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    Important Disclosures

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    General Information

    R. J. GULLO COMPANIES refers to R. J. GULLO COMPANIES, INC. and its wholly owned subsidiaries, a client-focused group of companies providing specialized real estate investment services, including 1031 Exchanges, Multifamily Investment Brokerage, Management-Free Real Estate Investments, and Real Estate Investment Consulting. The R. J. GULLO COMPANIES name and logo are trademarks used under license. All services are provided by the appropriate legal entity under its legal name. R. J. GULLO REAL ESTATE SERVICES, LLC and Anthony J. Gullo, in his capacity as a Direct Participation Programs Representative, do not provide brokerage or consulting services to clients in exchange transactions where R. J. GULLO 1031 SERVICES, LLC serves as the client’s qualified intermediary.

     

    The information contained on this website is provided for general informational purposes only and should not be construed as investment, legal, tax, or accounting advice. Individuals should consult their own legal, tax, accounting, and financial advisors before making any investment or tax-related decisions. Investment performance, financial outcomes, and future resale values are not guaranteed. Because investor situations and objectives vary, the information contained on this website is not intended to indicate suitability for any individual investor.

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    Direct Participation Programs

    Anthony J. Gullo, in his capacity as a Direct Participation Programs Representative, offers Direct Participation Programs through Concorde Investment Services, LLC (CIS), member FINRA/SIPC, headquartered at 3909 Research Park Drive, Suite 200, Ann Arbor, MI 48108. R. J. GULLO COMPANIES is independent of CIS. 

     

    Concorde’s Form Customer Relationship Summary (Form CRS).

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    Delaware Statutory Trusts (DSTs)

    DSTs (Delaware Statutory Trusts) are available only to accredited investors (generally individuals with a net worth exceeding $1 million, excluding their primary residence, annual income of at least $200,000 individually or $300,000 jointly during each of the prior two years with a reasonable expectation of the same in the current year, or holders of an active FINRA Series 7, Series 65, or Series 82 license) and accredited entities. If you are uncertain whether you qualify as an accredited investor or accredited entity, consult your legal and tax advisors. There are material risks associated with investing in DSTs and real estate securities, including illiquidity, tenant vacancies, general market conditions, competition, interest rate fluctuations, financing risks, development risks, changes in rental rates, adverse tax consequences, economic conditions, long holding periods, and the potential loss of all invested principal.

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    UPREITs

    An UPREIT (Umbrella Partnership Real Estate Investment Trust) is a REIT structure that generally allows qualifying property owners to exchange real property for UPREIT units, potentially deferring capital gains taxes until those units are disposed of, subject to applicable tax laws. UPREIT transactions are generally structured under Section 721 of the Internal Revenue Code.

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    Qualified Opportunity Zones (QOZs)

    The Qualified Opportunity Zone (QOZ) Program is governed by complex tax rules and regulations. Investments may involve significant risks, including uncertainty regarding future appreciation, development and construction risks, financing availability, illiquidity, extended holding periods, changing market conditions, and future regulatory or legislative interpretations that could affect anticipated tax benefits.

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    Corporate Headquarters

    3865 Seneca Street, Buffalo, NY 14224

    (716) 675-1500 

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    R. J. GULLO COMPANIES is a client-focused group of companies providing specialized real estate investment services, including 1031 Exchanges, Multifamily Investment Brokerage, Management-Free Real Estate Investments, and Real Estate Investment Consulting.​​​

    Copyright © 2026 R. J. GULLO COMPANIES. All rights reserved.​​​

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