Breakwater Exchange helps you unlock the full potential of qualified opportunity zones with expert guidance and tailored fund access. Maximize tax efficiency while investing in high-growth, underserved areas.
Breakwater Exchange gives you direct access to qualified opportunity zone investments that can deliver significant tax advantages while helping rebuild U.S. communities. Through specialized funds known as Qualified Opportunity Funds (QOFs), investors can defer, reduce, and even eliminate capital gains tax when reinvesting in designated zones. These long-term investments are ideal for those looking to balance impact with smart financial strategy. Our approach ensures clarity, compliance, and full alignment with your goals. Let’s run through a trio of potential tax advantages:
Capital gains taxes by reinvesting into a Qualified Opportunity Fund.
Your taxable gain is a step-up in basis when held for at least 5 to 7 years.
Tax on the fund’s appreciation if held for a minimum of 10 years.
Qualified opportunity zones are a federal incentive program created by the 2017 Tax Cuts and Jobs Act. These zones encourage long-term private sector investments in designated, underserved communities by offering attractive tax benefits to investors. Through QOFs, capital flows into real estate, infrastructure, and startup projects that might otherwise be overlooked, turning unrealized gains into both impact and growth.
Contact Breakwater Exchange today for a free custom proposal and compliance review tailored to your project goals and capital gains for tax deferrals.
Qualified opportunity zones represent one of the most significant investment opportunities in today’s market. With over $6 trillion in unrealized capital gains in the U.S., these zones present a powerful vehicle for turning dormant assets into active, tax-advantaged growth. Roughly 18.2% of U.S. land is in QOZs, with over 1 million qualifying properties nationwide.
More than $234 billion has flowed into these communities over the past five years, proof that institutional and private investors alike see the potential. Breakwater Exchange helps you join that movement with the structure, support, sponsors, and insight from our process.
Discover how Breakwater Exchange helped a business owner defer millions in gains and build a diversified portfolio through Qualified Opportunity Zone Funds.
Yes. Qualified Opportunity Funds (QOFs) can accept capital gains from a wide range of assets, including stocks, collectibles, and business sales. Breakwater Exchange helps you navigate this flexibility by structuring tailored QOF strategies that align with your liquidity events and long-term objectives.
No. You’re only required to reinvest the capital gain portion to access the tax benefits of a QOF. Breakwater Exchange works closely with you to determine the exact gain amount and create a reinvestment plan that keeps the rest of your proceeds liquid and accessible.
Yes. These tools serve different purposes and can complement each other for investors with both real estate and non-real estate gains. Breakwater Exchange builds integrated strategies to help you diversify across both vehicles while maximizing your tax advantages.
Bonus depreciation in real estate is a strategy for smarter investing. Breakwater Exchange’s funds are built to reduce taxable income and elevate after-tax returns for investors with substantial gains or passive income.
Read moreBreakwater Exchange specializes in traditional DST 1031 exchange strategies that help investors defer taxes, simplify ownership, and access premium real estate without the burden of management.
Read moreBreakwater Exchange’s cash out DST solutions are designed for investors who need strategic liquidity without losing tax deferral benefits.
Read moreDST 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.
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.
Carolinas · Southeast
A neighbourhood center anchored by a regional grocer, with a mix of national and local in-line tenants.
Shown with marketplace access
Sample offering: a hypothetical illustration of this structure type, not an actual or current offering.
Southern California infill · West
Smaller infill warehouses close to population centres, leased to several tenants on shorter terms.
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.
