Privacy Policy
When requesting information about a property, service, or other product, we may ask for your name, email address, and phone number (“contact information”). We use your contact information in order to answer your questions, discuss our products and services, and to assist you in your investment search. We may contact you to discuss our services and to manage your account. We may contact you by way of email, telephone, and other means. We securely store the contact information that we collect. We may share your contact information with businesses that provide services related to the 1031 exchange, Triple Net leases, and DST Real Estate. We adhere to industry standards to protect the contact information submitted to us, both during transmission and after we receive it. There is no method of transmission over the web (or electronic means) that is 100% safe. Therefore, while we strive to use the most technologically advanced means to protect your contact information, we cannot guarantee its absolute privacy. We reserve the right to change this privacy policy at any given point in time. If we make modifications to our privacy policy, we will update the changes within this privacy policy statement.
Our Commitment to Your Privacy
At the heart of our operations is our dedication to earning and maintaining your trust. We are committed to safeguarding the personal and financial information you share with us, adhering to all applicable federal privacy regulations. This policy outlines how we protect and manage your information.
Our Privacy Pledge
Your trust is our most valuable asset. We prioritize the security and appropriate use of your information. Our commitments include:
Respecting the confidentiality of the information you provide.
Collecting and using only the information necessary to service your account, manage our operations, or inform you about relevant services.
Restricting employee access to your information to those who require it to serve you.
Training our staff to uphold confidentiality and privacy standards.
Implementing robust security measures to protect your information.
Promptly addressing requests to correct inaccurate information.
Information We Collect
We collect information primarily from you when you establish an account or request services. This includes:
Details provided in account applications, forms, or service requests.
Data from your transactions with us.
Information obtained from third parties, where applicable.
How We Use Your Information
Your information enables us to fulfill our mission of helping you achieve your fundraising goals. It allows us to:
Respond efficiently to your requests.
Develop new services to enhance your experience.
Administer your account and our business operations effectively.
Safeguarding Your Information
We restrict access to your information to authorized employees who need it to provide services. We maintain stringent physical, electronic, and procedural safeguards to ensure your information remains secure.
Ensuring Accuracy
We strive to keep your information accurate and up-to-date. If you notice any inaccuracies or if your details change, please notify us immediately so we can update our records.
Limited Sharing of Information
We share your information only as necessary and in accordance with strict privacy standards. Information sharing is limited to:
Service Providers: We may share information with trusted third-party companies to process transactions or service your account. These companies are contractually bound to maintain confidentiality and security and may include data processors or firms handling securities execution and transfers.
Legal Requirements: We may share information when required or permitted by law, such as in response to subpoenas or during fraud investigations.
Your Authorization: We may share information when you explicitly authorize us to do so.
We are dedicated to protecting your privacy and providing professional, responsive service. If you have any questions about this policy, please contact us.