Customize Your
Next 1031 Exchange 

CUSTOMIZED 1031 helps accredited investors defer capital gains taxes through strategic 1031 Exchanges and Delaware Statutory Trusts (DSTs) designed to target passive income, wealth preservation, and simplified real estate ownership. 

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Simplifying 1031 Exchanges for Today’s Investor

Simplifying 1031 Exchanges
for Today’s Investor

CUSTOMIZED 1031 helps investors transition from active property ownership into professionally managed real estate solutions through 1031 Exchanges and Delaware Statutory Trusts.

CUSTOMIZED 1031 helps investors transition from active property ownership into professionally managed real estate solutions through 1031 Exchanges and Delaware Statutory Trusts.

Man and woman with glasses looking at a screen.
Man and woman with glasses looking at a screen.
A peaceful senior woman in a neutral interior environment holding a tablet device.
A peaceful senior woman in a neutral interior environment holding a tablet device.
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Business consultant and client meeting at a desk men women
Female professional multitasking in an office setting, discussing data over the phone
Female professional multitasking in an office setting, discussing data over the phone

With Expertise in Alternative Investments and 1031 Exchanges, Doug offers a personalized approach to tax-efficient real estate investing.

With Expertise in Alternative Investments and 1031 Exchanges, Doug offers a personalized approach to tax-efficient real estate investing.

{ Our Services }

Strategic Solutions Designed Around Your Investment Goals 

1031 Tax Deferred Exchanges

Defer capital gains taxes when selling investment real estate by reinvesting into qualifying replacement properties. CUSTOMIZED 1031 helps investors navigate exchange timelines, identify replacement solutions, and simplify the overall process.

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1031 Tax Deferred Exchanges

Defer capital gains taxes when selling investment real estate by reinvesting into qualifying replacement properties. CUSTOMIZED 1031 helps investors navigate exchange timelines, identify replacement solutions, and simplify the overall process.

Friends wearing stylish earth-toned clothing sitting on a cozy orange couch in a minimalist interior.

1031 Tax Deferred Exchanges

Defer capital gains taxes when selling investment real estate by reinvesting into qualifying replacement properties. CUSTOMIZED 1031 helps investors navigate exchange timelines, identify replacement solutions, and simplify the overall process.

Friends wearing stylish earth-toned clothing sitting on a cozy orange couch in a minimalist interior.

Delaware Statutory Trusts (DSTs)

DSTs allow investors to exchange into professionally managed, institutional-quality real estate without the responsibilities of active property ownership. This solution is ideal for investors seeking passive income potential, diversification, and relief from day-to-day management.

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Delaware Statutory Trusts (DSTs)

DSTs allow investors to exchange into professionally managed, institutional-quality real estate without the responsibilities of active property ownership. This solution is ideal for investors seeking passive income potential, diversification, and relief from day-to-day management.

Confident two female professional using a laptop at a bright workspace with a coffee cup.

Delaware Statutory Trusts (DSTs)

DSTs allow investors to exchange into professionally managed, institutional-quality real estate without the responsibilities of active property ownership. This solution is ideal for investors seeking passive income potential, diversification, and relief from day-to-day management.

Confident two female professional using a laptop at a bright workspace with a coffee cup.

Opportunity Zone Funds

Opportunity Zone funds (formally called Qualified Opportunity Funds) are specialized investment vehicles designed to drive capital into economically distressed communities across the U.S. In exchange for investing realized capital gains into these funds, investors receive significant federal tax benefits, including tax deferrals and permanent exclusions on future potential gains.

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Opportunity Zone Funds

Opportunity Zone funds (formally called Qualified Opportunity Funds) are specialized investment vehicles designed to drive capital into economically distressed communities across the U.S. In exchange for investing realized capital gains into these funds, investors receive significant federal tax benefits, including tax deferrals and permanent exclusions on future potential gains.

