The Leading Provider of 1031 Exchange Solutions

Breakwater Exchange delivers custom, unique solutions to conventional exchange options. With full transparency and deep due diligence, we put your future first.

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Our 1031 Exchange Solutions

Breakwater Exchange specializes in helping clients navigate 1031 exchanges through personalized solutions and strategic diversification. Whether you’re looking to preserve capital, generate income, or find flexibility, we help you build the right plan.

Traditional DSTs

Institutional-grade properties offering passive income and tax deferral. These are ideal for investors who want turnkey ownership with low involvement and predictable monthly returns.

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Cash Out DSTs

High-leverage DSTs designed for investors that desire cash via refinance. Gain liquidity, solve debt issues, and create optionality, all within 1031 compliance.

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Direct Title Securities

Maintain full control and ownership through a single-member LLC. Offers steady income, flexible exits, and 1031 eligibility without co-ownership or sponsor-led restrictions.

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Bonus Depreciation Funds

Generate substantial paper losses early in your investment timeline. These losses may offset passive income and/or capital gains, providing immediate tax benefits without compromising long-term gains.

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Qualified Opportunity Zone Funds

Invest in underserved markets while deferring (and potentially eliminating) capital gains. These funds support social impact and offer powerful long-term tax incentives for patient investors.

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Our Advanced Tax Mitigation Strategies

Breakwater Exchange offers solutions designed to maximize your investment value while supporting long-term financial planning for real estate investors. Our strategies go far beyond traditional broker offerings.

Build Your Investment Future With the Experts at Breakwater Exchange

Take control of your 1031 exchange or tax strategy with an experienced team that delivers tailored proposals built around your investment goals, timelines, and risk profile.

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What Sets Breakwater Exchange Apart

Our clients receive personalized assistance, backed by over 20 years of experience with vetted partners and sophisticated solutions.

Breakwater Exchange provides annual strategy reviews; our guidance doesn’t end when the paperwork does.
Our team offers access to exclusive investments most brokers can’t deliver.

We conduct deep due diligence, so you’re never in the dark about what you’re investing in.
Breakwater Exchange is proud to offer an expansive network of the best sponsors in the industry.

Avoid the Pitfalls of Other Brokers With the Breakwater Exchange Difference

Many brokers operate with limited offerings, hidden fees, and little post-sale support. Without deep due diligence of investment opportunities or regulatory alignment, you’re left exposed, often with poor advice and no representation.

Misaligned Incentives
Other brokers often steer clients into DSTs that pay them more, regardless of fit. At Breakwater, we remain conflict-free, prioritizing your strategy, not our commission.
No Oversight or Recourse
Some brokers operate without a registered broker-dealer, leaving clients vulnerable. Breakwater Exchange works within a fully compliant, regulated framework to protect your interests at every step.
Hidden Fee Schemes
Some firms offer lower commissions upfront, then steer clients into subpar DSTs they control, layering in hidden fees that quietly erode investor returns.

Discover Breakwater Exchange’s Results in Action

DST Exchange Case Study

Read how one couple exchanged their aging rental into diversified DSTs, boosting their income by 33% while eliminating management headaches and tax exposure.

Direct Title Securities Case Study

Learn how a client kept full control of their investment, gained access to high-credit tenants, and preserved liquidity, all with 1031-compliant direct title ownership.

Access Investment Offerings Other Brokers Can’t Provide

Breakwater Exchange’s expert guidance helps you maximize returns while minimizing tax exposure, so you can invest with clarity and confidence.

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General Disclosure
All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future performance. There can be no guarantee that any investment or strategy will achieve its stated objectives. Speak to your tax and/or financial professional prior to investing.

Real Estate / 1031 Risk Disclosure
There is no guarantee that any strategy will be successful or achieve investment objectives; Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments; Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities; Potential for foreclosure – All fnanced real estate investments have potential for foreclosure; Illiquidity –These assets are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments;Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash ﬂow distributions; Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefts. Stated tax benefts – Any stated tax benefts are not guaranteed and are subject to changes in the tax code. Speak to your tax professional prior to investing.

Opportunity Zones Disclosures
Investing in opportunity zones is speculative. Opportunity zones are newly formed entities with no operating history. There is no assurance of investment return, property appreciation, or profits. The ability to resell the fund’s underlying investment properties or businesses is not guaranteed. Investing in opportunity zone funds may involve a higher level of risk than investing in other established real estate offerings. Long-term investment. Opportunity zone funds have illiquid underlying investments that may not be easy to sell and the return of capital and realization of gains, if any, from an investment will generally occur only upon the partial or complete disposition or refinancing of such investments. Limited secondary market for redemption. Although secondary markets may provide a liquidity option in limited circumstances, the amount you will receive typically is discounted to current valuations. Difficult valuation assessment. The portfolio holdings in opportunity zone funds may be difficult to value because financial markets or exchanges do not usually quote or trade the holdings. As such, market prices for most of a fund’s holdings will not be readily available. Capital call default consequences. Meeting capital calls to provide managers with the pledged capital is a contractual obligation of each investor. Failure to meet this requirement in a timely manner could elicit significant adverse consequences, including, without limitation, the forfeiture of your interest in the fund. Leverage. Opportunity zone funds may use leverage in connection with certain investments or participate in investments with highly leveraged capital structures. Leverage involves a high degree of financial risk and may increase the exposure of such investments to factors such as rising interest rates, downturns in the economy or deterioration in the condition of the assets underlying such investments. Unregistered investment. As with other unregistered investments, the regulatory protections of the Investment Company Act of 1940 are not available with unregistered securities. Regulation. It is possible, due to tax, regulatory, or investment decisions, that a fund, or its investors, are unable realize any tax benefits. You should evaluate the merits of the underlying investment and not solely invest in an opportunity zone fund for any potential tax advantage.