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DEFER TAXES WHEN SELLING REAL ESTATE INVESTMENT PROPERTY

R. J. GULLO COMPANIES - Real Estate Investment Consulting

Download our free guide on 1031 Exchanges and learn how to defer taxes when selling real estate investment property—and avoid costly mistakes.

Schedule a free consultation and we will strategically walk you through your potential tax exposure, whether a 1031 Exchange makes sense, and key timing considerations.

SELLING REAL ESTATE INVESTMENT PROPERTY CAN TRIGGER A SIGNIFICANT TAX BILL 

Many investors are surprised to learn that between:

  • federal capital gains taxes

  • state taxes

  • net investment income taxes

  • and depreciation recapture 

20-30% (or more) of their gain can go to taxes.

A 1031 EXCHANGE ALLOWS YOU TO DEFER TAXES

A 1031 Exchange allows you to sell real estate investment property and reinvest the proceeds into other "like-kind" real estate investment propertywhile deferring taxes—but only if it is structured correctly and planned in advance.

 

You keep more of your capital working for you instead of losing it to taxes.

HOW WE HELP

R. J. GULLO 1031 SERVICES, LLC is a qualified intermediary company with a proven track record of facilitating thousands of successful 1031 Exchanges throughout the United States, with same-day service available for time-sensitive transactions. Backed by more than forty years of specialized experience, we provide the essential services and expert guidance clients rely on to complete exchanges efficiently and in accordance with IRS requirements. Our role includes holding sale proceeds, preparing all necessary documentation, coordinating the logistics of the exchange, and transferring funds. Led by a highly knowledgeable management team, we help clients navigate even the most complex transactions with clarity and confidence. 

 

We work seamlessly with clients’ existing real estate, tax, legal, and financial professionals, ensuring a collaborative and streamlined process from start to finish. When engaged as a qualified intermediary, R. J. GULLO 1031 SERVICES, LLC operates solely in that capacity, independent of any affiliated services, and supports—not replaces—the client’s trusted advisors already involved in the transaction. 

 

Whether exchanging into a traditional, actively managed property or opting for a management-free solution—such as a Triple-Net (NNN) lease investment or Delaware Statutory Trust (DST)—we deliver clear, responsive, and dependable service every step of the way. Our mission is to preserve tax-deferred status while making the exchange process smooth, efficient, and worry-free.

DOWNLOAD OUR FREE GUIDE

Learn:

  • How a 1031 Exchange works

  • Key deadlines

  • Common mistakes

  • Real-world examples

SCHEDULE A FREE CONSULTATION

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

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Disclaimers​:

​​​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, 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.

​​​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).

 

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.

 

​​​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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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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