Privacy Policy

Effective Date: March 8, 2024

Last Updated: May 15, 2026

This Privacy Policy describes how 1031 DST (“we,” “us,” or “our”) collects, uses, shares, and protects personal information when you visit 1031dstinvestment.org (the “Site”) or interact with our services. By using the Site, you agree to the practices described in this policy.

This policy applies to information collected through the Site, including through contact forms, consultation request forms, calendar booking tools, email communications, and our customer relationship management system. It does not apply to information collected through third-party websites that we may link to from the Site.

Information We Collect

We collect personal information that you voluntarily provide, as well as certain information collected automatically when you visit the Site.

Information You Provide Directly

We collect information you submit through forms, consultation requests, calendar bookings, and email communications. This typically includes:

Contact information: full name, email address, phone number, mailing address.
Investment-related information: sale price of relinquished property, expected timing of a 1031 exchange, debt level, accredited investor status, investment goals, and other details you choose to share.
Professional contacts: information about your CPA, attorney, qualified intermediary, or other professional advisors involved in your 1031 exchange.
Communications: the content of emails, form submissions, and other communications you send to us.

You are not required to provide this information, but some of it is necessary for us to respond to your inquiry, schedule a consultation, or evaluate whether a Delaware statutory trust 1031 exchange may be appropriate for your situation.

Information Collected Automatically

When you visit the Site, we automatically collect certain technical information about your visit. This typically includes:

Device and browser information: IP address, browser type and version, device type, operating system.
Usage information: pages visited, time spent on each page, links clicked, referring website, search terms used to find the Site.
Approximate location: geographic region inferred from your IP address (typically at the city or state level, not precise location).

This information is collected through Google Analytics 4 and standard web server logs. See the “Cookies and Tracking Technologies” section below for more detail.

How We Use Your Information

We use the information we collect for the following purposes:

To respond to your inquiries, schedule consultations, and provide the services you request.
To communicate with you about 1031 exchanges, DST offerings, and related topics that may be relevant to your stated interests.
To coordinate with your qualified intermediary, CPA, attorney, and other professional advisors when you have given us authorization to do so.
To send periodic email communications, including educational content, market updates, and notifications about new DST offerings or relevant resources. You may unsubscribe from email communications at any time using the unsubscribe link in any email.
To improve the Site, understand how visitors use the Site, and develop content that better serves our audience.
To comply with applicable legal, regulatory, and broker-dealer compliance requirements, including under FINRA and SEC rules.
To detect, investigate, and prevent fraud, security breaches, or other harmful activity.

We do not sell your personal information to third parties for monetary consideration. We do not use your information for purposes unrelated to those described above without your consent.

How We Share Your Information

We share personal information only as described below.

Service Providers

We share information with third-party service providers that help us operate the Site, communicate with you, and provide our services. These include:

Website hosting and infrastructure providers.
Email and marketing automation platforms used to send consultation confirmations, educational content, and other communications.
Calendar booking and scheduling tools.
Customer relationship management (CRM) software used to maintain records of consultations and ongoing client communications.
Analytics providers (Google Analytics 4) that help us understand Site usage.

Service providers are contractually obligated to use personal information only for the purposes we authorize and to maintain appropriate security.

Broker-Dealer and Compliance Sharing

As a firm offering services related to securities (specifically Delaware statutory trust 1031 offerings), we share information as required with our broker-dealer of record, for compliance, supervision, and recordkeeping purposes. This sharing is required by FINRA and SEC regulations.

DST Sponsors and Qualified Intermediaries

When you proceed with a specific DST subscription or 1031 exchange, we share necessary information with the relevant DST sponsor and your qualified intermediary to complete the transaction. We share this information only with your knowledge and consent, and only what is necessary to execute the transaction you have requested.

Professional Advisors

With your authorization, we may coordinate with your CPA, attorney, or other professional advisors. We share information with these parties only with your express permission.

Legal Requirements

We may disclose personal information when required by law, court order, subpoena, regulatory investigation, or other legal process. We may also disclose information to protect the rights, property, or safety of 1031 DST, our clients, or others, including to investigate suspected fraud or violation of our terms.

Business Transfers

If 1031 DST is involved in a merger, acquisition, sale of assets, or similar corporate transaction, your personal information may be transferred as part of that transaction. We will provide notice on the Site or by email before any transfer occurs and before your information becomes subject to a different privacy policy.

Cookies and Tracking Technologies

The Site uses cookies and similar tracking technologies to provide functionality, analyze usage, and improve your experience. The specific technologies in use are:

Essential Cookies

Some cookies are necessary for the Site to function, including cookies that maintain your session, support form submissions, and remember preferences. These cannot be disabled without affecting Site functionality.

