1031 Exchanges
Exeter provides experienced, responsive 1031 Exchange services for individual, corporate and institutional real estate investors. From straightforward Forward Exchanges to complex Reverse and Improvement strategies, our professionals help you navigate the process with confidence.
Speak With a 1031 Specialist ›Safe. Secure. Reliable.
A 1031 Exchange involves more than meeting deadlines. It also means choosing an experienced Qualified Intermediary and understanding how your exchange funds will be held and safeguarded.
Licensed & Regulated
Exeter Trust Company is licensed, regulated and examined by the Wyoming Division of Banking.
Experienced Professionals
Decades of 1031 Exchange experience, expertise and institutional knowledge.
Client Funds Kept Separate
Exchange funds are held in separate, segregated Qualified Trust Accounts.
Nationwide Reach
Serving individual, corporate and institutional clients throughout all 50 states.
What Is a 1031 Exchange?
A 1031 Exchange is a tax-deferral strategy that allows an investor to sell qualifying investment or business real property and reinvest the proceeds into like-kind replacement real property.
When properly structured, the strategy can defer capital gain and depreciation recapture taxes, allowing more of the investor's equity to remain invested and working toward long-term objectives.
Learn About 1031 ExchangesChoose the Right 1031 Exchange Structure
Transaction timing and investment objectives determine which exchange structure may be appropriate. Exeter has experience with both common and highly complex 1031 Exchange strategies.
Forward 1031 Exchange
Sell the relinquished property first, then acquire qualifying replacement property within the prescribed exchange deadlines.
Explore Forward Exchanges ›Reverse 1031 Exchange
Acquire and park replacement property first, then sell the relinquished property within the applicable deadlines.
Explore Reverse Exchanges ›Improvement 1031 Exchange
Use exchange proceeds to acquire qualifying replacement property and complete eligible improvements during the exchange structure.
Explore Improvement Exchanges ›Experience and Service When the Details Matter
Exeter combines technical 1031 Exchange expertise with responsive, personalized service throughout the transaction.
Preserve Investment Equity
Defer eligible taxes and keep more capital invested in real estate.
Direct Access
Reach experienced professionals and decision makers when you need help.
Customized Solutions
Structure support tailored to your transaction and investment objectives.
Responsive Service
A dedicated team focused on keeping your exchange moving forward.
More Than a Qualified Intermediary
Exeter provides the infrastructure, safeguards and experience needed to support both routine and complex exchange transactions.
Qualified Intermediary Services
Experienced administration for Forward 1031 Exchange transactions.
Exchange Accommodation Titleholder
Specialized support for Reverse and Improvement Exchange structures.
Qualified Trust Accounts
Separate, segregated accounts designed to safeguard exchange funds.
Nationwide Exchange Support
1031 Exchange services for investors and transactions across the country.
Expert Resources
Access technical information, reference materials and experienced professionals.
Get Your Exchange Started
Review the process, documents and next steps for beginning your exchange.
Understand How Your Exchange Funds Are Held
The security of exchange proceeds should be an important consideration when selecting a Qualified Intermediary. Exeter deposits and safeguards client exchange funds in separate, segregated, dual-signature Qualified Trust Accounts with Exeter Trust Company.
Exeter Trust Company is licensed, regulated and examined by the Wyoming Division of Banking and undergoes regulatory examinations and independent audits.
Learn About Qualified Trust Accounts ›Licensed. Regulated. Secure.
Exeter's structure provides an added layer of oversight and safeguards that investors should understand when evaluating a 1031 Exchange provider. Ask how your funds will be held, who controls disbursements and what regulatory oversight exists.
Talk With a 1031 Exchange Specialist.
Our experienced professionals are available to answer your questions and help you understand the 1031 Exchange process, timing and available strategies.
This information is provided for educational purposes only and is not intended as legal, tax, financial or investment advice. Investors should consult with their legal, tax and financial advisors regarding their specific circumstances.