1031 Exchange Qualified Intermediary

Great to Meet so Many of our ACTIVE RAIN Buddies in San Diego at the NAR Convention

Bill Exeter (1031 Exchange Expert) (Exeter 1031 Exchange Services, LLC) — Mon, 16 Nov 2009 00:02:18 -0600

Well, it was a last minute decision on our part to participate as an exhibitor and to attend the National Association of Realtors Convention (NAR Convention 2009) in San Diego, California this year. We realized that our real estate businesses were beginning to pick-up slightly and are showing signs of increased life, so we decided that it was time to get back into the trade show exhibition game. And, the NAR convention is less than ten minutes from our national corporate headquarters, so we just had to exhibit this year.

It was challenging to pull our exhibit booth together at the last minute with less than two weeks to go til NAR 2009, but we somehow managed to pull it all off. Our exhibit team is having a really great time (although exhausted), and we're very glad that we decided to attend the NAR convention.

New Exhibit Focus This Year

Our exhibit booth generally focuses on 1031 Exchanges, but decided this year that we would focus on the Deferred Sales Trust given the state of the economy. There are just too many investors that can not get financing in today's credit markets and therefore can not acquire replacement property via a 1031 Exchange.

The Deferred Sales Trust at least gives them the option to defer the payment of their capital gain taxes into the future. Keep your money working for you, I always say!

Deferred Sales Trust on LinkedIN

Join our Deferred Sales Trust Group on LinkedIN. You can join the discussion and monitor upcoming events and changes regarding the Deferred Sales Trust.

Thank You For Dropping By Our Booth

I wanted to thank all of you for dropping by our exhibit booth at NAR this year to say hello. Our team really apprecaited it, and really enjoyed meeting all of you face-to-face. It was really great putting faces together with names from all of our ACTIVE RAIN buddies.

NAR 2009 continues through tomorrow (Monday, November 16). We will be there until close at 2:00 PM. Please look us up at booth 3014 if you have not already dropped by. I'll be there from 9:00 AM to 2:00 PM and would love to meet you in person. We look forward to seeing you next year.

Another NAR 2009 Highlight: Meeting ACTIVE BRAD from ACTIVE RAIN

It was also a great pleasure to be able to meet ACTIVE BRAD in person. Dawn Rickabaugh (Note Queen) had heard that ACTIVE RAIN was hanging out in the Market Makers booth, so we wandered on over and found ACTIVE BRAD there. He shared some great tips on how to more effectively use ACTIVE RAIN. So, thank you ACTIVE BRAD!

Who Moved Your Cheese, and What Can You Do About It?

Bill Exeter (1031 Exchange Expert) (Exeter 1031 Exchange Services, LLC) — Sat, 31 Oct 2009 19:52:09 -0500

We are all looking for ways to increase our incomes, diversify our businesses, expand our operations, and add value-added services to retain existing clients, just so we can survive during this current real estate cycle that we find ourselves in.

Real estate agents and brokers who can reinvent, redesign, and regroup their real estate businesses will be successful in surviving this current real estate cycle. Those who can not do so may not survive to see the full recovery that already appears to be in progress.

Who Moved My Cheese?

This discussion reminds me of a great little book that I read years ago written by Dr. Spencer Johnson, M.D., entitled Who Moved My Cheese.

This great little book is a very quick and easy read. And, it makes a very important and critical point regarding survival. It demonstrates in a very clever way that you must be ready to move, to adapt, to change in order to survive.

Who Moved My Cheese will not provide any solutions to your specific business issues or needs, but it does delivery a very powerful message about being ready for change, being agile, being flexible, and actually moving (read "do something") to find your next piece of cheese ("opportunity") when your cheese is unexpectedly moved. Your survival in this current real estate market cycle depends on your ability to change by reinventing, redesigning and regrouping.

I would highly recommend reading it if you have not already done so. In fact, you might even consider buying and giving it out to your entire real estate team to help them understand what you are trying to accomplish.

Blue Ocean Strategy

Being ready for change and willing to adapt is one thing, but knowing what to do is an entirely different matter altogether. It reminds me of a quote by Albert Einstein. He defines "Insanity: doing the same thing over and over again and expecting different results." How many times do we keep doing the same thing the way we have always done it and we keep hoping for a different outcome?

Blue Ocean Strategy is about reinventing, redesigning and regrouping in such a way that you make your competition obsolete. In other words, the competition does not matter. They can't touch you.

Real estate professionals need to look for ways to build, expand and diversify their real estate businesses in such a way that you offer or provide products or services that your competition does not. Look for ways to think and work outside of the box.

The Exeter Group of Companies

It was no different at The Exeter Group of Companies. We were already looking for ways to diversify our real estate services operations when the economy took the inevitable plunge. The Exeter Group of Companies specializes in tax-deferred and tax exclusion transaction strategies.

