Exeter 1031 Exchange Services
- Company typePrivate
- Founded2006
- HeadquartersSan Diego, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Exeter 1031 Exchange Services firmographics
Firmographics- Name
- Exeter 1031 Exchange Services
- Legal name
- Exeter 1031 Exchange Services, LLC
- Website
- https://exeter1031.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Exeter 1031 Exchange Services industry classification
Industry- Product category
- Qualified Intermediary and Retirement Custody Services
- NAICS
- Trusts, Estates, and Agency Accounts (52592), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- 1031 Exchange Intermediary Services (BPAJAOAL)
- akta.pro secondary industries
- Corporate & Institutional Trust Services (FSAAANAB), Trust Administration & Fiduciary Accounting Services (FSAAANAF), Fund Custody & Depositary Services (UCITS/AIFMD & Mutual Funds) (FSAFAHAD)
Keywords
Where Exeter 1031 Exchange Services is headquartered
LocationHeadquarters
- HQ city
- San Diego
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Exeter 1031 Exchange Services business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- 1031 Exchange Services: Transaction-based fees for qualified intermediary services including exchange structuring, fund holding, and property transfer coordination.
- SDIRA Custody Services: Ongoing custody and administrative fees for self-directed IRA account management and alternative asset holdings.
- Specialty Holding Escrows: Escrow and trust services for complex transactions, providing safe fund holding with regulatory oversight.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels7 records
Exeter 1031 Exchange Services product offering
Product offeringCore offering
Exeter 1031 Exchange Services operates as a regulated trust company and qualified intermediary facilitating tax-deferred 1031 exchanges for real estate investors and providing self-directed IRA and 401(k) custody for alternative assets. The company safeguards client exchange funds in qualified trust accounts, structures forward, reverse, and improvement exchanges, and offers ongoing SDIRA administration using its proprietary EXIT and PROTECT frameworks.
Product overview
Exeter 1031 Exchange Services operates as a regulated trust company offering a unified platform of tax-deferred and tax-exclusion investment services. The portfolio centers on three core offerings: 1031 Exchanges (using the EXIT framework: Evaluate, Execute, Identify, Transfer), Self-Directed IRAs/401(k)s (using the PROTECT framework: Prepare, Roll over, Open access, Transact, Ensure compliance, Custody, Thrive), and Trust/Escrow/Custody Services. Additional services include Qualified Trust Accounts, Custody for Retirement Plans, Private Fund Custody, Directed Administrative Trustee services, Specialty Holding Escrows, and Title Holding Trusts. The company is regulated in California and Wyoming, with service delivery emphasizing compliance oversight, deadline management (45-day identification periods), and responsive expert support for high-stakes real estate transactions.
Differentiator
Problem solved
Functional benefit
Brands
- The EXIT Framework: Proprietary methodology for 1031 Exchanges with steps: Evaluate, eXecute, Identify, and Transfer.
- The PROTECT Framework
Products and services
- 1031 Exchanges Tax-deferred exchange services enabling real estate investors to sell appreciated property and reinvest proceeds into replacement property while deferring capital gains taxes. Includes forward, reverse, and improvement exchange structures, managed through the structured EXIT framework (Evaluate, eXecute, Identify, Transfer).
- Self-Directed IRAs Self-directed individual retirement accounts allowing investors to use retirement funds for alternative assets including real estate, private lending, private placements, and other non-traditional investments. Managed through the PROTECT framework (Prepare, Roll over, Open access, Transact, Ensure compliance, Custody, Thrive).
- Self-Directed 401(k)s Solo 401(k) self-directed retirement plans for self-employed individuals enabling alternative investments using pre-tax retirement savings, with custody and administration through Exeter's regulated trust company.
- Qualified Trust Accounts Qualified trust account services providing secure, regulated custody of funds during 1031 exchanges and other transactions with strict regulatory oversight and compliance, administered through Exeter Trust Company.
- Custody for Retirement Plans Custodial services for retirement plans ensuring proper asset titling, tracking, and reporting for self-directed retirement accounts holding alternative investments.
- Private Fund Custody Custody services for private funds providing oversight and secure asset management for alternative investment structures.
- Directed Administrative Trustee Administrative trustee services providing directed trustee oversight for retirement accounts and specialized investment structures.
- Specialty Holding Escrows Specialized holding escrow services for complex transactions requiring secure fund holding with regulatory compliance.
- Title Holding Trusts Title holding trust services enabling proper property titling for investment properties held within self-directed retirement accounts.
