Did you miss episode 6 of Go Ahead, Ask?
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.
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31
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EP16-Unraveling the Mystery of Investing in Notes inside Self-Directed IRAs&Individual 401(k) Plans
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
42
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EP 12 - Unraveling the Mystery of Title Holding Trusts (Land Trusts)
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
34
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EP 03 - Real Estate Values to be Hit Hard by California Propositions 15 and 21
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
42
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Did you miss episode 5 of Go Ahead, Ask?
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.
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14
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Did you miss episode 8 of Go Ahead, ASK!?
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.
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19
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Proposal to Eliminate 1031 Exchanges
Did you miss our last episode? Hosts Bill Exeter and Lauren Speidel sit down with Daniel Wagner, Senior Vice President, Government Relations, with The Inland Real Estate Group, LLC to discuss the proposal to eliminate 1031 Exchanges and the effect it would have on the real estate industry and the U.S. economy. Check it out here: https://rumble.com/vbzeg9-ep-02-1031-exchanges-threatened-again.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/
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YouTube - https://www.youtube.com/c/TheExeterGroupofCompanies/
19
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EP 10 - Unraveling the Mystery of Self-Directed IRAs – An Introduction to SDIRAs
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
20
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EP 15 - Unraveling the Mystery of California Proposition 19
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.
21
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1
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Save the 1031 Exchange with Congressman David Schweikert
Save the 1031 Exchange with Congressman David Schweikert
Inland Security hosted an hour-long panel discussion with United States Congressman David Schweikert from the House Ways and Means Committee, the chief tax-writing committee of the United States House of Representatives, regarding the future of the IRS Section 1031 Exchange. Watch the following video to learn about the IRS Section 1031 Exchange, how the upcoming election may affect this important investment strategy, and ways in which it may be protected.
To take action, visit these sites:
https://1031buildsamerica.org/
http://www.ipa.com/1031s/
Host:
Charles A. Jensen
Senior Vice President
Inland Securities Corporation
Panelist:
William L. Exeter
President and Chief Executive Officer
Exeter 1031 Exchange Services
LLC and Exeter Trust Company
wexeter@exeterco.com
Steve Decker
Senior Vice President
IPX 1031
stephen.decker@ipx1031.com
Dan Wagner
Senior Vice President of Government Relations
The Inland Real Estate Companies
wagner@inlandgroup.com
Colin Cosgrove
Senior Vice President - Executive VP of National Sales Manager
Rahul Sehgal
Chief Investment Officer
Inland Private Capital
#InlandSecuritiesCorporation #CharlesJensen #CharlesAJensen #DanWagner #ColinCosgrove #RahulSehgal #TheExeterGroup #Exeter1031 #ExeterTrust #WilliamLExeter #IPX1031 #Steve Decker #1031Exchange #DelawareStatutoryTrust
Recorded: 2020.10.13
22
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EP 13 - Unraveling the Mystery of Net Lease Properties (NNN)
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
22
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Did you miss episode 7 of Go Ahead, ASK!?
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:
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12
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EP 23 - Unraveling the Mystery of Buying Real Estate Inside Your Self-Directed IRA
Self-Directed IRAs and Individual 401(k) Plans are complicated and confusing and get even more complex when buying real estate related assets inside of the Self-Directed IRAs and Individual 401(k) Plans. Today we demystify how to buy real estate such as fee simple title (real estate), promissory notes secured by deeds of trust (generally referred to as Deeds of Trust), promissory notes secured by mortgages (generally referred to as Mortgages), tax lien certificates and entities such as LLCs, limited partnerships or corporations that own real estate inside of your Self-Directed IRAs and Individual 401(k) Plans.
Email your Self-Directed IRAs and Individual 401(k) Plans 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 #ExeterTrust #WilliamLExeter #SelfDirectedIRA #Individual401k #SoloK
25
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Exeter Trust Company | Boot Reveal
Exeter Trust Company salutes the pioneer spirit of the West
On Wednesday, December 9th, Exeter Trust Company unveiled a tribute to the Pony Express, dedicating artwork that tells the story of the intrepid men who carried the mail by horseback from St. Joseph, MO to Sacramento, CA.
