Data Protection

Privacy Policy

We collect brief details that you provide through our secure intake form so we can recommend replacement properties. Information is encrypted in transit and at rest. We do not sell or share this information with advertisers.

Information We Collect

Intake form data: property details, timeline, yield goals, and contact information you submit.
Usage data: pages visited, time spent, and interaction patterns to improve our service.
Communication records: emails, calls, and messages exchanged during the identification process.

How We Use Your Data

To identify and match replacement properties that meet your requirements.
To coordinate with service partners when you explicitly request introductions.
To track milestones and deadlines for your 1031 exchange timeline.
To improve our property matching algorithms and user experience.

Data Sharing and Protection

We only share your data with service partners (Qualified Intermediaries, attorneys, CPAs, lenders, or inspectors) when you explicitly request introductions. All data is encrypted in transit using TLS and at rest using industry-standard encryption.

We do not sell or share your information with advertisers, data brokers, or third-party marketers. Your data is used solely to facilitate your 1031 exchange replacement property identification process.

Your Rights

You have the right to access, update, or delete your personal information at any time. To exercise these rights, contact us at [email protected].

We will respond to your request within 30 days and will delete your information unless we are required to retain it for legal or compliance purposes.

1031 Exchange Orange County

Questions about our privacy practices?

Start secure intake Call (949) 403-1031