Now, since the capital and credit markets froze during the early stages of the recession, and banks, real estate lenders, and mortgage brokers were no longer lending on real estate investments, 1031 Exchange transaction volume plunged by 70% to 90% in most geographic areas, including and especially in the California real estate market.

So, how do you stay within your tax-deferred and tax exclusion specialty and still provide a service needed in the current real estate market cycle? You identify and implement a Blue Ocean Strategy for your operation.

We realized that taxpayers were still selling assets (real estate, personal property, and businesses), and that taxpayers still had taxable capital gain issues to worry about. But, the 1031 Exchange was not necessarily a viable option because they could not obtain the necessary financing in order to acquire replacement property. However, taxpayers do not want to get hit with all of the taxes in the year of sale.

An Alternate Strategy: The Deferred Sales Trust

An alternative to the 1031 Exchange was needed to help taxpayers that did not want to or could not use the 1031 Exchange. It had to allow them to sell highly appreciated assets - whether it be real estate, personal property or businesses - and defer the payment of their taxable gain over a period of time selected by them.

So, we joined forces with the Estate Planning Team to offer the Deferred Sales Trust. Taxpayers can sell highly appreciated assets through the Deferred Sales Trust and defer the payment of their capital gain taxes over a period of time of their choice pursuant to Section 453 of the Internal Revenue Code - just like an installment sale contract.

Taxpayers can choose the 1031 Exchange when they can and do want to reinvest in replacement property and they can choose the Deferred Sales Trust when they can't or don't want to reinvest in replacement property but do want to at least defer the payment of their taxes.

Realtors Can Offer The Deferred Sales Trust As Their Blue Ocean Strategy

You can choose to offer the Deferred Sales Trust as your Blue Ocean Strategy, too. This will set you apart from your competition. You will bring more value to the table for your clients. Click here to learn more about expanding your real estate business with the Deferred Sales Trust while increasing your income at the same time.

Deferred Sales Trust Clients Can Now Borrow Against Deferred Sales Trust Note

Bill Exeter (1031 Exchange Expert) (Exeter 1031 Exchange Services, LLC) — Tue, 29 Sep 2009 22:19:36 -0500

September 18, 2009--San Diego, California--Exeter Fiduciary Services, LLC, The Estate Planning Team and Robert Binkele are pleased to announce that Franklin Templeton Bank & Trust now offers its Preferred Shareholder Credit Line to Estate Planning Team members' clients seeking to sell highly appreciated assets through a Deferred Sales Trust^TM or DST. The credit line will be offered through Franklin Templeton Bank & Trust. With a Deferred Sales Trust^TM, buyer and seller are linked to a third party trustee. Title conveys upon closing; funds are then deposited in a trust account.

Access to the Preferred Shareholder Credit Line enables sellers to borrow up to 65% of the value of the Deferred Sales Trust^TM note providing the highly prized liquidity aging baby boomers desire. Sellers can use the credit line to purchase other real estate without having to follow 1031 Exchange guidelines.

Read full newsrelease here...

Real Estate Agents Get Paid on Deferred Sales Trust Business

Real estate agents can earn commissions on Deferred Sales Trust business generated by the agent. Contact me directly for more detailed information.

The Reality of the California Real Estate Market: Siftings From the Tea Leaves of a Demographic Guru

Bill Exeter (1031 Exchange Expert) (Exeter 1031 Exchange Services, LLC) — Mon, 28 Sep 2009 12:19:48 -0500

The Reality of the California Real Estate Market:
Siftings from the Tea Leaves of a Demographic Guru
Webinar, Thursday, October 1, 2009

Go To Webinar Registrations Are Required
Click here to register for this webinar on the California real estate market.

Confused About What To Do Next in Real Estate?
The "Great Recession" has left many of us scratching our heads and wondering what's next? Where do we go from here? How should we reposition our real estate portfolio going forward now that we are emerging from recession? Should I hang tight, or make an investment move now?

We realize these are confusing times, which is why Exeter 1031 Exchange Services, LLC is hosting this webinar for you. Our goal is to provide you with up-to-date real estate market data and information so that you can make better informed investment decisions.

"The Nation of California: An Almost Flat Line in 2009"
This exciting webinar will provide an update on the California real estate market and an overview of certain demographic trends that will affect investment property in the California real estate market. It will help you answer the above questions, and help you decide how to position your own investment portfolio as we move forward beyond the recession.

Hosted by:
William L. Exeter
President and Chief Executive Officer
Exeter 1031 Exchange Services, LLC

Presented by:
Alan N. Nevin
Director of Economic Research
MarketPointe Realty Advisors

Date and Time
Thursday, October 1, 2009
8:55 AM PDT Login
9:00 AM - 10:00 AM PDT Webinar

Go To Webinar Registrations Are Required
Click here to register for this webinar on the California real estate market.

