Privacy Policy

Effective date: February 24, 2026

1. Introduction

Maximize 1031 (“Maximize 1031,” “we,” “our,” or “us”) respects your privacy. This Privacy Policy explains how we collect, use, and protect information when you visit maximize1031.com (the “Site”) or submit information through our contact/intake form.

By using the Site or submitting information to us, you consent to the practices described in this Privacy Policy.

2. Information We Collect

We collect information in two main ways: (a) information you provide directly, and (b) information collected automatically when you use the Site.

A. Personal information you provide

When you submit our contact/intake form, we may collect the following information (as entered by you):

• First Name
• Last Name
• Email
• Phone Number
• Message (free text)
• Have you sold the property? (Y/N)
• What is the address of the property being sold?
• Is the property in escrow? (Y/N)
• What is the official name of the owner(s) listed on title of the property being sold?
• Is there more than one owner? (Y/N)
• Do any owners want to receive cash from the sale of the property? (Y/N)
• Are any of the owners a partnership? (Y/N)
• Are any of the owners an LLC? (Y/N)
• Are any of the owners a corporation? (Y/N)
• What is the expected cash value of the sale after commissions and expenses? (numeric/free text)

B. Information collected automatically

Like many websites, we may automatically collect certain information when you visit the Site, such as:

• IP address
• Device and browser type
• Pages you view and the time spent on them
• Referring/exit pages
• Approximate location (derived from IP)

3. How We Use Your Information

We use the information we collect to:

• Respond to your inquiry and communicate with you
• Schedule calls or consultations
• Evaluate whether 1031 exchange services may be appropriate for your situation
• Provide services if you engage us (subject to a separate written agreement)
• Maintain internal records related to inquiries and client relationships
• Improve our Site, content, and service offerings
• Comply with legal obligations

4. Legal Bases / Consent

We process information for legitimate business purposes, including to respond to your request and operate our business. When you submit the contact/intake form, you are providing information with the expectation that we will review it and contact you about your inquiry.

5. Sharing of Information

We do not sell your personal information.

We may share information in the following situations:

• Service providers: We may share information with vendors who help operate our business and the Site (for example, website hosting, email delivery, scheduling tools, form processing, or CRM systems). These providers are permitted to use the information only to perform services for us.
• Exchange facilitation partners / platforms: If you become a client, we may share information necessary to facilitate a 1031 exchange with qualified intermediary partners or platforms and other parties involved in providing the contracted services (as appropriate and consistent with your engagement).
• Legal requirements: We may disclose information if required to do so by law, court order, or governmental regulation, or to protect our rights and the safety of others.

SMS consent is not shared with third parties.

6. Cookies & Analytics

The Site may use cookies and similar technologies to support basic functionality and to understand how visitors use the Site. These tools may collect information such as IP address, browser type, and pages visited.

You can control cookies through your browser settings. If you disable cookies, some features of the Site may not function properly.

7. Data Retention

We retain inquiry information for as long as needed to respond to your request and maintain our business records. If you request deletion, we will take reasonable steps to delete information, subject to legal, regulatory, and legitimate business recordkeeping requirements.

8. Data Security

We use reasonable administrative, technical, and organizational measures designed to protect information from unauthorized access, use, or disclosure. However, no method of transmission over the Internet or method of electronic storage is completely secure, and we cannot guarantee absolute security.

9. California Privacy Rights (CCPA/CPRA)

If you are a California resident, you may have the right to:

• Request information about the categories and specific pieces of personal information we collect and how we use it
• Request deletion of personal information (subject to certain exceptions)
• Request correction of inaccurate personal information
• Opt out of the “sale” or “sharing” of personal information for cross-context behavioral advertising (we do not sell personal information, and we do not share personal information for cross-context behavioral advertising based on the practices described in this policy)
• Not be discriminated against for exercising your privacy rights

To submit a request, email us at info@maximize1031.com. We may need to verify your identity before completing your request.

10. Children’s Privacy

The Site is not intended for individuals under 18, and we do not knowingly collect personal information from children.

11. Professional Disclaimer

Information on this Site is provided for general educational purposes and does not constitute legal, tax, or investment advice. Any services related to 1031 exchanges are provided pursuant to a separate written agreement and applicable law.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we do, we will update the effective date at the top of this page. Your continued use of the Site after changes become effective constitutes your acceptance of the updated policy.

13. Contact Us

If you have questions about this Privacy Policy or want to submit a privacy request, contact:

Maximize 1031
Email: info@maximize1031.com
United States