Privacy Policy

This Privacy Policy explains how 1031 Strategies & Services Group and its affiliated companies, including Independent Exchange Services, Inc. and Reverse Exchange Services, Inc., may collect, use, disclose, and protect information through this website.

This Policy applies to website visitors, people who submit contact forms, and people who request access to resource materials. It does not replace any privacy or confidentiality terms in a signed client agreement or exchange document.

Information we collect

We may collect information you choose to provide, such as your name, email address, phone number, message content, resource-access request details, and other information you submit through website forms or direct communications.

We may also collect basic technical information automatically when you use the website, such as IP address, browser type, device information, pages viewed, referring page, and date and time of access, depending on the website hosting, security, logging, and analytics tools in use.

Information you should not submit through general forms

Please do not submit Social Security numbers, tax identification numbers, financial account numbers, wire instructions, passwords, full tax returns, closing packages, or other sensitive transaction documents through general website forms. If sensitive information is needed for an engagement, the exchange team can provide appropriate instructions.

How we use information

We may use information to respond to inquiries, evaluate resource requests, communicate about potential or existing transactions, provide requested information, operate and secure the website, maintain business records, improve website content, comply with legal obligations, and protect our rights and the rights of others.

How we disclose information

We may disclose information to affiliated companies, personnel, contractors, professional advisors, website hosting providers, form-processing providers, email and communication providers, security and technology vendors, and other service providers who help operate the website or support business communications.

We may also disclose information when required by law, legal process, professional obligations, transaction requirements, dispute resolution, or to protect the rights, safety, and property of the business, clients, website users, or others.

No sale of personal information

We do not intend to sell personal information collected through this website. We also do not intend to share website form submissions for cross-context behavioral advertising. If the business later adopts tools or practices that change this position, this Policy should be updated before those practices begin.

Cookies and similar technologies

The website may use cookies or similar technologies for ordinary website operation, security, hosting, performance, embedded media, or analytics. Browser settings may allow you to block or delete cookies, but some website features may not work properly if cookies are disabled.

Data retention

We keep information for as long as reasonably necessary for the purposes described in this Policy, including responding to inquiries, maintaining records, supporting potential or active engagements, meeting legal and professional obligations, resolving disputes, and protecting business interests.

Security

We use reasonable administrative, technical, and organizational measures designed to protect information. No website, email, form, or electronic system is completely secure. Please use care when deciding what information to submit online.

Children's privacy

This website is intended for adults and business or real estate transaction participants. It is not directed to children under 13, and we do not knowingly collect personal information from children under 13 through this website.

California privacy rights

California residents may have privacy rights under California law, depending on whether the law applies to the business and the information at issue. These rights may include the right to know, access, correct, delete, opt out of certain sale or sharing activity, limit certain uses of sensitive personal information, and be free from discrimination for exercising applicable privacy rights.

To submit a privacy request, contact us using the information below. We may need to verify your identity and request before responding. Some information may be exempt from deletion or other requests because of legal, professional, transaction, security, or recordkeeping obligations.

Third-party links and embedded content

This website may link to third-party websites or include third-party media. Third parties may have their own privacy practices and policies. We are not responsible for the privacy practices of websites or services we do not control.

Changes to this Policy

We may update this Privacy Policy from time to time. The effective date above indicates when this version became effective. Continued use of the website after an update means the updated Policy applies to your use going forward.

Contact

Privacy questions or requests may be directed to 1031 Strategies & Services Group, 25954 Eden Landing Road, Hayward, CA 94545, or by phone at 888-747-1031.