Real Estate Transition Trust
A tax-aware strategy engineered to help mitigate the tax on your sale — while keeping you in control of what comes next.
See If You Qualify
See if RETT™ is Right for You
What you’d owe selling as-is — and what RETT™ is projected to save you.
Private — nothing is sent, stored, or shared until you choose to book.
Leave at 0 if the property is paid off.
A high-level projection, not tax, legal, or investment advice — figures assume a ~24% long-term capital-gains rate and estimated program costs; your result is confirmed in a complimentary analysis.
Already know it’s a fit? Skip the math — the analysis takes 30 minutes.
How the RETT™ Works · What It Is
The Real Estate Transition Trust
A tailored trust structure with an insurance-wrapped payment stream, engineered to help mitigate tax exposure on appreciated real estate while keeping you in control of what comes next.
The arithmetic is unforgiving: on a $3 million sale with $2 million of gain, federal capital-gains tax alone is roughly $476,000 — before your state adds its share. The qualifier above shows your number in seconds.
Tax-Efficient Sale
IRC §453 installment sale with insurance support to help manage capital gains and stabilize payments.
Tax-Aware Investment Strategy
Proceeds invested in a tax-aware institutional strategy managed by a $1T+ global asset manager, keeping capital productive outside real estate.
Asset Protection & Privacy
South Dakota trust for strong privacy and asset protection.
Complimentary, confidential, 30 minutes — the booking form is at the end of the page.
A Candid Fit Check
Who It’s For — and Who It Isn’t
RETT™ works brilliantly for a specific kind of seller. We’d rather tell you which kind now than after a call.
Designed for
- A planned or upcoming sale of investment real estate
- At least $1,000,000 of capital gain
- Proceeds you can leave invested — ideally 3 to 5 years
Not the right fit
- Less than $1,000,000 of gain — the planning cost may outweigh the benefit
- You need the full proceeds in hand right away
- Most of the sale goes to paying off debt
Not sure which side you’re on? The two-minute qualifier will tell you honestly.
How It Compares
RETT™ vs. Other Approaches
A 1031 lets you trade real estate for more real estate. RETT lets you trade for anything you want.
1031 Exchange
Installment Sale
Opportunity Zone
RETT™ (recommended)
Two minutes, private, no obligation.
Who’s Behind It
An Integrated Multi-Family Office
RETT™ is delivered through BrookHaven, a multi-family office that coordinates wealth management, tax, legal, insurance, and trustee services under one roof. The strategy isn’t a product. It’s a coordinated outcome.
Go Deeper
The 30-Minute Deep Dive
For those who want to understand the strategy before scheduling a call, this overview explains the mechanics, real-world numbers, who it may fit, and who it may not.
The Next Step
Book Your Free Analysis
A few details and you pick the time. If you ran the qualifier above, your numbers carry in automatically.
Your analysis call is with Blake Schaper, Chief Executive Officer.
30 minutes · confidential · no cost or obligation — a direct review of your property, gain, timeline, and goals. A few details below and you pick the time.
Common Questions
Before You Book The Call
BrookHaven Family Office provides planning services but does not directly provide legal, tax, insurance, or investment advice. BrookHaven Legal Professionals, a professional limited liability company, provides legal services but does not provide tax, insurance, or investment advice. BrookHaven Tax & Accounting Professionals, a limited liability company, provides tax advice but does not provide legal, insurance, or investment advice.