It was a journey that covered 1,800 miles over ten days of around-the-clock travel on horseback.
This virtual event was to unveil a Cheyenne Big Boot in honor of the Pony Express, the Uber Connect of its day.
Email your questions to ASK@exeterco.com.
11
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Did you miss episode 13 of Go Ahead, Ask?
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/
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LinkedIn: https://www.linkedin.com/showcase/goaheadaskexeter/
Twitter: https://twitter.com/GoAheadAsk
7
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Did you miss episode 22 of Go Ahead, Ask?
Did you miss our last episode? Buying and selling real estate can be complicated and confusing. Once you have signed a purchase and sale agreement for the purchase or sale of real property, are you prepared for the closing and settlement process? Who will handle the closing and settlement process? What exactly is the closing process? We demystify these questions and more.
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
7
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Ep 31 - Proposed Tax Policy Changes Affecting 1031 Exchanges, Self-Directed IRAs, and 401(k) Plans
This is the 100th year anniversary of the 1031 Tax Deferred Exchange. Investors have been able to sell real estate held for rental, investment, or business use and defer the payment of Federal and most state taxes by reinvesting in other real estate also held for rental, investment, or business use for 100 years.
Retirement account investors have been able to use their Self-Directed IRAs and Individual 401(k) Plans to invest in non-traditional assets, often called “alternative investments” since 1974. This includes real estate and real estate related assets, including various regulated investment options that require the investor to be an “accredited investor.” Real estate related assets can include real estate, promissory notes secured by deeds of trust or mortgages, tax lien certificates, limited partnerships, limited liability companies, and more.
The “Build Back Better Act” (2021) continues to be advanced by the House Committee on Ways & Means, which may have a significant impact on your ability to use 1031 Exchanges, Self-Directed IRAs, and Individual 401(k) Plans. We’re Unravel the Mystery of the Proposed Tax Policy Changes Affecting 1031 Exchanges, Self-Directed IRAs, and Individual 401(k) Plans.
Email your 1031 Exchange, Self-Directed IRA, and/or Individual 401(k) Plan questions to ASK@exeterco.com and we’ll address them in our next episode.
Host:
William L. Exeter
Chief Executive Officer
Exeter Trust Company
(307) 222-8750
wexeter@exeterco.com
#TheExeterGroup #Exeter1031 #ExeterTrust #WilliamLExeter #1031Exchange #SDIRA #Individual401k
10
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Did you miss episode 12 of Go Ahead, Ask?
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
6
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EP 28 - Unraveling the Mystery of Proposed Tax Policy Changes Affecting Self-Directed IRAs & 401(k)s
Self-Directed Traditional IRAs have existed since 1974 when the Employee Retirement Income Security Acts of 1974 (“ERISA”) was enacted. Self-Directed Roth IRAs came later in 1997 when Senator William Roth introduced legislation to create the Roth IRA as part of the Taxpayer Relief Act of 1997. Retirement account investors have been able to use their Self-Directed IRAs and Individual 401(k) Plans to invest in non-traditional assets, often called “alternative investments,” including various regulated investment options that require the investor to be an “accredited investor.” The “Build Back Better Act” has been advanced by the House Committee on Ways & Means, which will prevent retirement account investors from investing in these regulated non-traditional assets and require those who have already invested in these assets to divest themselves of these assets within two (2) years if the investments require the retirement account investor to be accredited, licensed, etc.
Email your Self-Directed IRA and Individual 401(k) Plan questions to ASK@exeterco.com and we’ll address them in our next episode.
