1031 exchange advisors · DSTs, cash out DSTs, direct title securities
The Leading Provider of 1031 Exchange Solutions
Breakwater Exchange delivers custom, unique solutions to conventional exchange options. With full transparency and deep due diligence, we put your future first.
- Over 20 years of experience with vetted partners
- Over a billion dollars in DST transactions
- Licensed in all 50 states, within a regulated broker-dealer framework
Sponsors we work with
Our 1031 Exchange Solutions
Breakwater Exchange specializes in helping clients navigate 1031 exchanges through personalized solutions and strategic diversification. Whether you’re looking to preserve capital, generate income, or find flexibility, we help you build the right plan.
Traditional DSTs
Institutional-grade properties offering passive income and tax deferral. These are ideal for investors who want turnkey ownership with low involvement and predictable monthly returns.
Learn moreCash Out DSTs
High-leverage DSTs designed for investors that desire cash via refinance. Gain liquidity, solve debt issues, and create optionality, all within 1031 compliance.
Learn moreDirect Title Securities
Maintain full control and ownership through a single-member LLC. Offers steady income, flexible exits, and 1031 eligibility without co-ownership or sponsor-led restrictions.
Learn moreOur Advanced Tax Mitigation Strategies
Breakwater Exchange offers solutions designed to maximize your investment value while supporting long-term financial planning for real estate investors. Our strategies go far beyond traditional broker offerings.
Bonus Depreciation Funds
Generate substantial paper losses early in your investment timeline. These losses may offset passive income and/or capital gains, providing immediate tax benefits without compromising long-term gains.
Learn moreQualified Opportunity Zone Funds
Invest in underserved markets while deferring (and potentially eliminating) capital gains. These funds support social impact and offer powerful long-term tax incentives for patient investors.
Learn moreBuild Your Investment Future With the Experts at Breakwater Exchange
Take control of your 1031 exchange or tax strategy with an experienced team that delivers tailored proposals built around your investment goals, timelines, and risk profile.
What Sets Breakwater Exchange Apart
Our clients receive personalized assistance, backed by over 20 years of experience with vetted partners and sophisticated solutions.
- Breakwater Exchange provides annual strategy reviews; our guidance doesn’t end when the paperwork does.
- Our team offers access to exclusive investments most brokers can’t deliver.
- We conduct deep due diligence , so you’re never in the dark about what you’re investing in.
- Breakwater Exchange is proud to offer an expansive network of the best sponsors in the industry.
Avoid the Pitfalls of Other Brokers With the Breakwater Exchange Difference
Many brokers operate with limited offerings, hidden fees, and little post-sale support. Without deep due diligence of investment opportunities or regulatory alignment, you’re left exposed, often with poor advice and no representation.
Other brokers often steer clients into DSTs that pay them more, regardless of fit. At Breakwater, we remain conflict-free, prioritizing your strategy, not our commission.
Some brokers operate without a registered broker-dealer, leaving clients vulnerable. Breakwater Exchange works within a fully compliant, regulated framework to protect your interests at every step.
Some firms offer lower commissions upfront, then steer clients into subpar DSTs they control, layering in hidden fees that quietly erode investor returns.
Discover Breakwater Exchange’s Results in Action
Real exchanges, with the numbers behind them.
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.
Read more
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.
Read more
Case study
Failed Exchange
Discover how Breakwater helped a client save a failed 1031 exchange.
Read moreLatest from the Breakwater Exchange blog
Plain-English guides to the rules, the deadlines, and the structures that keep an exchange on track.
DST Asset Classes: Comparing Industrial, Multi-Family, Triple Net, and More
Compare DST asset classes for your 1031 exchange, including multifamily, triple net, and industrial DST properties, and how to match them to your goals.
Read the article
The Role of DST Sponsors: What Investors Should Know Before Committing
What DST sponsors do, why their track record drives your returns, and how to handle DST due diligence and fees before committing to a 1031 exchange.
Read the article
Understanding the Critical 1031 Exchange Deadlines
Missing key 1031 exchange deadlines can cost you thousands. Learn how to meet the 45- and 180-day rules and stay compliant in the 1031 exchange process.
Read the articleFree 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