Breakwater Exchange goes beyond traditional 1031 exchanges to help investors protect capital, defer taxes, and invest smarter. Our guidance is personal, proven, and strategic.
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.
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.
We make complex transactions feel seamless. Here’s how our process works from start to finish:
Start with a detailed discovery call and education around available strategies.
Introduce you to trusted sponsors with real-time property offerings.
Help reserve equity and ensure IRS-compliant property identification.
Organize and guide you through all investment paperwork.
Coordinate with your Qualified Intermediary to securely place funds.
Income begins post-close, with timing based on your investment structure.
We provide ongoing investment reviews and strategic adjustments.
When needed, explore liquidity or secondary sale options for your holdings.
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.
DST marketplace · Preview
Three of twelve sample structures: asset class, leverage, minimum and hold. The sponsor, the distributions paid and the offering size are what marketplace access adds, after a short suitability call. Request access and the current list follows.
Suburban Pennsylvania · Northeast
A purpose-built community run by a national operator under a management agreement, not a lease.
Shown with marketplace access
Sample offering: a hypothetical illustration of this structure type, not an actual or current offering.
Southern California infill · West
Smaller infill warehouses close to population centres, leased to several tenants on shorter terms.
Shown with marketplace access
Sample offering: a hypothetical illustration of this structure type, not an actual or current offering.
Florida and Georgia · Southeast
Climate-controlled storage facilities in high-growth suburbs, with month-to-month leases that reprice quickly.
Shown with marketplace access
Sample offering: a hypothetical illustration of this structure type, not an actual or current offering.
Sample offerings: hypothetical illustrations of structure types, not actual or current offerings. Photos are representative of each asset class. Current offerings are private placements for accredited investors, described by private placement memorandum.
Free 1031 proposal
Breakwater Exchange’s expert guidance helps you maximize returns while minimizing tax exposure, so you can invest with clarity and confidence.
