Expert Guide to 1031 Exchanges with Bill Exeter #902

The Norris Group Real Estate Radio Show and Podcast

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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