
Customized 1031 Exchange Solutions — From Sale to Closing, We Handle Every Step
Whether you're selling rental property, commercial real estate, or land — our dedicated advisory team guides your exchange from identification through closing, fully compliant.
Free consultation • No obligation • Your information is secure
Book Your 1031 Consultation
Speak with a Certified Exchange Specialist


What Is a 1031 Exchange?
A 1031 Exchange, named after Section 1031 of the Internal Revenue Code, allows real estate investors to defer capital gains taxes when selling an investment property as long as the proceeds are reinvested into a "like-kind" replacement property.
This powerful tax strategy has been used by savvy investors for decades to preserve equity, compound returns, and build long-term wealth without the drag of immediate taxation.
- Defer Capital Gains Taxes
- Reinvest in Higher-Value Property
- Grow Long-Term Wealth
- Increase Portfolio Diversification
Pro Tip: Once your property sells, you have 45 days to identify replacement properties and 180 days to close the exchange.
Your 1031 Exchange Timeline

Get Your Exchange Right in Three Steps
Start Your Free Exchange Analysis
Same-day inventory match based on your position. We coordinate with a Qualified Intermediary (QI) to hold your proceeds and ensure full tax deferral eligibility.
Build Your Replacement Shortlist
Within 45 days of closing, identify your replacement properties. Our team helps you evaluate options across all major U.S. markets to find the right fit.
Close With Everything Handled
Close on your replacement property within 180 days to finalize your tax-deferred exchange. Our team handles the paperwork and logistics.
Credibility
16+ Years. $1.1B+ In Exchanges Guided. Zero Sponsor Allegiances.
Breakwater Capital is a dedicated 1031 exchange advisory firm. We bridge the gap between selling a property and securing a tax-deferred legacy for accredited investors who cannot afford to get it wrong.

Josh Chapin
President · 200+ Seminars on 1031 Exchanges
Josh has an extensive background in financial planning, specializing in unique investments and tax planning concepts. Since founding Breakwater Capital, he has developed deep expertise working with high-net-worth individuals and business owners — delivering thoughtful, personalized advice with a common-sense approach to complex strategies.
Series 7, Series 6, Series 63, Series 65, SIE, Life & Health
Supported by a Dedicated Exchange Team

Debbie Bannister
Certified Exchange Specialist · 18+ Years

Monique Wilson Kaiser
Senior Exchange Administrator · Since 1996

Naomi Booker-Abawag
Operations Manager

Taylor Pennington
Exchange Administrator · Since 2003
Experienced Advisory
Decades of collective experience in commercial real estate and tax-advantaged structures.
Customized Portfolios
We specialize in scaling exchanges, splitting one large sale into multiple DST assets across sectors and geographies to meet your exact deferral requirements.
Client-First Philosophy
We work for you, not the sponsor. Our recommendations are built around your exchange, not around what's easiest to move.
Featured 1031 Exchange Properties
Explore institutional-quality replacement properties. Register to unlock full details and view our complete inventory.

Passco Riverside DST
Sponsor: Passco Companies, LLC

ERP 1031 Industrial Portfolio IV DST
Sponsor: Energy Related Properties (ERP)

Passco Preston Ridge DST
Sponsor: Passco Companies, LLC
60+ More Properties
Register to view our full inventory of vetted exchange properties.
Our Team
Our team guides you through every stage, from sale to reinvestment, ensuring compliance, clarity, and confidence.

