PRIVACY POLICY

1031 DST Group ("we," "us," or "our") is committed to protecting your privacy and maintaining your trust. This Privacy Policy explains how we collect, use, and protect your information when you interact with our website and services at www.1031dstgroup.com.

By using our website, you consent to the practices described below.

1. Information We Collect

Personal Information

We may collect personal details you voluntarily provide through:

  • Contact or consultation request forms

  • Webinar and event registrations

  • Newsletter signups

  • Guide downloads

This may include:

  • Name

  • Email address

  • Phone number

  • Other relevant information you choose to share

We may collect personally identifiable information when you voluntarily provide it through:

Contact forms, consultation requests, or guide downloads

Event or webinar registrations

Email correspondence

This may include:

Name

Email address

Phone number

Mailing address

Investment-related preferences or context

Usage Data

We may collect non-identifiable technical information, including:

  • IP address

  • Browser type and device data

  • Pages visited and time spent on the site

  • Referral sources

  • Interaction history

This data is used to analyze site traffic and enhance the user experience.

Customer Information

If you proceed with investment advisory or DST exchange services, we may collect additional financial data required by law or regulatory bodies, including:

Net worth, income, investment goals, and risk tolerance

Accredited investor status (if disclosed)

Identifiers such as SSN (handled exclusively through secure, regulated channels)

We do not collect or process payment or credit card information through this website.

2. How We Use Your Information

Your information may be used to:

  • Respond to your inquiries or consultation requests

  • Deliver downloadable guides or event access

  • Send educational content or updates (when opted in)

  • Improve site design, content, and functionality

  • Fulfill regulatory and legal obligations

We do not use your data for automated decision-making or profiling.

3. Sharing Your Information

We do not sell or lease your information. We may share data only with:

Service providers under contract (e.g., email tools, website management, analytics)

Trusted financial professionals involved in fulfilling a client transaction (e.g., CPAs, attorneys, custodians)

Legal or regulatory bodies, when required

All third-party providers are required to maintain data confidentiality and use your information only for agreed purposes.

4. SMS Privacy Disclosure

If you provide your mobile number:

  • It will only be used for relevant communications (e.g., meeting confirmations, updates)

  • It will not be sold or shared with third parties

5. Cookies & Analytics

Our site may use cookies to:

  • Personalize your experience

  • Remember preferences or form inputs

  • Analyze site performance using tools like Google Analytics

You may disable cookies in your browser settings. You can opt out of Google Analytics here: https://tools.google.com/dlpage/gaoptout

6. Security of Your Information

We implement reasonable physical, electronic, and administrative safeguards to protect your information, including:

  • SSL encryption

  • Secured server environments

  • Access controls and staff confidentiality practices

Despite our efforts, no internet-based system is entirely secure.

7. Your Rights

You have the right to:

  • Access the personal data we hold about you

  • Request correction or deletion of your data (subject to regulatory retention rules)

  • Withdraw consent for communications

To make any such request, email us at: sara@1031dstgroup.com

8. Use of Cookies

Our site may use cookies or analytics scripts to:

Enhance user experience

Track behavior for performance insights

You may decline cookies in your browser settings, though this may affect site performance.

9. Google Analytics

We may use Google Analytics to better understand user activity. Data may be used to:

Improve site navigation

Tailor content delivery

You may opt out here: https://tools.google.com/dlpage/gaoptout

10. Links to External Sites

Our website may contain links to third-party websites. We are not responsible for the content or privacy practices of external sites. We encourage users to review their respective privacy policies.

11. Regulatory Disclosures & Investment Advisory Relationship

Investment advisory services are offered through Realta Investment Advisors, Inc., a U.S. SEC Registered Investment Advisor.

Securities are offered through Realta Equities, Inc., Member FINRA/SIPC.

Realta Wealth is a trade name used by Realta Equities, Inc. and Realta Investment Advisors, Inc.

Registered Office: 1201 N. Orange Street, Suite 729, Wilmington, DE 19801

12. Business Continuity Statement

In the event of a significant disruption, 1031 DST Group is prepared to maintain communication and continue delivering core client services in accordance with industry standards. We rely on secure, off-site backups, cloud infrastructure, and compliance-based continuity protocols.

13. Children Under 13

We do not knowingly collect information from children under 13 years old. If you believe a child has submitted personal information to us, please contact us immediately.

14. Changes to This Privacy Policy

This Privacy Policy may be updated periodically. All updates will be posted here with a new effective date. Continued use of our website indicates your acceptance of the revised terms.

Effective Date: June 24, 2025

Contact Us

1031 DST Group
Salt Lake City, Utah
Email: sara@1031dstgroup.com
Phone: (801) 815-6619
Website: www.1031dstgroup.com