ABOUT DOUG ZATOR
Personalized Guidance for 1031 Exchanges and Alternative Real Estate Investments
Doug Zator is the Founder and Managing Director of Customized 1031, where he helps investors better understand 1031 exchanges, Delaware Statutory Trusts, Opportunity Zones, and other alternative investment strategies.
His approach is centered on helping investors understand their options, evaluate potential strategies, and make informed decisions based on their individual investment goals.
ABOUT DOUG ZATOR
Experience Built Around 1031 Exchanges and Alternative Investments
Doug has been in the financial services industry since 2013, building experience with firms including Merrill Lynch, JP Morgan, and Cantor Fitzgerald. Over the course of his career, he has worked with investors and financial professionals on a wide range of investment and financial planning needs.
Since 2018, Doug has specialized in the Delaware Statutory Trust (DST) space, working with investors navigating 1031 exchanges and successfully placing clients into DSTs.
Doug holds FINRA licenses Series 7, 63, 65, & 24. He also has his insurance license.
His areas of experience include:
- 01 1031 Exchanges
- 02 Delaware Statutory Trusts
- 03 Opportunity Zones
- 04 Alternative Real Estate Investments
- 05 Non-Traded REITs
01
A More Personalized Approach
No two real estate investors come to an exchange with the same property, priorities, timeline, or long-term objectives.
Customized 1031 takes a personalized approach to that decision.
Rather than beginning with a specific investment, Doug works to understand what an investor is trying to accomplish and then helps evaluate the strategies and opportunities that may be appropriate for further consideration.
For some investors, that may mean identifying replacement property for a 1031 exchange. For others, it may involve exploring professionally managed real estate solutions such as Delaware Statutory Trusts.
The objective is to create a clearer path forward based on the investor's individual situation.
02
Working With Investors and Financial Professionals
Doug works with both real estate investors and financial professionals seeking a better understanding of 1031 exchange and alternative investment strategies.
For investors, that means having a resource who can help explain available options and coordinate important considerations throughout the process.
For financial professionals, Doug can provide additional education and insight when a client is selling investment real estate or evaluating a 1031 exchange, DST, or related strategy.
03
Professional Background & Licensing
Doug Zator serves as Founder and Managing Director of Customized 1031.
He holds FINRA Series 7, 63, 65, and 24 licenses, along with insurance licensing.
Securities are offered through Emerson Equity LLC, Member FINRA/SIPC, and are available only in states where Emerson Equity LLC is registered.
LET'S CONNECT
Start a Conversation With Doug
If you are preparing to sell investment real estate, currently navigating a 1031 exchange, or exploring potential replacement property strategies, the next step can begin with a conversation.
Talk with Doug about your situation, what you want to accomplish, and the options available for consideration.