The Exeter Group of Companies

Did you miss our last episode? Discussion includes navigating the business of investing in promissory notes inside Self-Directed IRAs and Individual 401(k) Plans. What does that mean? What are the benefits of buying notes in a retirement account? How can you get started? Our guest describes it as “Dancing between property and paper.” Dawn Rickabaugh is the owner of NQ Capital (NoteQueen.com), a small, family-operated investment company that buys both property & paper. She buys seller-financed notes across the country and helps others get started investing in notes. She also buys & sells real estate in Carson City, Nevada (Reno-Tahoe area), and consults in real estate transactions that involve owner financing. Check it out here: https://youtu.be/hNPv6flh5Dw Follow Go Ahead, Ask on Social Media: Facebook: https://www.facebook.com/watch/GoAheadAskExeter/ YouTube: https://www.youtube.com/TheExeterGroupofCompanies/ Instagram: https://www.instagram.com/goaheadaskexeter/ LinkedIn: https://www.linkedin.com/showcase/goaheadaskexeter/ Twitter: https://twitter.com/GoAheadAsk

Navigating the business of investing in promissory notes inside Self-Directed IRAs and Individual 401(k) Plans. What does that mean? What are the benefits of buying notes in a retirement account? How can you get started? Our guest describes it as “Dancing between property and paper.” Dawn Rickabaugh is the owner of NQ Capital (NoteQueen.com), a small, family-operated investment company that buys both property & paper. She buys seller-financed notes across the country and helps others get started investing in notes. She also buys & sells real estate in Carson City, Nevada (Reno-Tahoe area), and consults in real estate transactions that involve owner financing. Self-Directed IRA and Individual 401(k) Plan account owners have become increasingly frustrated with Wall Street. Real estate investors want to invest in what they know, understand, and love – real estate. And yet, so many IRA Custodians only allow stocks, bonds, and mutual funds as investment vehicles. Investors want options, choices, especially when it comes to real estate. Investing in promissory notes secured by real estate – often referred to as buying paper – inside of a Self-Directed IRA and Individual 401(k) Plan is one such option. You can buy real estate, deeds of trust, mortgages, promissory notes and other “paper” inside Self-Directed IRAs and Individual 401(k) Plans. Join Dawn Rickabaugh and host Bill Exeter as they unravel this mystery today! Email your Self-Directed IRAs and Individual 401(k) Plans questions to ASK@exeterco.com and we’ll address them in our next episode. Host: William L. Exeter Chief Executive Officer, Chief Trust Officer and President Exeter Trust Company 205 Storey Boulevard, Suite 200 Cheyenne, WY 82009 (307) 222-8750 wexeter@exeterco.com Special Guest: Dawn Rickabaugh Owner NQ Capital Nevada (775) 291-2009 support@notequeen.com notequeen.com #TheExeterGroup #ExeterTrust #WilliamLExeter #NoteQueen #DawnRickabaugh #PromissoryNote #SelfDirectedIRA #Individual401k

Did you miss our last episode? Discussion includes how California Proposition 19 primarily impacts current California property tax laws, including the Parent to Child (Prop 58), Grandparent to Grandchild (Prop 193) and Senior Exclusion from Reassessment (Prop 60 and Prop 90). Join expert guests Tony Krvaric, President and CEO, Krvaric Capital, and Jordan Marks, Esq., Taxpayer Advocate, San Diego County Assessor/Recorder/County Clerk for an in-depth discussion of California Proposition 19. Email your questions to ASK@exeterco.com and we’ll address them in our next episode. Follow Go Ahead, Ask on Social Media: Facebook: https://www.facebook.com/watch/GoAheadAskExeter/ YouTube: https://www.youtube.com/TheExeterGroupofCompanies/ Instagram: https://www.instagram.com/goaheadaskexeter/ LinkedIn: https://www.linkedin.com/showcase/goaheadaskexeter/ Twitter: https://twitter.com/GoAheadAsk

Did you miss our last episode? Discussion includes a breakdown of what is a net lease property, types of net lease properties such as net lease, net-net lease, triple net lease, absolute net lease, ground lease, and more, examples of tenants and analysis of tenants, lease guarantees, and net lease analysis as an investment or replacement property for your 1031 Exchange. Email your 1031 Exchange or Net Lease Property questions to ASK@exeterco.com and we’ll address them in our next episode. Follow Go Ahead, Ask on Social Media: Facebook: https://www.facebook.com/watch/GoAheadAskExeter/ YouTube: https://www.youtube.com/TheExeterGroupofCompanies/ Instagram: https://www.instagram.com/goaheadaskexeter/ LinkedIn: https://www.linkedin.com/showcase/goaheadaskexeter/ Twitter: https://twitter.com/GoAheadAsk

