The Exeter Group of Companies

1031 Exchange transactions are complex and confusing. We demystify what qualifies and what doesn’t. Discussion includes whether you have to own your relinquished property sold and your replacement property acquired in the exact same name in a 1031 Exchange? Email your 1031 Exchange questions to ASK@exeterco.com and we’ll answer them in the next podcast. Follow our Facebook page here: https://www.facebook.com/GoAheadAskExeter/ Host: William L. Exeter President and Chief Executive Officer Exeter 1031 Exchange Services, LLC and Exeter Trust Company (619) 239-3091 wexeter@exeterco.com #TheExeterGroup #Exeter1031 #ExeterTrust #WilliamLExeter #1031Exchange

Unraveling the Mystery of 1031 Exchanges – Part 2. Exchange transactions are complex and confusing. We demystify what qualifies and what doesn’t. Discussion includes how and when to identify replacement properties, how much do you have to reinvest, permissible and non-permissible 1031 Exchange expenses, partial 1031 Exchanges, and more. Email your 1031 Exchange questions to ASK@exeterco.com and we’ll answer them in the next podcast. Follow our Facebook page here: https://www.facebook.com/GoAheadAskExeter/ Host: William L. Exeter President and Chief Executive Officer Exeter 1031 Exchange Services, LLC and Exeter Trust Company (619) 239-3091 wexeter@exeterco.com Lauren Speidel Regional Manager Exeter 1031 Exchange Services, LLC (630) 828-5200 lspeidel@exeterco.com Hiba Exeter Business Development Office Exeter 1031 Exchange Services, LLC (619) 786-2062 hiba@exeterco.com Mark Turok Business Development Office Exeter 1031 Exchange Services, LLC (619) 764-6332 mturok@exeterco.com #TheExeterGroup #Exeter1031 #ExeterTrust #WilliamLExeter #LaurenSpeidel #HibaExeter #MarkTurok #1031Exchange

Go Ahead, Ask! Thursday, October 1, 2020 Real Estate Values to be Hit Hard by California Propositions 15 and 21 There are two propositions on the California General Ballot in November 2020 that could have a significant impact on real estate values. California Propositions 15 and 21. California Proposition 15 – Tax on Commercial and Industrial Properties for Education and Local Government Funding Initiative. California Proposition 21 – Local Rent Control Initiative. Our panel of experts, including Bill Exeter, Chief Executive Officer, Exeter 1031 Exchange Services, LLC and Exeter Trust Company; Mark Turok, Business Development Officer, Exeter 1031 Exchange Services, LLC and Exeter Trust Company; Doug Taber, CCIM, Rental Housing Group, Keller Williams Realty; Carl DeMaio, Chairman of Reform California; and Molly Kirkland, Southern California Rental Housing Association; will discuss the real issues and purpose hidden behind California Props 15 and 21 and the horrible impact they each could have on real estate values in California if passed in November. Email your 1031 Exchange questions to ASK@exeterco.com and we’ll answer them in the next podcast. Follow our Facebook page here: https://www.facebook.com/GoAheadAskExeter/ Host: William L. Exeter President and Chief Executive Officer Exeter 1031 Exchange Services, LLC and Exeter Trust Company (619) 239-3091 wexeter@exeterco.com Special Guests: Doug Taber, CCIM KW Commerical rentalhousingrealtor.com Molly Kirkland Director of Public Affairs Southern California Rental Housing Association socalrha.org Carl DeMaio Chairman Reform California reformcalifornia.org #TheExeterGroup #Exeter1031 #ExeterTrust #WilliamLExeter #DougTaber #KellerWilliamsRealty #KWCommercial #MollyKirkland #SOCALRHA #SoutherCaliforniaRentalHoustingAssociation #CarlDeMaio #ReformCalifornia

Go Ahead, Ask! Thursday, September 17, 2020 1031 Exchanges Threatened Again Presidential candidate Joe Biden has announced he intends to eliminate 1031 Exchanges should he become President. Hosts Bill Exeter and Lauren Speidel discuss with Daniel Wagner, Senior Vice President, Government Relations, with The Inland Real Estate Group, LLC the proposal to eliminate 1031 Exchanges and the effect it would have on the real estate industry and the U.S. economy. Email your 1031 Exchange questions to ASK@exeterco.com and we’ll answer them in our next Podcast. Follow our Facebook page here: https://www.facebook.com/GoAheadAskExeter/ Host: William L. Exeter President and Chief Executive Officer Exeter 1031 Exchange Services, LLC and Exeter Trust Company (619) 239-3091 wexeter@exeterco.com Lauren Speidel Regional Manager Exeter 1031 Exchange Services, LLC (630) 828-5200 lspeidel@exeterco.com Special Guest: Dan Wagner Senior Vice President of Government Relations The Inland Real Estate Companies wagner@inlandgroup.com #TheExeterGroup #Exeter1031 #ExeterTrust #WilliamLExeter #LaurenSpeidel #InlandSecuritiesCorporation #DanWagner

Unraveling the Mystery of 1031 Exchanges Wednesday, September 25, 2019 Unraveling the Mystery of 1031 Exchanges is a FREE basic to intermediate level discussion on 1031 Exchanges that will help participants unravel the mystery of doing 1031 Exchanges. What is a 1031 Exchange? What are the advantages? How do you structure one? The discussion will include the requirements, structures, processes, strategies, and compliance issues necessary to successfully complete a 1031 Exchange. This is not just any webinar; it’s an online educational workshop where you can roll up your sleeves, learn and ask as many questions as you like. For more information, please visit our website at http://www.exeterco.com or call our national headquarters office at (619) 239-3091. Host: William L. Exeter President and Chief Executive Officer Exeter 1031 Exchange Services, LLC and Exeter Trust Company wexeter@exeterco.com #ExeterGroup #Exeter1031 #ExeterTrust #WilliamExeter #1031Exchange #TaxDeferred

