Free, no obligation

Book a Consultation

Choose a day and a time window. An advisor confirms the exact time by email.

Pick a time that suits you

Times are Pacific. If none of the windows work, say so in the notes and an advisor will offer alternatives.

First name

Last name

Phone

Preferred day

Time window

Where are you in the process?

Equity to reinvest

State of the property

Are you an accredited investor?

Yes No Not sure

Generally, net worth over $1 million excluding your primary residence, or income over $200,000 ($300,000 with a spouse) in each of the last two years.

Anything we should know before the call?

No obligation. You will get a confirmation email, then a second email with the exact time.

Rather have it in writing?

Get a free proposal instead

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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Common questions

What does the consultation cost?

Nothing. It is a conversation about your sale, your timeline and the structures that could fit. There is no obligation to proceed.

Who will I speak with?

A Breakwater Exchange advisor. The firm is based in Irvine, California, licensed in all 50 states, and works with sellers everywhere by phone and video.

What should I have ready?

The property's rough sale price, what you owe on it, when it closes or is likely to close, and what you want the proceeds to do for you next: income, less management, diversification, or an estate plan.

I am already inside my 45 days. Is that too late?

No, but say so in the form. Advisors prioritise sellers whose identification deadline is running, and DST interests can often be identified and closed inside the remaining window.

20+
years of experience: $1B+
in DST transactions: 50
states licensed: 8
vetted national sponsors