Did you miss our last episode? Discussion includes a breakdown of what is a Title Holding Trust (Land Trust), how can you use them, what are the benefits, and just as important what do they not do that many people claim they will do. Check it out here: https://youtu.be/r1YdzVufIa0 Email your Title Holding Trust (Land Trust) questions to Exeter Trust Company at ASK@exeterco.com and we’ll address them in our next episode. Follow Go Ahead, Ask on Social Media: Facebook: https://www.facebook.com/watch/GoAheadAskExeter/ YouTube: https://www.youtube.com/TheExeterGroupofCompanies/ Instagram: https://www.instagram.com/goaheadaskexeter/ LinkedIn: https://www.linkedin.com/showcase/goaheadaskexeter/ Twitter: https://twitter.com/GoAheadAsk

Did you miss our last episode? Discussion includes how California Proposition 19 primarily impacts current California property tax laws, including the Parent to Child (Prop 58), Grandparent to Grandchild (Prop 193) and Senior Exclusion from Reassessment (Prop 60 and Prop 90). Join expert guests Tony Krvaric, President and CEO, Krvaric Capital, and Jordan Marks, Esq., Taxpayer Advocate, San Diego County Assessor/Recorder/County Clerk for an in-depth discussion of California Proposition 19. Email your questions to ASK@exeterco.com and we’ll address them in our next episode. Follow Go Ahead, Ask on Social Media: Facebook: https://www.facebook.com/watch/GoAheadAskExeter/ YouTube: https://www.youtube.com/TheExeterGroupofCompanies/ Instagram: https://www.instagram.com/goaheadaskexeter/ LinkedIn: https://www.linkedin.com/showcase/goaheadaskexeter/ Twitter: https://twitter.com/GoAheadAsk

Property taxes get more and more complicated, especially in the state of California. California Proposition 19 was passed by voters in November 2020. Proposition 19 has significant effects on the transfer of real estate – both primary residences and rental or investment property – to children and grandchildren. Discussion includes how California Proposition 19 primary impacts current California property tax laws, including the Parent to Child (Prop 58), Grandparent to Grandchild (Prop 193) and Senior Exclusion from Reassessment (Prop 60 and Prop 90). Join expert guests Tony Krvaric, President and CEO, Krvaric Capital, and Jordan Marks, Esq., Taxpayer Advocate, San Diego County Assessor/Recorder/County Clerk for an in-depth discussion of California Proposition 19. Email your questions to ASK@exeterco.com and we’ll address them in our next episode.

1031 Exchanges and commercial real estate investments are complex topics. 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? We 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. Email your 1031 Exchange and commercial real estate questions to ASK@exeterco.com and we’ll address them in our next episode. 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: Alex Ruggieri CCIM, Licensed Real Estate Broker SVN/Ramshaw Real Estate (217) 841-4382 ruggieriteam.com #TheExeterGroup #Exeter1031 #ExeterTrust #WilliamLExeter #LaurenSpeidel #SVN #RamshawRealEstate #AlexRuggieri

Did you miss our last episode? Discussion includes a breakdown of what is a net lease property, types of net lease properties such as net lease, net-net lease, triple net lease, absolute net lease, ground lease, and more, examples of tenants and analysis of tenants, lease guarantees, and net lease analysis as an investment or replacement property for your 1031 Exchange. Email your 1031 Exchange or Net Lease Property questions to ASK@exeterco.com and we’ll address them in our next episode. Follow Go Ahead, Ask on Social Media: Facebook: https://www.facebook.com/watch/GoAheadAskExeter/ YouTube: https://www.youtube.com/TheExeterGroupofCompanies/ Instagram: https://www.instagram.com/goaheadaskexeter/ LinkedIn: https://www.linkedin.com/showcase/goaheadaskexeter/ Twitter: https://twitter.com/GoAheadAsk

