Case 01
Saving a Failed 1031 Exchange
A failed exchange doesn’t have to mean a tax bill. $1.2M in proceeds was redirected into bonus-depreciation funds, offsetting the entire gain.
1031 Exchanges · DSTs · Tax-Advantaged Real Estate
Smarter 1031 Strategies.
Simpler Execution.
Breakwater Capital helps facilitate uniquely structured 1031 exchanges so you can reinvest your capital more efficiently. We focus on non-traditional real estate structures most investors are unaware of — and bring value by educating you on all of your options.
- 150+years of collective real estate experience
- $30B+in DST participation
- 200+educational seminars delivered
- 30–45DST offerings available at any given time
What We Do
The strategies, indexed.
From coordination to close — including the non-traditional structures most investors never hear about.
1031 Exchange Coordination
We oversee and coordinate the entire exchange.
Traditional DSTs
Passive, institutional-grade replacement property.
Direct Title Securities
100% ownership of single-family rental portfolios, with a 721 exit option.
Zero DST
Zero-cash-flow, high-leverage structures for de-leveraging and post-exchange liquidity.
Bonus Depreciation Funds
Accelerated depreciation via cost segregation.
Opportunity Zones
A defer, reduce, and eliminate framework for qualified gains.
Alternative Funds
Preferred equity, REITs, interval and income funds.
Cash Investments
Non-1031 options for accredited investors.
Why Choose Us
The Breakwater Difference
Three layers of due diligence, on every offering.
Sponsor Review
Who stands behind the offering — examined before it is ever presented.
Property Review
The real estate behind the offering, seen firsthand.
Offering Structure Review
Fees, financing, and structure — read line by line.
“We mystery-shop DST properties and typically track 30 to 45 offerings at any given time.”
Josh Chapin — President, Breakwater Capital
Our Team
Josh Chapin, President
Josh brings an extensive financial-planning background specializing in investment and tax strategies — including more than a decade of experience with Delaware Statutory Trusts and over 200 educational seminars delivered.
His approach is practical and common-sense: complex strategies, explained in plain terms, so you can decide with confidence.
Clients work directly with Josh as a single point of contact — and he is personally invested in the same offerings he recommends.
Licenses
- Series 7
- Series 6
- Series 63
- Series 65
- SIE
- Life & Health
Case Studies
Proven Strategies in Action
Case 02
De-Leveraging an Exchange
Meeting an exchange’s debt requirement through strategic debt allocation, using a Zero DST.
Case 03
Obtaining Liquidity After an Exchange
Unlocking cash from a zero-cash-flow asset — with no tax event.
Resources
A 25-document education library.
A sample of what’s inside:
- Understanding 1031 Exchanges
- Understanding DSTs
- When a DST May Not Fit
- De-Leveraging an Exchange
- Understanding Opportunity Zones
- Using Bonus Depreciation
Contact
Complimentary Investor Evaluation
Bring your questions, your timeline, and your property. We’ll walk you through your options.