LEGAL
Privacy Policy
Privacy Policy
Privacy Policy
Atlanta Deferred Exchange Privacy Policy Last Updated: September 9, 2026
Atlanta Deferred Exchange (“ADE,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy describes how we collect, use, disclose, and protect personal information in connection with our website, communications, qualified intermediary services, and related business activities.
1. Information We Collect We may collect personal information that you provide directly to us, including: Name Email address Telephone or mobile number Mailing address Information regarding a 1031 exchange or contemplated real estate transaction Property and closing information Information concerning entities, trusts, partnerships, limited liability companies, or other parties involved in a transaction Information regarding attorneys, accountants, brokers, title companies, closing professionals, lenders, referral sources, and other transaction participants Communications you send to us by telephone, email, SMS, website form, or other means Documents and information you provide in connection with an exchange or other service Other information you voluntarily provide to us When you use our website, we may also collect certain technical or usage information automatically, such as your IP address, browser type, device type, operating system, referring website, pages viewed, and similar information.
2. How We Use Personal Information We may use personal information to: Respond to inquiries and requests Evaluate and administer 1031 exchange transactions Provide qualified intermediary and related services Communicate with clients, prospective clients, referral partners, closing professionals, advisors, and other transaction participants Coordinate documentation, closings, deadlines, and transaction-related matters Send transactional, conversational, account-related, and customer-service communications Prepare and maintain exchange documents and records Process payments, disbursements, and related transaction activities Operate, maintain, secure, and improve our website and services Prevent fraud, misuse, security incidents, and unlawful activity Maintain internal business and compliance records Enforce our agreements and policies Comply with applicable legal, regulatory, contractual, and governmental requirements Protect our rights, property, business, clients, and others
3. How We Share Personal Information We may disclose personal information when reasonably necessary to provide our services, administer a transaction, operate our business, or comply with applicable requirements. Depending on the circumstances, we may share information with: Financial institutions Title companies and closing agents Attorneys, accountants, tax advisors, and other professional advisors Lenders and other transaction participants Technology, communications, hosting, document-management, security, and other service providers Affiliates and entities under common ownership or control Regulators, governmental authorities, courts, or law-enforcement agencies when required or appropriate Parties involved in a corporate transaction, such as a merger, financing, acquisition, reorganization, or sale of assets We may also disclose information at your direction or with your authorization. We do not sell personal information for monetary consideration.
4. SMS Communications If you provide Atlanta Deferred Exchange, Inc. with your mobile telephone number in connection with an inquiry, referral, existing business relationship, contemplated transaction, or 1031 exchange, or if you initiate an SMS conversation with us, we may communicate with you by SMS regarding that inquiry, relationship, or transaction. SMS communications may include: Responses to inquiries Scheduling and appointment coordination Document requests and document coordination Exchange status updates Transaction deadlines Closing coordination Information regarding exchange funds or transaction logistics Customer-service communications Other communications related to your 1031 exchange or requested services Message frequency varies. Message and data rates may apply. You may opt out of SMS communications at any time by replying STOP to any message. After you opt out, you may receive a confirmation message stating that you have been unsubscribed, and no further SMS messages will be sent unless you subsequently opt in again. For assistance, reply HELP to any message or contact us using the contact information provided below. Consent to receive SMS messages is not a condition of purchasing or receiving services from ADE. Mobile opt-in information and SMS consent are not shared with third parties or affiliates for their marketing or promotional purposes. We may share information with communications providers and other service providers that assist us in delivering SMS communications, solely as necessary to provide those services on our behalf.
5. Cookies and Website Technologies Our website may use cookies and similar technologies to support website functionality, understand how visitors use the site, improve performance, and maintain security. You may be able to manage cookies through your browser settings. Disabling certain cookies may affect website functionality.
6. Data Security We use reasonable administrative, technical, and organizational safeguards designed to protect personal information from unauthorized access, loss, misuse, alteration, or disclosure. However, no method of transmitting information over the internet or storing information electronically is completely secure, and we cannot guarantee absolute security.
7. Data Retention We may retain personal information for as long as reasonably necessary to: Provide services Complete and document transactions Maintain business and accounting records Satisfy legal, regulatory, contractual, and compliance requirements Resolve disputes Enforce agreements Protect our legal rights Retention periods may vary based on the type of information and the purposes for which it is maintained.
8. Third-Party Websites and Services Our website and communications may contain links to websites, platforms, or services operated by third parties. We are not responsible for the privacy, security, or data-handling practices of third parties. We encourage you to review their privacy policies before providing personal information to them.
9. Children’s Privacy Our services are intended for adults and business users and are not directed to children under 13. We do not knowingly collect personal information from children under 13 through our website.
10. Changes to This Privacy Policy We may update this Privacy Policy from time to time to reflect changes in our practices, services, legal requirements, or business operations. When we make changes, we will post the updated Privacy Policy on this page and revise the “Last Updated” date above.
