Privacy Policy

    Last updated: May 29, 2026

    Overview

    We provide independent, third-party commercial real estate feasibility consulting to lenders, investors, and sponsors. This Privacy Policy describes the categories of information we collect through this website, the purposes for which we use it, the parties with whom we may share it, and the rights and choices available to you. It applies to this website only and not to information collected offline or through a signed engagement, which is governed by the terms of that engagement.

    By accessing or using this website, you acknowledge the practices described in this policy. Where required by applicable law, we rely on your consent or another lawful basis to process information. If you do not agree with this policy, please discontinue use of the site.

    Information We Collect

    We collect information in the following categories:

    • Information you provide directly: name, business email address, telephone number, company or institution, role, project location, asset class, financing program, transaction details, and any other information you choose to submit through contact, inquiry, or engagement forms.
    • Communications: the content of messages, attachments, and correspondence you send to us through the site.
    • Automatically collected information: IP address, approximate location derived from IP, browser type and version, operating system, device identifiers, referring and exit pages, pages viewed, time spent, and other usage and diagnostic data.
    • Cookies and similar technologies: identifiers and preferences stored through cookies, pixels, and local storage as described below.

    How We Collect Information

    We collect information directly from you when you submit it, automatically as you interact with the site, and from third-party service providers such as analytics, hosting, and form infrastructure that support the operation of the site.

    How We Use Information

    We use information to:

    • Respond to inquiries and provide requested information.
    • Evaluate, scope, and prepare engagement proposals.
    • Communicate about projects, deliverables, scheduling, and invoicing.
    • Operate, maintain, secure, and improve the website and its content.
    • Analyze traffic and usage to inform editorial and product decisions.
    • Maintain business records and protect against fraud or misuse.
    • Comply with legal, regulatory, and professional obligations.

    Where applicable law requires a legal basis, we process information on the basis of your consent, the performance of a contract or steps taken at your request prior to a contract, our legitimate business interests in operating and improving our services, and compliance with legal obligations.

    Cookies and Analytics

    This site uses cookies and similar technologies to enable core functionality, remember preferences, and measure traffic through third-party analytics. You can manage or disable cookies through your browser settings. Disabling certain cookies may limit site functionality. Where required, we present a cookie notice and obtain consent for non-essential cookies.

    How We Share Information

    We do not sell personal information. We may share information with:

    • Service providers that support our operations, including hosting, analytics, communications, payment processing, and document services, under contractual confidentiality and data protection obligations.
    • Professional advisors such as legal, accounting, and insurance providers where reasonably necessary.
    • Authorities or other parties where required by law, legal process, or to protect rights, safety, and the integrity of our operations.
    • A successor entity in connection with a merger, acquisition, financing, or sale of assets, subject to this policy.

    International Transfers

    We may process and store information in jurisdictions other than your own. Where information is transferred across borders, we apply appropriate safeguards consistent with applicable law.

    Data Retention

    We retain information for as long as necessary to fulfill the purposes described in this policy, including providing services, maintaining engagement and business records, resolving disputes, and meeting legal and professional requirements. Retention periods vary based on the nature of the information and applicable obligations.

    Data Security

    We maintain reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, loss, misuse, and alteration. No system of transmission or storage is completely secure, and we cannot guarantee absolute security.

    Your Rights and Choices

    Depending on your jurisdiction, you may have the right to access, correct, update, port, restrict, or delete your personal information, to object to certain processing, and to withdraw consent. You may also opt out of marketing communications at any time. To exercise these rights, contact us using the details below. We will respond within the timeframes required by applicable law and may need to verify your identity before acting on a request.

    United States State Privacy Rights

    Residents of certain states may have additional rights regarding the collection, use, and disclosure of personal information, including the right to know, the right to delete, the right to correct, and the right to opt out of the sale or sharing of personal information. We do not sell personal information. To exercise applicable rights, contact us as described below.

    Children's Privacy

    This website is intended for business and professional audiences and is not directed to children. We do not knowingly collect information from individuals under the age of 16. If you believe a minor has provided information, contact us so we can take appropriate action.

    Do Not Track

    Some browsers transmit Do Not Track signals. Because no common industry standard governs how these signals should be interpreted, our site does not currently respond to them.

    This site may link to external websites and resources that we do not operate or control. We are not responsible for the privacy practices or content of those sites, and we encourage you to review their policies.

    Changes to This Policy

    We may update this policy from time to time to reflect changes in our practices, technology, or legal requirements. Material changes will be indicated by updating the "Last updated" date above. Continued use of the site after an update constitutes acknowledgment of the revised policy.

    Contact

    For questions about this policy, or to exercise your privacy rights, contact us through the contact page on this site.