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Real Estate Transition Trust

Start life's next chapter with more in your pocket.

The Cost of Doing Nothing

Know where you're starting.

Enter a few details about your sale to see what you're looking at.

Fill in all four fields above to see your estimate.

Estimate assumes straight-line depreciation over a 39-year commercial recovery period with an 80/20 building-to-land allocation, a 37% top federal rate on gains from properties held under one year, and 20% long-term capital gains plus 25% unrecaptured Section 1250 rates for properties held one year or more (each plus 3.8% net investment income tax), together with average state tax rates. Your actual number depends on your full financial picture, property type, filing status, and other factors. Estimates are illustrative only, not tax, legal, or investment advice.

RETT™ Defined

What is a Real Estate Transition Trust?

The Real Estate Transition Trust is a coordinated strategy that combines strategic tax planning, investment structure, and legal coordination into one exit, designed specifically for real estate owners ready to sell. Each element works in concert to reduce the tax burden, preserve capital, and give you control over what happens next. It’s built by our team of CPAs, attorneys, and advisors.

With the right strategy in place before your closing date, you exit real estate with significantly more of your proceeds intact, ready to fund your next chapter on your terms.

Book a Complimentary Call

Confidential, no cost or obligation. The booking form is at the end of the page.

How It Works

Prefer to watch? Here's the 3-minute version.

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

Like-kind only. Strict 45/180-day clocks. Reinvestment locked in real estate.

Installment Sale

Defers gain over years. Subject to buyer credit risk and timing constraints.

Opportunity Zone

Geography restricted. Funds locked in QOZ assets for the deferral benefit.

RETT™ (recommended)

Trust-based. Reinvest in anything. Designed to mitigate gain in the year of sale.
BrookHaven Integrated Wealth Strategies

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.

Private Wealth Management
CPA Firm
Law Firm
Insurance & Risk Mitigation
Trustee Services

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? Book the call. We’d rather tell you straight than waste your afternoon.

Go Deeper

For those who want to go deeper.

Watch our 30-minute strategy walkthrough. The complete picture of how the Real Estate Transition Trust works and who it's built for.

The Next Step

Book Your Free Consultation Call

A few details and you pick the time. You'll leave the call with a specific estimate and a clear picture of your options.

Portrait of Blake Schaper

Your consultation call is with Blake Schaper, Chief Executive Officer.

Complimentary, confidential, no obligation. A direct review of your property, gain, timeline, and goals. A few details below and you pick the time.

Step 1 · About You
Step 2 · Your Sale

Optional. Carried in from the calculator if you used it. These reach Blake with your booking, so the call starts on your numbers.

Your answers carry over to the scheduler — Blake sees them with your booking.

Common Questions

Straight answers.

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.