Group of diverse professionals in beige suits standing together

Opportunity Zone Funds

Opportunity Zone funds (formally called Qualified Opportunity Funds) are specialized investment vehicles designed to drive capital into economically distressed communities across the U.S. In exchange for investing realized capital gains into these funds, investors receive significant federal tax benefits, including tax deferrals and permanent exclusions on future potential gains.

Group of diverse professionals in beige suits standing together

Insurance & Wealth Protection Solutions

Customized strategies including Life Insurance, Disability Insurance, Long Term Care, and Annuity solutions designed to help protect wealth, preserve legacy, and support long term financial planning.

Insurance & Wealth Protection Solutions

Customized strategies including Life Insurance, Disability Insurance, Long Term Care, and Annuity solutions designed to help protect wealth, preserve legacy, and support long term financial planning.

Insurance & Wealth Protection Solutions

Customized strategies including Life Insurance, Disability Insurance, Long Term Care, and Annuity solutions designed to help protect wealth, preserve legacy, and support long term financial planning.

Why DSTs

All the potential benefits of investing in real estate without the burden of active management.

All the potential benefits of investing in real estate without the burden of active management.

CUSTOMIZED 1031 helps accredited investors defer capital gains taxes through strategic 1031 Exchanges and Delaware Statutory Trusts (DSTs) designed to target passive income, wealth preservation, and simplified real estate ownership. 

Potential Benefits Include:

Potential Benefits Include:

Access to Institutional-Quality Real Estate and Financing 
Diversification 
Passive Ownership 
Group of diverse professionals in beige suits standing together
Group of diverse professionals in beige suits standing together
Non-recourse Debt 
Lower Minimum Investment 
Close With Confidence 

Meet Doug 

Founder & Managing Director

Doug Zator

Doug helps investors and financial professionals understand alternative investment strategies, including 1031 Exchanges, DSTs, Opportunity Zones, and non-traded REITs. Prior to founding CUSTOMIZED 1031, Doug served as Director of Business Development for 1031 Exchanges at an alternative investment firm and worked with a DST sponsor educating the marketplace on Delaware Statutory Trusts and other alternative investments. Doug holds FINRA licenses Series 7, 63, 65, 24, and Insurance.

Founder & Managing Director

Doug Zator

Doug helps investors and financial professionals understand alternative investment strategies, including 1031 Exchanges, DSTs, Opportunity Zones, and non-traded REITs. Prior to founding CUSTOMIZED 1031, Doug served as Director of Business Development for 1031 Exchanges at an alternative investment firm and worked with a DST sponsor educating the marketplace on Delaware Statutory Trusts and other alternative investments. Doug holds FINRA licenses Series 7, 63, 65, 24, and Insurance.

Founder & Managing Director

Doug Zator

Doug helps investors and financial professionals understand alternative investment strategies, including 1031 Exchanges, DSTs, Opportunity Zones, and non-traded REITs. Prior to founding CUSTOMIZED 1031, Doug served as Director of Business Development for 1031 Exchanges at an alternative investment firm and worked with a DST sponsor educating the marketplace on Delaware Statutory Trusts and other alternative investments. Doug holds FINRA licenses Series 7, 63, 65, 24, and Insurance.

{ How It Works }

A Simple, Guided Process 

Discuss

Discuss your property and investment goals

Review

Review 1031 Exchange and DST opportunities

Coordinate

Coordinate timelines and exchange requirements

Transition

Transition into passive investment solutions

Discover

Understand goals, challenges, and opportunities with clarity.

Discuss

Discuss your property and investment goals

Plan

Understand goals, challenges, and ]opportunities with clarity.

Review

Review 1031 Exchange and DST opportunities

Act

Understand goals, challenges, and opportunities with clarity.

Coordinate

Coordinate timelines and exchange requirements

Grow

Achieve measurable progress and success.

Transition

Transition into passive investment solutions

Start Planning Your Next Exchange 

When you are preparing to sell your investment property, CUSTOMIZED 1031 can help you understand your options and navigate the process with confidence.

Contact

Book a Consultation

Start Planning Your Next Exchange 

When you are preparing to sell your investment property, CUSTOMIZED 1031 can help you understand your options and navigate the process with confidence.