Click here to view other upcoming webinars in The Exeter Edge^TM Webinar Series.

Tax Deferred and Tax Exclusion Strategies for Real Estate Webinar on 09/30/2009

Bill Exeter (1031 Exchange Expert) (Exeter 1031 Exchange Services, LLC) — Tue, 22 Sep 2009 08:26:52 -0500

Tax Deferred and Tax Exclusion Strategies for Real Estate Webinar 09/30/2009

Click here to view other upcoming webinars in The Exeter Edge^TM Webinar Series.

Go To Webinar Registrations Are Required

Click here to register for this tax deferred and tax exclusion strategies for real estate webinar.

As a real estate investor you've worked hard to build equity in your real estate. When it comes time to sell, preserve your wealth by deferring or excluding your capital gain and depreciation recapture taxes by implementing a tax deferral or tax exclusion strategy.

Stop OVERPAYING TAXES -
Generate IMMEDIATE Cash Flow -

Build & Maintain Your Wealth by deferring and/or
excluding payment of taxes on the sale of your real estate -

Need CASH FLOW NOW?
Wish to take advantage of tax programs developed specifically for investment property owners?
HAVE cash flow - want to invest in real estate and PROTECT your portfolio?
Selling real estate and looking for an exit strategy?
Worried about losing your equity to capital gain taxes?
Want to keep your cash working for you instead of Uncle Sam?
Want to trade into more real estate to increase your cash flow?
Learn about numerous tax deferred and/or tax exclusion strategies that you can use when selling your real estate...

This educational webinar will discuss the various tax-deferral and tax-exclusion strategies available to you when selling real estate, including:

Cost Segregation
EPAct
1031 Exchanges
1033 Exchanges
1034 Exchanges
121 Exclusions
721 Exchanges or upREITs
453 Installment Sales (Seller Carry Back Notes & Land Contracts)
Deferred Sales Trusts (DSTs)
And more...

The webinar will address the requirements, structures, processes, strategies, and compliance issues necessary to successfully utilize the various tax deferred and tax exclusion strategies outlined above.

Who Should Attend?

Anyone interested in gaining a more in-depth understanding of the processes and requirements for evaluating and implementing various tax deferral and tax exclusion strategies for the purchase, holding and sale of real estate, including real estate investors, investment property owners (taxpayers/investors), accountants, attorneys, corporate officers, financial planners, tax advisors, and real estate agents and brokers (Realtors©).

Apartment Association Trade Show on September 30, 2009 in Long Beach, CA

Bill Exeter (1031 Exchange Expert) (Exeter 1031 Exchange Services, LLC) — Sun, 20 Sep 2009 17:06:11 -0500

The largest rental housing education and networking event is just around the corner. September 30, 2009 is the date for California's largest rental housing expo to be held at the Long Beach Convention Center from 9:00 AM to 5:00 PM in Exhibit Hall B.

The event is designed and managed by The Apartment Association, California Southern Cities, and looks to be another great day with loads of free information on owning, managing and dealing with apartment housing.

You can discover and learn about all sorts of topics by browsing trade show booths, attending educational programs that will cover topics such as:

Secrets to Creating Wealth
Credit Checking in Today's Market
Covering Your Legal Bases
Profitable Employment Practices
Social Networking 101
How to Rent to Today's Tenants (Panel)
Taking Advantage of a Depressed Real Estate Market
How to Cut Costs and Put More $$$ in Your Pocket
Solutions to the Water Problem for Owners (Panel)
Fair Housing Conversation
Resident Retention Techniques
and much, much more...

Call for your FREE admission tickets. We only have 100 tickets to give away. Simply call (866) 393-8370 or email info@exeterco.com and ask for your free admission tickets to The Apartment Association.

Property Sold Via SHORT SALE May Still Have TAXABLE CAPITAL GAIN

Bill Exeter (1031 Exchange Expert) (Exeter 1031 Exchange Services, LLC) — Fri, 14 Aug 2009 13:34:35 -0500

Selling rental property, investment property or commercial owner/user property via a short sale may still trigger capital gain taxes. The seller often focuses on the fact that they have no equity in the property and therefore assumes that they have no tax liability either. However, having equity or no equity has absolutely no bearing on whether they have a taxable capital gain in the real property.

Background Information

This is an issue that many rental or investment property owners have probably not given much thought about. They own rental or investment property that is underwater (i.e. the real estate is worth less than what they owe on the loan). They have absolutely no equity in the property, or actually have negative equity. The property owner decides to try to sell the property via a short sale in order to mitigate their losses and get out from under the loan servicing requirements. Their lender agrees to the short sale, and they complete the transaction.

