These Terms of Use govern your access to and use of the website, forms, content, communications, and services provided through 1031fidelis.com and 1031 Fidelis.

By accessing this website, submitting a form, scheduling a consultation, requesting information, or communicating with 1031 Fidelis, you agree to these Terms of Use. If you do not agree with these Terms, please do not use this website.

1031 Fidelis supports outreach, communications, appointment coordination, consultation follow-up, and opportunity-review communications for Fidelis1031, a Qualified Intermediary serving 1031 exchange clients.

1031 Fidelis may help commercial real estate owners, brokers, advisors, and related professionals connect with appropriate Fidelis1031 team members, coordinate consultation requests, and review qualified, broker-aligned 1031 exchange opportunities.

Fidelis1031 is the Qualified Intermediary. 1031 Fidelis operates as the outreach and communications side supporting Fidelis1031-related exchange communications, opportunity review, and referral-aligned follow-up.

The information provided on this website and through 1031 Fidelis communications is intended for educational, informational, coordination, and opportunity-review purposes only.

1031 Fidelis communications may include general information about 1031 exchange opportunities, appointment coordination, consultation follow-up, broker or advisor communication, and related service information.

Nothing on this website should be interpreted as individualized tax, legal, financial, accounting, securities, or investment advice.

Fidelis1031 provides Qualified Intermediary services. Any formal Qualified Intermediary services, exchange documentation, exchange-account handling, exchange-fund handling, exchange-structure support, or formal exchange administration must be handled through Fidelis1031 or the appropriate professional parties involved in the transaction.

1031 Fidelis does not independently hold exchange funds, prepare formal exchange documentation, determine exchange qualification, or guarantee that any transaction will qualify for 1031 exchange treatment.

1031 Fidelis does not provide tax, legal, financial, accounting, securities, or investment advice.

Any information provided on this website or through our communications is general in nature and should not be relied upon as professional advice regarding your specific circumstances.

You should consult your qualified intermediary, CPA, attorney, financial advisor, licensed real estate broker, and other appropriate professionals before making any decision related to a 1031 exchange, sale, acquisition, replacement property, investment, tax strategy, or transaction structure.

1031 Fidelis does not guarantee that any transaction, property, investment, replacement property, timeline, structure, or opportunity will qualify for 1031 exchange treatment.

1031 exchange rules are complex and time-sensitive. Qualification depends on many facts and requirements, including applicable law, IRS rules, transaction structure, identification timing, closing timing, qualified intermediary involvement, documentation, and professional review.

You are solely responsible for obtaining professional advice regarding whether a transaction qualifies for 1031 exchange treatment.

1031 Fidelis does not guarantee investment performance, financial return, appreciation, cash flow, tax outcome, property suitability, exchange completion, financing availability, or closing success.

Any opportunity, property, introduction, communication, or discussion is subject to independent due diligence, market conditions, professional review, and transaction-specific risks.

You are responsible for evaluating all opportunities with your own professional advisors.

1031 Fidelis may provide or coordinate information regarding qualified, broker-aligned, screened, or potentially relevant 1031 exchange opportunities.

Such information is provided for discussion, coordination, referral, and review purposes only. It does not constitute an offer to sell securities, a solicitation to purchase securities, tax advice, legal advice, investment advice, or a guarantee that any opportunity is suitable for you.

Descriptions such as “qualified,” “broker-aligned,” “screened,” “opportunity review,” or similar language refer to internal review, communication, coordination, or relevance processes. These descriptions do not guarantee legal, tax, investment, financial, transaction, exchange, or property suitability.

By using this website or communicating with 1031 Fidelis, you agree that:

- You will provide accurate and complete information.

- You will not submit false, misleading, or unauthorized information.

- You will not use this website for unlawful, abusive, fraudulent, or harmful purposes.

- You will not interfere with the operation, security, or availability of the website.

- You will conduct your own independent due diligence before acting on any information or opportunity.

- You will consult appropriate professional advisors before making any 1031 exchange, tax, legal, financial, real estate, or investment decision.

