Unraveling The Mystery of 1031 Exchanges

Class Information
Date
Start
End
Time
Start 10:00 AM
End 1:00 PM
Address San Diego Assoc. of REALTORS
4845 Ronson Court
San Diego, CA 92111
Room Number 101
Food and Beverage
SDAR Member Cost $0.00
Caravan Tour
Instructor
Bill Exeter

Bill Exeter

Instructor

Class Details

Unraveling the Mystery of 1031 Exchanges is a practical, Realtor-focused class designed to demystify one of the most powerful wealth-building tools available to real estate investors. Led by Bill Exeter, CEO of The Exeter Group and a nationally recognized authority with more than 45 years in financial services, this course breaks down 1031 exchanges in clear, real-world terms agents can confidently apply in transactions.

From a REALTOR®’s perspective, the class covers what truly qualifies as like-kind property, required holding and reinvestment thresholds, and the critical 45-day identification & 180-day completion deadlines. Agents will also gain insight into qualified trust and escrow accounts, forward and reverse exchanges, improvement exchanges, and foreign property exchanges - along with common misconceptions that can put deals and clients at risk.

This session equips REALTORS® with the knowledge needed to spot 1031 opportunities, communicate effectively with investors and advisors, and add measurable value to investor clients while staying compliant with IRS requirements.

Class Photos / Videos

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