Discover Breakwater Exchange’s Results in Action

Real exchanges, the strategy behind each one, and the outcome. Names and figures are the client's own.

Get My Free Proposal Connect With Our Experts

Seven exchanges, seven strategies

Balconies on a modern multi-family apartment building

Case study

Rental Property Exchange With DSTs

At Breakwater Exchange, we simplify complex 1031 exchanges by creating personalized, diversified solutions for every investor. See how our proven DST strategies made retirement smoother for one Southern California couple.

Case study

Direct Title Securities

This case study highlights how Breakwater Exchange’s direct title security structure empowered one investor with full ownership, control, and tax-deferral benefits.

Lighthouse standing on a rock in open sea

Case study

Failed Exchange

Discover how Breakwater helped a client save a failed 1031 exchange.

Curved glass facade of a city office building

Case study

De-Levering an Exchange With Cash Out Solutions

Discover how our cash out strategies helped a risk-averse investor unlock liquidity and lower leverage. At Breakwater Exchange, flexibility meets long-term income security.

Case study

Obtaining Liquidity With Cash Out Solutions

This real estate investor needed immediate capital without triggering taxes. Breakwater Exchange delivered a creative cash out solution with long-term benefits.

Aerial view of an industrial warehouse property

Case study

Offsetting Passive Income

At Breakwater Exchange, we help investors reduce tax exposure while preserving wealth. In this case, our team resolved a common 1031 exchange challenge with precision and care.

Case study

Accessing Long-Term Gains With Opportunity Zone Funds

Discover how Breakwater Exchange helped a client preserve wealth, defer tax, and generate passive income in this case study. Learn how our approach creates long-term results.

Free 1031 proposal

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.

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