Investors Have Pulled Equity Out Over Time

The problem is created by the fact that the investor has pulled his or her equity out of the property over the years as the property has increased in value. The increased equity is gain that has been pulled out of the property, but they have not paid any taxes on the gain yet.

Example

Let's use an example. Suppose that the investor acquired rental property for $100,000.00. It then grows in value each year. Each year the investor refinances the property and pulls out what ever additional equity is available. The value of the property reaches $1,000,000.00 in 2007 and the total amount of debt on the property after all of the refinancings is now $900,000.00.

Real Estate Market Values Collapse

Fast forward to 2009. The property value has dropped to $600,000.00. The outstanding debt amount is still $900,000.00. The investor has negative equity of $300,000.00. The market appears likely to go lower and some tenants have moved out so that the investors cash flow has dropped.

Selling Under A Short Sale

The investor decides to sell the property and get out from under the negative cash flow. They are able to sell for $600,000.00 and the lender agrees to a short sale. The investor lets out a "Whew!" and moves on with their life. They visit with their tax advisor in April to complete their tax return, and what a surprise they have waiting for them.

Capital Gain

They may not have equity in the property, but they do have a gain. Remember, they sold for $600,000.00, and even though the debt was $900,000.00 so that they have not equity they only paid $100,000.00 for the property. They actually have a $500,000.00 taxable capital gain on the short sale. It is so important that investors meet with their tax advisors BEFORE completing any sale, disposition, purchase or 1031 exchange of property to ensure they know exactly what the outcome will be.

The Zero Equity 1031 Exchange^TM

They have probably made their financial situation much worse in this case because they now owe quite a bit in capital gain taxes. They may not have had any other options, but knowing what to expect and evaluating potential options would have been a smart thing to do.

The Zero Equity 1031 Exchange^TM is one of those options. It will not work for everyone, and takes some creative thinking and planning to get it done, but it would allow the investor in this case to sell the problem asset, reinvest in replacement property (hopefully in a slightly better position) and defer the payment of capital gain taxes.

Real Estate Ownership Should be Private and Protected

Bill Exeter (1031 Exchange Expert) (Exeter 1031 Exchange Services, LLC) — Sun, 09 Aug 2009 18:48:59 -0500

Title Holding Trust (Land Trust) Webinar

"Real Estate Ownership Should be Private and Protected"

Keeping the owners name out of the public record
Avoiding costly litigation by keeping assets hidden
Protecting real estate from liens and judgments
Negotiate to buy property anonymously

This is a basic level discussion regarding the benefits and advantages of acquiring, owning, holding and disposing of real estate or personal property under a Title Holding Trust or Land Trust. The discussion will include the requirements, structures, processes, strategies, and compliance issues necessary to successfully establish and maintain a Title Holding Trust or Land Trust, which is often referred to as a California Title Holding Trust, Florida Land Trust or Illinois Land Trust.

Click here to learn more and register for this webinar.

1031 Exchange Webinar - Time for a Refresher - 07/27 PM and 07/28/2009 AM

Bill Exeter (1031 Exchange Expert) (Exeter 1031 Exchange Services, LLC) — Mon, 27 Jul 2009 01:10:44 -0500

The Exeter Edge^TM Series- Seminars, Webinars and Workshops

Get the edge you deserve when it comes to understanding the power of wealth building tax deferral and tax exclusion strategies. Register today for a 1031 Exchange, Title Holding Trust (Land Trust) and Deferred Sales Trust^TM seminar, webinar or workshop. Registration is required for all of our events. The Exeter Edge Series^TM is complimentary and open to everyone unless otherwise specified. We would also be happy to present a custom 1031 exchange, Title Holding Trust (Land Trust) or Deferred Sales Trust^TM workshop for your organization.

DateTimeProgramLevelLocation

Monday
07/27/2009

5:25 PM -
6:30 PM
PDT

1031 Exchange Webinar
Webinar will discuss the requirements, structures, processes, strategies, and compliance issues necessary to successfully complete a 1031 exchange transaction.

Basic
Level

Online
Webinar

Tuesday
07/28/2009

10:55 AM -
12:00 PM
PDT

1031 Exchange Webinar
Webinar will discuss the requirements, structures, processes, strategies, and compliance issues necessary to successfully complete a 1031 exchange transaction.

Basic
Level

Online
Webinar

Real Estate Ownership Should be Private and Protected

Bill Exeter (1031 Exchange Expert) (Exeter 1031 Exchange Services, LLC) — Wed, 01 Jul 2009 22:51:45 -0500

Learn how to buy, hold, manage and dispose of real estate in a private and confidential manner on Monday, July 13, 2009 in a free webinar on Title Holding Trusts (Land Trusts).

