Privacy Policy

1. Introduction

1031 Capital Advisors ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website or use our services. Please read this Privacy Policy carefully. By accessing or using our website, you acknowledge that you have read, understood, and agree to be bound by this Privacy Policy.

2. Information We Collect

2.1 Personal Information

We may collect personal information that you voluntarily provide to us when you:

• Complete a contact form or consultation request
• Subscribe to our newsletter or email communications
• Schedule an appointment or consultation
• Request information about our services
• Enter into an advisory agreement with us

This personal information may include your name, email address, phone number, mailing address, investment experience, financial information, accredited investor status, and any other information you choose to provide.

2.2 Automatically Collected Information

When you visit our website, we may automatically collect certain information about your device and browsing activity, including:

• IP address and device identifiers
• Browser type and version
• Operating system
• Referring/exit pages and URLs
• Pages viewed and time spent on pages
• Date and time of visits

3. How We Use Your Information

We use the information we collect for the following purposes:

• To provide, maintain, and improve our services and website
• To respond to your inquiries and requests
• To schedule consultations and provide investment advisory services
• To send you information about our services, market insights, and educational content
• To comply with legal and regulatory requirements, including securities laws
• To verify your identity and accredited investor status as required by law
• To detect, prevent, and address technical issues, fraud, and security concerns
• To analyze website usage and improve user experience
• To fulfill any other purpose for which you provide the information

4. How We Share Your Information

We do not sell, rent, or trade your personal information to third parties. We may share your information in the following circumstances:

4.1 Service Providers

We may share your information with third-party service providers who perform services on our behalf, such as:

• Email service providers
• Website hosting and maintenance providers
• Customer relationship management (CRM) systems
• Analytics providers
• Payment processors (if applicable)

These service providers are contractually obligated to protect your information and use it only for the purposes we specify.

4.2 Legal Requirements

We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., a court, government agency, or securities regulator).

4.3 Business Transfers

In the event of a merger, acquisition, reorganization, or sale of assets, your information may be transferred as part of that transaction. We will provide notice before your information is transferred and becomes subject to a different privacy policy.

4.4 Investment Partners

If you enter into an advisory agreement with us, we may share your information with investment sponsors, broker-dealers, custodians, and other financial services providers as necessary to facilitate your investment transactions and provide advisory services.

5. Cookies and Tracking Technologies

Our website may use cookies, web beacons, and similar tracking technologies to collect information about your browsing activities. Cookies are small data files stored on your device that help us improve website functionality and analyze usage patterns. You can control cookies through your browser settings, but disabling cookies may affect your ability to use certain features of our website.

6. Data Security

We implement reasonable administrative, technical, and physical security measures designed to protect your personal information from unauthorized access, disclosure, alteration, and destruction. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security. You are responsible for maintaining the confidentiality of any passwords or account credentials you use to access our services.

7. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. We may retain certain information as required by securities regulations, tax laws, and other applicable legal requirements.

8. Your Privacy Rights

Depending on your location, you may have certain rights regarding your personal information, including:

• The right to access and receive a copy of your personal information
• The right to correct inaccurate or incomplete information
• The right to request deletion of your personal information (subject to legal and regulatory requirements)
• The right to opt out of receiving marketing communications
• The right to object to or restrict certain processing of your information

To exercise any of these rights, please contact us using the information provided in Section 12. We will respond to your request within a reasonable timeframe and in accordance with applicable law.

9. California Privacy Rights

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect, use, and disclose, and the right to request deletion of your personal information. You also have the right to opt out of the "sale" of your personal information, although we do not sell personal information as defined by the CCPA.

10. Children's Privacy

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected personal information from a child without parental consent, we will take steps to delete that information.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will post the updated Privacy Policy on this page and update the "Last Updated" date. Your continued use of our website or services after any changes constitutes your acceptance of the revised Privacy Policy.

12. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us at: