Precision Exchange Privacy Policy

Last Updated: November 7, 2026

1. Welcome

At Precision Exchange, Inc. ("Precision 1031," "we" or "our"), your privacy matters. This Privacy Policy explains in simple terms what information we collect, how we use it, and what choices you have. If you use our website or services, you agree to this policy.

2. Why We Collect Information

We collect and use your information so we can:

  • Open and administer the 1031 exchanges and other services you request.
  • Respond to your questions, consultation requests and job inquiries.
  • Improve our website and offerings.
  • Meet legal, tax, financial and regulatory requirements.

We only collect what we need and handle it responsibly.

3. The Information We Collect

a. General (Non-Personal) Information

This is information that doesn't identify you personally, such as:

  • Browser type, device type and operating system.
  • Pages you view on our site and how long you stay.
  • Aggregated data we use to improve our services.

b. Personal Information

This is information that can identify you, such as:

  • Name, email address, phone number and mailing address.
  • Details about the property you are selling or buying, such as its address, how it is owned, expected sale price, loan balance and closing date.
  • Contact details for your title or escrow company, CPA, attorney or real estate agent, if you choose to share them.
  • Professional background you share when you ask about working with us.
  • Any other information you give us when you contact us or open an exchange.

The calculators on our website run in your browser. We do not receive or store the numbers you enter into them.

4. How We Collect It

We collect information when you:

  • Fill out forms on our website or contact us by email or phone.
  • Open an exchange or sign exchange documents with us.
  • Use our website and interact with its features.
  • Work with us through trusted service providers (like hosting or email delivery tools).

5. How We Use & Share Your Information

We will never sell your personal information.

We may use your information to:

  • Answer your questions and provide services.
  • Coordinate your exchange with the parties you designate, such as your title or escrow company, closing attorney, CPA or real estate agent.
  • Send important updates and service messages, including exchange deadlines.
  • Improve our site and marketing.
  • Work with trusted partners (hosting, email delivery or banking services needed to hold exchange funds).
  • Comply with legal requirements or cooperate with law enforcement when necessary.

6. Your Rights

California Residents (CCPA/CPRA)

You have the right to:

  • Know what personal information we collect.
  • Request a copy of that information.
  • Ask us to delete your information (with some legal exceptions).

EU Residents (GDPR)

You have the right to:

  • Access your personal information.
  • Correct or delete your information.
  • Request that we limit or stop processing it.
  • Receive your information in a portable format.
  • File a complaint with regulators.

Everyone Else

If you live outside California or the EU, you may still contact us with privacy questions or requests.

7. How Long We Keep Your Data

We keep personal information only as long as necessary to:

  • Provide our services.
  • Meet legal, tax or regulatory obligations, including record-keeping rules that apply to 1031 exchanges.
  • Resolve disputes.

When it's no longer needed, we securely delete it.

8. Cookies & Tracking

Our website does not currently use advertising or analytics cookies. If we add them in the future, we may use cookies to:

  • Remember your preferences.
  • Improve your experience.
  • Show relevant ads.

You can turn cookies off in your browser, but some parts of our site may not work as intended.

9. Third Parties

Sometimes we link to or work with other companies. If you click on a link to another site or use their services, their privacy policy applies, not ours.

10. How We Protect Your Information

We use industry-standard safeguards to keep your data safe and only allow access to authorized employees and contractors who need it. That said, no system is 100% secure, and we cannot guarantee complete protection. To learn how we protect exchange funds, see How We Protect Your Money.

11. International Use

If you live outside the U.S. and use our services, your information may be transferred to and stored in the United States or other countries. We make sure protections are in place when this happens.

12. Advertising & Marketing

We may use information to show you relevant ads and send updates. You can opt out of marketing emails anytime by clicking "unsubscribe." Service-related emails (like exchange deadlines or policy updates) will still be sent when necessary.

13. Business Changes

If our company is sold, merged or reorganized, your information may be transferred to the new owner. They will be required to honor this Privacy Policy.

14. Children's Privacy

We don't knowingly collect personal information from children under 16. If you believe your child has given us information, contact us and we'll delete it.

15. What Happens if There's a Data Breach

If a data breach occurs, we will let you know as required by law. Depending on the situation, this may include an email to you or a public notice on our website.

16. Do Not Track Requests

Some browsers send "Do Not Track" signals. Our site does not currently respond to these signals, but you can manage your tracking preferences through your browser settings.

17. Sensitive Information

Our website forms do not ask for sensitive data such as Social Security numbers, taxpayer identification numbers or bank account numbers. Opening a 1031 exchange requires some of this information for legal and tax reasons. When it does, we will explain why, collect it through a secure channel and protect it with extra care. Please do not send it through our website forms or by ordinary email.

18. Employee and Contractor Access

Only people who need your data to do their jobs (employees, contractors or service providers) can access it. They are bound by confidentiality obligations.

19. Links to Other Websites

Our website may contain links to outside sites. We aren't responsible for their privacy practices. Check their policies before sharing information with them.

20. Updates to This Policy

We may update this Privacy Policy from time to time. If we make major changes, we'll let you know by posting a notice on our site. The updated version takes effect right away unless we say otherwise.

21. Contact Us

If you have questions or want to exercise your privacy rights, contact us:

Email: joel@precision1031.com