1031 Exchange transactions are complex and confusing, especially when trying to locate, identify and acquire like-kind replacement properties for your 1031 Exchange. Investors often get tired of property management headaches and look for passive income properties such as net lease properties (NNN or Triple Net Lease Properties). Podcast discussion includes a breakdown of what is a net lease property, types of net lease properties such as net lease, net-net lease, triple net lease, absolute net lease, ground lease, and more, examples of tenants and analysis of tenants, lease guarantees, and net lease analysis as an investment or replacement property for your 1031 Exchange. Email your 1031 Exchange or Net Lease Property questions to ASK@exeterco.com and we’ll address them in our next episode. Subscribe to our YouTube channel here: https://www.youtube.com/TheExeterGroupofCompanies/ 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 Guest: Joel Owens Owner NNN Invest nnninvest.com #TheExeterGroup #Exeter1031 #ExeterTrust #WilliamLExeter #NNNInvest #JoelOwens #NNN #TripleNetLease

Did you miss our last episode? Discussion includes a breakdown of what is a Title Holding Trust (Land Trust), how can you use them, what are the benefits, and just as important what do they not do that many people claim they will do. Check it out here: https://youtu.be/r1YdzVufIa0 Email your Title Holding Trust (Land Trust) questions to Exeter Trust Company at ASK@exeterco.com and we’ll address them in our next episode. Follow Go Ahead, Ask on Social Media: Facebook: https://www.facebook.com/watch/GoAheadAskExeter/ YouTube: https://www.youtube.com/TheExeterGroupofCompanies/ Instagram: https://www.instagram.com/goaheadaskexeter/ LinkedIn: https://www.linkedin.com/showcase/goaheadaskexeter/ Twitter: https://twitter.com/GoAheadAsk

Owning real estate involves many complex issues, especially if confidentiality and privacy are important to you. Buying, holding, exchanging, and selling real property in a confidential and private manner through Title Holding Trusts (Land Trusts) can be a powerful tool. There are many benefits to owning and holding real estate through a Title Holding Trust (Land Trust). There is also lots of misinformation on Title Holding Trusts (Land Trusts). We demystify the Title Holding Trust (Land Trust). Discussion includes a breakdown of what is a Title Holding Trust (Land Trust), how can you use them, what are the benefits, and just as important what do they not do that many people claim they will do. Email your Title Holding Trust (Land Trust) questions to Exeter Trust Company at ASK@exeterco.com and we’ll address them in our next episode. Subscribe to our YouTube channel here: https://www.youtube.com/TheExeterGroupofCompanies/ Host: William L. Exeter Chief Executive Officer, Chief Trust Officer and President Exeter Trust Company (307) 222-8750 wexeter@exeterco.com #TheExeterGroup #ExeterTrust #WilliamLExeter #TitleHoldingTrust #LandTrust #FloridaLandTrust #IllinoisLandTrust

Did you miss our last episode? We demystify how the Delaware Statutory Trust can help you with your 1031 Exchange replacement property needs. Check it out here: https://youtu.be/HwJHRngYT4Y Email your 1031 Exchange questions to ASK@exeterco.com and we’ll address them in our next episode. Follow Go Ahead, Ask on Social Media: Facebook: https://www.facebook.com/watch/GoAheadAskExeter/ YouTube: https://www.youtube.com/TheExeterGroupofCompanies/ Instagram: https://www.instagram.com/goaheadaskexeter/ LinkedIn: https://www.linkedin.com/showcase/goaheadaskexeter/ Twitter: https://twitter.com/GoAheadAsk

Did you miss our last episode? We demystify how the Delaware Statutory Trust can help you with your 1031 Exchange replacement property needs. Check it out here: https://youtu.be/HwJHRngYT4Y Email your 1031 Exchange questions to ASK@exeterco.com and we’ll address them in our next episode. Follow Go Ahead, Ask on Social Media: Facebook: https://www.facebook.com/watch/GoAheadAskExeter/ YouTube: https://www.youtube.com/TheExeterGroupofCompanies/ Instagram: https://www.instagram.com/goaheadaskexeter/ LinkedIn: https://www.linkedin.com/showcase/goaheadaskexeter/ Twitter: https://twitter.com/GoAheadAsk

1031 Exchange transactions are complex and confusing. Locating like-kind replacement properties can be challenging. The Delaware Statutory Trust or DST can help. We demystify how the Delaware Statutory Trust can help you with your 1031 Exchange replacement property needs. Discussion includes a breakdown of what is a Delaware Statutory Trust, what is like-kind property, why would you want to purchase a Delaware Statutory Trust or DST, and what are the benefits of a DST? Email your 1031 Exchange questions to ASK@exeterco.com and we’ll address them in our next episode. You can RSVP for the webinar here: http://www.exeter1031.com/Seminars.aspx 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: Daniel Raupp Co-Founder and Managing Partner Fortitude Investment Group (631) 474-1610 ext. 130 draupp@fortitudeinvestments.com fortitudeinvestments.com #TheExeterGroup #Exeter1031 #ExeterTrust #WilliamLExeter #LaurenSpeidel #FortitudeInvestmentGroup #DanielRaupp #1031Exchange #LikeKindaExchange #DST #DelawareStatutoryTrust

