Privacy
Privacy Policy
This policy explains how 1031 Exchange Boston collects, uses, and safeguards the limited personal information shared by investors, attorneys, and advisors.
Information We Collect
We collect names, email addresses, phone numbers, project descriptions, and timelines submitted through our forms. We do not purchase or sell personal data. Data is used only to respond to 1031 exchange inquiries.
How We Use Information
- Responding to inquiries and preparing identification-ready materials.
- Coordinating with trusted fulfillment partners who support Boston and nationwide exchanges.
- Sending confirmations and transactional notifications through email or SMS.
Data Retention & Security
Leads are stored in secure CRM and email systems with role-based access. We retain records only as long as required to comply with IRS documentation and our own workflow auditing. You may request deletion of your information at any time.
Third Parties
We share information only with our 1031 exchange fulfillment partners, qualified intermediaries, or advisors engaged on your behalf. We do not allow partners to reuse submissions for unsolicited marketing.
Questions
Contact us with privacy questions or deletion requests. Written requests are honored within 30 days, subject to any legal retention requirements.
Next Steps
Need a privacy-compliant briefing?
We keep every Boston, MA exchange confidential and documentation-ready.