Investors want clear answers, real explanations, and trusted guidance, especially when timelines are tight.
Exeter’s Resource Hub gives you practical tools to stay informed and avoid costly mistakes.
Links to Federal and state tax codes, Treasury regulations, and related rulings, on Section 1031, 1032, 1033 and 1034 exchanges, self-directed IRAs and individual 401(k) plans, and much more, all in one place.
Insights and commentary involving tax-deferral and tax-exclusion strategies, including 1031 and 1033 exchanges, self-directed IRAs and solo-401(k) plans, 1031/721 exchanges or upREITs, and more.
Short videos, seminars, webinars and podcasts that simplify complex tax-deferred and tax-exclusion topics so investors can make better informed investment decisions. ASK Exeter; We have answers!
Quick reference guides and in depth guide books help you navigate the difficult waters of various tax-deferred and tax-exclusion strategies, including 1031 exchanges and self-directed IRAs and individual 401(k) plans.
When the stakes are high, clarity and calm matter just as much as expertise. Exeter is built to support complex transactions with steady guidance, clear communication, and teams who know exactly what’s on the line.
Clients consistently say our responsiveness is what finally gave them peace of mind, especially when deadlines were tight or deals were moving quickly.
Your funds are held in qualified trust accounts with strict oversight. No shortcuts. No risky administrator structures. Just true custodial safety.
We explain every step in plain language so you feel informed, not cautious or overwhelmed.
Forward, reverse, and improvement exchanges. SDIRAs built for alternative investments. Clear, compliant processes from start to finish.
A clear, reliable process that helps you protect your
gains, stay compliant, and avoid the stress of 45-day
deadlines.
E — Evaluate Your Strategy
We help you understand your goals, deadlines, and
exchange options so you make informed decisions from
day one.
X — Execute the Exchange Structure
Forward, reverse, or improvement — we prepare the right
structure with precision and handle every detail in
compliance with IRS rules.
I — Identify Replacement Properties
We help you stay on track with timelines, requirements,
and documentation so nothing slips through the cracks.
T — Transfer & Close Securely
Funds are held in qualified trust accounts and delivered
for closing safely, accurately, and on time.
A safer, smoother way to invest retirement funds into real
estate and alternative assets.
P — Prepare Your Account
Open your SDIRA or Solo 401(k) with guidance that
makes setup simple and mistake-free.
R — Roll Over or Transfer Funds
We help move your savings security, correctly, and according to IRS rules.
O — Open Access to Alternative Assets
Invest in real estate, private lending, and more — without the friction many custodians create.
T — Transact With Confidence
We process investment documents quickly and
accurately, helping you avoid delays that impact deals.
E — Ensure Regulatory Compliance
As a regulated trust company, we protect your account
from prohibited transactions that could jeopardize your
entire IRA.
C — Custody With Full Oversight
Your assets remain properly titled, tracked, and reported
— removing guesswork and risk.
T — Thrive With Ongoing Support
You get a responsive partner who answers questions,
supports new investments, and keeps you compliant
year after year.
Investors want clear answers, real explanations, and trusted guidance, especially when timelines are tight.
The Exeter Empower newsletter is your trusted source for expert guidance on 1031 exchanges, SDIRAs, and many other investment products/services.
Investors often tell us Exeter made a stressful process feel manageable from quick turnaround on urgent documents to step-by-step explanations that rebuilt their confidence.
Many return for their next exchange because the experience was smooth, transparent, and worth every penny.
1. Evaluate your goals, property, and transaction timeline
2. eXecute the right exchange structure with compliant documentation
3. Identify your replacement properties with guidance to avoid deadline issues
4. Transfer funds securely and close the exchange successfully
1. Prepare your SDIRA or Solo 401(k)
2. Roll over or transfer funds
3. Open access to alternative investments
4. Transact quickly and accurately
5. Ensure compliance with IRS rules
6. Custody assets securely
7. Thrive with long-term support