Doing a Short Sale on Rental Property? Look Into the ZERO EQUITY 1031 EXCHANGE!

Bill Exeter (1031 Exchange Expert) (Exeter 1031 Exchange Services, LLC) — Fri, 12 Jun 2009 18:39:30 -0500

You may be thinking "why would I need a 1031 exchange if I'm going through a short sale. The answer is easy, and one that many investors going through a short sale have not even thought of.

Short Sale Scenario

Our story begins with an investor has been acquiring and accummulating rental property over the last five years. The investor refinances all of his or her rental properties every six to twelve months in order to pull the cash equity out of the property and acquire more investment property. They maintain the loan-to-value ratio as close (as high) to 100% as possible. The easy credit markets have allowed this to continue.

Now, the real estate markets are in a free fall. The investor's market value of his or her properties has dropped well below what he or she owes on the property. Renters begin to move out and rental income begins to drop. They are no longer able to service the debt because the cash flow has dropped too much.

They have no choice but to sell the property and complete a short-sale.

Capital Gains

Let's say the investor acquired the property for $100,000.00 (cost basis) and that the property increased in value to $500,000.00 (fair market value). The investor was able to refinance over a period of time and has outstanding debt of $450,000.00 (90% loan-to-value ratio). The property value has now dropped to $300,000.00. The investor owes $150,000 more than what the property is worth, so they decide to sell for $300,000.00 and complete a short-sale.

Here's the catch. The investor sells the property for $300,000.00, but they have a $100,000.00 cost basis, which translates into a $200,000.00 CAPITAL GAIN. They are still going to owe taxes on the $200,000 capital gain even though they have sold the property and have NO EQUITY. Investors often get equity and gain confused. This problem could be avoided if the investor had consulted with his or her tax advisor before proceeding.

ZERO EQUITY 1031 EXCHANGE^TM

One possible solution is to defer the payment of the investors depreciation recapture taxes and capital gain taxes by structuring and completing a Zero Equity 1031 Exchange^TM (the phrase was coined and trademarked by Exeter 1031 Exchange Services, LLC in April 2009). The Zero Equity 1031 Exchange^TM allows the investor to sell the troubled property, complete a short-sale AND structure a 1031 exchange in order to defer the payment of the capital gain taxes.

The structure is easy. It works like any other 1031 exchange except their is no equity or cash position for the 1031 exchange Qualified Intermediary to hold during the 1031 exchange process. The challenge for the investor is to find a way to buy and finance replacement property as part of the 1031 exchange. Click here to read the entire story on the Zero Equity 1031 Exchange.

We can help - just call us.

Real Estate Ownership Should be Private and Protected

Bill Exeter (1031 Exchange Expert) (Exeter 1031 Exchange Services, LLC) — Fri, 12 Jun 2009 17:40:53 -0500

Webinar on "Real Estate Ownership Should be Private and Protected"

Keeping the owners name out of public record
Avoiding costly litigation by keeping assets hidden
Protecting real estate from liens and judgments
Improving negotiations with anonymous ownership

This is a basic level discussion regarding the benefits and advantages of acquiring, owning, holding and disposing of real estate or personal property under a Title Holding Trust or Land Trust. The discussion will include the requirements, structures, processes, strategies, and compliance issues necessary to successfully establish and maintain a Title Holding Trust or Land Trust, which is often referred to as a California Title Holding Trust, Florida Land Trust or Illinois Land Trust.

Advance Registration Required

Click here to learn more and to reserve your space at this free Title Holding Trust workshop.

These Seniors Need Our Help: Stand Up For Seniors

Bill Exeter (1031 Exchange Expert) (Exeter 1031 Exchange Services, LLC) — Fri, 29 May 2009 16:05:05 -0500

While this post is off topic, it is one that is very close to my heart. I served on the board of directors of the Senior Community Centers of San Diego for six (6) years. I can personally vouch for the quality of services provided to our seniors.

We all take life for granted. We make plans, set goals, shoot for our dreams. But, what happens when your plans go astray, your goals don't pan out, your dreams collapse, and you're elderly and have no way to recover and make a come back?

The answer: Devastating! Watch the videos on this website (http://bit.ly/JWJpv) to learn more, and then please consider giving. It is truly a worth while organization serving a very, very real need. I would be happy to speak to any of you directly if you would like more information or a tour of any of the organziations' facilities.

Perhaps you would like to join me in serving seniors.

Title Holding Trust (Land Trust) Seminars in Fresno, California (FREE)

Bill Exeter (1031 Exchange Expert) (Exeter 1031 Exchange Services, LLC) — Wed, 27 May 2009 01:07:49 -0500

"Real Property Investments Should be Private and Confidential"

Keeping the investor's name off the public records
Avoid costly litigation by keeping assets private
Protecting real estate from liens and judgments
Improving negotiations with confidential ownership

This is a basic seminar that will discuss pros and cons of buying, operating, and selling Central California real estate with a California Title Holding Trust or Land Trust. The brief seminar will cover the basic requirements, structures, processes, strategies, and compliance issues necessary to successfully establish and maintain a California Title Holding Trust, which is generally called a Land Trust.

