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Whether you’re planning a 1031 Exchange or exploring a Self-Directed IRA, we’ll help you understand your options and what comes next.
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Selling investment property and considering a 1031 Exchange? Start here to learn the process, key deadlines and next steps.
Get Started →Open a
Want to invest your retirement funds in real estate or other alternative assets? Start here to learn how a Self-Directed IRA works and what to do next.
Get Started →Understand the rules, deadlines, exchange structures and what to consider when choosing a Qualified Intermediary before you begin your exchange.
The Forward 1031 Exchange Process
A forward 1031 Exchange allows you to defer capital gains taxes when you sell investment property and reinvest in like-kind property. Here's how the forward exchange process typically works.
Learn how a 1031 Exchange works, what qualifies and whether it's right for you.
Read the Guide →You generally have 45 days to identify potential replacement property.
Identification Rules →You generally have 180 days to complete the purchase of your replacement property.
Learn More →Timing matters. A 1031 Exchange generally needs to be established before the sale of the relinquished property closes.
The Self-Directed IRA Process
A Self-Directed IRA gives you the flexibility to invest your retirement funds in real estate and other alternative assets. Here's how to get started.
Learn the benefits, rules and potential risks.
Explore SDIRAs →Transfer funds from an existing retirement account or make a new contribution.
Funding Options →We handle the transaction according to IRS rules.
Learn More →Our team is here to help you understand your options and determine the best way to use a Self-Directed IRA for your goals.
Investors, financial professionals and real estate professionals choose Exeter for our experience, service and security.
Work with knowledgeable professionals who can help you understand the process and your options.
We always answer the phone and give you direct access to experienced professionals and decision makers.
One of the few regulated providers in the industry, providing an added level of security and trust.
Clear, fair pricing for both 1031 exchanges and Self-Directed IRAs, with no hidden fees.
Speak with an Exeter specialist to discuss your goals and get started today.
The information on this page is for educational purposes only and should not be considered legal, tax or investment advice. Please consult your attorney, CPA or other qualified professional regarding your specific situation.
