Lighthouse standing on a rock in open sea

About Breakwater Exchange

Breakwater Exchange goes beyond traditional 1031 exchanges to help investors protect capital, defer taxes, and invest smarter. Our guidance is personal, proven, and strategic.

What Breakwater Exchange Does for Investors

Breakwater Exchange delivers high-level 1031 exchange and tax mitigation solutions to accredited investors. We guide clients through various alternative investment options, beyond just standard DSTs, to help preserve wealth, defer capital gains, and meet strict IRS deadlines. Whether you’re navigating a complex 1031 exchange or looking to minimize taxes on a large gain, we bring the expertise, relationships, and solutions you need. Our tailored approach helps remove the stress from real estate reinvestment and brings clarity to decisions that can have a long-term financial impact.

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Work With the Leader in Non-Standard 1031 Strategies

Breakwater Exchange is redefining what it means to be a 1031 broker. Let us craft a custom, advanced investment plan that goes far beyond basic DST offerings.

Our Proven 8-Step Process

We make complex transactions feel seamless. Here’s how our process works from start to finish:

  1. Start with a detailed discovery call and education around available strategies.

  2. Introduce you to trusted sponsors with real-time property offerings.

  3. Help reserve equity and ensure IRS-compliant property identification.

  4. Organize and guide you through all investment paperwork.

  5. Coordinate with your Qualified Intermediary to securely place funds.

  6. Income begins post-close, with timing based on your investment structure.

  7. We provide ongoing investment reviews and strategic adjustments.

  8. When needed, explore liquidity or secondary sale options for your holdings.

Explore Breakwater Exchange’s Strategic Investment Options

  • We offer a comprehensive range of 1031 exchange options, advanced tax mitigation strategies, and exclusive investment structures tailored to your financial goals and timeline:
  • Breakwater Exchange connects you with professionally managed DSTs that provide passive income, meet strict IRS guidelines, and simplify the tax deferral process through hands-off, institutional-grade real estate.
  • Our advanced exchange options include cash out DSTs and direct title ownership , giving you control, liquidity, and compliance, ideal for investors seeking flexibility beyond standard 1031 pathways.
  • Breakwater Exchange helps you reduce taxable income through accelerated depreciation and opportunity zone funds , giving investors strategic options to minimize gains while investing in high-growth, tax-advantaged markets.
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Choosing the Right 1031 Exchange Broker

Selecting the right broker can determine the success or failure of your 1031 exchange. A strong broker doesn’t just sell you an investment; they listen to your goals, educate you on all viable paths, and provide access to a range of solutions that fit your needs. They should understand sponsor performance , offer diversified property options, and maintain your best interest, not push the same fund to every investor.

Unfortunately, many brokers lack depth beyond standard DSTs. Some charge hidden advisory fees or leave clients responsible for navigating the details alone. At Breakwater Exchange, we take the opposite approach: no surprises, no pressure, and no shortcuts. Just real support from people who want to see your investment succeed long-term.

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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

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