Breakwater Exchange gives you direct access to qualified opportunity zone investments that can deliver significant tax advantages while helping rebuild U.S. communities. Through specialized funds known as Qualified Opportunity Funds (QOFs), investors can defer, reduce, and even eliminate capital gains tax when reinvesting in designated zones. These long-term investments are ideal for those looking to balance impact with smart financial strategy. Our approach ensures clarity, compliance, and full alignment with your goals. Let’s run through a trio of potential tax advantages:
Qualified opportunity zones are a federal incentive program created by the 2017 Tax Cuts and Jobs Act. These zones encourage long-term private sector investments in designated, underserved communities by offering attractive tax benefits to investors. Through QOFs, capital flows into real estate, infrastructure, and startup projects that might otherwise be overlooked, turning unrealized gains into both impact and growth.
Qualified opportunity zones represent one of the most significant investment opportunities in today’s market. With over $6 trillion in unrealized capital gains in the U.S., these zones present a powerful vehicle for turning dormant assets into active, tax-advantaged growth. Roughly 18.2% of U.S. land is in QOZs, with over 1 million qualifying properties nationwide.
More than $234 billion has flowed into these communities over the past five years, proof that institutional and private investors alike see the potential. Breakwater Exchange helps you join that movement with the structure, support, sponsors, and insight from our process.
Yes. Qualified Opportunity Funds (QOFs) can accept capital gains from a wide range of assets, including stocks, collectibles, and business sales. Breakwater Exchange helps you navigate this flexibility by structuring tailored QOF strategies that align with your liquidity events and long-term objectives.
No. You’re only required to reinvest the capital gain portion to access the tax benefits of a QOF. Breakwater Exchange works closely with you to determine the exact gain amount and create a reinvestment plan that keeps the rest of your proceeds liquid and accessible.
Yes. These tools serve different purposes and can complement each other for investors with both real estate and non-real estate gains. Breakwater Exchange builds integrated strategies to help you diversify across both vehicles while maximizing your tax advantages.