Who Should Attend This Seminar?

Anyone interested in using Title Holding Trusts or Land Trusts, including investors, developers, contractors, realtors - executives and managers exposed to litigation- politicians- celebrities, entertainment professionals - judges, law enforcement - stalking victims - buyers, negotiators.

RSVP for This Live Seminar in Fresno, California

You can reserve your seat at this Title Holding Trust seminar in Fresno, California by visiting this website.

Title Holding Trust (Land Trust) Webinar on June 15th, 2009 (FREE)

Bill Exeter (1031 Exchange Expert) (Exeter 1031 Exchange Services, LLC) — Fri, 22 May 2009 00:15:25 -0500

Title Holding Trust or Land Trust Webinar

Click here to view our upcoming Title Holding Trust or Land Trust webinars.

Title Holding Trust or Land Trust Webinar

This is a basic level discussion regarding the benefits and advantages of buying, holding, managing and selling real estate or personal property under a Title Holding Trust or Land Trust.

The discussion will include the requirements, structures, processes, strategies, and compliance issues necessary to successfully establish and maintain a Title Holding Trust or Land Trust, which is often referred to as an Illinois Land Trust.

Who Should Attend?

Anyone interested in gaining a basic understanding of the benefits, advantages, processes and requirements for using Title Holding Trusts or Land Trust, including property owners, investors, accountants, attorneys, corporate officers, certified financial planners, investment advisors, and real estate agents and brokers (Realtors©).

Presenter

William L. Exeter
President and Chief Executive Officer
Exeter Fiduciary Services, LLC

Date and Time

Monday, June 15, 2009
10:55 AM Login
11:00 AM - 12:00 Noon Webinar

Advance Registration Required

Click here for complete details and to register for the webinar.

Barbara Joyce Joins Exeter 1031 Exchange Services

Bill Exeter (1031 Exchange Expert) (Exeter 1031 Exchange Services, LLC) — Fri, 01 May 2009 17:12:07 -0500

Barbara Joyce Newsrelease

We are very excited to announce that Barbara Joyce has joined the 1031 exchange group at Exeter 1031 Exchange Services, LLC. Click here to read the full newsrelease.

Senior 1031 Exchange Advisory Officer

Barbara Joyce will be a senior 1031 exchange advisory officer for the Exeter Group of Companies and will be working out of the Corporate Headquarters Office located in San Diego, California and in the Irvine, California Branch Office in order to serve her Southern California clients.

Formerly With Mid-Exchange, Inc.

Barbara Joyce was formerly with Mid-Exchange, Inc., which was an affilicate company to Coldwell Banker and U.S. Title Insurance Co., and brings extensive experience in the areas of 1031 exchange, escrow and title insurance services to Exeter 1031 Exchange Services, LLC.

Wealth & Legacy Seminar on April 29th in San Diego

Bill Exeter (1031 Exchange Expert) (Exeter 1031 Exchange Services, LLC) — Mon, 27 Apr 2009 17:48:43 -0500

Welcome to The Center for Wealth and Legacy Studies^TM

We are committed to helping successful business owners and families 'pass forward' their financial success along with their core values and virtues that created their wealth. The Center brings together a diversity of experience and professional backgrounds to identify and address the financial and legacy issues facing every business and family today. Our goals are to instill hope and provide a specific roadmap for continued success throughout the generations. The Center is a non-profit founded by a group of like-minded professionals. Read more....

Wealth & Legacy Seminar Series^TM

"Peace of Mind During Turbulent Times"
April 29, 2009
7:30 AM to 10:30 AM

Investing in turbulent times: increasing returns while lowering volatility
Asset protection: Protecting your wealth from ‘in-laws, outlaws, creditors and predators'
Handling turbulence in the family: Family Councils to resolve conflict and create vision

Moderator

R.J. Kelly, MSFS, ChFC
Founder & President
Wealth Legacy Group

Speakers

Chris L. Meacham, CPA
President & Chief Executive Officer
Cornerstone Wealth Management

What, if anything, is the appropriate investment strategy during these turbulent times, including investment strategies that provide financial peace of mind, investment opportunities arising from the ashes of a burned out economy, and volatility is a good thing if used properly

Nancy G. Henderson
Partner
Henderson, Caverly, Pum & Charney LLP

Asset Protection planning is not unethical and it is definitely not just for the very rich. For business owners planning with legal steps, not only protects your business from hazards, it protects you and your family, your partners and other co-owners, your employees, your vendors, and your customers.