Quantifiable outcome
- 24/7/365 availability with responsive expert access
Companies that use Exeter 1031 Exchange Services
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles3 records
Exeter 1031 Exchange Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Exeter 1031 Exchange Services partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Inland InvestmentsminorCo-marketing partnership for educational lunch seminars targeting real estate investors in Southern California and Hawaii. Events cover 1031 exchanges, Delaware Statutory Trusts (DSTs), and 1031/721 upREIT tax-deferred strategies.
Scale indicators1 record
Recent moves5 records
Expansion highlights6 records
Exeter 1031 Exchange Services competitors and assessment
Company assessmentDirect peers
- First American Exchange Company: Qualified intermediary for 1031 exchanges, part of larger First American Financial (title insurance). Most direct 1031 exchange peer to Exter, combining QI services with broader title/escrow scale.
- IRA Financial Group: Self-directed IRA and Solo 401(k) custodian focused on alternative investments (real estate, crypto, private equity). Competes head-to-head with Exter for retirement-funded alternative-asset custody accounts.
- Kingdom Trust Company: Self-directed IRA and qualified retirement custody provider offering alternative-asset custody including real estate, private placements, and cryptocurrency. Direct SDIRA peer to Exter.
- Equity Trust Company: One of the largest self-directed IRA custodians in the U.S., offering alternative-asset custody including real estate, private lending, and private placements. Direct competitor to Exter's SDIRA custody line.
- Pensco Trust Company: Established self-directed IRA custodian providing custody for real estate, private equity, and notes. Comparable regulated trust-company structure to Exter's SDIRA offering.
- Asset Preservation, Inc. National qualified intermediary focused exclusively on 1031 exchanges and Delaware Statutory Trust facilitation. Direct competitor in the QI space.
- IPX 1031 Exchange: Specialized qualified intermediary for 1031 exchanges with national coverage. Offers exchange accommodation, reverse, and improvement structures similar to Exter's 1031 product set.
Emerging players
- Guidant Financial: Self-directed IRA and 401(k) provider emphasizing small-business retirement plans and alternative-asset access. Partial overlap with Exter's Solo 401(k) and SDIRA offerings.
Others
- Inland Investments: DST and 1031 exchange investment sponsor that co-markets with Exter on educational seminars. Adjacent ecosystem participant providing replacement properties for Exter's QI clients.
Broad incumbents
- Fidelity National Title (1031 Services): Large national title and escrow provider offering 1031 exchange and qualified intermediary services as part of a broader title/settlement platform. Comparable 1031 capabilities but embedded in a much larger financial services portfolio.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Exeter 1031 Exchange Services social profiles
Digital presenceExeter 1031 Exchange Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Exeter 1031 Exchange Services leadership team
Management profileNumber of profiles
Exeter 1031 Exchange Services subsidiaries and ownership
Company hierarchySubsidiaries4 records
Exeter 1031 Exchange Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Exeter 1031 Exchange Services M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Exeter 1031 Exchange Services
What does Exeter 1031 Exchange Services do?
Exeter 1031 Exchange Services operates as a regulated trust company and qualified intermediary facilitating tax-deferred 1031 exchanges for real estate investors and providing self-directed IRA and 401(k) custody for alternative assets. The company safeguards client exchange funds in qualified trust accounts, structures forward, reverse, and improvement exchanges, and offers ongoing SDIRA administration using its proprietary EXIT and PROTECT frameworks.
Is Exeter 1031 Exchange Services a public or private company?
Exeter 1031 Exchange Services is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Exeter 1031 Exchange Services founded?
Exeter 1031 Exchange Services was founded in 2006. It employs 11 to 50 people.
Where is Exeter 1031 Exchange Services based?
Exeter 1031 Exchange Services is headquartered in San Diego, United States, in the North America region.
How does Exeter 1031 Exchange Services make money?
Three revenue lines are on record. 1031 Exchange Services are the primary driver. The others are SDIRA Custody Services and specialty Holding Escrows.
Who are Exeter 1031 Exchange Services's main competitors?
Direct peers on record are First American Exchange Company, IRA Financial Group, Kingdom Trust Company, Equity Trust Company, Pensco Trust Company, Asset Preservation, Inc. and IPX 1031 Exchange. Guidant Financial is listed as an emerging player. Inland Investments is listed as an others. Fidelity National Title (1031 Services) is listed as a broad incumbent.
Does Exeter 1031 Exchange Services have an API?
No public API is recorded for Exeter 1031 Exchange Services.
What industry is Exeter 1031 Exchange Services in?
Exeter 1031 Exchange Services's product category is Qualified Intermediary and Retirement Custody Services. Its primary akta.pro industry code is BPAJAOAL, 1031 Exchange Intermediary Services, with a secondary code of FSAAANAB, Corporate & Institutional Trust Services. Its NAICS code is 52592 and its SIC code is 6199.