Why Choose Breakwater Exchange

We’re not here to push properties; we’re here to help you invest smarter. Breakwater Exchange delivers strategy, transparency, and real partnership at every stage.

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A Whole New Approach to 1031 Exchanges

At Breakwater Exchange, we don’t believe in handing over a menu of DSTs and calling it a day. Our team takes the time to understand your financial goals, educate you on all available structures, and recommend only investments that meet our strict vetting standards. Unlike many brokers who rely on one-size-fits-all DSTs or have hidden conflicts of interest, we focus on building long-term, trusted relationships. Our process is driven by quality, not volume, and that’s what sets us apart.

Unmatched Due Diligence

Our team at Breakwater Exchange goes far beyond standard broker-dealer reviews. Every sponsor, property, and offering is scrutinized through our rigorous multi-layered process. We evaluate sponsor history, fee structure, tenant quality, lease terms, market strength, and property-level financials. By the time an investment reaches you, it has passed a gauntlet of filters.

Confidently Invest With Breakwater Exchange at Your Side

Your 1031 exchange deserves more than generic advice. Work with a team that values precision, transparency, and long-term relationships.

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Reasons Why Clients Choose Breakwater Exchange

We bring clarity, access, and integrity to a process many find overwhelming. Here’s what makes us the right partner for your 1031 exchange journey:

  • Boutique Service

    Breakwater Exchange listens first, then curates strategies that match your needs, not just push what’s available.

  • Better 1031 Process

    We streamline everything from identification to closing, making your exchange smoother and less stressful.

  • Full Solution Set

    To eliminate conflicts of interest, Breakwater Exchange offers more than DSTs, including direct title and cash-out structures.

  • Real Experience

    With over a billion dollars in DST transactions and licenses in all 50 states, our depth of knowledge speaks for itself.

  • Strict Property Standards

    Breakwater Exchange rejects offerings that don’t meet our criteria for risk, performance, or fee structure.

  • Access to Exclusives

    Some DSTs we offer are off-market with lower fees and better value, only available through our network.

  • Holistic Financial Planning

    Breakwater Exchange looks beyond real estate to understand your full financial picture and long-term goals.

  • No Conflicts of Interest

    We don’t operate our own DSTs or steer clients into in-house products like many large firms do.

  • Direct Advisor Access

    Direct Advisor Access: You’ll work one-on-one with our leadership, not be handed off to a call center or junior rep.

  • Skin in the Game

    Our team at Breakwater Exchange often invests in the same opportunities we recommend, so our interests are aligned with yours.

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Asset Classes We Recommend

Breakwater Exchange prioritizes resilient, essential-use real estate that has historically performed well across market cycles. These are the asset types we target for our clients:

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.