Barry Graff, Ph.D.
Founder
Family Business Systems

Family-owned and closely held businesses face unique challenges with succession planning, organizational and leadership development, and communication and conflict resolution. Family councils and meetings educate members about the challenges, assist in resolving outstanding issues, and help families communicate effectively.

Spotlight on Legacy

Mike Mellace
CEO and Founder
Mellace Family Brands, and the Mama Cares Foundation

Few products have experienced the success that Mama Mellace's Old World Treats have seen over the past few years. They have grown from a small San Diego-based retail operation to providing wholesale distribution coast to coast. They have also been doing much in giving back to the less fortunate:.....

Our Next Wealth & Legacy Seminar Series is Tuesday, April 29th

Bill Exeter (1031 Exchange Expert) (Exeter 1031 Exchange Services, LLC) — Fri, 17 Apr 2009 16:00:17 -0500

Wealth & Legacy Seminar Series^TM

"Peace of Mind During Turbulent Times"
April 29, 2009
7:30 AM to 10:30 AM
San Diego, California

Investing in turbulent times: increasing returns while lowering volatility
Asset protection: Protecting your wealth from ‘in-laws, outlaws, creditors and predators'
Handling turbulence in the family: Family Councils to resolve conflict and create vision

Moderator

R.J. Kelly, MSFS, ChFC
Founder & President
Wealth Legacy Group

Speakers

Chris L. Meacham, CPA
President & Chief Executive Officer
Cornerstone Wealth Management

Nancy G. Henderson
Partner
Henderson, Caverly, Pum & Charney LLP

Barry Graff, Ph.D.
Founder
Family Business Systems

Spotlight on Legacy

Mike Mellace
CEO and Founder
Mama Mellace Old World Treats, and the Mama Mellace Foundation

Title Holding Trust (Land Trust) Seminars in Fresno, California (FREE)

Bill Exeter (1031 Exchange Expert) (Exeter 1031 Exchange Services, LLC) — Thu, 09 Apr 2009 02:10:45 -0500

Title Holding Trust (Land Trust) Seminars

See all of our workshops & seminars.

Basic Level Title Holding Trust Seminars

This is a basic level discussion regarding the benefits and advantages of acquiring, owning, holding and disposing of California real estate or any personal property under a Title Holding Trust.

The discussion will include the requirements, structures, processes, strategies, and compliance issues necessary to successfully establish and maintain a Title Holding Trust, which is often referred to as an Illinois Land Trust. The potential benefits of using a Deferred Sales Trust^TM will also be addressed.

There will be plenty of time for open discussions, questions and answers with our experts. Handout material will be provided for future reference.

Who Should Attend?

Anyone interested in gaining a basic understanding of the benefits, advantages, processes and requirements for using Title Holding Trusts, including investment property owners, accountants, attorneys, corporate officers, certified financial planners and real estate agents and brokers (Realtors©).

Registrations Required

Click here for complete details and to reserve your seat.

President Obama Claims Progress in Fight Against Recession

Bill Exeter (1031 Exchange Expert) (Exeter 1031 Exchange Services, LLC) — Wed, 25 Mar 2009 00:44:54 -0500

President Barack Obama claimed early progress Tuesday night in his aggressive campaign to lead the nation out of economic chaos and declared that despite obstacles ahead, "we're moving in the right direction."

Former SCI Executives Launch Savage Bryan Investments

Bill Exeter (1031 Exchange Expert) (Exeter 1031 Exchange Services, LLC) — Fri, 20 Mar 2009 21:59:53 -0500

Here, yet again, is another positive sign that our real estate economy is repositioning and rebuilding itself faster than analysts had anticipated. Lewis Savage and Adam Bryan, who were both former senior executives with SCI Real Estate Investments, announced the launch of their new investment services company last week under the name of Savage Bryan Investments.

I have worked with both Lew and Adam for many years and am so excited about the launch of their new organization. I wish them both the best and look forward to working with them for years to come.

U.S. Housing and Permits Rise in February

Bill Exeter (1031 Exchange Expert) (Exeter 1031 Exchange Services, LLC) — Tue, 17 Mar 2009 19:55:00 -0500

The United States housing starts and permits rebounded last month (February 2009) from previous record lows. This is the first time that housing starts and permits have risen in 10 months, according to data on Tuesday that gave a glimmer of hope for the recession-hit real estate market and overall U.S. economy.

While the housing starts and permits data does not demonstrate a clear change in trend for the depressed real estate housing market and overall economy, it does hint at stability that should begin to ease pressure on the real estate market and overall economy on a go forward basis.

U.S. Housing starts jumped 22.2 percent to an annualized rate of 583,000 units in February 2009 from 477,000 units in January 2009. This was the biggest percent increase since January 1990 and the first gain since April 2008.

