Ocean coastline

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.

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.

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Modern glass office towers

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.

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Lighthouse standing on a rock in open sea

Case study

Failed Exchange

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

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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.

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Skyscrapers seen from below

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.

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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.

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Downtown office towers

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.

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DST marketplace · Preview

See what a DST replacement property looks like

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.

Medical Office Building

Hospital campus, Arizona · West

An outpatient building on a hospital campus, leased to a health system and physician groups.

Minimum
$100,000
Leverage
Moderate leverage40 to 55% loan-to-value
Target hold
7 to 10 years
Strategy
Current income
Sponsor
Distributions
Offering size

Shown with marketplace access

Sample offering: a hypothetical illustration of this structure type, not an actual or current offering.

Grocery-Anchored Shopping Center

Carolinas · Southeast

A neighbourhood center anchored by a regional grocer, with a mix of national and local in-line tenants.

Minimum
$50,000
Leverage
Moderate leverage40 to 55% loan-to-value
Target hold
7 to 10 years
Strategy
Current income, Diversification
Sponsor
Distributions
Offering size

Shown with marketplace access

Sample offering: a hypothetical illustration of this structure type, not an actual or current offering.

Sun Belt Garden Apartments

Texas metro · Southwest

A stabilised garden-style community in a growing Texas metro, with a non-recourse loan already in place.

Minimum
$50,000
Leverage
Moderate leverage40 to 55% loan-to-value
Target hold
5 to 7 years
Strategy
Current income, Debt replacement
Sponsor
Distributions
Offering size

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

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

Tell us about your exchange

Share the basics and an advisor will reach out with next steps.

Are you an accredited investor?

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.

What do you want from the replacement property?
Best way to reach you

No obligation. A Breakwater Exchange advisor reviews every request personally.

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