Our Process

Our process is built to protect your gains, optimize your reinvestment, and guide you with clarity. With Breakwater Exchange, every step is handled with care.

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The Breakwater Exchange Difference: Access, Strategy & Transparency

Our team gives investors access to the most exclusive line of 1031 exchange solutions, far beyond what traditional brokers provide. While most advisors rely on standard DSTs and bury you in advisory fees or vague timelines, we offer custom-fit strategies backed by clear communication and full transparency. You’ll never be left guessing, pressured into a limited offering, or asked to carry the process alone. We handle the details so you can focus on the outcome.

  • Step 1

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    Discovery and General Education

    Every great exchange starts with a conversation. Breakwater Exchange begins by learning your specific financial goals, tax exposure, and investment preferences. Whether you’re selling one property or multiple, we’ll help you understand your available strategies and determine whether we’re the right fit. From traditional DSTs to advanced structures, you’ll gain clarity on your options and confidence in the path forward.

  • Step 2

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    Sponsor Introductions and Property Matching

    After outlining a plan, Breakwater Exchange connects you directly with reputable sponsors who offer real, available properties aligned with your timeline and financial needs. You get firsthand access to managers, their investment philosophies, and the deals they currently oversee. This sponsor-level transparency empowers you to ask questions, compare offerings, and feel confident in your decisions.

  • Step 3

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    Reserve Equity and Identify Properties

    Once you’re comfortable, Breakwater Exchange will assist in reserving equity in one or more properties that meet your goals. Our team helps coordinate identification with your Qualified Intermediary (QI), ensuring all IRS requirements are met accurately and on time. Should your sale fall through or your plans change, you’re never locked in; reservations are flexible. We also connect you to trusted QIs if you need one, keeping your timeline and strategy fully supported.

  • Step 4

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    Streamlined Paperwork and Documentation

    When you’re ready to proceed, Breakwater Exchange prepares and organizes all necessary investment documents. Because our process avoids bank involvement, it’s faster, smoother, and less stressful. You’ll be surprised how efficient and seamless this step becomes with expert coordination behind the scenes.

  • Step 5

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    Perform Exchange and Place Funds

    With everything in place, Breakwater Exchange helps coordinate the secure transfer of funds from escrow to your QI and ultimately to the selected DST or real estate structure. This step can often be completed in 3–5 business days, minimizing downtime between selling and reinvesting. Our clients love how efficiently we handle this stage, often avoiding any disruption in income.

  • Step 6

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    Begin Generating Potential Income

    After closing, your potential income distributions begin accruing right away, often within the first month. Distributions are typically prorated depending on your closing date, and many sponsors pay monthly. While distributions are never guaranteed, Breakwater Exchange’s due diligence process focuses on strong, stabilized assets.

  • Step 7

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    Monitor, Plan, and Adjust Over Time

    A true exchange partner doesn’t disappear after closing. We stay connected, monitoring your investment performance and reviewing your plan regularly. As market conditions evolve or your life circumstances change, Breakwater Exchange helps you stay ahead with proactive advice and tailored adjustments.

  • Step 8

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    Explore Liquidity and Secondary Options

    Over time, you may need access to capital. Whether it’s for unexpected expenses or shifting priorities, Breakwater Exchange helps you explore potential liquidity solutions, including reselling your interests to other investors when possible. While real estate investments are inherently illiquid, we guide you through what’s realistic and available. Many brokers stop at closing; we stay engaged, providing insight and flexibility even after the investment is placed.

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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.