Chair and CEO
Services for Real Estate Pros
Bill Exeter
1031 Exchange and Self-Directed IRA & 401k Expert
location_on San Diego, CA — Exeter 1031 Exchange Services, LLC
insert_link Exeter 1031 Exchange Services | E.xeter Trust Co
web Learn What Really Matters in a 1031 Exchange!
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Get to Know Bill Exeter
White Board Video: What Is A 1031 Exchange
William L. Exeter is the Chief Executive Officer of The Exeter Group of Companies, including Exeter 1031 Exchange Services, LLC (Exeter1031™), Exeter Trust Company (ExeterTrust™), Exeter Asset Services Corporation, and its affiliate companies. Mr. Exeter is located in the company's national corporate headquarters office in San Diego, California.
Mr. Exeter Has 41 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 abd Self-Directed 401(k) Plans.
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.
41 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 Alternative Direct Investment Securities Association (ADISA), Society of Exchange Counselors (SEC), COREnet Global, AIR Commercial Real Estate, ICSC, the San Diegoa 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.
What is a 1031 Tax Deferred Exchange?
Need to quickly get up-to-speed on 1031 exchanges? These white board videos will help those new to 1031 exchanges quickly learn the basics of how to successfully structure tax deferred exchange transactions pursuant to Section 1031 of the Internal Revenue Code. 1031 exchanges are called by many names, including tax deferred exchanges, like kind exchanges, delayed exchanges, deferred exchanges, Starker exchanges, but mostly just 1031 exchanges. Learn how to take advantage of the forward, reverse, improvement, leasehold improvement, foreign property, and zero equity 1031 exchange. You are always welcome to call Exeter 1031 Exchange Services, LLC for help at (619) 239-3091 or email them at ask@exeterco.com or visit them at https://www.exeterco.com
Certifications
Exeter 1031 Exchange Services, LLC
Exeter 1031 Exchange Services, LLC (Exeter1031™) deposits, holds and safeguards its clients' 1031 exchange funds in separate, segregated, dual-signature, restricted qualified trust accounts at Exeter Trust Company (ExeterTrust™). ExeterTrust™ is licensed, regulated and examined by the Wyoming Division of Banking. This makes Exeter1031™ one of the few truly safe, sound and secure qualified intermediaries with any kind of regulatory oversight.
Exeter1031™ a leading national provider of comprehensive 1031 Exchange services, which include serving as qualified intermediary ("accommodator" or "facilitator) and/or the exchange accommodation titleholder (EAT) for your forward, reverse, improvement ("build-to-suit" or "construction"), leasehold improvement, foreign property, or zero equity 1031 Exchange strategies for investment real estate transactions.
Nationwide 1031 Exchange Services
Exeter1031™ 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.
Exeter1031™ has numerous regional offices to serve you located in San Diego, Los Angeles, California; Chicago, Illinois; Seattle, Washington; Phoenix, Arizona; Cheyenne, Wyoming; Tampa, Florida, and Honolulu, Hawai'i.
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. Exeter1031™ is a sophisticated institutional qualified intermediary that can provide you with much more than just the standard processing capabilities.
At Exeter1031™, we have the technical expertise, decades of experience and significant depth of 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. Exeter1031™ 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 licensed, regulated and audited ExeterTrust™.
Exeter Trust Company (ExeterTrust™) is an independent trust company licensed, regulated and audited by the Wyoming Division of Banking. ExeterTrust™ administers separate, segregated, dual-signature, restricted qualified trust accounts for 1031 exchanges funds; self-directed IRAs, individual 401(k) plans, and qualified retirement accounts for clients that wish to invest in alternative investments, directed trusts or administrative trusts, private fund custody and administration, specialty holding escrows, and title holding trusts or land trusts. Directory of Services.
Testimonials
| Charles Jensen, Senior Vice President and Western Manager, Inland Private Capital |
| 02/12/2026 |
| I couldn’t be more impressed with the level of professionalism, precision, and reliability provided throughout my 1031 exchange. From start to finish, the process was handled flawlessly, with clear communication, strict adherence to IRS requirements, and proactive guidance at every stage. The team demonstrated deep expertise in complex exchange structures and timelines, giving me complete confidence that my transaction was executed correctly and securely. Funds were handled with absolute care, documentation was thorough and timely, and every question was answered promptly and clearly. If you are looking for a qualified intermediary that operates at the highest standard—detail-oriented, responsive, and truly investor-focused—I highly recommend their services. This is exactly the kind of partner you want when executing a critical tax-deferred exchange. |
| Craig Duncan, real estate investor |
| 01/28/2026 |
| My name is Craig Duncan. I needed a 1031 Exchange service to hold the proceeds from a home I sold last year. This was the first time I needed such a service and I had very limited knowledge of how a1031 works, plus I was concerned about fraud and the potential for theft when trusting total strangers to hold my money. I am so happy that I found Exeter. My initial call to them was in the middle of the night because I couldn't sleep from worrying about this process. Exeter has a 24 hour service that people can call and get a knowledgeable, real person, not just an answering service that takes a message. From there, the team that helped me was fantastic. To say these people are thorough, professional, and honest is an understatement. I have never dealt with a financial institution that holds themselves to such as high level as the folks at Exeter. There's no question about who I will call when I need their services again. I hope this helps people decide where to go when they need a 1031 servicing company. You won't be disappointed. |
| Mel Stone, real etate investor |
| 12/12/2025 |
| We just got off the phone with Mr. Exeter for advice on using a 1033 and we highly recommend for anyone with a 1031 or 1033 issue to contact their firm. My husband and I have been dealing with a potential 1033 involuntary exchange issue for over a year now. Since this started, we have researched online, reached out to the IRS, consulted forums, and spoken with tax lawyers and CPAs, but we have not been able to get a satisfactory answer from anyone. Today, after speaking with Mr. Exeter, for the first time we finally feel as though we have a handle on our issue and have confidence to move forward while understanding out responsibilities under the IRC. By all means, if anyone has an issue that their firm can handle, they are well versed and highly knowledgeable. We are so glad that we reached out to them!!! |
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Bill Exeter has over 41 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.