About Breakwater Exchange

Breakwater Exchange goes beyond traditional 1031 exchanges to help investors protect capital, defer taxes, and invest smarter. Our guidance is personal, proven, and strategic.

Get in Touch

What Breakwater Exchange Does for Investors

Breakwater Exchange delivers high-level 1031 exchange and tax mitigation solutions to accredited investors. We guide clients through various alternative investment options, beyond just standard DSTs, to help preserve wealth, defer capital gains, and meet strict IRS deadlines. Whether you’re navigating a complex 1031 exchange or looking to minimize taxes on a large gain, we bring the expertise, relationships, and solutions you need. Our tailored approach helps remove the stress from real estate reinvestment and brings clarity to decisions that can have a long-term financial impact.

Work With the Leader in Non-Standard 1031 Strategies

Breakwater Exchange is redefining what it means to be a 1031 broker. Let us craft a custom, advanced investment plan that goes far beyond basic DST offerings.

Get My Free Proposal

Our Proven 8-Step Process

We make complex transactions feel seamless. Here’s how our process works from start to finish:

Step 1
Start with a detailed discovery call and education around available strategies.
Step 2
Introduce you to trusted sponsors with real-time property offerings.
Step 3
Help reserve equity and ensure IRS-compliant property identification.
Step 4
Organize and guide you through all investment paperwork.
Step 5
Coordinate with your Qualified Intermediary to securely place funds.
Step 6
Income begins post-close, with timing based on your investment structure.
Step 7
We provide ongoing investment reviews and strategic adjustments.
Step 8
When needed, explore liquidity or secondary sale options for your holdings.

Explore Breakwater Exchange’s Strategic Investment Options

We offer a comprehensive range of 1031 exchange options, advanced tax mitigation strategies, and exclusive investment structures tailored to your financial goals and timeline:

1031 Exchanges
Breakwater Exchange connects you with professionally managed DSTs that provide passive income, meet strict IRS guidelines, and simplify the tax deferral process through hands-off, institutional-grade real estate.
1031 Exchange Solutions
Our advanced exchange options include cash out DSTs and direct title ownership, giving you control, liquidity, and compliance, ideal for investors seeking flexibility beyond standard 1031 pathways.
Tax Mitigation Strategies
Breakwater Exchange helps you reduce taxable income through accelerated depreciation and opportunity zone funds, giving investors strategic options to minimize gains while investing in high-growth, tax-advantaged markets.

Choosing the Right 1031 Exchange Broker

Selecting the right broker can determine the success or failure of your 1031 exchange. A strong broker doesn’t just sell you an investment; they listen to your goals, educate you on all viable paths, and provide access to a range of solutions that fit your needs. They should understand sponsor performance, offer diversified property options, and maintain your best interest, not push the same fund to every investor.

Unfortunately, many brokers lack depth beyond standard DSTs. Some charge hidden advisory fees or leave clients responsible for navigating the details alone. At Breakwater Exchange, we take the opposite approach: no surprises, no pressure, and no shortcuts. Just real support from people who want to see your investment succeed long-term.

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.

"*" indicates required fields

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.