Contact

Book a Consultation

Start Planning Your Next Exchange 

When you are preparing to sell your investment property, CUSTOMIZED 1031 can help you understand your options and navigate the process with confidence.

Contact

Book a Consultation

Company Logo Footer

© Copyright - CUSTOMIZED 1031 

© 2026 All rights reserved.

For more information on Emerson Equity, please visit FINRA’s BrokerCheck website. You can also download a copy of Emerson Equity’s Customer Relationship Summary to learn more about their role and services.

 General Disclosure

Not an offer to buy, nor a solicitation to sell securities. All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Any information provided is for informational purposes only.

 Securities through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication.

 Opportunity Zone Disclosures

  • Investing in opportunity zones is speculative. Opportunity zones are newly formed entities with no operating history. There is no assurance of investment return, property appreciation, or profits. The ability to resell the fund’s underlying investment properties or businesses is not guaranteed. Investing in opportunity zone funds may involve a higher level of risk than investing in other established real estate offerings

  • Long-term investment. Opportunity zone funds have illiquid underlying investments that may not be easy to sell and the return of capital and realization of gains, if any, from an investment will generally occur only upon the partial or complete disposition or refinancing of such investments.

  • Limited secondary market for redemption. Although secondary markets may provide a liquidity option in limited circumstances, the amount you will receive typically is discounted to current valuations.

  • Difficult valuation assessment. The portfolio holdings in opportunity zone funds may be difficult to value because financial markets or exchanges do not usually quote or trade the holdings. As such, market prices for most of a fund’s holdings will not be readily available.

  • Capital call default consequences. Meeting capital calls to provide managers with the pledged capital is a contractual obligation of each investor. Failure to meet this requirement in a timely manner could elicit significant adverse consequences, including, without limitation, the forfeiture of your interest in the fund.

  • Leverage. Opportunity zone funds may use leverage in connection with certain investments or participate in investments with highly leveraged capital structures. Leverage involves a high degree of financial risk and may increase the exposure of such investments to factors such as rising interest rates, downturns in the economy or deterioration in the condition of the assets underlying such investments.

  • Unregistered investment. As with other unregistered investments, the regulatory protections of the Investment Company Act of 1940 are not available with unregistered securities.

  • Regulation. It is possible, due to tax, regulatory, or investment decisions, that a fund, or its investors, are unable realize any tax benefits. You should evaluate the merits of the underlying investment and not solely invest in an opportunity zone fund for any potential tax advantage.

 1031 Risk Disclosure

  • There is no guarantee that any strategy will be successful or achieve investment objectives;

  • Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;

  • Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;

  • Potential for foreclosure – All financed real estate investments have potential for foreclosure;

  • Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. The secondary market for these investments is very limited, and early sale is not guaranteed.

  • Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;

  • Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits 

Company Logo Footer

© Copyright - CUSTOMIZED 1031 

© 2026 All rights reserved.

For more information on Emerson Equity, please visit FINRA’s BrokerCheck website. You can also download a copy of Emerson Equity’s Customer Relationship Summary to learn more about their role and services.

 General Disclosure

Not an offer to buy, nor a solicitation to sell securities. All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Any information provided is for informational purposes only.

 Securities through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication.

 Opportunity Zone Disclosures

  • Investing in opportunity zones is speculative. Opportunity zones are newly formed entities with no operating history. There is no assurance of investment return, property appreciation, or profits. The ability to resell the fund’s underlying investment properties or businesses is not guaranteed. Investing in opportunity zone funds may involve a higher level of risk than investing in other established real estate offerings

  • Long-term investment. Opportunity zone funds have illiquid underlying investments that may not be easy to sell and the return of capital and realization of gains, if any, from an investment will generally occur only upon the partial or complete disposition or refinancing of such investments.

  • Limited secondary market for redemption. Although secondary markets may provide a liquidity option in limited circumstances, the amount you will receive typically is discounted to current valuations.

