BREAKWATER / ABOUT US

Why Choose Us

A More Thoughtful Approach

Other brokers that just want to sell you a DST will simply provide a list of available products and call it a day. We actually have an investment philosophy and know what qualities to look for in a sponsor. We want to share that knowledge with our investors in order for them to make the most informed decisions. We believe a confident investor is a happy one.

When you work with us, you have access to a wide selection of eligible investment properties on our innovative platform. You can assess your options and get the documentation and details you need before moving forward. Once you’ve made your decision, our expert team walks you through the buying process and the paperwork to ensure it’s completed correctly. Our online investor portal gives you easy access to all the necessary documents. 

We work with all the top sponsors and have access to every single DST and Opportunity Zone on the market at any given time. However, that does not mean we choose to work with all of them. Breakwater carefully vets the available offering before we even have a conversation with the client. We want to make sure they fit our investment standards, then listen to you as a client to recommend those that best fit your and investment goals and needs. We can’t guarantee success, but can promise our investors a better long-term relationship and thoughtful recommendations, not just a menu of all the possible options.

Why Partner With Us?

Educated Clients

The value we bring is to make this an efficient, pleasant process. We take a lot of the complexity out, then educate and advise you on what’s important to your unique situation.

A Better Option then Real Estate Brokers

With our experienced team and carefully curated network of corporate partnerships. we have the versatility and insight to handle the demands of the real estate market while providing outstanding client support. Instead of closing on a replacement property in 180 days many of our clients close in 3-5 days. Our marketplace platform offers an accessible way to identify and acquire a property more easily. With pre-vetted properties available, we can streamline the process from initial identification to closing, helping to significantly reduce the time and effort that goes into making the final investment decision.

Boutique Service

We have the same access as bigger firms, but instead go to great lengths to make sure we are only providing solutions to our clients that we have personally vetted and fit our investment standards, then listen to you as a client and recommend those that fit your risk tolerance and investment goals. Instead of just showing you dozens of potential deals, we want to get to know you as an investor, narrow them down and fully educate you on the ones that make the most sense to you.

Holistic Financial Planning

We bring all of the necessary experts and professionals together to work as one team, essentially providing a “one-stop-shop” for all business planning needs. As a result, our clients are able to strive to reach their personal and professional goals in a more efficient and enjoyable process.

Single Point of Contact

You will never speak with anyone other than Josh when it comes to advice, a fully-licensed DST expert with over a decade of experience in the field. We want to actually build a relationship and be a long-term resource.

Breakwater vs. The Competition

Alternative Funds

You will never speak with anyone other than Josh when it comes to advice, a fully-licensed DST expert with over a decade of experience in the field. We want to actually build a relationship and be a long-term resource.

Opportunity Zones

Large DST brokers must place very large sums of exchange funds in a given year, some over $100M. Therefore, they have to utilize many more DSTs to place these funds. We can be much more discerning and selective because we are not obligated to take on such large volumes of investor money. We carefully vet each offering and make sure they fit our investment standards, then listen to you as a client to recommend those that best fit your risk tolerance and investment goals. We want our clients to get the best of the best, not just offer all the possible options. We believe that investors will understand and comprehend the investments much more this way and therefore feel more confident in their decision making.

Opportunity Zones

Others may just advise on a DST with no respect to the client’s overall financial picture. We are full service financial planners specializing in alternative investments that can provide a much more well-rounded plan (at no extra cost). Real estate is just a component of a much larger picture, and we have the experience, knowledge and tools to take all these other things into consideration. Do you want a financial advisor or a DST salesman?

Asset Classes

Breakwater typically recommends assets that historically have less correlation to the economy or reliant on any single factor. We want our clients invested in assets that have the potential to perform in any economic weather and provide services people will always need.

Examples of HISTORICALLY
Correlated assets:

  • Hotels
  • Office Space
  • Luxury Multi-Family
  • Specialty Retail Franchises
  • Oil & Gas operations
  • Mineral operations

Examples of BREAKWATER
RECOMMENDED assets:

  • Multi-Family (within B to A- Class)
  • Absolute Triple Net Leases with Corporate Guarantees
  • Self-Storage
  • Senior Housing
  • Student Housing
  • Medical Offices
  • Utility Leases
  • Industrial
  • US Government Office Leases
  • Certain Land Deals

Investment Vetting Process

There are many questions we want to make sure are considered before we recommend them to a client:

Sponsor Specific:

1. Does the sponsor have a good reputation and an established track record?
2. Do they have strong and experienced leadership?
3. Are their fees reasonable/industry standard? (Should be 2-3% of purchase price)
4. Are their fees subordinate? (Investors need to get paid before them)
5. Does the sponsor participate in the appreciation? (They should not)

Property Specific:

1. Is it in a historically recession resilient asset class?
2. What are the quality of the tenants?
3. Does the lease have over 10-15 years left? (Commercial Properties)
4. Is the property located in a landlord friendly state?
5. Is the property located in an income tax-free state?
6. What is the strength of the economic anchor/indicators?
7. What is the local market competition like?
7. Is the financing fixed?
8. Are the financials projections sound?
9. Is there a sufficient reserve capital fund?

Our DST Investment Criteria

We are aggressively seeking to acquire properties pursuant to the following investment criteria:

TRIPLE NET-LEASE

SELF STORAGE

MULTI-FAMILY

STUDENT HOUSING

INDUSTRIAL

SENIOR HOUSING