Expert Guide to 1031 Exchanges with Bill Exeter | Part 1 #902

William “Bill” L. Exeter is a highly respected expert in the
financial services industry with over 40 years of experience,
specializing in real estate tax strategies, including 1031
Exchanges, Self-Directed IRAs, and Title Holding Trusts. As the
CEO, Chief Trust Officer, CFO, and Treasurer of The Exeter Group
of Companies, Bill oversees operations for Exeter 1031 Exchange
Services, LLC, Exeter Trust Company, and Exeter Asset Services
Corporation.


A pioneer in the 1031 Exchange industry, Bill has administered
over 125,000 transactions and is a founding member of the
Federation of Exchange Accommodators. He is a sought-after
speaker, educator, and expert witness, sharing his knowledge on
investment strategies and alternative assets through seminars,
podcasts, and media appearances.


Bill holds a Bachelor of Science degree in Accounting from
California State University, Los Angeles, and the Certified
Securities Operations Professional (CSOP) designation from the
Cannon Financial Institute. He is based in San Diego,
California.



In this episode:


Meet Bill Exeter: CEO of Exeter 1031 Exchange Services and
industry expert.

1031 Exchanges Explained: Their history, purpose, and
tax-deferral benefits for real estate investors.

Why choosing a regulated expert is critical.

Qualified use, intent to hold, and compliance essentials.

 Importance of consultation and strategic preparation.

Eligible Property Types: What qualifies for a like-kind
exchange, including DSTs.

Reinvestment Requirements: Meeting deadlines, partial
exchanges, and avoiding pitfalls.

 Steps for identifying replacement properties.





The Norris Group originates and services loans in California and
Florida under California DRE License 01219911, Florida Mortgage
Lender License 1577, and NMLS License 1623669.  For more
information on hard money lending, go
www.thenorrisgroup.com and click the Hard Money tab.


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