DST & 1031 Exchange
Real Estate Investment
Customized 1031 helps real estate investors evaluate 1031 exchange strategies, replacement property solutions, Delaware Statutory Trusts, and other real estate investment opportunities based on their individual goals.
Investment & Wealth Protection Solutions
Start With What You Want Your Real Estate to Accomplish Next
A 1031 exchange is not simply about replacing one property with another. Customized 1031 helps you understand the available paths before deciding which strategy deserves further consideration.
You may want to remain an active real estate owner, reduce property management responsibilities, diversify your investments, explore professionally managed real estate, or reposition your equity as your priorities change.
Considering a Different Approach to Real Estate Ownership?
For many investors, selling a property is about more than realizing appreciation. It can also be an opportunity to change how they own real estate.
A Delaware Statutory Trust can provide eligible investors with access to professionally managed real estate without personally acquiring and operating an entire property.
For investors who have spent years dealing with tenants, leasing, maintenance, property managers, financing, and other landlord responsibilities, that different ownership structure may be worth understanding.
DSTs also involve important limitations and investment risks and are not appropriate for every investor.
Explore 1031 Exchange, Investment & Wealth Protection Solutions
100+ business users
4.9/5
1031 Exchange Advisor
Get personalized guidance as you evaluate your exchange, define your investment priorities, and determine what you want from your next real estate investment.
Explore replacement property strategies based on your objectives, ownership preferences, management responsibilities, and broader plans for your real estate equity.
For accredited investors considering professionally managed real estate, Delaware Statutory Trusts may provide another replacement property strategy to evaluate as part of a qualifying 1031 exchange.
Understand Qualified Opportunity Fund opportunities and the investment, tax, liquidity, and long-term considerations that may influence whether a particular strategy deserves consideration.
Explore life insurance, disability insurance, long-term care, and annuity strategies designed to help protect your income, assets, family, and broader financial plans.
Guidance Backed by Experience Across 1031 Exchanges and DSTs
Doug Zator is the Founder and Managing Director of Customized 1031.
Before founding Customized 1031, Doug served as Director of Business Development for 1031 Exchanges at an alternative investment firm and worked with a Delaware Statutory Trust sponsor educating investors and financial professionals about DSTs and other alternative investments.
That experience helps Doug look at the decision from both sides: the exchange an investor is completing and the real estate investment strategy that may come next.
His approach begins with understanding the investor rather than starting with a particular investment.
Customized 1031 is based in Southern California and works with real estate investors in Orange County and other markets.
Build Your Understanding Before Making the Decision
The right strategy starts with understanding your options.
The Customized 1031 Resource Center provides practical guidance on the topics investors commonly encounter when preparing for an exchange or evaluating private real estate investments.
Explore resources covering:
- 1031 exchange rules and timelines
- Common 1031 exchange questions
- Delaware Statutory Trusts
- DST benefits and risks
- Accredited investor requirements
- California 1031 exchange considerations
- 1031 and DST terminology
- Additional real estate investment topics
A Resource for Commercial Real Estate Brokers
When a client’s property sale leads to questions about a 1031 exchange, replacement property, or DSTs, the conversation can quickly extend beyond the real estate transaction itself.
Customized 1031 works with commercial real estate brokers as an additional educational and investment resource for clients considering what comes next after the sale.
Doug also provides educational presentations for commercial real estate professionals who want to better understand 1031 exchanges, DSTs, and situations where these strategies may become relevant to their clients.
Your Next Investment
Deserves a Strategy
Whether you are preparing to sell investment property, already navigating a 1031 exchange, or simply exploring what your real estate equity could accomplish next, the first step is understanding the available options.
Talk with Doug about your property, your priorities, and the strategies that may deserve further consideration.
