Wednesday, March 31, 2021

Unraveling the Mystery of Commercial R.E. in Illinois & Beyond on Go Ahead, ASK!

Investing in Chicago Illinois Commercial Real Estate 

Have you considered investing in commercial real estate in Chicago, Illinois or beyond?  Are you thinking about selling commercial real estate in another state and repositioning in the greater Chicago, Illinois real estate market?  

Alex Ruggieri with SVN Ramshaw Real Estate

Alex Ruggieri with SVN Ramshaw Real Estate and with NexTrend Securities, Inc. has over 40 years in the real estate brokerage business and can help shed some light on the commercial real estate market in Illinois for investors looking to get into the market.  He also has experience in Delaware Statutory Trusts or DSTs.  

Unraveling the Mystery of Commercial Real Estate in Illinois 

Commercial real estate investments can be extremely complex transactions.  Questions like what type of investment real estate should you buy?  What geographic areas should you explore?  What commercial real estate asset classes are doing well and those that are not doing well?  

Lauren Speidel, Regional Manager, Midwest Regional Office, and Bill Exeter, President and CEO, Exeter 1031 Exchange Services, LLC interview Alex Ruggieri to demystify these questions and focus on the commercial real estate investment markets in Illinois.  

Discussion includes commercial real estate investment areas/sectors in Illinois, asset classes/geographic areas seeing the most growth and those that are underperforming in Illinois, commercial real estate trends in Illinois and beyond, using Delaware Statutory Trusts (DSTs) in a real estate investors portfolio, and why investors might want to consider investing in commercial real estate in Illinois. 

Commercial Real Estate in Chicago, Illinois and Beyond

Next Episode on Go Ahead, ASK! Podcast

Join us on the next episode of Go Ahead, ASK Podcast as we unravel the mystery of  California Proposition 19 with Jordan Marks, Esq., Taxpayer Advocate, San Diego County Recorders/Assessors Office, and Tony Krvaric with Krvaric Capital.  You can email your Proposition 19 questions to ASK@exeterco.com or call (619) 239-3091 and we'll cover them on the Podcast.  

Wednesday, February 24, 2021

Unraveling the Mystery of Net Lease Properties (NNN) on Go Ahead, ASK!

The Terrible "T's" 

Have you gotten to the point where you are just tired of "The Terrible T's, that you are just over them?" You are absolutely not alone. More and more investors find themselves in this predicament as they enter or enjoy retirement. 

Wait! What are The Terrible T's you ask?  The "T's" stand for tenants, turnover, taxes, toilets, teenagers, toddlers, and trash just to name a few.  Investors are often looking for solutions to The Terrible T's.  They want to get out of the day-to-day landlord headaches, but they do not want to get killed on taxes.  They often have a very large taxable gain after owning their rental properties over the years. 

Passive Investment Options 

There are a number of solutions to The Terrible T's and we will be unraveling this mystery over the next few months on Go Ahead, ASK! Podcast.  We decided to start with Net Lease Properties, often referred to as Triple Net Lease Properties or NNN Properties.  There are many other varieties here, including, but not limited to, Net, Double Net, Triple Net, Absolute Net Lease properties, and Ground Leases. 

The Exeter Group Unravels the Mystery of Net Lease Properties on Go Ahead, ASK! Podcast Ep. 13 with Bill Exeter, Chief Executive Officer, Exeter 1031 Exchange Services, LLC and his guest Joel Owens, President NNN Invest (www.nnninvest.com). 

Net Lease Properties 

Next Episode of Go Ahead, ASK! Podcast 

Join us on the next episode of Go Ahead, ASK Podcast as we unravel the mystery of  California Proposition 19 with Jordan Marks, Esq., Taxpayer Advocate, San Diego County Recorders/Assessors Office, and Tony Krvaric with Krvaric Capital.  You can email your Proposition 19 questions to ASK@exeterco.com or call (619) 239-3091 and we'll cover them on the Podcast.  

Wednesday, February 10, 2021

Unraveling the Mystery of Title Holding Trusts (Land Trusts) on Go Ahead, ASK!

