Privacy Policy

Effective Date: January 1, 2026  |  Last Updated: May 2026

Stewart 1031 Exchange, LLC ("Stewart 1031," "we," "our," or "us") is committed to handling your personal and transaction information with care, discretion, and professionalism. This Privacy Policy describes what information we collect, how we use it, with whom we share it, and the choices you have regarding your information.

By using this website or engaging our services, you acknowledge that you have read and understood this policy.

1. Information We Collect

We collect information in two ways: directly from you, and automatically through your use of this website.

Information You Provide

When you contact us, submit an inquiry, request a consultation, subscribe to our newsletter, or engage our exchange services, we may collect:

• Your name, email address, phone number, and mailing address
• Details about your real estate transaction, including property types, estimated values, and exchange timelines
• Tax identification numbers, entity formation documents, and other information required for exchange administration
• Communications and correspondence you send to us
• Information provided by your professional advisors when coordinating on your behalf

Information Collected Automatically

When you visit our website, standard server and analytics tools may collect certain technical data, including:

• Your IP address and general geographic location
• Browser type, operating system, and device information
• Pages viewed, time spent on the site, and referring URLs
• Cookies and similar tracking technologies (see Section 6 below)

2. How We Use Your Information

We use the information we collect for the following purposes:

• Service Delivery: To coordinate, administer, and complete 1031 exchange transactions on your behalf
• Communications: To respond to inquiries, provide status updates, and keep you informed throughout your exchange
• Compliance: To meet our obligations under applicable tax law, IRS guidance, and state regulations governing qualified intermediaries
• Record-Keeping: To maintain accurate transaction records as required for exchange documentation and potential audit purposes
• Marketing: To send newsletters, market updates, and educational content — only to individuals who have opted in
• Website Improvement: To understand how visitors use our site and improve the quality and clarity of our content

We do not sell, rent, or trade your personal information to third parties for their marketing purposes.

3. How We Share Your Information

We share your information only when necessary to provide services or when required by law. This includes:

Transaction Parties

As a qualified intermediary, we coordinate with all parties involved in your exchange, including selling and buying parties, title companies, escrow officers, and closing agents. Sharing relevant transaction details with these parties is inherent to the role we serve.

Professional Advisors

At your direction or with your authorization, we may coordinate with your CPA, tax attorney, real estate attorney, financial advisor, lender, or real estate broker to facilitate your exchange.

Service Providers

We may engage trusted third-party vendors (such as secure document storage, communication, or banking service providers) who process information on our behalf under confidentiality obligations. These vendors are not permitted to use your information for their own purposes.

Legal Requirements

We may disclose your information if required by law, regulation, court order, or governmental authority, or if we believe disclosure is necessary to protect our legal rights or prevent harm.

4. Data Security

We implement appropriate administrative, technical, and physical safeguards to protect your information from unauthorized access, disclosure, alteration, or destruction. Exchange funds are held in dedicated, segregated accounts consistent with qualified intermediary best practices.

While we take reasonable precautions, no method of data transmission or storage is completely secure. We encourage you to contact us directly for sensitive communications rather than transmitting confidential information through unsecured channels.

5. Retention of Information

We retain personal and transaction information for as long as necessary to fulfill the purposes described in this policy, comply with legal obligations, resolve disputes, and maintain records consistent with qualified intermediary standards. Exchange documentation is typically retained for a minimum of seven years.

6. Cookies

This website may use cookies — small text files stored on your device — to improve your browsing experience, remember preferences, and analyze traffic. You may configure your browser to refuse cookies or alert you when cookies are being sent. Note that some features of the site may not function properly if cookies are disabled.

We do not use cookies to collect personally identifiable information without your knowledge.

7. Third-Party Links

Our website may contain links to third-party websites, including government resources such as IRS.gov. We are not responsible for the privacy practices or content of those sites. We encourage you to review their privacy policies independently.

8. Children's Privacy

Our services are intended for adults engaged in real estate investment activity. We do not knowingly collect personal information from individuals under the age of 18. If you believe a minor has submitted information through our site, please contact us immediately.

9. Your Choices

You may request to review, update, or correct personal information we hold about you. If you have opted in to marketing communications and wish to unsubscribe, you may do so at any time by contacting us directly or using the unsubscribe link in any email we send.

Please note that certain information may be required for exchange administration and cannot be deleted while an active engagement is in place.

10. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or service offerings. We will post the updated policy on this page with a revised effective date. Continued use of our website or services after any update constitutes acceptance of the revised policy.

11. Contact

If you have questions, concerns, or requests related to this Privacy Policy, please contact us:

Stewart 1031 Exchange, LLC
rasheed@stewart1031.com
(303) 351-2388