Why Choose Breakwater Exchange
We’re not here to push properties; we’re here to help you invest smarter. Breakwater Exchange delivers strategy, transparency, and real partnership at every stage.
A Whole New Approach to 1031 Exchanges
At Breakwater Exchange, we don’t believe in handing over a menu of DSTs and calling it a day. Our team takes the time to understand your financial goals, educate you on all available structures, and recommend only investments that meet our strict vetting standards. Unlike many brokers who rely on one-size-fits-all DSTs or have hidden conflicts of interest, we focus on building long-term, trusted relationships. Our process is driven by quality, not volume, and that’s what sets us apart.
Unmatched Due Diligence
Our team at Breakwater Exchange goes far beyond standard broker-dealer reviews. Every sponsor, property, and offering is scrutinized through our rigorous multi-layered process. We evaluate sponsor history, fee structure, tenant quality, lease terms, market strength, and property-level financials. By the time an investment reaches you, it has passed a gauntlet of filters.
Confidently Invest With Breakwater Exchange at Your Side
Your 1031 exchange deserves more than generic advice. Work with a team that values precision, transparency, and long-term relationships.
Reasons Why Clients Choose Breakwater Exchange
- We bring clarity, access, and integrity to a process many find overwhelming. Here’s what makes us the right partner for your 1031 exchange journey:
- Breakwater Exchange listens first, then curates strategies that match your needs, not just push what’s available.
- We streamline everything from identification to closing, making your exchange smoother and less stressful.
- To eliminate conflicts of interest, Breakwater Exchange offers more than DSTs, including direct title and cash-out structures.
- With over a billion dollars in DST transactions and licenses in all 50 states, our depth of knowledge speaks for itself.
- Breakwater Exchange rejects offerings that don’t meet our criteria for risk, performance, or fee structure.
- Some DSTs we offer are off-market with lower fees and better value, only available through our network.
- Breakwater Exchange looks beyond real estate to understand your full financial picture and long-term goals.
- We don’t operate our own DSTs or steer clients into in-house products like many large firms do.
- Direct Advisor Access: You’ll work one-on-one with our leadership, not be handed off to a call center or junior rep.
- Our team at Breakwater Exchange often invests in the same opportunities we recommend, so our interests are aligned with yours.
Asset Classes We Recommend
Breakwater Exchange prioritizes resilient, essential-use real estate that has historically performed well across market cycles. These are the asset types we target for our clients:
- Essential Business Triple Net-Lease
- Self Storage
- Multifamily Housing
- Healthcare Real Estate
- Industrial Properties
- Assisted Living Facilities
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