Privacy Policy

Last Updated: September 22, 2024

CapitalShield 1031 (“CapitalShield,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you use our website www.capitalshield1031.com, communicate with us, or engage our services.

By using our site or services, you consent to the practices described in this Privacy Policy.

1. Information We Collect

Personal Information
We may collect personal details you provide, including your name, email address, phone number, mailing address, and other contact information.

Financial Information
We do not collect or store your financial information directly. All financial transactions and related data are handled exclusively by our Qualified Intermediary (QI) provider, Accruit, which maintains its own independent security and privacy practices.

Usage & Technical Data
We automatically collect information such as your IP address, browser type, device identifiers, pages visited, and time spent on our site. We use cookies and similar tracking technologies to improve site performance and analytics.

SMS Data
If you opt in to receive text messages, we collect your mobile number and a record of messages we send or receive.

2. How We Use Your Information

We use your information to:

  • Provide and improve our services

  • Respond to inquiries and requests

  • Send occasional SMS/text messages (see Section 3)

  • Monitor site usage and analytics

  • Comply with legal requirements

3. SMS / Text Messaging

  • Opt-In: By providing your mobile number and consenting, you agree to receive infrequent SMS/text messages related to our services.

  • Frequency: Messages will be sent only as needed for important updates or service communications.

  • Charges: Your carrier’s message and data rates may apply.

  • Opt-Out: Reply “STOP” to any message to unsubscribe. You may still receive non-promotional or transactional messages if required for service.

4. Third-Party Services

We share limited data with trusted third-party providers to operate our business:

  • Squarespace (Hosting) – Hosts our website and stores necessary site content and visitor interactions securely.

  • Google Analytics (Analytics) – Collects aggregated, anonymized data on website traffic and user behavior to help us improve site performance.

  • OpenPhone (Phone Services) – Provides our business phone system, enabling us to manage calls and SMS messages.

  • Pipedrive (CRM) – Manages customer relationship data, such as contact details and communications history, to help us respond to inquiries and deliver services.

These third parties act as our service providers and are contractually obligated to safeguard your information and use it only for the purposes we specify.

5. Disclosure of Information

We may disclose your information:

  • To the service providers listed above

  • To comply with legal obligations or enforce our agreements

  • To protect the rights, property, or safety of CapitalShield or others

  • In connection with a business transaction, such as a merger or sale of assets

6. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

7. Data Retention

We retain personal data only as long as needed to fulfill the purposes described in this policy or as required by law.

8. Your Privacy Rights (Colorado Residents)

Under the Colorado Privacy Act (CPA), you have the right to:

  • Confirm whether we process your personal data

  • Access and obtain a copy of your personal data

  • Correct inaccuracies in your data

  • Request deletion of your data

  • Opt out of targeted advertising, the sale of personal data, or profiling

To exercise these rights, contact us using the details in Section 11. We will respond in accordance with Colorado law.

9. International Data Transfers

If you access our services from outside the United States, you understand that your data will be processed and stored in the U.S., where privacy laws may differ from those of your home country.

10. Children’s Privacy

Our services are not directed to individuals under 18 years of age, and we do not knowingly collect personal information from anyone under 18. If we discover that we have collected information from a minor, we will delete it promptly.

11. Changes to This Privacy Policy

We may update this Privacy Policy periodically. When we do, we will revise the “Last Updated” date and, if material changes occur, provide notice as required by law.

12. Contact Us

For questions or to exercise your privacy rights, contact us at:

CapitalShield 1031
3420 Tennyson St. Unit 106
Denver, CO 80212
exchanges@capitalshield1031.com
720.419.1875