Privacy Policy

Last Updated: September 29, 2026

Introduction

This Privacy Policy describes how this website and its operator ("we," "us," or "our") collect, use, disclose, and protect information obtained through this website and related commercial real estate capital request services.

This website operates as a marketing and lead-generation platform. We are not a bank, lender, mortgage lender, mortgage broker, real estate broker, investment adviser, or financial institution. Information submitted through this website may be shared with independent third-party lenders, funds, family offices, financial institutions, capital providers, and other financing resources for purposes related to evaluating a commercial real estate financing opportunity.

By using this website or submitting information through it, you acknowledge the practices described in this Privacy Policy.

1. Information We Collect

Information You Provide

When you submit a financing request, contact us, upload documents, or otherwise interact with the website, we may collect information including:

• Name

• Company or organization

• Email address

• Telephone number

• Property location

• Property type

• Transaction type

• Financing amount requested

• Total transaction or project value

• Target closing date

• Information regarding a property, project, borrower, sponsor, or transaction

• Documents voluntarily uploaded by you

• Other information contained in communications or submissions

Information Collected Automatically

When you visit the website, certain information may be collected automatically through cookies, analytics technologies, server logs, advertising technologies, and similar tools. This may include IP address, browser and device information, operating system, referring source, pages visited, dates and times, approximate location derived from IP address, website interactions, campaign attribution information, and cookie or device identifiers.

2. How We Use Information

We may use information collected through the website to:

• Receive and process commercial real estate financing inquiries;

• Review and categorize submitted transactions;

• Identify third-party capital providers that may be appropriate to receive a financing inquiry;

• Refer or transmit financing inquiries to selected third-party lenders, funds, family offices, financial institutions, capital providers, and other financing resources;

• Facilitate communications between persons seeking financing and potential financing resources;

• Contact you regarding your submission;

• Operate CRM and lead-management systems;

• Maintain records regarding inquiries and referrals;

• Analyze website traffic and advertising performance;

• Improve our website, forms, marketing, and services;

• Detect fraud, misuse, security incidents, or potentially unlawful activity;

• Comply with applicable laws and legal processes; and

• Protect our rights, users, systems, and business operations.

3. How We Share Information

Capital and Financing Providers

The primary purpose of this website is to generate and facilitate commercial real estate financing inquiries. If you submit a financing request, we may disclose information from your submission to selected independent third parties, including banks, commercial lenders, private lenders, debt funds, private credit providers, family offices, investment funds, financial institutions, institutional capital providers, and other parties that may provide or evaluate capital for commercial real estate transactions.

These third parties are independent organizations and may have their own privacy policies, underwriting standards, eligibility requirements, licensing requirements, and business practices.

Service Providers

We may disclose information to service providers supporting website hosting, CRM systems, email and communications, cloud storage, analytics, advertising, cybersecurity, form processing, document storage, and other technology or professional services.

Legal and Business Purposes

We may also disclose information when reasonably necessary to comply with law or legal process, respond to governmental requests, investigate suspected fraud, protect legal rights or safety, or facilitate a merger, acquisition, financing, restructuring, sale of assets, or similar business transaction.

4. Information You Should Not Submit

This initial financing inquiry form is not intended to collect highly sensitive personal or financial information. Please do not submit Social Security numbers, bank account or routing numbers, credit or debit card numbers, online banking credentials, passwords, driver's license or passport numbers, personal tax returns, or other sensitive personal information that is not reasonably necessary to describe the commercial real estate transaction.

If additional financial or underwriting information is required, the applicable financing provider should provide instructions regarding its secure submission process.

5. Cookies, Analytics and Advertising

We may use cookies, pixels, tags, analytics services, advertising technologies, and similar technologies to operate the website, understand visitor behavior, measure advertising conversions, attribute inquiries to campaigns, improve website performance, and prevent fraud or abuse. Where required by applicable law, we will provide appropriate choices regarding non-essential cookies and similar technologies.

6. Data Retention

We retain personal information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, maintain business and transaction records, comply with legal obligations, resolve disputes, prevent fraud, and enforce agreements. Retention periods may vary depending on the type of information, purpose for which it was collected, and applicable legal requirements.

7. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, disclosure, alteration, destruction, or misuse. However, no website, electronic transmission, database, or information-storage system can be guaranteed to be completely secure.

8. Your Privacy Rights

Depending on where you reside and applicable law, you may have rights regarding your personal information, including rights to request access, correction, deletion, information regarding categories collected or disclosed, opt out of certain uses or disclosures where applicable, withdraw consent where processing is based on consent, and exercise applicable privacy rights without unlawful discrimination. We may need to verify your identity before processing certain requests.

9. California Privacy Rights

If the California Consumer Privacy Act, as amended ("CCPA"), applies to our processing of your personal information, California residents may have additional rights concerning access, correction, deletion, and certain disclosures or sharing of personal information. Where required by applicable law, we will honor valid requests to opt out of the sale or sharing of personal information and recognized opt-out preference signals.

Our disclosure of information voluntarily submitted as part of a commercial real estate financing request to potential financing providers is intended to facilitate the financing inquiry requested by the person submitting the information. Other disclosures, including disclosures associated with advertising technologies, may be treated differently under applicable privacy laws.

10. Third-Party Websites and Services

This website may contain links to websites, services, or resources operated by third parties. We are not responsible for the privacy, security, content, or business practices of independent third-party websites or services. You should review the privacy policies of any third party with which you interact.

11. Communications

If you submit a financing inquiry, we or a third-party financing resource receiving your inquiry may contact you regarding that inquiry using the contact information you provide. Where required by law, marketing communications will include appropriate mechanisms for opting out of future marketing communications.

12. Children's Privacy

This website is intended for business and commercial real estate purposes and is not directed to children under 18. We do not knowingly solicit personal information from children through this website.

13. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our business practices, technologies, legal requirements, or services. When we make changes, we will update the "Last Updated" date at the top of this Privacy Policy. Material changes may be communicated through additional notices where appropriate or required by law.

14. Contact Us

Privacy Contact

[LEGAL COMPANY NAME]

[MAILING ADDRESS]

Email: [PRIVACY EMAIL ADDRESS]

Phone: [PHONE NUMBER]

15. Commercial Real Estate Financing Disclaimer

This website is a marketing and lead-generation platform and does not itself provide financing.

The website operator is not a bank, lender, mortgage lender, mortgage broker, real estate broker, investment adviser, or financial institution and does not make lending decisions, underwrite transactions, negotiate financing terms, issue commitments, or guarantee financing.

Any potential financing is provided, evaluated, negotiated, and approved independently by the applicable third-party financing provider and is subject to that provider's underwriting, due diligence, eligibility requirements, terms, conditions, fees, licensing requirements, and approval.

© 2026. All rights reserved.

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© 2026. All rights reserved.

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