Did you miss our last episode? We demystify the Self-Directed IRA and Self-Directed Individual 401(k) Plan. Check it out here: https://youtu.be/9bKF-T_DUSk Email your Self-Directed IRAs or Self-Directed 401(k) Plan questions to ASK@exeterco.com and we’ll address them in our next episode. Follow Go Ahead, ASK! on Social Media: Facebook: https://www.facebook.com/watch/GoAheadAskExeter/ YouTube: https://www.youtube.com/TheExeterGroupofCompanies/ Instagram: https://www.instagram.com/goaheadaskexeter/ LinkedIn: https://www.linkedin.com/showcase/goaheadaskexeter/ Twitter: https://twitter.com/GoAheadAsk

Self-Directed IRAs and Self-Directed Individual 401(k) Plans or Solo Ks are complex and confusing self-directed retirement account strategies. We demystify the Self-Directed IRA and Self-Directed Individual 401(k) Plan. Discussion includes a breakdown of what is a Self-Directed IRA, the type of Self-Directed IRAs, what you can invest in through a Self-Directed IRA or Solo-K such as Alternative Investments like real estate, promissory notes secured by real estate, deeds of trust, mortgages, tax lien certificates, limited partnerships, limited liability companies (LLCs), how to safely transfer your Self-Directed IRA to another IRA Custodian, how to set-up your Self-Directed 401(k) Plan, what are permissible investments vs. prohibited transactions, the valuation issues involved in a Self-Directed IRA, how IRA Custodians are different, how to buy real estate in a Self-Directed IRA or Self-Directed 401(k) Plan or Solo K Plan, and more. Email your Self-Directed IRAs or Self-Directed 401(k) Plan questions to ASK@exeterco.com and we’ll address them in our next episode. Subscribe to our YouTube channel here: https://www.youtube.com/TheExeterGroupofCompanies/ 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 #SDIRA #SelfDirected #SelfDirectedIRA #IRACustodian #AlternativeInvestments #ExeterTrust #ExeterTrustCompany #DeedsofTrust #Mortgages #RealEstate #TaxLiens

Did you miss our last episode? We demystify the Self-Directed IRA and Self-Directed Individual 401(k) Plan. Check it out here: https://youtu.be/9bKF-T_DUSk Email your Self-Directed IRAs or Self-Directed 401(k) Plan questions to ASK@exeterco.com and we’ll address them in our next episode. Follow Go Ahead, ASK! on Social Media: Facebook - https://www.facebook.com/GoAheadAskExeter/ Instagram - https://www.instagram.com/goaheadaskexeter/ LinkedIn - https://www.linkedin.com/showcase/goaheadaskexeter/ Parler - https://parler.com/profile/GoAheadAsk/ Rumble - https://www.rumble.com/c/GoAheadASK Twitter - https://twitter.com/GoAheadAsk YouTube - https://www.youtube.com/c/TheExeterGroupofCompanies/

Did you miss our last episode? We demystify what happens when a 1031 Exchange transaction is not completed. Check it out here: https://youtu.be/FK-6agGe-0U Email your 1031 Exchange questions to ASK@exeterco.com and we’ll answer them in the next podcast. Follow Go Ahead, ASK! on Social Media: Facebook - https://www.facebook.com/GoAheadAskExeter/ Instagram - https://www.instagram.com/goaheadaskexeter/ LinkedIn - https://www.linkedin.com/showcase/goaheadaskexeter/ Parler - https://parler.com/profile/GoAheadAsk/ Rumble - https://www.rumble.com/c/GoAheadASK Twitter - https://twitter.com/GoAheadAsk YouTube - https://www.youtube.com/c/TheExeterGroupofCompanies/

