Five Specialized Capabilities. One Coordinated Experience.
Each Exeter company performs a distinct role within complex real estate, exchange, trust, custody, and retirement account transactions. Together, they give clients and professional advisors access to specialized expertise without having to coordinate multiple unrelated providers.
Organized Around the Work Each Company Performs
The legal entities remain important, but clients first need to understand what each company actually does. This structure presents every company according to its primary function, then explains the entity responsible for delivering that service.
One point of entry. The right expertise behind it.
Clients do not need to determine which Exeter company should handle every detail before reaching out. Exeter identifies the appropriate entity, professionals, and administrative structure based on the transaction.
The Exeter Group, LLC
Founded in 2004, The Exeter Group, LLC is the parent company for Exeter's wholly owned operating subsidiaries. It provides strategic direction, organizational oversight, and leadership across the Exeter platform.
The company supports the coordinated delivery of specialized financial services to the real estate investment community.
Exeter 1031 Exchange Services, LLC
Founded in 2005, Exeter 1031 Exchange Services, LLC serves as Qualified Intermediary for individual, corporate, and institutional clients completing tax-deferred exchanges.
The company administers Forward, Reverse, Improvement, Build-to-Suit, Construction, Zero Equity 1031 Exchanges™, and qualifying exchanges involving foreign property.
Licensed, regulated, and audited trust company capabilities within the Exeter organization.
Exeter Trust Company
Exeter Trust Company provides the regulated trust and custody infrastructure behind many Exeter services. From its headquarters in Cheyenne, Wyoming, it serves as trustee for Qualified Trust Accounts and Qualified Escrow Accounts.
It also provides custody and administration for Self-Directed IRAs, Individual 401(k) Plans, non-traditional investments, Title Holding Trusts, Specialty Holding Escrows, and other custody arrangements.
Exeter Asset Services Corporation
Founded in 2019, Exeter Asset Services Corporation serves as Exchange Accommodation Titleholder when legal title to real property must be acquired and temporarily held as part of a Reverse or Improvement 1031 Exchange.
The company supports properly structured parking arrangements, including transactions designed under Revenue Procedure 2000-37 and structures informed by the Bartell v. Commissioner case.
Exeter Management Corporation
Founded in 2005, Exeter Management Corporation serves as LLC Manager for limited liability companies within The Exeter Group of Companies.
It also provides consulting and advisory services, including expert witness review, deposition support, and trial testimony involving 1031 Exchanges, Self-Directed IRAs, Individual 401(k) Plans, and Title Holding Trusts.
State of Washington Required Notice
Washington state law, RCW 19.310.040, requires an exchange facilitator to either maintain a fidelity bond in an amount of not less than one million dollars that protects clients against losses caused by criminal acts of the exchange facilitator, or to hold all client funds in a qualified escrow account or qualified trust that requires client consent for withdrawals. All exchange funds must be deposited in a separately identified account using the client's taxpayer identification number.
Clients must receive written notification of how exchange funds have been deposited. The exchange facilitator must provide written directions explaining how to independently verify the deposit. Exchange facilitation services are not regulated by any agency of the State of Washington or the United States government. It is the client's responsibility to determine that exchange funds will be held in a safe manner.