The Exeter Group of Companies specializes in tax-deferral and tax-exclusion strategies for real estate investors and beyond, including the following services:
1031 Tax Deferred Exchanges
Exeter 1031 Exchange Services, LLC administers all types of domestic and international 1031 exchanges as a qualified intermediary and is one of the few QIs with any kind of licensing, regulatory oversight, and audit requirements. Exeter1031™ provides tax-deferred exchange services to individual, corporate, and institutional real estate investors.
Qualified Trust Accounts for 1031 Exchanges
Exeter Trust Company holds and safeguards 1031 exchange funds in separate, segregated, dual-signature, restricted qualified trust accounts or qualified escrow accounts. ExeterTrust™ is licensed, regulated, and examined by the Wyoming Division of Banking.
Self-Directed IRAs
Exeter Trust Company serves as an IRA custodian for self-directed IRAs. ExeterTrust™ allows account holders to invest in a broad range of alternative investments such as real estate and real estate related assets, private equity and debt funds, private offerings and placements, private REITs, private equity and debt funds, and more, inside of their individual retirement accounts.
Self Directed Individual 401(k) Plans
Exeter Trust Company provides custody for self directed Individual 401(k) plans, enabling plan participants to invest retirement assets in real estate and alternative investments while maintaining compliance with plan rules.
Custody for Qualified Retirement Plans
Exeter Trust Company serves as custodian for qualified retirement plans. ExeterTrust™ allows qualified retirement plan beneficiaries to invest in a broad range of alternative investments such as real estate and real estate related assets, private equity and debt funds, private offerings and placements, private REITs, private equity and debt funds, and more, inside of their individual retirement accounts.
Private Fund Custody and Administration
Private fund custody and administrative services include the safekeeping of fund assets by Exeter Trust Company as custodian. The services also include fund administrative services. ExeterTrust™ commands a specialty emphasis in this service for private real estate funds, and private funds investing in non-traditional investments or alternative investments.
Specialty Holding Escrows
Exeter Trust Company serves as a licensed, independent escrow agent for complex specialty holding escrows, providing neutral custody of funds, documents, or assets until transaction conditions are satisfied.
Title Holding Trusts (Land Trusts)
Exeter Trust Company serves as trustee of title holding trusts (land trusts) allowing individuals, corporations or institutions to negotiate, acquire, hold, manage, exchange and sell real estate in a confidential and private manner. ExeterTrust™ keeps your name out of the public record.
Directed Trust or Administrative Trustee Services
Directed trusts are administered by Exeter Trust Company as directed or administrative trustee, handling the day-to-day administrative requirements of the trust. The investment decisions are made through an investment advisor or committee, and the distribution decisions are directed by a distribution committee, properly segregating administrative and fiduciary responsibilities.
Cash Management Custody Services
A directed cash management custody account combines the security of a custody account with cash management functionality. Exeter Trust Company can hold investors’ idle funds and assist with their cash management needs.