qualified Intermediary (also referred to as an Accommodator or Facilitator) for individual, corporate, and institutional clients' 1031 Exchange transactions and administers all types of 1031 Exchange transactions in all 50 states, including Forward 1031 Exchanges, Reverse 1031 Exchanges, Improvement 1031 Exchanges (also referred to as a Build-To-Suit 1031 Exchange or Construction 1031 Exchange) and Zero Equity 1031 Exchanges. Exeter 1031 Exchange is one of the few Qualified Intermediaries that administers 1031 Exchange transactions of foreign properties. Clients' 1031 Exchange funds are deposited, held, and safeguarded in separate, segregated Qualified Trust Accounts through Exeter Trust Company. Exeter 1031 Exchange Services, LLC is headquartered in San Diego, California.

Exeter Trust Company, Cheyenne, Wyoming

Exeter Trust was founded in 2019 and is licensed, regulated, and audited by the Wyoming Division of Banking as a non-depository trust company. Exeter Trust serves as Trustee for 1031 Exchange Qualified Trust Accounts (or Qualified Escrow Accounts), Custodian for Self-Directed Individual Retirement Accounts, including Self-Directed Traditional IRAs, Roth IRAs, SEP-IRAs, SIMPLE IRAs, and individual 401(k) Plans or Solo 401(k) Plans, with an emphasis in non-traditional investments (also referred to as Alternative Investments), Trustee of Title Holding Trusts (Land Trusts), Escrow Agent for Specialty Holding Escrows and Custody Services, also with an emphasis in non-traditional investments. Exeter Trust Company is headquartered in Cheyenne, Wyoming.

Exeter Asset Services Corporation, Cheyenne, Wyoming

Exeter Asset Services was founded in 2019 and serves as the Exchange Accommodation Titleholder or EAT when legal title to real property must be acquired and held (often referred to as "parked") as part of a Reverse 1031 Exchange or an Improvement 1031 Exchange, including those structured under the Bartel v. Commissioner case. Exeter Asset Services Corporation is headquartered in Cheyenne, Wyoming.

Exeter Exchange Management Corporation

Exeter Management was founded in 2005 and serves as the LLC Manager for the limited liability companies within The Exeter Group of Companies and provides various consulting and advisory services for clients, including expert witness review, deposition and trial testimony for 1031 Exchanges, Self-Directed IRAs and Individual 401(k) Plans, and Title Holding Trusts (Land Trusts).

 

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