Host:
William L. Exeter
Chief Executive Officer
Exeter Trust Company
(307) 222-8750
wexeter@exeterco.com
#TheExeterGroup #ExeterTrust #WilliamLExeter #BillExeter #SelfDirectedIRA #SDIRA #Individual401k #SoloK #TaxPolicy #TaxPolicyChange
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EP 18 - Unraveling the Mystery of FIRPTA Withholding and 1031 Exchanges
1031 Exchange transactions are complex and confusing, especially when adding a foreign seller to the equation that falls under the mandatory Federal FIRPTA withholding requirements. Our guest expert Michael W. Brooks, Esq., helps us demystify the mandatory Federal FIRPTA withholding requirements when a 1031 Exchange is involved. Discussion includes a breakdown of who falls under the mandatory Federal FIRPTA withholding requirements, how much FIRPTA withholding is required, how to obtain a Certificate of Exemption to the FIRPTA withholding requirements, and how FIRPTA withholding can complicate a 1031 Exchange transaction.
Email your 1031 Exchange 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
Mark Turok
Business Development Office
Exeter 1031 Exchange Services, LLC
(619) 764-6332
mturok@exeterco.com
Special Guest:
Michael Brooks, Esq
DIRECTs
(760) 989-3413
michael@directsllp.com
#TheExeterGroup #Exeter1031 #ExeterTrust #WilliamLExeter #MarkTurok #DIRECTs #MichaelBrooks #1031Exchange #FIRPTA
5
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Did you miss episode 18 of Go Ahead, Ask?
Did you miss our last episode? 1031 Exchange transactions are complex and confusing, especially when adding a foreign seller to the equation that falls under the mandatory Federal FIRPTA withholding requirements. Our guest expert Michael W. Brooks, Esq., helps us demystify the mandatory Federal FIRPTA withholding requirements when a 1031 Exchange is involved. Discussion includes a breakdown of who falls under the mandatory Federal FIRPTA withholding requirements, how much FIRPTA withholding is required, how to obtain a Certificate of Exemption to the FIRPTA withholding requirements, and how FIRPTA withholding can complicate a 1031 Exchange transaction.
4
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Did you miss episode 22 of Go Ahead, Ask?
Did you miss our last episode? Buying and selling real estate can be complicated and confusing. Once you have signed a purchase and sale agreement for the purchase or sale of real property, are you prepared for the closing and settlement process? Who will handle the closing and settlement process? What exactly is the closing process? We demystify these questions and more.
Follow Go Ahead, Ask on Social Media:
Facebook: https://www.facebook.com/watch/GoAheadAskExeter/
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LinkedIn: https://www.linkedin.com/showcase/goaheadaskexeter/
Twitter: https://twitter.com/GoAheadAsk
4
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Did you miss episode 18 of Go Ahead, Ask?
Did you miss our last episode? 1031 Exchange transactions are complex and confusing, especially when adding a foreign seller to the equation that falls under the mandatory Federal FIRPTA withholding requirements. Our guest expert Michael W. Brooks, Esq., helps us demystify the mandatory Federal FIRPTA withholding requirements when a 1031 Exchange is involved. Discussion includes a breakdown of who falls under the mandatory Federal FIRPTA withholding requirements, how much FIRPTA withholding is required, how to obtain a Certificate of Exemption to the FIRPTA withholding requirements, and how FIRPTA withholding can complicate a 1031 Exchange transaction.
3
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Did you miss episode 17 of Go Ahead, Ask?
Did you miss our last episode? 1031 Exchange transactions are complex and confusing. Finding, identifying, and acquiring like-kind replacement property as part of a 1031 Exchange can be challenging. This episode explores the Delaware Statutory Trust (DST) as a replacement property option for 1031 Exchanges. Discussion will include the definition of a Delaware Statutory Trust, the structure of a Delaware Statutory Trust, why an investor would invest in a Delaware Statutory Trust, the benefits, risks, pros and cons of a Delaware Statutory Trust, and who can sell Delaware Statutory Trusts or DSTs. Check it out here: https://youtu.be/TKc45tDUE2k
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Twitter: https://twitter.com/GoAheadAsk
4
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Did you miss episode 10 of Go Ahead, ASK!?
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:
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YouTube - https://www.youtube.com/c/TheExeterGroupofCompanies/
3
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