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.
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.
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.
Your 1031 exchange deserves more than generic advice. Work with a team that values precision, transparency, and long-term relationships.
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:
Breakwater Exchange listens first, then curates strategies that match your needs, not just push what’s available.
We streamline everything from identification to closing, making your exchange smoother and less stressful.
To eliminate conflicts of interest, Breakwater Exchange offers more than DSTs, including direct title and cash-out structures.
With over a billion dollars in DST transactions and licenses in all 50 states, our depth of knowledge speaks for itself.
Breakwater Exchange rejects offerings that don’t meet our criteria for risk, performance, or fee structure.
Some DSTs we offer are off-market with lower fees and better value, only available through our network.
Breakwater Exchange looks beyond real estate to understand your full financial picture and long-term goals.
We don’t operate our own DSTs or steer clients into in-house products like many large firms do.
Direct Advisor Access: You’ll work one-on-one with our leadership, not be handed off to a call center or junior rep.
Our team at Breakwater Exchange often invests in the same opportunities we recommend, so our interests are aligned with yours.
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:
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.
Ohio · Midwest
A long-leased facility financed so that all rent pays down the loan; built for sellers who must replace a large mortgage.
Shown with marketplace access
Sample offering: a hypothetical illustration of this structure type, not an actual or current offering.
Pacific Northwest · West
A newer mid-rise community in a supply-constrained coastal market, carrying more leverage for sellers with large loans to replace.
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.
