Privacy Policy

Affiliated 1031 Exchange Services, LLC (“Affiliated”) recognizes the importance of keeping the personal information you provide to us private and secure. Affiliated has developed a comprehensive privacy policy and we use the latest technology to ensure that your personal information is secure.

Privacy Statement

The personal, private information you provide to Affiliated will be used in connection with your exchange. Affiliated does not share any information about you or your company to unaffiliated third parties, except as necessary to process your exchange and as permitted by law. Affiliated may share information regarding your transaction and account experience, including name and payment history, among our affiliated financial services companies to better serve your needs and notify you of financial services that might interest you, as permitted by applicable law. Affiliated does not share, distribute, sell or otherwise disseminate any information about you or your company, except as detailed above.

Tracking Utilities and Security

The purpose of this section is to explain how Affiliated 1031 protects and uses your personal information when tracking utilities collect information on this site. We want you to know that information collected is safe, secure and used in a responsible manner.

We designed features of our site to let new visitors anonymously learn about our financial products and services without revealing their identities. For these new visitors, the only information we collect online is from cookies, pixel tags or similar devices, which provide limited data, such as the date, time and areas of our site that were visited, interactions on the site, and the Web path/domain where the visitor came from. Affiliated 1031 uses this information only to recognize you and hold information during your visit to the site. Tracking utilities identified in this Privacy Policy are not tied to personally identifiable information.

This general information collected allows us to serve visitors better by continually improving our Web site and making it more convenient. Among other things, we may store the answers to the eligibility questionnaire and control access to the loan application section of the site. In certain cases, you can choose not to provide us with the information, for example by setting your browser to refuse to accept cookies, but if you do you may be unable to access certain portions of the site. We may not be able to customize the site’s features according to your preferences.

If you decide to submit information to us on the Internet using our site, you may be asked to enter sensitive personal information online such as financial information and social security number. We use advanced data-encryption and storage technology to protect your sensitive personal information. When you enter this information on the Affiliated 1031 website, our systems automatically switch to “secure” mode.

Recent versions of most Internet browsers support the encrypted transmission of on-line documents and the data you enter on a web page. This means that instead of sending readable text, both your browser and the web site’s secure server encode all text using a security key. That way, personal data sent to your browser or data you send back would be extremely difficult to decode in the unlikely event it was intercepted by an unauthorized party. The key used for encoding is a random number that is unique to your session at the secure web site.

There are two grades of Internet security: International-grade encryption uses a 40-bit random number negotiated between your browser and the web-server. This means that only one out of about 1,000,000,000,000 possible decoding keys can be used to decipher your data. Domestic-grade encryption uses a 128-bit key, so that the number of possible keys is vastly larger. The Affiliated 1031 site uses the highest grade of encryption supported by your browser and your Internet connection.

Your Internet session is encrypted if your security-enabled browser is connected to a web site using the Secure Hypertext Transport Protocol. URL strings beginning with “HTTPS://” instead of the usual “HTTP://” indicate that the secure protocol is in effect. Your browser may also tell you if security is operating. For example, Netscape Navigator may display the icon in the lower left corner of your screen in secure mode. If 128-bit security is in effect, it shows the icon. Microsoft Internet Explorer shows an icon in either case. Note that security may be operating without any visible indication if the web page you are viewing employs frames (see below). If secure transmission is not in effect or only part of a frame-based page is secure, Netscape shows the “broken key” icon, and Explorer does not show the “lock” icon.

Most browsers can be set to give you a pop-up announcement when you enter or leave a secure web page. In Netscape, these settings are on the Security Preferences “General” tab. In IE, the setting is on the “Advanced” tab when you select “Options” on the View menu. Security may be operating without displaying any security icons (or Netscape may show the “broken key” icon) if only part of a frame-based page is employing security. You can verify the security of page within a frame by opening it in a new browser window. Both IE and Netscape allow you to open a link in a new window by right-clicking on the link and selecting that option from the pop-up context menu. When a secure page is open in its own window, instead of being viewed within a frame, you can then see the security icons provided by your browser as well as the “https://” secure protocol prefix in the URL string.


At certain places on this site, live “links” to other Internet addresses can be accessed (“Linked Sites”). Such Linked Sites contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Affiliated y. Affiliated does not endorse, approve, certify or control these Linked Sites and does not guarantee the accuracy, completeness, efficacy, timeliness or correct sequencing of information that they contain. Affiliated Privacy Policy does not apply to these Linked Sites. The privacy policies of these Linked Sites may differ from Affiliated, and you should review their policies before accessing them and/or submitting information.

Data Collection

We collect information such as name, phone, email address for contact requests, e-mail newsletter subscriptions, webinar registrations, blog postings, special promotions and partner/affiliate applications. We collect information such as name, phone, email address, personal address, property address, to initiate a 1031 Exchange transaction or to identify or remove properties as part of a 1031 Exchange transaction. You may receive e-mail surveys requesting feedback on service or other issues. Completing any survey is strictly voluntary. E-mail surveys may be sent directly from Affiliated y 1031 or from third party research companies on our behalf.


If you use our blog1031 feature you should be aware that any personally identifiable information you submit there can be read, collected, or used by other users of its forum, and could be used to send you unsolicited messages. We are not responsible for the personally identifiable information you choose to submit in this forum.

Access to Personally Identifiable Information

If your personally identifiable information changes, or if you no longer desire our service, you may correct, update, or delete or deactivate it by emailing us at, or you may contact us at 877-(USE)873-1031 or in writing to Affiliated 1031 Exchange Services, 2601 South Bayshore Drive, 18th Floor Coconut Grove, Florida 33133.

Communications From the Site

Types of communications from the website include the following: Confirmation emails for Webinar registrations, 1031 Handbook orders, 1031 Worksheet submissions, and Partner Applications. We will send reminder and follow-up emails for Webinar registrations as well. If you use our “Click-to-Call” feature, when you enter your phone number, you will automatically be called by one or our representatives.. You will also receive a phone call or email response to questions posed during your use of “Contact Us” on our site. You may receive e-mail surveys requesting feedback on service or other issues. E-mail surveys may be sent directly from Affiliated 1031 or from third party research companies. Choice/Opt-out We provide you the opportunity to ‘opt-out’ of having your personally identifiable information used for certain purposes, when we ask for this information. If you no longer wish to receive our newsletter and promotional communications, you may opt-out of receiving them by following the instructions included in each newsletter or communication or by emailing us at, or you may contact us at 877-(USE)873-1031 or 2601 South Bayshore Drive, 18th Floor Coconut Grove, Florida 33133. to opt-out. If you no longer wish to have your information shared among Affiliated affiliate companies, you may make that request by contacting us via phone, e-mail and/or the physical address provided in this paragraph. Legal Disclaimer & Policy Changes We reserve the right to disclose your personally identifiable information as permitted by law and when we believe that disclosure is necessary to protect our rights and/or to comply with a judicial proceeding, court order, or legal process served on our Web site. If we decide to change our privacy policy, we will post those changes to this privacy policy and other places we deem appropriate so that you are aware of what information we collect, how we use it, and under what circumstances, if any, we disclose it. If we make material changes to this policy, we will notify you here, by email, or by means of a notice on our home page. Questions regarding our Privacy Policy should be directed to

Privacy Settings
We use cookies to enhance your experience while using our website. If you are using our Services via a browser you can restrict, block or remove cookies through your web browser settings. We also use content and scripts from third parties that may use tracking technologies. You can selectively provide your consent below to allow such third party embeds. For complete information about the cookies we use, data we collect and how we process them, please check our Privacy Policy
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