Learn How to Build Wealth with 1031 Exchanges Tuesday, May 19, 2020 Learn How to Build Wealth with 1031 Exchanges is a FREE webinar. Lauren Speidel, Regional Manager of Exeter 1031 Exchange Services, LLC, will discuss the history of Section 1031 as well as the rules and requirements for a successful 1031 Exchange transaction. During the presentation we will be covering the following: • What is Section 1031? • Why would an investor complete a 1031 Exchange? • Rules/Requirements for a fully tax deferred Exchange • Overview of 1031 Exchange Structures • How to choose a safe Qualified Intermediary For more information, please visit our website at http://www.exeterco.com or call our national headquarters office at (619) 239-3091. Host: Lauren Speidel Regional Manager Exeter 1031 Exchange Services, LLC lspeidel@exeterco.com #ExeterGroup #Exeter1031 #ExeterTrust #LaurenSpeidel #1031Exchange #TaxDeferred

State of the Nation The Economic Impact of the Coronavirus! Tuesday, May 19, 2020 The Economic Impact of the Coronavirus (COVID-19) is a FREE webinar. Alan Nevin will discuss what effects the Coronavirus will have on the economy, including what sectors of the economy will prosper or fail, what the pandemic will mean to the apartment/multi-family real estate market and whether it is a good time to buy or not. Alan Nevin is the Director of Economic and Market Research at Xpera Group. He has an extensive background in real estate economics, lending, and market analysis. In the past 20 years, he has performed over 1,000 market strategy studies across the United States, which has given him remarkable insight into the underlying trends and how they impact local and state economies. Mr. Nevin has an extensive background in real estate economics, lending, and market analysis. He serves the development, investment, legal and public agency communities with residential and commercial real estate valuation, feasibility and real estate advisory services. Alan also provides forensic economics services for construction and real estate litigation. This webinar is hosted by Charles A. Jensen, Senior Vice President, Inland Securities Corporation and William L. Exeter, Chief Executive Officer, Exeter 1031 Exchange Services, LLC and Exeter Trust Company. For more information, please visit our website at http://www.exeterco.com or call our national headquarters office at (619) 239-3091. Host: William L. Exeter President and Chief Executive Officer Exeter 1031 Exchange Services, LLC and Exeter Trust Company wexeter@exeterco.com Charles A. Jensen Senior Vice President Inland Securities Corporation Speaker: Alan Nevin Director of Economic & Market Research Xpera Group #AlenNevin #InlandSecuritiesCorporation #CharlesAJensen #ExeterGroup #Exeter1031 #ExeterTrust #WilliamLExeter #1031Exchange #DelawareStatutoryTrust

State of the Nation: The Economic Impact of the Coronavirus! Tuesday, April 7, 2020 The Economic Impact of the Coronavirus (COVID-19) is a FREE webinar. Alan Nevin will discuss what effects the Coronavirus will have on the economy, including what sectors of the economy will prosper or fail, what the epidemic will mean to the apartment/multi-family real estate market and whether it is a good time to buy or not. Alan Nevin is the Director of Economic and Market Research at Xpera Group. He has an extensive background in real estate economics, lending, and market analysis. In the past 20 years, he has performed over 1,000 market strategy studies across the United States, which has given him remarkable insight into the underlying trends and how they impact local and state economies. Mr. Nevin has an extensive background in real estate economics, lending, and market analysis. He serves the development, investment, legal and public agency communities with residential and commercial real estate valuation, feasibility and real estate advisory services. Alan also provides forensic economics services for construction and real estate litigation. For more information, please visit our website at http://www.exeterco.com or call our national headquarters office at (619) 239-3091. Host: William L. Exeter President and Chief Executive Officer Exeter 1031 Exchange Services, LLC and Exeter Trust Company wexeter@exeterco.com Charles A. Jensen Senior Vice President Inland Securities Corporation Speaker: Alan Nevin Director of Economic & Market Research Xpera Group #AlenNevin #InlandSecuritiesCorporation #CharlesAJensen #ExeterGroup #Exeter1031 #ExeterTrust #WilliamLExeter #1031Exchange #DelawareStatutoryTrust

Go Ahead, Ask! Thursday, September 3, 2020 Unraveling the Mystery of 1031 Exchanges – Part I. 1031 Exchange transactions are complex and confusing. We demystify what qualifies and what doesn’t. Discussion includes how to choose a Qualified Intermediary, what qualifies for tax-deferred exchange treatment under Section 1031, Qualified Trust Accounts, and what properties are considered like-kind. Email your 1031 Exchange questions to ASK@exeterco.com and we’ll answer them in Part II. Follow our Facebook page here: https://www.facebook.com/GoAheadAskExeter/ Host: William L. Exeter President and Chief Executive Officer Exeter 1031 Exchange Services, LLC and Exeter Trust Company (619) 239-3091 wexeter@exeterco.com Lauren Speidel Regional Manager Exeter 1031 Exchange Services, LLC (630) 828-5200 lspeidel@exeterco.com Hiba Exeter Business Development Office Exeter 1031 Exchange Services, LLC (619) 786-2062 hiba@exeterco.com Mark Turok Business Development Office Exeter 1031 Exchange Services, LLC (619) 764-6332 mturok@exeterco.com #TheExeterGroup #Exeter1031 #ExeterTrust #WilliamLExeter #LaurenSpeidel #HibaExeter #MarkTurok #1031Exchange