The content on this website is provided for general informational purposes only. We may update, modify, remove, or change website content at any time without notice.

Although we make reasonable efforts to keep information accurate and current, we do not warrant that any website content is complete, accurate, current, or error-free.

When you submit a form, request a consultation, book an appointment, or otherwise contact 1031 Fidelis, we may respond by phone, email, text message, or other communication method where permitted.

Communications from 1031 Fidelis may include appointment coordination, consultation follow-up, 1031 exchange opportunity information, broker or advisor coordination, and communications related to Fidelis1031 Qualified Intermediary services.

SMS/text messaging communications are governed by our SMS Terms & Conditions and Privacy Policy.

Message frequency may vary. Message and data rates may apply. Reply STOP to unsubscribe from SMS messages or HELP for assistance.

If you provide your phone number and submit a form that includes SMS consent language, you agree to receive SMS messages from 1031 Fidelis regarding 1031 exchange opportunities, appointment coordination, consultation follow-up, communications related to Fidelis1031 Qualified Intermediary services, and related service communications.

SMS consent is not a condition of purchase or service.

For more information, please review our SMS Terms & Conditions and Privacy Policy.

Your use of this website and communications with 1031 Fidelis are also governed by our Privacy Policy.

Please review the Privacy Policy to understand how we collect, use, protect, and disclose information.

This website may contain links to third-party websites, tools, platforms, forms, scheduling systems, CRM systems, email systems, messaging providers, or other services.

1031 Fidelis is not responsible for the content, privacy practices, security, availability, accuracy, or policies of third-party websites or services.

Your use of third-party websites or services is at your own risk and may be governed by separate terms and privacy policies.

All website content, text, graphics, logos, branding, layouts, images, design elements, and other materials on this website are owned by or licensed to 1031 Fidelis, Fidelis1031, or their respective owners, unless otherwise stated.

You may not copy, reproduce, distribute, modify, publish, display, or use website content for commercial purposes without prior written permission.

You agree not to use this website or any related communication channel to:

- Violate any law or regulation

- Submit false, misleading, or fraudulent information

- Attempt to gain unauthorized access to systems or data

- Interfere with website functionality or security

- Send malicious code, spam, or abusive communications

- Misrepresent your identity, authority, or affiliation

This website and all content, information, communications, and services are provided on an “as is” and “as available” basis.

1031 Fidelis makes no warranties or representations of any kind, express or implied, including warranties of accuracy, completeness, reliability, merchantability, fitness for a particular purpose, non-infringement, or availability.

Your use of this website and reliance on any information is at your own risk.

To the fullest extent permitted by law, 1031 Fidelis, Fidelis1031, and their respective owners, representatives, agents, service providers, and affiliates will not be liable for any direct, indirect, incidental, consequential, special, punitive, or exemplary damages arising from or related to:

- Your use of this website

- Your reliance on website content or communications

- Any 1031 exchange decision or transaction

- Any property, investment, or opportunity review

- Any delay, error, omission, interruption, or website unavailability

- Any third-party website, service, platform, or provider

- Any unauthorized access to or use of information

Some jurisdictions do not allow certain limitations of liability, so some limitations may not apply to you.

You agree to defend, indemnify, and hold harmless 1031 Fidelis, Fidelis1031, and their respective owners, representatives, agents, service providers, and affiliates from and against any claims, damages, losses, liabilities, costs, and expenses, including reasonable attorneys’ fees, arising from or related to:

- Your use of the website

- Your violation of these Terms of Use

- Your submission of inaccurate, unauthorized, or misleading information

- Your violation of any law, regulation, or third-party right

- Any decision or action you take based on website content or communications

1031 Fidelis may update or revise these Terms of Use at any time. Updates will be posted on this page with a revised “Last Updated” date.

Your continued use of this website after changes are posted means you accept the updated Terms.

These Terms of Use are governed by the laws of the State of California, without regard to conflict-of-law principles.

If you have questions about these Terms of Use, contact us at:

For information about how we collect and use personal information, please review our Privacy Policy. For text messaging details, please review our SMS Terms & Conditions.