1031 Exchange Library

William "Bill" L. Exeter

Chief Executive Officer, Chief Trust Officer and President

William "Bill" L. Exeter is the Chief Executive Officer, Chief Trust Officer and President for The Exeter Group of Companies, including The Exeter Group, LLC, Exeter 1031 Exchange Services, LLC, Exeter Trust Company, Exeter Asset Services Corporation, Exeter IRA Services, LLC and their affiliate companies.   Mr. Exeter is based in the company's National Corporate Headquarters Office located in San Diego, California.

Banking, Trust and Fiduciary Services Executive

Mr. Exeter has been in the banking, trust and fiduciary services industry since 1980.  He began specializing in real estate tax strategies in 1985 with a specialty emphasis in 1031 and 1033 Exchanges as well as Self-Directed IRAs.

Professional Speaker, Author and Continuing Education Instructor

Bill has written, lectured, taught and trained investors extensively on 1031 and 1033 Exchange transactions, Tenant-In-Common (TIC) investment properties pursuant to IRS Revenue Procedure 2002-22 and Delaware Statutory Trusts (DSTs) pursuant to IRS Revenue Ruling 2004-86 as replacement property solutions for 1031 and 1033 Exchanges, Self-Directed IRAs and Title Holding Trusts (Land Trusts). 

In addition, Mr. Exeter is a frequent guest expert on "The Financial Advisors — Money Talk Radio Show” on San Diego News Radio AM 600 KOGO, the "Craig Sewing Radio Show" on San Diego AM 1170 KCBQ, "The American Dream TV and Radio Shows on San Diego Cox/Time Warner Cable Channel 4, on "House Calls" on Los Angeles Talk Radio AM 790 KABC, and on the "Inside Business Radio Show" on Business Talk Radio AM 1000 KCEO San Diego.

Expert Witness Testimony

Mr. Exeter also serves as an industry consultant, advisor, trainer, and expert witness.  His work as an expert witness focuses on matters related to 1031 Exchanges, 1033 Exchanges, Self-Directed IRAs and Title Holding Trusts or Land Trusts.  His expert witness work has included testimony at numerous depositions and trials. 

Professional Experience

Immediately prior to founding The Exeter Group of Companies he served as President and Chief Executive Officer for four years of TransUnion Exchange Corporation (formerly Diversified Exchange Corporation) in San Diego, California and prior to that as Executive Vice President and Chief Operating Officer for 13 years of The Chicago Trust Company of California and Chicago Deferred Exchange Corporation of California, its 1031 Exchange subsidiary, in San Diego, California, which were part of the Chicago Title and Trust Family of Companies. 

In addition, he served as a senior executive with two 1031 Exchange companies in the 1980s during the 1031 Exchange industry’s infancy, and is one of the founding members of the industry's trade association, the Federation of Exchange Accommodators.  He has administered in excess of 125,000 1031 Exchange transactions during his career.

He was Assistant Vice President and Controller of Provident Savings Bank in Riverside, California and Assistant Vice President and Controller of OneCentral Bank in Glendale, California during the 1980's. 

Mr. Exeter’s professional experience includes 1031 Exchanges, 1033 Exchanges, title insurance and escrow services, trust company management fiduciary, trust and self-directed retirement account administration and services, including Self-Directed IRAs, trust operations, investment management services, commercial banking, and insurance administration.

Professional Associations

Mr. Exeter is one of the founders of the Federation of Exchange Accommodators.  Bill Exeter is also involved with numerous professional organizations including the Retirement Industry Trust Association (RITA), which is the industry trade association for Self-Directed IRA Custodians, Alternative & Direct Investment Securities Association (ADISA formerly REISA and TICA), 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, Society of Exchange Counselors (SEC), National Counsel of Exchangors (NCE), and the San Diego County Creative Investors Association.

Education and Certifications

Mr. Exeter graduated from California State University, Los Angeles with a Bachelors of Science degree in Accounting. 

Exeter 1031 Exchange Services, LLC

National Corporate Headquarters Office

404 Camino del Rio South, Suite 600

San Diego, CA 92108

General Office: (619) 239-3091

1031 Exchange Administration: (619) 752-1629

1031 Exchange Facsimile: (619) 822-1571

Email Mr. Exeter

Exeter Trust Company

Corporate Headquarters Office

205 Storey Boulevard, Suite 200

Cheyenne, WY 82009

General Office: (307) 222-8750

1031 Exchange Administration: (619) 752-1629

1031 Exchange Facsimile: (619) 822-1571

Email Mr. Exeter


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