Tax-Advantaged Investment Solutions Built on
Trust and Expertise

The Exeter Group provides secure, compliant solutions for real estate investors and those seeking to invest with retirement funds. 

Regulated & Licensed

Trust company, not a third-party intermediary

Industry Leadership

Leaders in 1031 policy, advocacy, and standards

Response Service

Real people who always answer the phone

Secure & Compliant

Your investments and information are protected

Find the Right Solution for Your Goals

Explore our core services designed to help you defer taxes, grow wealth, and protect your investments. 

1031 Exchanges

Defer capital gains taxes when you sell investment property and reinvest.

Qualified Trust Accounts

Secure escrow and trust accounts for 1031 exchange funds.

Self-Directed IRAs

Use retirement funds to invest in real estate and alternative assets.

Additional Capabilities for Complex Investment Needs

Additional services to support your investment strategy and administrative needs. 

Invest With Retirement Funds
Custody & Administration
Advanced Structures
Additional Solutions

Not Sure Which Service is Right for You?

Our specialists are here to understand your goals and recommend the right solution.

(866) 393-8370

Responsive Support
Available when timing matters

Licensed Trust Company

Regulated by the Wyoming Division of Banking

Millions of Dollars in Assets Under Custody

Thousands of Successful Exchanges and Accounts