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QUESTIONNAIRE

General Information:

Real Estate Investment Ownership:

Real Estate Investment Disposition:

1031 Exchanges:

Real Estate Investment Acquisition:

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Disclaimers​:

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R. J. GULLO COMPANIES, which refers to R. J. GULLO COMPANIES, INC. and its wholly owned subsidiaries, is a client-focused group of companies that provides real estate investment services, specializing in 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 transactions are conducted by the appropriate 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, along with their related parties, do not provide brokerage services to clients of R. J. GULLO 1031 SERVICES, LLC.

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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.

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


The information provided is for informational purposes only and does not constitute direct investment advice. The material contained within is not to be interpreted as tax or legal advice. Please consult the appropriate tax or legal professional regarding your particular situation. Because investor situations and objectives vary, this information is not intended to indicate suitability for any individual investor.

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DSTs (Delaware Statutory Trusts) are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last two years; or have an active FINRA Series 7, Series 82, or Series 65 license) and accredited entities. If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your tax and legal professional. There are material risks associated with investing in DSTs and real estate securities including illiquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multifamily properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal.

 

An UPREIT (umbrella partnership real estate investment trust) is a REIT structure that allows property owners to exchange their property and defer taxes on the sale of property in exchange for UPREIT units though capital gains taxes on UPREIT units are subject to standard REIT taxation. UPREITs are generally subject to Internal Revenue Code (IRC) Section 721 exchanges.

 

The rules and regulations of the Qualified Opportunity Zone (QOZ) Program are complex, and compliance with the QOZ Program comes with significant challenges such as appreciation unpredictability, certain neighborhoods may be less accommodating to development, illiquidity for up to ten or more years, availability and cost of construction and development financing uncertainty, development and redevelopment real estate risks, as well as a number of Jobs Act interpretation uncertainty which may impact future risks, if any.​​​​​​

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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 that provides real estate investment services, specializing in 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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