Exeter 1031 Exchange Services, LLC

09/10/2026

Most investors assume the qualified intermediary (QI) holding their 1031 exchange funds is licensed and regulated. It isn't a safe assumption to make. The QI industry has no federal oversight, and only a handful of states impose even minimal requirements - meaning the entity holding a significant portion of your net worth during an exchange may face zero independent scrutiny of how it manages your money. Qualified intermediaries are not licensed, not regulated, and not audited, unless they choose to be. History shows what can go wrong: the collapse of The 1031 Tax Group and LandAmerica 1031 Exchange Services each left investors as unsecured creditors, facing lost principal and unexpected tax bills, because their exchange funds were never held in a true trust. Choosing a QI structured as a regulated trust company or bank - subject to unannounced exams, independent audits, and strict fund-segregation rules - is the single most important safeguard an investor can put in place. There are huge risks of working with an unregulated qualified intermediary.

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08/19/2026

Join us Wednesday, August 26th from 1:00 PM - 2:40 PM ET for "1031 Exchanges: Understanding the Essentials" and gain a better understanding of the basics CRE professionals need to know.

Hear from expert Bill Exeter about his insights and real-world experiences from over four decades working with 1031 exchanges in this crash course style webinar. Plus, earn 2 RB CE hours (Indiana licensed brokers only) and get your questions answered directly by Bill in our live Q&A.

Registration is now open at https://myicbr.learnworlds.com/course/1031-exchanges-understanging-the-essentials

This course is proudly sponsored by Exeter 1031 Exchange Services, LLC

07/04/2026

Today we celebrate 250 years of American freedom—a milestone that honors the courage, resilience, and vision of those who helped shape our nation's journey. As we commemorate this historic anniversary, we also recognize the generations of Americans who have worked to expand opportunity, strengthen our communities, and uphold the ideals of liberty, equality, and justice. May this celebration inspire us to reflect on our shared history, appreciate our diverse voices, and continue building a brighter future together.

Happy 250th Birthday, America!

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05/26/2026

With our deepest gratitude for the ultimate sacrifice of our fallen heroes. Let us remember those who sacrificed their lives for the peace, security, and freedom of our country.

Exeter 1031 Exchange Services, LLC would like to thank all those who gave their lives in service to our country.

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04/30/2026

See our webinar on evaluating and selection the right self-directed retirement account for your business or for individual use. Brett L. Davis, Senior Vice President and Chief Trust Officer, Exeter Trust Company, will present this Thursday, April 30, 2026.

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:

03/16/2026

The Exeter Group of Companies has promoted Brett L. Davis to senior vice president and chief trust officer, giving him direct oversight of trust

02/19/2026

02/16/2026

Abraham Lincoln once said, "In the end, it’s not the years in your life that count, It’s the LIFE in your YEARS."

Honoring the many great presidents of our country, Exeter 1031 Exchange Services, LLC celebrates Presidents Day and America’s history.

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01/01/2026

Happy New Year from Your Friends at Exeter 1031 Exchange Services, LLC.

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