Privacy Policy

Last updated: May 20, 2026

1. Information We Collect

We collect information you provide directly to us, such as when you submit an application, contact us, or use our services. This may include:

  • Name, email address, and contact information
  • Financial information necessary for investment services
  • Property and investment details
  • Communication preferences

2. How We Use Your Information

We use the information we collect to:

  • Respond to inquiries
  • Evaluate lending relationships
  • Maintain compliance
  • Improve user experience

3. Data Retention and Post-Closing Deletion

We enforce strict post-closing data purging protocols to minimize information liability. Upon the formal closing of a deal, transaction execution, or relationship termination, we systematically delete all sensitive operational information within a reasonable business timeframe. Purged data assets include, but are not limited to:

  • Contact details for all engaged parties (buyers, sellers, intermediaries, and partners)
  • Underwriting documentation, financial statements, and credit evaluation metrics
  • Property files, asset-level internal assessments, and proprietary deal analysis models

Exceptions to this purging rule are limited exclusively to core transactional records, ledger entries, and agreements that we are statutory or regulatorily mandated to retain under applicable state or federal laws.

4. Information Sharing

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

  • With your explicit consent
  • To comply with legal obligations
  • With service providers or regulators who assist in our operations

5. Data Security

We implement appropriate security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

6. Your Rights

You have the right to:

  • Access and review your personal information
  • Request corrections to inaccurate data
  • Request deletion of your personal information
  • Opt out of certain communications
  • Data portability in certain circumstances

7. Cookies and Tracking

We use cookies and similar technologies to enhance your experience on our website, analyze usage patterns, and improve our services. You can control cookie settings through your browser preferences.

8. Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us:

9. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "Last updated" date. We encourage you to review this policy periodically.