1031 Fidelis respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, submit a form, schedule a consultation, request information, or communicate with us by phone, email, or text message.

By using this website or providing information to 1031 Fidelis, you agree to the practices described in this Privacy Policy.

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

- Name

- Email address

- Phone number

- Company or organization name

- Professional role or title

- Property, investment, or 1031 exchange-related inquiry information

- Appointment or consultation details

- Communications you send to us through forms, email, phone, or text message

- SMS consent records, opt-in records, and opt-out requests

We may also collect limited website usage information, such as browser type, device information, pages visited, referring pages, general analytics data, and similar technical information used to maintain and improve our website.

We may collect information when you:

- Submit a contact form

- Request a consultation

- Book an appointment

- Opt in to receive SMS/text messages

- Communicate with us by phone, email, or text

- Interact with our website or online forms

- Provide information through a CRM, scheduling tool, or other business communication channel

1031 Fidelis obtains SMS consent through website forms, including the Contact form and Book Appointment form, where users voluntarily provide their phone number and submit a request that includes SMS disclosure language. These disclosures explain that 1031 Fidelis may contact the user by text message regarding 1031 exchange opportunities, appointment coordination, consultation follow-up, and related service communications.

When you submit a Contact form, Book Appointment form, consultation request, or similar website form that includes SMS consent language, your submission serves as your affirmative opt-in to receive SMS messages from 1031 Fidelis if you provide a mobile number and submit the form.

SMS consent is collected only when you voluntarily provide your phone number and submit a form or request that includes SMS disclosure language. SMS consent is not a condition of purchase or service.

1031 Fidelis may use the information we collect to:

- Respond to inquiries

- Schedule consultations or appointments

- Provide information about 1031 exchange opportunities

- Coordinate follow-up communications

- Communicate with commercial real estate owners, brokers, advisors, and related professionals

- Maintain records of communications, requests, opt-ins, and opt-outs

- Improve our website, services, and client communication process

- Operate our CRM, scheduling, email, and communication systems

- Comply with legal, regulatory, carrier, SMS, and business recordkeeping requirements

If you provide your mobile number and opt in to receive SMS messages from 1031 Fidelis, we may send text messages related to 1031 exchange opportunities, appointment coordination, consultation follow-up, and related service communications.

By submitting a form on this website that includes SMS consent language and providing your mobile number, you agree to receive SMS/text messages from 1031 Fidelis related to 1031 exchange opportunities, appointment coordination, consultation follow-up, and related service communications.

Message frequency may vary. Message and data rates may apply.

You may opt out of SMS messages at any time by replying STOP. You may request help by replying HELP.

Opting out of SMS messages does not prevent us from contacting you through other channels where permitted, such as email or phone, unless you separately request that we stop those communications.

SMS consent is not a condition of purchase or service.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

SMS consent and phone numbers collected for SMS communication purposes will not be shared, sold, rented, or disclosed to third parties or affiliates for marketing purposes.

Text messaging originator opt-in data and consent will not be shared with any third parties, except as necessary to provide SMS messaging services, comply with applicable law, or protect the rights, safety, and security of 1031 Fidelis and its users.

We do not sell your personal information.

We may share limited information only when necessary to operate our business, including with:

- Website hosting providers

- CRM and form providers

- Scheduling providers

- Email and communication platforms

- SMS/text messaging service providers

- Professional advisors, if needed

- Legal, regulatory, or law enforcement authorities when required

These service providers are only authorized to use information as needed to provide services to 1031 Fidelis.

We do not share mobile phone numbers or SMS consent information with third parties or affiliates for their own marketing or promotional purposes.

Our website may use cookies, analytics tools, or similar technologies to understand website traffic, improve user experience, and support website functionality.

You may be able to control cookies through your browser settings. Disabling cookies may affect some website features.

We use reasonable administrative, technical, and organizational safeguards to protect personal information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

We retain personal information for as long as reasonably necessary to respond to inquiries, provide services, maintain business records, comply with legal obligations, resolve disputes, and enforce our agreements.

SMS consent records may be retained as needed to document consent, opt-out requests, and compliance with carrier, regulatory, and business requirements.

You may request to:

- Update your contact information

- Correct inaccurate information

- Request that we stop contacting you

- Opt out of SMS messages by replying STOP

- Request help with SMS messages by replying HELP

- Ask privacy-related questions

To make a request, contact us using the information below.

Our website may link to third-party websites, tools, or services. We are not responsible for the privacy practices, security, or content of those third-party websites or services.

Our website and services are intended for adults and business users. We do not knowingly collect personal information from children under 13.

1031 Fidelis does not provide tax, legal, financial, or investment advice. Information provided through this website or through our communications is for educational, informational, and opportunity-review purposes only.

You should consult your qualified intermediary, CPA, attorney, financial advisor, licensed real estate broker, and other appropriate professionals regarding your specific 1031 exchange situation.

We may update this Privacy Policy from time to time. Any updates will be posted on this page with a revised “Last Updated” date.

If you have questions about this Privacy Policy or our communications practices, contact us at:

Email: alex@fidelis1031.com

Email: elle@fidelis1031.com

Phone: 619-985-9884