  • Difficult valuation assessment. The portfolio holdings in opportunity zone funds may be difficult to value because financial markets or exchanges do not usually quote or trade the holdings. As such, market prices for most of a fund’s holdings will not be readily available.

  • Capital call default consequences. Meeting capital calls to provide managers with the pledged capital is a contractual obligation of each investor. Failure to meet this requirement in a timely manner could elicit significant adverse consequences, including, without limitation, the forfeiture of your interest in the fund.

  • Leverage. Opportunity zone funds may use leverage in connection with certain investments or participate in investments with highly leveraged capital structures. Leverage involves a high degree of financial risk and may increase the exposure of such investments to factors such as rising interest rates, downturns in the economy or deterioration in the condition of the assets underlying such investments.

  • Unregistered investment. As with other unregistered investments, the regulatory protections of the Investment Company Act of 1940 are not available with unregistered securities.

  • Regulation. It is possible, due to tax, regulatory, or investment decisions, that a fund, or its investors, are unable realize any tax benefits. You should evaluate the merits of the underlying investment and not solely invest in an opportunity zone fund for any potential tax advantage.

 1031 Risk Disclosure

  • There is no guarantee that any strategy will be successful or achieve investment objectives;

  • Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;

  • Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;

  • Potential for foreclosure – All financed real estate investments have potential for foreclosure;

  • Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. The secondary market for these investments is very limited, and early sale is not guaranteed.

  • Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;

  • Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits 

Company Logo Footer

© Copyright - CUSTOMIZED 1031 

© 2026 All rights reserved.

For more information on Emerson Equity, please visit FINRA’s BrokerCheck website. You can also download a copy of Emerson Equity’s Customer Relationship Summary to learn more about their role and services.

 General Disclosure

Not an offer to buy, nor a solicitation to sell securities. All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Any information provided is for informational purposes only.

 Securities through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication.

 Opportunity Zone Disclosures

  • Investing in opportunity zones is speculative. Opportunity zones are newly formed entities with no operating history. There is no assurance of investment return, property appreciation, or profits. The ability to resell the fund’s underlying investment properties or businesses is not guaranteed. Investing in opportunity zone funds may involve a higher level of risk than investing in other established real estate offerings

  • Long-term investment. Opportunity zone funds have illiquid underlying investments that may not be easy to sell and the return of capital and realization of gains, if any, from an investment will generally occur only upon the partial or complete disposition or refinancing of such investments.

  • Limited secondary market for redemption. Although secondary markets may provide a liquidity option in limited circumstances, the amount you will receive typically is discounted to current valuations.

  • Difficult valuation assessment. The portfolio holdings in opportunity zone funds may be difficult to value because financial markets or exchanges do not usually quote or trade the holdings. As such, market prices for most of a fund’s holdings will not be readily available.

  • Capital call default consequences. Meeting capital calls to provide managers with the pledged capital is a contractual obligation of each investor. Failure to meet this requirement in a timely manner could elicit significant adverse consequences, including, without limitation, the forfeiture of your interest in the fund.

  • Leverage. Opportunity zone funds may use leverage in connection with certain investments or participate in investments with highly leveraged capital structures. Leverage involves a high degree of financial risk and may increase the exposure of such investments to factors such as rising interest rates, downturns in the economy or deterioration in the condition of the assets underlying such investments.

  • Unregistered investment. As with other unregistered investments, the regulatory protections of the Investment Company Act of 1940 are not available with unregistered securities.

  • Regulation. It is possible, due to tax, regulatory, or investment decisions, that a fund, or its investors, are unable realize any tax benefits. You should evaluate the merits of the underlying investment and not solely invest in an opportunity zone fund for any potential tax advantage.

 1031 Risk Disclosure

  • There is no guarantee that any strategy will be successful or achieve investment objectives;

  • Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;

  • Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;

  • Potential for foreclosure – All financed real estate investments have potential for foreclosure;

  • Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. The secondary market for these investments is very limited, and early sale is not guaranteed.

  • Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;

  • Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits 

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