Have you ever wondered how Walt Disney was able to acquire the real property needed in Florida to build Disneyworld without anyone knowing, or how individuals in the political, entertainment, law enforcement or business world can keep their ownership interests out of the public record?

There are many reasons why you might want or need to acquire, hold, exchange or sell real estate or personal property on a confidential and private basis.  People want privacy.  People want to keep their names and real and personal property out of the public domain for liability reasons.  

Title Holding Trusts (Land Trusts) Discussion 

Individuals, corporations and institutions can buy, hold, exchange and sell real estate and personal property on a confidential and private basis through the use of a Title Holding Trust (often referred to as an Illinois Land Trust, Florida Land Trust or just Land Trust).  

The Exeter Group Unravels the Mystery of Title Holding Trusts (Land Trusts) on Go Ahead, ASK! Podcast Ep. 12 with Bill Exeter, Chief Executive Officer, Exeter Trust Company. 

Title Holding Trusts (Land Trusts) 

Next Episode of Go Ahead, ASK! Podcast

Join us on the next episode of Go Ahead, ASK Podcast as we unravel the mystery of net lease properties or Triple Net Lease properties (NNN) with Joel Owen of NNNInvest.com.  You can email your questions to ASK@exeterco.com or call (619) 239-3091. 

Saturday, February 06, 2021

Celebrate with Exeter 1031 Exchange Services, LLC on 15 years of business!

“If you build it, they will come.” 

It all started 15 years ago with an idea and one person, William "Bill" L. Exeter. His expertise in the field and passion for 1031 Exchanges started him on this journey. He added Maureen H. Brown to his team one week later on February 14, 2006, and the two of them have kept it growing ever since.

Despite The Great Recession of 2008 and the Coronavirus in 2020, the business stood strong and survived. Bill's and Maureen's hard work, dedication and perseverance paid off. They have built a strong group which now includes 19 full time team members here to serve you. 

They have continued to grow and build The Exeter Group of Companies, and on June 10, 2019, they added Exeter Trust Company to the family of companies which added the additional products and services of Self-Directed IRA’s, Self-Directed Individual 401(k) Plans, Title Holding Trusts (Land Trusts), Specialty Holding Escrows and Custody Services, all focused on Alternative Investments or non-traditional assets.  

Built To Endure - A Better Self-Directed Experience 

A better experience comes from knowing you’re working with a regulated trust company and not just a third-party administrator or processor. A regulated trust company that has the requisite experience and expertise in real estate transactions and closing/settlement processes as well as those products and services offered. One that can consult and collaborate with investors’ legal, tax and financial advisors. 

A firm with significant amounts of fidelity bond coverage, errors and omissions insurance and equity capital. Where trust administrators have decades of experience and have weathered the winds of change.  The Exeter Group of Companies is truly Build To Endure. 

Friday, January 29, 2021

Unraveling the Mystery of DSTs or Delaware Statutory Trusts on Go Ahead, ASK! Podcast

An Introduction to Delaware Statutory Trusts (DSTs)

One of the most difficult tasks involved in structuring and successfully completing a Tax Deferred Exchange transaction is locating and identifying suitable replacement property within the prescribed deadlines required under Section 1031 of the Internal Revenue Code.  

This is especially true in difficult real estate markets like today when you have limited available inventory on the market and must compete with multiple offers and bidding wars.  The 45 calendar day identification period is often not enough time to perform market research and adequate due diligence.  

Delaware Statutory Trust of DSTs 

One option that can take much of the risk out identifying potential replacement properties in a 1031 Exchange transaction is the Delaware Statutory Trust of DST.  The Exeter Group Unravels the Mystery of the Delaware Statutory Trusts on Go Ahead, ASK! Podcast. 

Delaware Statutory Trusts (DSTs) 

Next Episode of Go Ahead, ASK! Podcast 

Join us on the next episode of Go Ahead, ASK! Podcast as we unravel the mystery of Title Holding Trusts (Land Trusts).  You can email your questions to ASK@exeterco.com or call (619) 239-3091.