Analytics Cookies

We use Google Analytics 4 to understand how visitors interact with the Site. Google Analytics 4 uses cookies to collect information including pages visited, time spent on pages, traffic sources, and approximate location. This information is aggregated and used to improve the Site. We have configured Google Analytics 4 to anonymize IP addresses where supported by the service.

You can opt out of Google Analytics by installing the Google Analytics Opt-Out Browser Add-on, available at tools.google.com/dlpage/gaoptout. You can also adjust cookie settings in your browser to refuse cookies or alert you when cookies are being sent.

Browser Controls

Most browsers allow you to view, manage, delete, and block cookies. Refer to your browser’s help documentation for instructions specific to your browser. Disabling cookies may affect Site functionality.

Do Not Track Signals

Some browsers offer a “Do Not Track” (DNT) signal. The Site does not currently respond to DNT signals because there is no industry standard for how to interpret them. We address tracking through the cookie controls and opt-out mechanisms described above.

Your Rights and Choices

You have the following rights and choices regarding your personal information:

Access: You may request a copy of the personal information we hold about you.
Correction: You may request that we correct inaccurate or incomplete information.
Deletion: You may request that we delete personal information we hold about you, subject to legal and regulatory recordkeeping requirements (described below).
Opt-out of marketing: You may unsubscribe from email communications at any time using the unsubscribe link in any email, or by contacting us using the information in the “Contact Us” section below.
Opt-out of analytics: You may opt out of Google Analytics as described in the “Cookies and Tracking Technologies” section above.

Note on regulatory recordkeeping: Securities-related communications and records are subject to retention requirements under FINRA and SEC rules, which may override deletion requests for specific categories of information. We will explain the scope of any retained information in response to a deletion request.

California Residents

If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA). These rights include:

The right to know what personal information we have collected about you, the categories of sources, the categories of third parties with whom we share it, and the business purposes for collection and sharing.
The right to request deletion of your personal information, subject to legal and regulatory exceptions.
The right to correct inaccurate personal information.
The right to opt out of the sale or sharing of your personal information. We do not sell or share personal information as those terms are defined under California law.
The right to limit the use of sensitive personal information.
The right to non-discrimination for exercising any of these rights.

To exercise any California rights, contact us using the information in the “Contact Us” section below. We may need to verify your identity before processing a request.

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect personal information against unauthorized access, disclosure, alteration, or destruction. These include encrypted data transmission for forms submitted through the Site, access controls limiting who at our firm can view client information, and secure storage practices with our service providers.

No method of transmission over the internet or method of electronic storage is completely secure. While we work to protect your personal information, we cannot guarantee absolute security. You are responsible for protecting your account credentials and for the security of any device you use to access the Site.

Data Retention

We retain personal information for as long as necessary to provide the services you requested, comply with legal and regulatory requirements, resolve disputes, and enforce our agreements. Specific retention periods include:

Securities-related communications, including consultation records and subscription documents, are retained for a minimum of six years as required by FINRA and SEC rules, or longer where required.
Marketing communications and lead records are typically retained for the duration of our active relationship plus a reasonable archival period.
Website analytics data is retained according to Google Analytics 4 default settings, currently 14 months.

When information is no longer needed for the purposes for which it was collected and is no longer subject to retention requirements, it is deleted or anonymized.

Children’s Privacy

The Site is not intended for use by individuals under the age of 18. We do not knowingly collect personal information from anyone under 18. If we learn that we have inadvertently collected information from someone under 18, we will delete that information promptly. If you believe we may have collected information from someone under 18, please contact us using the information in the “Contact Us” section below.

Third-Party Websites and Services

The Site may contain links to third-party websites, including sponsor websites, regulatory agency websites, and resource sites referenced in our articles. We are not responsible for the privacy practices or content of third-party websites. We encourage you to review the privacy policies of any third-party site you visit.

Specific third-party services integrated with the Site include Google Analytics 4 (provided by Google LLC), our calendar booking system, our email marketing platform, and our customer relationship management system. These services have their own privacy policies, which govern how they handle data collected through their platforms.

Updates to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make changes, we will update the “Last Updated” date at the top of this policy. For significant changes, we may also provide additional notice through the Site or by email.

We encourage you to review this policy periodically. Your continued use of the Site after we publish an updated policy constitutes acceptance of the updated terms.

Contact Us

If you have questions about this Privacy Policy, want to exercise your rights, or have a concern about how we handle your personal information, please contact us via our online contact form.

We will respond to your request within a reasonable time, typically within 30 days. For requests requiring identity verification (such as deletion requests or access requests), we may take additional time to confirm your identity before processing the request.