11. Contact Us If you have questions regarding this Privacy Policy or our privacy practices, please contact: Atlanta Deferred Exchange Website: www.ade1031.com Phone: 678-403-4192
Atlanta Deferred Exchange Privacy Policy Last Updated: September 9, 2026
Atlanta Deferred Exchange (“ADE,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy describes how we collect, use, disclose, and protect personal information in connection with our website, communications, qualified intermediary services, and related business activities.
1. Information We Collect We may collect personal information that you provide directly to us, including: Name Email address Telephone or mobile number Mailing address Information regarding a 1031 exchange or contemplated real estate transaction Property and closing information Information concerning entities, trusts, partnerships, limited liability companies, or other parties involved in a transaction Information regarding attorneys, accountants, brokers, title companies, closing professionals, lenders, referral sources, and other transaction participants Communications you send to us by telephone, email, SMS, website form, or other means Documents and information you provide in connection with an exchange or other service Other information you voluntarily provide to us When you use our website, we may also collect certain technical or usage information automatically, such as your IP address, browser type, device type, operating system, referring website, pages viewed, and similar information.
2. How We Use Personal Information We may use personal information to: Respond to inquiries and requests Evaluate and administer 1031 exchange transactions Provide qualified intermediary and related services Communicate with clients, prospective clients, referral partners, closing professionals, advisors, and other transaction participants Coordinate documentation, closings, deadlines, and transaction-related matters Send transactional, conversational, account-related, and customer-service communications Prepare and maintain exchange documents and records Process payments, disbursements, and related transaction activities Operate, maintain, secure, and improve our website and services Prevent fraud, misuse, security incidents, and unlawful activity Maintain internal business and compliance records Enforce our agreements and policies Comply with applicable legal, regulatory, contractual, and governmental requirements Protect our rights, property, business, clients, and others
3. How We Share Personal Information We may disclose personal information when reasonably necessary to provide our services, administer a transaction, operate our business, or comply with applicable requirements. Depending on the circumstances, we may share information with: Financial institutions Title companies and closing agents Attorneys, accountants, tax advisors, and other professional advisors Lenders and other transaction participants Technology, communications, hosting, document-management, security, and other service providers Affiliates and entities under common ownership or control Regulators, governmental authorities, courts, or law-enforcement agencies when required or appropriate Parties involved in a corporate transaction, such as a merger, financing, acquisition, reorganization, or sale of assets We may also disclose information at your direction or with your authorization. We do not sell personal information for monetary consideration.
4. SMS Communications If you provide Atlanta Deferred Exchange, Inc. with your mobile telephone number in connection with an inquiry, referral, existing business relationship, contemplated transaction, or 1031 exchange, or if you initiate an SMS conversation with us, we may communicate with you by SMS regarding that inquiry, relationship, or transaction. SMS communications may include: Responses to inquiries Scheduling and appointment coordination Document requests and document coordination Exchange status updates Transaction deadlines Closing coordination Information regarding exchange funds or transaction logistics Customer-service communications Other communications related to your 1031 exchange or requested services Message frequency varies. Message and data rates may apply. You may opt out of SMS communications at any time by replying STOP to any message. After you opt out, you may receive a confirmation message stating that you have been unsubscribed, and no further SMS messages will be sent unless you subsequently opt in again. For assistance, reply HELP to any message or contact us using the contact information provided below. Consent to receive SMS messages is not a condition of purchasing or receiving services from ADE. Mobile opt-in information and SMS consent are not shared with third parties or affiliates for their marketing or promotional purposes. We may share information with communications providers and other service providers that assist us in delivering SMS communications, solely as necessary to provide those services on our behalf.
5. Cookies and Website Technologies Our website may use cookies and similar technologies to support website functionality, understand how visitors use the site, improve performance, and maintain security. You may be able to manage cookies through your browser settings. Disabling certain cookies may affect website functionality.
6. Data Security We use reasonable administrative, technical, and organizational safeguards designed to protect personal information from unauthorized access, loss, misuse, alteration, or disclosure. However, no method of transmitting information over the internet or storing information electronically is completely secure, and we cannot guarantee absolute security.
7. Data Retention We may retain personal information for as long as reasonably necessary to: Provide services Complete and document transactions Maintain business and accounting records Satisfy legal, regulatory, contractual, and compliance requirements Resolve disputes Enforce agreements Protect our legal rights Retention periods may vary based on the type of information and the purposes for which it is maintained.
8. Third-Party Websites and Services Our website and communications may contain links to websites, platforms, or services operated by third parties. We are not responsible for the privacy, security, or data-handling practices of third parties. We encourage you to review their privacy policies before providing personal information to them.
9. Children’s Privacy Our services are intended for adults and business users and are not directed to children under 13. We do not knowingly collect personal information from children under 13 through our website.
10. Changes to This Privacy Policy We may update this Privacy Policy from time to time to reflect changes in our practices, services, legal requirements, or business operations. When we make changes, we will post the updated Privacy Policy on this page and revise the “Last Updated” date above.
11. Contact Us If you have questions regarding this Privacy Policy or our privacy practices, please contact: Atlanta Deferred Exchange Website: www.ade1031.com Phone: 678-403-4192
Questions? Contact ADE