William L Exeter
  • Male
  • San Diego, CA
  • United States
  • San Diego, California
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William L Exeter's Discussions

California Title Holding Trust (Land Trust)
2 Replies

Started this discussion. Last reply by William L Exeter Aug 22, 2009.

Florida Land Trust
1 Reply

Started this discussion. Last reply by 0oeq1m6edbs00 Aug 5, 2011.

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William L Exeter's Page

Latest Activity

Jennifer Stepanek and William L Exeter are now friends
Feb 2, 2011
William L Exeter is now friends with Ryoko Diamond and Steven M Hill
Feb 4, 2010
William L Exeter posted a blog post

Mr. President: I Think You Have A Problem

I had to share this letter to the President with you. It is a letter written and addressed to the President of the United States and then published in the San Diego Daily Transcript by Alan Nevin, an economist and demographer, with MarketPointe Realty.The letter is entitled "President Obama: I Think You Have A Problem" and has some great points…See More
Dec 29, 2009
mehmet aydalga left a comment for William L Exeter
"many thanks for your connection and inviting of addition... mehmetaydalka@ilkon.com"
Dec 20, 2009
William L Exeter updated their profile
Dec 11, 2009
William L Exeter posted an event

The Reality of the California Real Estate Market: Siftings From the Tea Leaves of a Demographic Guru Webinar at http://www.exeter1031.com/reality_california_real_estate_market_demographic_trends.aspx

December 1, 2009 from 9am to 10am
Go To Webinar Registrations Are RequiredClick here to register for this webinar on the California real estate market.Confused About What To Do Next in Real Estate?The "Great Recession" has left many of us scratching our heads and wondering what's next? Where do we go from here? How should we reposition our real estate portfolio going forward now that we are emerging from…See More
Nov 25, 2009
William L Exeter posted a discussion

The Reality of the California Real Estate Market: Siftings From the Tea Leaves of a Demographic Guru Webinar

Go To Webinar Registrations Are RequiredClick here to register for this webinar on the California real estate market.Confused About What To Do Next in Real Estate?The "Great Recession" has left many of us scratching our heads and wondering what's next? Where do we go from here? How should we reposition our real estate portfolio going forward now that we are emerging from recession? Should I hang tight, or make an investment move…See More
Nov 25, 2009
William L Exeter was featured
Nov 12, 2009
Craig McCord commented on William L Exeter's event Tax Deferred and Tax Exclusion Strategies for Real Estate 09/24/2009
"Thank you for the invitation- I look forward to this special event. Craig McCord c_mccord@msn.com"
Sep 22, 2009
William L Exeter posted an event
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Tax Deferred and Tax Exclusion Strategies for Real Estate 09/24/2009 at http://www.exeter1031.com/tax_deferred_tax_exclusion_strategies_for_real_estate.aspx

September 24, 2009 from 4pm to 5pm
Tax Deferred and Tax Exclusion Strategies for Real EstatePart of The Exeter Edge™ Webinar Series.Go To Webinar Registrations Are RequiredClick here to register for this tax deferred and tax exclusion strategies for real estate webinar.As a real estate investor you’ve worked hard to build equity in your real estate. When it comes time to sell, preserve your wealth by deferring or…See More
Sep 22, 2009

Profile Information

Location (City, State) (Province, Country)
San Diego, California
A Bit About Me
William L. Exeter is the President and Chief Executive Officer for Exeter 1031 Exchange Services, LLC and Exeter Fiduciary Services, LLC and their affiliate companies. Mr. Exeter is based in the company's national corporate headquarters office located in San Diego, California.

Mr. Exeter has been in the financial services industry since 1980. He began specializing in real estate tax strategies in 1986 with a specialty emphasis in 1031 and 1033 exchanges and Self-Directed IRAs. He has since added a specialization in Deferred Sales Trusts™. His area of expertise also includes specialized trust services for the real estate industry, including the Title Holding Trust or Land Trust.

He has written and lectured extensively on 1031 and 1033 exchange transactions pursuant to Sections 1031 and 1033 of the Internal Revenue Code, on Tenant-In-Common (TIC) Properties as like-kind replacement property solutions for 1031 and 1033 exchange transactions pursuant to IRS Revenue Procedure 2002-22 and on Title Holding Trust or Land Trusts.

In addition, Mr. Exeter is the owner and host of The Exeter Group Real Estate Talk Radio Show™, is a frequent guest expert on "The Financial Advisors — Money Talk Radio Show” on San Diego News Radio AM 600 KOGO and on the "Inside Business Radio Show" on Business Talk Radio AM 1000 KCEO San Diego.

Mr. Exeter also serves as an industry consultant and advisor through Exeter Consulting Group, LLC and as an expert witness on 1031 exchange related litigation.

Mr. Exeter’s professional experience includes 1031 exchange, title insurance and escrow services, fiduciary, trust and retirement account administration and services, trust operations, investment management services, commercial banking, and insurance administration.

Mr. Exeter is involved with numerous professional organizations including the Tenant-In-Common Industry Association (TICA), COREnet Global, AIR Commercial Real Estate, ICSC, the San Diego Chapters of CCIM and CREW, NAIOP, SIOR, California Escrow Association, San Diego County Escrow Association, and NorCal Escrow Association, and is one of the founding members of The Center for Wealth & Legacy Studies™.

Mr. Exeter graduated from California State University, Los Angeles with a Bachelors of Science degree in Accounting, and from the Cannon Financial Institute, attaining the Certified Securities Operations Professional (CSOP) designation. He is currently working toward his Certified Trust and Financial Advisors certification through Cannon Financial Institute and his Certified Commercial Investment Member (CCIM) designation.

Exeter 1031 Exchange Services, LLC
Exeter Fiduciary Services, LLC
National Corporate Headquarters
402 West Broadway, Suite 400
San Diego, California 92101

(619) 615-4210 Office
(866) 393-8370 Toll Free
(619) 615-4205 Facsimile
(619) 602-9148 Mobile
Which Best Describes You? (Pick All That Apply)
Large Investor =>100K, Small Investor <100K, Professional, Other (see below)
What Do You Offer
We administer all types of 1031 Tax Deferred Exchanges in all 50 states as well as all types of personal property and foreign property 1031 Exchanges.

We also administer Title Holding Trusts (Land Trusts), Deferred Sales Trusts, and Self-Directed IRAs through Exeter Fiduciary Services, LLC.
Website URL
http://www.exeter1031.com
LinkedIn, Twitter, Facebook, Skype Address
wexeter

William L Exeter's Blog

Mr. President: I Think You Have A Problem

I had to share this letter to the President with you. It is a letter written and addressed to the President of the United States and then published in the San Diego Daily Transcript by Alan Nevin, an economist and demographer, with MarketPointe Realty.



The letter is entitled "President Obama: I Think You Have A Problem" and has some great… Continue

Posted on December 29, 2009 at 4:53pm

Comment Wall (2 comments)

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At 12:09pm on December 20, 2009, mehmet aydalga said…
many thanks for your connection and inviting of addition...

mehmetaydalka@ilkon.com
At 1:49pm on August 23, 2009, Craig McCord said…
William-
Thank you for your invitation. I will attempt to justify your offer and assist in any way I can. I look forward to great discussions and profitable efforts.

Craig McCord
c_mccord@msn.com
 
 
 

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