Josh Chapin
President

Debbie Bannister
Certified Exchange Specialist

Naomi Booker-Abawag
Operations Manager

Taylor Pennington
Exchange Administrator

Monique Wilson Kaiser
Senior Exchange Administrator

Adam Bar
CLF, Strategic Planning
Two Ways to Get Started
Still planning your sale?
Request the Breakwater DST Overview. We'll walk you through current inventory, show you how debt and equity matching works, and help you build a replacement shortlist before your property ever hits the market.
Already sold or closing soon?
Your 45-day clock may already be running. Call us directly and we'll prioritize your file today.
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IMPORTANT: Our Intent Is Not To Sell Nor Does Our Website Or Content Be Considered An "Offer To Sell" Securities. The Content On Our Website Is Education Purpose Only. Please Consult With An Attorney Or Your Local CPA To Determine If The Securities And Strategies Are Best For You And Determine The Tax Or Legal Consequences Of Any Particular Investment Or Strategy. Any Investment Or Strategy Involves Risk.
Legal Disclaimer
Privacy PolicyThe contents of this communication: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, (ii) offers can be made only by the confidential Private Placement Memorandum (the "PPM") which is available upon request, (iii) do not and cannot replace the PPM and is qualified in its entirety by the PPM, and (iv) may not be relied upon in making an investment decision related to any investment offering by an issuer, or any affiliate, or partner thereof ("Issuer"). All potential investors must read the PPM and no person may invest without acknowledging receipt and complete review of the PPM. With respect to any "targeted" goals and performance levels outlined herein, these do not constitute a promise of performance, nor is there any assurance that the investment objectives of any program will be attained. All investments carry the risk of loss of some or all of the principal invested. These "targeted" factors are based upon reasonable assumptions more fully outlined in the Offering Documents/ PPM for the respective offering. Consult the PPM for investment conditions, risk factors, minimum requirements, fees and expenses and other pertinent information with respect to any investment. These investment opportunities have not been registered under the Securities Act of 1933 and are being offered pursuant to an exemption therefrom and from applicable state securities laws. All offerings are intended only for accredited investors unless otherwise specified. Past performance are no guarantee of future results. All information is subject to change. You should always consult a tax professional prior to investing. Investment offerings and investment decisions may only be made on the basis of a confidential private placement memorandum issued by Issuer, or one of its partner/issuers. Issuer does not warrant the accuracy or completeness of the information contained herein. Thank you for your cooperation.
Securities offered through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication.
1031 Risk Disclosure:
There is no guarantee that any strategy will be successful or achieve investment objectives; Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments; Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner's income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities; Potential for foreclosure – All financed real estate investments have potential for foreclosure; Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. The secondary market for these investments is very limited, and early sale is not guaranteed. Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions; Impact of fees/expenses – Costs associated with the transaction may impact investors' returns and may outweigh the tax benefits.
Real Estate Risk Disclosure:
There is no guarantee that any strategy will be successful or achieve investment objectives. Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments. Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner's income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities. Potential for foreclosure – All financed real estate investments have potential for foreclosure. Illiquidity – These assets are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments. Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions. Impact of fees/expenses – Costs associated with the transaction may impact investor's returns and may outweigh the tax benefits. Stated tax benefits – Any stated tax benefits are not guaranteed and are subject to changes in the tax code. Speak to your tax professional prior to investing.
Opportunity Zone Disclosures:
Investing in opportunity zones is speculative. Opportunity zones are newly formed entities with no operating history. There is no assurance of investment return, property appreciation, or profits. The ability to resell the fund's underlying investment properties or businesses is not guaranteed. Investing in opportunity zone funds may involve a higher level of risk than investing in other established real estate offerings. Long-term investment. Opportunity zone funds have illiquid underlying investments that may not be easy to sell and the return of capital and realization of gains, if any, from an investment will generally occur only upon the partial or complete disposition or refinancing of such investments. Limited secondary market for redemption. Although secondary markets may provide a liquidity option in limited circumstances, the amount you will receive typically is discounted to current valuations. Difficult valuation assessment. The portfolio holdings in opportunity zone funds may be difficult to value because financial markets or exchanges do not usually quote or trade the holdings. As such, market prices for most of a fund's holdings will not be readily available. Capital call default consequences. Meeting capital calls to provide managers with the pledged capital is a contractual obligation of each investor. Failure to meet this requirement in a timely manner could elicit significant adverse consequences, including, without limitation, the forfeiture of your interest in the fund. Leverage. Opportunity zone funds may use leverage in connection with certain investments or participate in investments with highly leveraged capital structures. Leverage involves a high degree of financial risk and may increase the exposure of such investments to factors such as rising interest rates, downturns in the economy or deterioration in the condition of the assets underlying such investments. Unregistered investment. As with other unregistered investments, the regulatory protections of the Investment Company Act of 1940 are not available with unregistered securities. Regulation. It is possible, due to tax, regulatory, or investment decisions, that a fund, or its investors, are unable realize any tax benefits. You should evaluate the merits of the underlying investment and not solely invest in an opportunity zone fund for any potential tax advantage.
