Customized 1031 provides personalized guidance to real estate investors evaluating what to do after selling investment property. Led by founder and managing director Doug Zator, the firm helps clients understand exchange rules and timelines, clarify investment priorities, and consider replacement property strategies aligned with their goals, ownership preferences, and desired level of property management.

Its services cover 1031 exchange planning and replacement property solutions, including Delaware Statutory Trusts (DSTs) as a potential strategy for qualifying exchanges. Customized 1031 also provides information on DST benefits, risks, structure, and liquidity, as well as 721 Exchange and UPREIT strategies and Qualified Opportunity Fund considerations. The firm’s broader offerings include life, disability, and long-term care insurance, along with annuity strategies for income and asset protection.

Through consultations and a guided process from the initial conversation toward exchange closing, Customized 1031 helps investors explore options without presenting every strategy as suitable for everyone. Its resource center includes guides on 1031 exchanges, accredited investor qualifications, and terminology related to exchanges and DSTs.