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Exeter Empower – Volume 2, Issue 4

Exeter EMPOWER Newsletter
A Newsletter by The Exeter Group, LLC
Welcome to Exeter EMPOWER, your trusted source for expert guidance on 1031 exchanges, self-directed IRAs, self-directed individual 401(k) plans, private fund custody, directed and administrative trustee services, title holding trusts, specialty holding escrows, and custody services.
In this edition:
• Upcoming Webinar: Unraveling the Mystery of 1031 Exchange Strategies and Delaware Statutory Trust (DST)
• 1031 Exchange Deadline Calculator
• Brett L. Davis Promoted to Senior Vice President and Chief Trust Officer
 
Upcoming Webinar: Unraveling the Mystery of 1031 Exchanges and DSTs
1031 tax-deferred exchanges should not be a mystery – yet for many investors, the rules, timelines, and reinvestment requirements can feel overwhelming. That is why we are pleased to share an upcoming continuing education event hosted by the North San Diego County Association of Realtors (NSDCAR) that cuts through the complexity and gives real estate professionals the knowledge they need.
This session, Unraveling the Mystery of 1031 Exchange Strategies and Delaware Statutory Trust (DST) , features Exeter’s own Bill Exeter as presenter. Attendees will learn the ins and outs of a 1031 tax-deferred exchange, explore the Delaware Statutory Trust (DST) as a replacement property strategy, and gain practical guidance applicable to their clients’ transactions.
Whether you are a licensed real estate professional looking to earn CE credits or an investor seeking to better understand your options, this event offers actionable insights from one of the most recognized authorities in the 1031 exchange industry.
Register for the Webinar
 
1031 Exchange Deadline Calculator
Missing a 1031 exchange deadline can be a costly mistake – and with strict IRS timelines governing every transaction, staying on top of your key dates is essential. That is why Exeter has built a free, easy-to-use 1031 Exchange Deadline Calculator to help investors and their advisors track the critical milestones in any exchange.
Simply enter the closing date of your relinquished property sale and the calculator will instantly display your 45-day identification deadline and your 180-day exchange completion deadline. No guesswork, no manual counting – just clear, accurate dates you can rely on when planning your next move.
Whether you are in the early stages of planning or already in an active exchange, use this tool to stay informed and keep your transaction on track. Then reach out to our team for personalized guidance on your specific exchange.
1031 Exchange Deadline Calculator - Strategic Exchange Solutions
Use the Calculator
 
Brett L. Davis Promoted to Senior Vice President and Chief Trust Officer
Brett L. Davis - Senior Vice President and Chief Trust Officer, The Exeter Group
The Exeter Group of Companies is proud to announce the promotion of Brett L. Davis to Senior Vice President and Chief Trust Officer . This well-earned advancement reflects Brett’s deep expertise, his leadership within Exeter Trust Company, and his long-standing commitment to delivering exceptional trust and fiduciary services to our clients.
In this expanded role, Brett will oversee trust operations, direct the company’s trust administration practices, and continue to serve as a senior resource for clients navigating complex trust, custody, and directed trustee engagements. His promotion strengthens Exeter’s leadership structure as the organization continues to grow.
We congratulate Brett on this milestone and look forward to the continued impact he will bring to our clients and our team.
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Thank you for reading Exeter EMPOWER!
Stay tuned for more insights coming your way soon. If you have any questions or comments, please reach out to us!
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Picture of William “Bill” L. Exeter

William “Bill” L. Exeter

Founder and Chief Executive Officer of The Exeter Group of Companies and a long-time leader in 1031 exchanges, qualified trust accounts for 1031 exchanges, self-directed IRAs, self-directed individual 401(k) plans, custody services for retirement plans, private fund custody services, directed administrative trustee services, non-traditional investments or alternative investments, specialty holding escrows and title holding trusts (land trusts). He has spent his career helping individual, corporate, and institutional real estate investors and their advisors navigate complex tax-deferred transactions with clarity, care, and a strong focus on protecting client assets. Bill is known for his practical, plain-English approach to education and his belief that investors deserve transparency, responsiveness, and trust at every step of the process.
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