Privacy Policy

Last updated: March 2026

Information We Collect

When you use our website or contact us, we may collect your name, email address, phone number, and information about your real estate transaction. This information is used solely to respond to your inquiry and provide qualified intermediary services.

How We Use Your Information

We use the information you provide to contact you about your 1031 exchange inquiry, provide qualified intermediary services, and send relevant information about 1031 exchange regulations and deadlines. We do not sell, rent, or share your personal information with third parties for marketing purposes.

Cookies and Analytics

Our website uses cookies and analytics tools (including CallRail for call tracking and HubSpot for form submissions) to understand how visitors use our site and to improve our services. You may disable cookies in your browser settings, though some features of the site may not function properly as a result.

Data Security

We take reasonable measures to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the internet is 100% secure.

Contact Us

If you have questions about this privacy policy or how we handle your information, please contact us:

1031 Federal Exchange
Steve R. Wolterman, Esq.
Phone: 866-455-7268
Email: [email protected]