1031 Exchange Webinar - Time for a Refresher - 03/17/2009

Bill Exeter (1031 Exchange Expert) (Exeter 1031 Exchange Services, LLC) — Mon, 16 Mar 2009 21:10:23 -0500

1031 Exchange Webinar
See all of our seminar programs.

Basic Level 1031 Exchange Webinar

This is a basic level webinar on forward, reverse and improvement (build-to-suit or construction) 1031 exchange transactions pursuant to Section 1031 of the Internal Revenue Code and Section 1.1031 of the Treasury Regulations.

1031 Exchange Webinar Content

The educational webinar will begin with an introduction to various tax-deferral and tax-exclusion strategies, including combining Section 1031 with Section 121. The discussions will focus on the requirements, structures, processes, strategies, and compliance issues necessary to successfully complete a 1031 exchange transaction.

Participation will be limited to the first 20 people so that we can keep the phone lines open for questions and answers throughout the webinar.

Who Should Attend?

Anyone interested in gaining a more in-depth understanding of the processes and requirements for completing successful 1031 exchange transactions, including investment property owners (taxpayers/investors), accountants, attorneys, corporate officers, financial planners and real estate agents and brokers (Realtors©).

Presenters

William L. Exeter
President and Chief Executive Officer
Exeter 1031 Exchange Services, LLC
Exeter Fiduciary Services, LLC

Pre-Registration Required

Visit our web page for complete details on how to reserve your spot.

How Will You Know When We Have Reached The Bottom?

Bill Exeter (1031 Exchange Expert) (Exeter 1031 Exchange Services, LLC) — Mon, 16 Mar 2009 20:58:03 -0500

This topic gets beaten to death. It is not that difficult. The difficulty is trying to manage the media so that they stop scaring the stuffing out of consumers. Scared consumers do not spend money, which in turn leads to recession. Sound familiar?

Now, back to the topic. We are beginning to see signs that the economy is trying to turn the corner. It is important that this message get to consumers so that they start spending money again.

Here is how you will know that we have reached the bottom of this economic market.

First-time unemployment claims will drop. We have not seen this yet. In fact, it increased in February from Janaury. We probably have a few more months of increases before we begin to see decreases.
Consumer spending will have more oomph, boosting retail sales for a few months in a row. Wait, didn't we just have that in January and February? Yes, we did. Consumer spending increased in January and February if you ignore auto sales. I'm surprised to see retail sales increasing this soon, but it is a good sign.
Stock market rallies will last for weeks. Typically, stock markets foreshadow recoveries. This time, though, investors may wait and watch for signs that the government's efforts are working. We've had a rally for just over a week now for the first time since November. Time will tell.

If that doesn't work, then just watch the media. They will tell you that we have reached the bottom about six months after we have passed the bottom.

What I can say is that our business is beginning to increase (albeit very, very slowly).

More Positive Economic Signs

Bill Exeter (1031 Exchange Expert) (Exeter 1031 Exchange Services, LLC) — Mon, 16 Mar 2009 11:22:52 -0500

We have started to see very slight and modest signs that the economy's downward spiral has stopped, is bottoming out, and may begin to reverse itself. I don't want to say recovery yet, because I think we have quite a ways to go before that word is appropriate, but at least there is a light at the end of the tunnel.

There has been a steady (although slight) increase in our business operations across all platforms and the number of inquiries continues to show strength. The most pressing issue is still the lack of liquidity in the capital and credit markets in order to spur lending.

I thought I would share some more positive glimmers of hope for our economy from our economist friends at Goldman Sachs & Company.

"Retail sales for February were very strong. While the headline number fell 0.1%, due to a drop in auto sales, core retail sales (ex-autos) rose 0.7%. In addition, January sales were revised up by 0.5%. Even more positive is that increases were broad based across subcomponents. This raises some upside risk to our Q1 forecasts for flat consumption and GDP growth of -7%.

Initial jobless claims moved back up this week to 654k from 645k. Continuing claims continued their relentless march higher, moving from 5.1mm to 5.3mm.

The nominal trade balance narrowed in January to -$36.0bn from -$38.0bn. The primary driver was oil (both a drop in prices and volume); outside of petroleum the nominal balance was basically unchanged. On the other hand, the real trade balance widened to -$44.0bn from -$42.9bn. This report is consistent with our expectation that foreign trade will be a drag on GDP growth to the tune of 0.3%-0.4%.

The Reuters/University of Michigan Consumer sentiment index ticked up to 56.6 from 56.3 in March. Expectations for the future rose 2.5 pts, meaning that while confidence remains depressed, pessimism is not getting worse and may be receding. The current conditions component fell over 3 pts, reflective of the current severe contraction of the labor market."