Maximize tax savingson your real estatesale — on your terms.

Yes. Built on established sections of the Internal Revenue Code — laws and provisions that have been in force for decades.

The IRS has targeted monetized installment sales, which involve a loan giving the seller immediate access to the full proceeds. The RETT does not involve any such loan. The trust operates under laws and provisions of the Internal Revenue Code that have been established for decades.

A planning fee that varies by complexity, covering trust formation, documentation, investment setup, tax planning, and advisor coordination. We provide a detailed fee schedule during the evaluation.

Yes. We encourage it and coordinate with your existing advisors throughout the process.

You sell your property and the proceeds flow into a grantor directed trust. From there, we deploy a coordinated set of strategies including institutional investment management, tax planning to offset both capital gains and ordinary income, generational asset protection through favorable trust jurisdiction laws, and privacy structuring, all working together to maximize what you keep.

Direct sale, traditional installment sale, or structured installment sale using institutional annuity products. The method determines how much control you have over the timing of gain recognition. We help you choose the right approach based on your goals.

Tax deferral is one piece. RETT also includes ongoing tax planning strategies designed to offset both capital gains and ordinary income, generational asset protection, privacy from public disclosure, and institutional investment management. It is the integration of all of these that creates the value.

Every situation is different. We project your specific savings during the consultation call so you can see the impact before you commit.

You do not have to buy more real estate. You diversify into a professionally managed portfolio, gain asset protection and privacy, and access ongoing tax planning, none of which a 1031 provides.

Institutional backing and a broader scope. A world class asset manager handles the investments, and the strategy goes well beyond tax deferral into integrated tax planning, asset protection, and privacy.

At least $1,000,000 in capital gains.

No.

Commercial, multifamily, industrial, farmland, ranch land, retail, office, and other investment real estate. The property cannot be inventory or held primarily for sale in the ordinary course of business.

Yes, as long as you have not entered into a binding sale agreement.

No. It is a grantor trust, meaning you are treated as the owner for tax purposes and you define the investment objectives.

Yes. Any time. If there is a tax impact associated with a withdrawal, we discuss that with you in advance.

Yes.

It varies by situation, but ideally a 3 to 5 year window to maximize tax savings.

No. The assets must be deployed through the diversified trust strategy to generate the tax benefits. If your primary goal is to reinvest immediately in real estate, a 1031 exchange may be a better fit.

The trust is established in a jurisdiction with some of the strongest asset protection and privacy statutes in the United States. When structured as an irrevocable trust, this can provide generational protection, shielding assets from future creditors not just for you but for your children and grandchildren, while keeping your financial affairs out of the public record.

Typically 30 to 60 days from engagement to closing.

Installment obligations generally pass to your heirs without triggering gain at death. The trust can also be integrated with your broader estate plan.

A confidential consultation call to review your property, gain, timeline, and goals. No cost or obligation.