Types of 1031 Exchanges Available at Breakwater Exchange

Understanding the types of 1031 exchanges helps you choose a smarter path for your investment. Breakwater Exchange offers more than the standard playbook.

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Why 1031 Exchange Solutions From Breakwater Exchange Work

At Breakwater Exchange, we don’t just help you execute a 1031; we guide you through it with personalized, tax-efficient strategies. Whether you’re selling commercial property, rolling over gains, or exiting a family-owned rental, our seasoned team crafts a clear, step-by-step approach aligned with your financial goals. Below are the types of 1031 exchanges you can access:

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Traditional DSTs

Passive ownership with no landlord responsibilities and access to institutional-quality real estate through a fully-managed Delaware Statutory Trust.

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Cash Out DSTs

Breakwater Exchange unlocks tax-deferred liquidity by refinancing within a DST structure, while still meeting IRS exchange guidelines.

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Direct Title Securities

Gain full ownership of your replacement property with the ability to sell, refinance, or exchange on your terms through a single-member LLC.

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Take Advantage of the Best DST Investments Available Through Breakwater Exchange

Let Breakwater Exchange create a custom strategy tailored to your sale, timeline, and income goals. Avoid the one-size-fits-all approach with all the types of 1031 exchanges we have available.

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Breakwater Exchange’s Proven Process

The best DST investments and 1031 exchange outcomes start with planning and education. Outlined below are the steps we follow:

The First Four Steps: Starting the Process

Breakwater Exchange makes it simple, smart, and seamless from the very first conversation:

  • Discovery & Education

    We begin with a personalized consultation to understand your goals, income needs, and tax exposure.

  • Sponsor Introduction & Properties

    Based on your profile, we connect you to trusted sponsors and show real-time property options aligned with your exchange.

  • Reservation & Identification

    We help you reserve equity in selected DSTs and work with your Qualified Intermediary (QI) to identify properties in full IRS compliance.

  • Documentation

    Once you’re ready, we’ll manage all paperwork, streamlining the process to avoid delays and eliminate unnecessary complexity.

What Happens Next: Finalizing & Supporting Your Exchange

After the paperwork, we ensure your funds are placed efficiently, and we stay by your side long after the ink is dry.

  • Fund Transfer & Exchange Completion

    Breakwater coordinates with escrow and QIs to complete your exchange, often in just 3–5 business days.

  • Start Receiving Income

    Once closed, your potential distributions begin, often the following month, helping you maintain uninterrupted income.

  • Ongoing Monitoring & Planning

    We track your investment performance and adjust your plan as needed to ensure long-term success.

  • Liquidity Support When Needed

    If you ever need liquidity, Breakwater can assist in facilitating property interest transfers or other strategic exits.

How We Help Your Business Succeed

With over 20 years of experience, thousands of completed exchanges, and over a billion dollars placed, Breakwater Exchange is a trusted name for accessing advanced types of 1031 exchanges and strategies. We go far beyond the advantages of DST offerings, providing investors with access to exclusive sponsors. Unlike most brokers, we never charge hidden advisory fees or leave you holding the bag on logistics.

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Years of Experience

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.