Help Your Clients Navigate Complex Real Estate and Retirement Decisions
Exeter works alongside real estate, financial, tax, and legal professionals to help clients evaluate tax-deferred exchanges, self-directed retirement strategies, and other complex transactions with experienced support at every step.
See How Exeter Supports the Work You Already Do
Each profession enters the conversation from a different perspective. Select your field to see the strategies, resources, and support most relevant to your clients.
Realtors
Help investment property owners understand timing, transaction requirements, and potential next steps before a sale closes.
Explore realtor resources +Financial Advisors
Expand planning conversations around concentrated real estate, tax-efficient reinvestment, retirement assets, and alternative investments.
Explore advisor resources +CPAs
Bring an experienced transaction team into time-sensitive exchange and retirement account situations without stepping outside your tax advisory role.
Explore CPA resources +Attorneys
Coordinate with a responsive provider on exchanges, trust structures, custody matters, title holding, and other complex client needs.
Explore attorney resources +Your Reputation Is Part of Every Referral
When you introduce a client to another provider, responsiveness, expertise, and execution reflect on you. Exeter is built to give professionals a dependable resource for transactions where timing and details matter.
Accessible Expertise
Professionals and clients can reach experienced team members who understand the transaction and can explain what needs to happen next.
Secure Account Structures
1031 exchange funds can be held in separate, segregated, restricted, dual-signature qualified trust accounts through Exeter Trust Company.
Industry Involvement
Exeter leadership is actively involved in education, advocacy, policy discussions, and efforts to strengthen standards across the 1031 exchange industry.
Bring Exeter In When the Client Needs Specialized Support
You remain the client's primary professional. Exeter provides the focused transaction knowledge, administration, and custody support required to help move the strategy forward.
- Introduce Exeter early, before the transaction reaches a critical deadline
- Coordinate with the client's existing tax, legal, financial, and real estate team
- Clarify process requirements, documentation, and key dates
- Remain available throughout the transaction and after closing
Questions are welcome, even before the client is ready to proceed.
A preliminary conversation can help identify issues, clarify available structures, and give the professional team a better understanding of what may be required.
Start a Professional ConversationGive Your Clients a More Responsive Path Forward
Connect with an Exeter specialist to discuss a current transaction, a planning question, or ways we can support your practice.
Speak With a Specialist