Meet the Custom Capital Team
Why We Started Custom Capital
Jason Milton
Chief Executive Officer
The Custom Capital Origin Story
Jason spent years in global real estate at the highest levels, leading sales for Fortune 500 vacation property companies and eventually DAMAC Properties in Dubai. He built a career negotiating large-scale transactions across international markets and developing the operational instincts that come from closing deals in some of the most competitive environments in the world.
Patrick built and sold three financial services firms, including a boutique investment bank, a registered investment advisory firm, and an insurance distribution platform. His final exit was a $75 million transaction. A former Big Six CPA with a master’s degree in accounting and a specialization in tax, Patrick had spent his career structuring deals, advising on M&A, and reading legal documents the way most people read the morning paper.
After that exit, Patrick was sitting on millions of dollars of cash, but one fact above all kept him up at night: one dollar, left as cash, will lose 97% of its value over the next 100 years. Commercial real estate became his focus.
But when Patrick and Jason started acquiring properties for their own portfolios, they ran headfirst into the reality of the process. The sourcing was fragmented. The diligence was exhausting. Every transaction required assembling a team of attorneys, lenders, CPAs, and property managers from scratch. Even with significant capital and deep financial expertise, acquiring commercial real estate the right way was a full-time job.
So they asked a simple question: What would this look like if it were designed for the investor? That question became Custom Capital.
What started as two friends solving their own problem has become the platform that hundreds of investors use to acquire institutional-quality commercial real estate without building the operation themselves.
Today, Custom Capital has facilitated over $425M in acquisitions across 120+ transactions in 15+ states.
Our Team
7 Divisions. 50+ Professionals.
Working for You.
Custom Capital operates seven dedicated divisions.
You get the infrastructure of a family office without the cost of building one.
Jason Milton
Co-Founder & CEO
Jason co-founded Custom Capital with his lifelong friend, Patrick Truhlar. Before building the firm, Jason led global sales operations for some of the largest real estate companies in the world, including DAMAC Properties in Dubai. As CEO, Jason oversees the firm’s strategic direction, investor relationships, and the continued expansion of Custom Capital’s acquisition platform.
Patrick Truhlar
Co-Founder & Executive Chairman
Before co-founding Custom Capital, Patrick launched and exited three financial services firms. A former Big Six CPA with Accreditation in Business Valuation, he holds a master’s degree in accounting with a specialization in tax. As Executive Chairman, Patrick shapes the firm’s investment thesis, oversees underwriting standards, and reviews transactions against the criteria he applies to his own portfolio.
The Team Behind Every Transaction
Family Office Structure
Acquisitions
$250K+ per month sourcing off-market and lightly marketed deals across medical, industrial, QSR, gas station, and automotive service asset classes.
Due Diligence
Rigorous vetting through a 100+ checkpoint process backed by $4B of transactional experience so only the strongest opportunities reach our investors.
Transaction Management
Coordinating every moving part from offer through close, keeping timelines on track and parties aligned.
Sales & Marketing
Curated deal flow and targeted outreach connecting the right opportunities to the right investors.
Credit & Lending
Structuring debt and equity through longstanding lender relationships to support your acquisition and targeted returns.
Asset Management
Ongoing oversight and support services designed to protect the asset long after the close.
Owner-Client Relations
Keeping you informed, connected, and confident at every stage — from your first call through your fifth acquisition and beyond.
The People Behind the Divisions

Jason Milton
Co-Founder & Ceo

Patrick Truhlar
Executive Chairman

Stephan Leccese
Chief Operating Officer

Ali Rosenfeld
Director of Finance and Operations

Cami Johnson
Director of Investor Relations

Nicole Keller
Director of Lending

Ron Vantine
Director of Transitions

Michael Berg
Director of Technology

Tony Hershman
Director of Acquisitions

Michael Kimbell
Senior Investment Associate

Amela Smailbegovic
Senior Investment Associate

James Manganaro
Senior Investment Associate

Casey Klauser
Investment Associate

Colton Olson
Investment Associate

Abhishek Ranjan
Acquisitions Associate

Dallas McMillen
Acquisitions Associate

Karlee Newman
Transactions Manager

Connor Domershick
Acquisitions Associate