Did you miss our last episode? We demystify what happens when a 1031 Exchange transaction is not completed. Check it out here: https://youtu.be/FK-6agGe-0U Email your 1031 Exchange questions to ASK@exeterco.com and we’ll answer them in the next podcast. Follow Go Ahead, ASK! on Social Media: Facebook: https://www.facebook.com/watch/GoAheadAskExeter/ YouTube: https://www.youtube.com/TheExeterGroupofCompanies/ Instagram: https://www.instagram.com/goaheadaskexeter/ LinkedIn: https://www.linkedin.com/showcase/67163693/ Twitter: https://twitter.com/GoAheadAsk

1031 Exchange transactions are complex and confusing. We demystify what happens when a 1031 Exchange transaction is not completed. Discussion includes: When is a failed 1031 Exchange taxable? What taxes will be due when a 1031 Exchange fails? Are there any penalties for a failed 1031 Exchange? Can a partial 1031 Exchange qualify? Is there any way that I can still defer my taxes if I can’t complete my 1031 Exchange? Email your 1031 Exchange questions to ASK@exeterco.com and we’ll address them in our next episode. Subscribe to our YouTube channel here: https://www.youtube.com/TheExeterGroupofCompanies/

Did you miss our last episode? We demystify the various tax-deferred and tax-exclusion strategies that might be a better solution under certain circumstances. Check it out here: https://rumble.com/vc12ir-ep08-unraveling-the-mystery-of-tax-deferred-and-tax-exclusion-strategies-ot.html Email your 1031 Exchange questions to ASK@exeterco.com and we’ll answer them in the next podcast. Follow Go Ahead, ASK! on Social Media: Facebook - https://www.facebook.com/GoAheadAskExeter/ Instagram - https://www.instagram.com/goaheadaskexeter/ LinkedIn - https://www.linkedin.com/showcase/goaheadaskexeter/ Parler - https://parler.com/profile/GoAheadAsk/ Rumble - https://www.rumble.com/c/GoAheadASK Twitter - https://twitter.com/GoAheadAsk YouTube - https://www.youtube.com/c/TheExeterGroupofCompanies/

Did you miss our last episode? Qualified Opportunity Zone Investment transactions are complex and confusing. We demystify what qualifies and what doesn’t. Check it out here: https://rumble.com/vc10ex-ep-07-unraveling-the-mystery-of-qualified-opportunity-zone-investment-funds.html Email your 1031 Exchange questions to ASK@exeterco.com and we’ll answer them in the next podcast. Follow Go Ahead, ASK! on Social Media: Facebook - https://www.facebook.com/GoAheadAskExeter/ Instagram - https://www.instagram.com/goaheadaskexeter/ LinkedIn - https://www.linkedin.com/showcase/goaheadaskexeter/ Parler - https://parler.com/profile/GoAheadAsk/ Rumble - https://www.rumble.com/c/GoAheadASK Twitter - https://twitter.com/GoAheadAsk YouTube - https://www.youtube.com/c/TheExeterGroupofCompanies/

Did you miss our last episode? We discuss permissible and non-permissible 1031 Exchanges. Check it out here: https://rumble.com/vc0ybx-ep-06-permissible-vs.-non-permissible-1031-exchange-expenses.html Email your 1031 Exchange questions to ASK@exeterco.com and we’ll answer them in the next podcast. Follow Go Ahead, ASK! on Social Media: Facebook - https://www.facebook.com/GoAheadAskExeter/ Instagram - https://www.instagram.com/goaheadaskexeter/ LinkedIn - https://www.linkedin.com/showcase/goaheadaskexeter/ Parler - https://parler.com/profile/GoAheadAsk/ Rumble - https://www.rumble.com/c/GoAheadASK Twitter - https://twitter.com/GoAheadAsk YouTube - https://www.youtube.com/c/TheExeterGroupofCompanies/

Did you miss our last episode? Host Bill Exeter discusses whether you have to own your relinquished property sold and your replacement property acquired in the exact same name within a 1031 Exchange. Check it out here: https://rumble.com/vc0vdt-ep-05-unraveling-the-mystery-of-1031-exchanges-the-taxpayer.html Email your 1031 Exchange questions to ASK@exeterco.com and we’ll answer them in the next podcast. Follow Go Ahead, ASK! on Social Media: Facebook - https://www.facebook.com/GoAheadAskExeter/ Instagram - https://www.instagram.com/goaheadaskexeter/ LinkedIn - https://www.linkedin.com/showcase/goaheadaskexeter/ Parler - https://parler.com/profile/GoAheadAsk/ Rumble - https://www.rumble.com/c/GoAheadASK Twitter - https://twitter.com/GoAheadAsk YouTube - https://www.youtube.com/c/TheExeterGroupofCompanies/