Privacy Policy

AscendryRE, LLC ("Ascendry," "we," "us," or "our") operates www.ascendryrealestate.com and provides real estate education, programs, community access, events, workshops, analytical resources, tools, and related services (collectively, the "Services").

This Privacy Policy explains what information we collect, how we use it, how we share it, and the choices you may have. By using the Services, you acknowledge this Privacy Policy.

1. Information We Collect

Information you provide. We may collect information you provide directly to us, including your name, email address, phone number, billing details, account information, form submissions, survey responses, support requests, communications with us, and information you submit when applying for or enrolling in an Ascendry program or service.

Application and qualification information. If you apply for an Ascendry program or higher-touch service, we may collect information about your goals, experience, investment criteria, asset-class interests, market preferences, timeline, budget or capital readiness, business background, and other information used to understand your needs, evaluate fit, or prepare for a call or engagement.

Payment information. Payments are processed by Stripe or another payment processor. We do not store your full payment card number. Payment processors may collect and process payment information according to their own terms and privacy policies. Stripe's privacy policy is available at stripe.com/privacy.

Program and community information. If you participate in an Ascendry program or community, which may be hosted on Circle or another platform, we may collect or access information related to your profile, posts, comments, messages, files, documents, event registrations, program activity, call or event participation, recordings or transcripts where applicable, community activity, and other content you submit or share through the Services.

Deal and property information. If you submit a deal, property, or transaction for education, underwriting review, discussion, or other Services, we may collect or receive offering memoranda, rent rolls, operating statements, underwriting assumptions, LOIs, diligence materials, property information, financial information, transaction documents, and other materials you choose to provide. These materials may contain information about third parties. You should provide only information you have the right to share and avoid including unnecessary sensitive personal information. Information submitted directly to AdamIQ is governed by AdamIQ's separate privacy terms as described in Section 3.

Usage and device information. We may collect information about how you access and use the Services, including pages viewed, links clicked, referring pages, browser type, device type, IP address, approximate location, operating system, timestamps, and similar usage information.

Communications information. We may collect information related to emails, text messages, calls, forms, support requests, messaging platforms, and other communications, including whether you opened or interacted with certain messages.

Information from third parties. We may receive information from service providers, payment processors, community platforms, CRM tools, analytics providers, marketing tools, business partners, or other sources, where permitted by law.

2. How We Use Information

We use information to:

• Provide, operate, manage, and improve the Services;
• Review applications, evaluate fit, prepare for calls or engagements, and manage program enrollment;
• Create and manage accounts, participant access, and community access;
• Process payments, billing, installment schedules, charge issues, refunds required by law, and account notices;
• Provide programs, community access, events, calls, recordings, resources, templates, analytical support, and participant support;
• Review, organize, discuss, or analyze deal and property materials that you submit in connection with the Services;
• Communicate with you about your account, application, enrollment, purchases, programs, updates, security, and support requests;
• Send marketing communications where permitted by law and allow you to opt out;
• With your consent, document or use testimonials, case studies, participant stories, or related materials;
• Personalize and improve the website, offers, content, community, and participant experience;
• Use AI-assisted, automation, and workflow tools to organize, summarize, route, analyze, or otherwise support internal operations and delivery of the Services;
• Monitor usage, performance, security, and technical issues;
• Detect, prevent, and respond to fraud, misuse, legal risk, security incidents, or violations of our Terms of Service;
• Comply with legal, tax, accounting, regulatory, and contractual obligations.

3. AdamIQ

Certain Ascendry programs or services may include access to AdamIQ. AdamIQ is a separate software platform operated by AdamIQ, LLC.

If you register for or use AdamIQ, your use of AdamIQ and the information collected through AdamIQ are governed by AdamIQ's own Terms of Service, Privacy Policy, disclosures, and platform rules. Ascendry's Privacy Policy applies only to Ascendry's Services and does not replace AdamIQ's separate privacy terms.

4. How We Share Information

We do not sell your personal information.

We may share information with service providers and vendors that help us operate the Services, including payment processors, community platforms, CRM and email systems, website hosting and security providers, analytics tools, document storage systems, webinar platforms, messaging providers, AI and automation tools, and customer support providers.

These providers may include, for example:

• Stripe for payment processing;
• Circle for community hosting and participant activity;
• GoHighLevel or similar CRM and email tools for customer management and communications;
• Cloudflare for website performance and security;
• Google Workspace for business email, document storage, and internal operations;
• Messaging, AI, automation, or workflow providers used to support communications, internal operations, or delivery of the Services;
• Other vendors needed to operate, secure, support, or improve the Services.

We may also share information:

• With your consent or at your direction;
• To comply with law, legal process, subpoenas, court orders, or government requests;
• To enforce our Terms of Service, policies, rights, safety, and security;
• To detect, prevent, or address fraud, misuse, security incidents, or illegal activity;
• In connection with a merger, acquisition, financing, restructuring, sale of assets, or similar business transaction.

5. Community Visibility

Information you post, upload, comment, message, or share within an Ascendry community or group environment may be visible to other participants, administrators, moderators, or service providers depending on the settings and the area where you share it.

You should not share confidential, proprietary, sensitive, regulated, personal, or third-party information unless you have the right to do so and are comfortable with the risks of sharing it in a community environment.

Ascendry is not responsible for how other participants use information that you choose to share with them.

6. Email, Text, and Messaging Communications

We may send transactional or administrative communications related to your account, application, enrollment, purchases, billing, installment payments, policy updates, security, support, programs, and the Services.

We may also send marketing emails where permitted by law. You may unsubscribe from marketing emails by using the unsubscribe link in the message. Even if you opt out of marketing emails, we may still send transactional or administrative messages.

If you provide your phone number and opt in to receive text messages, you consent to receive text messages from us. Message and data rates may apply. You may opt out of text messages by replying STOP or using any other opt-out method we make available.

If you communicate with Ascendry through WhatsApp or another third-party messaging platform, information may also be processed by that platform according to its own terms and privacy policy.

7. Cookies and Analytics

We may use cookies, pixels, local storage, analytics tools, log files, and similar technologies to operate the website, remember preferences, understand usage, improve performance, support security, and evaluate marketing effectiveness.

We do not currently use cross-site advertising trackers on the website. If that changes, we will update this Privacy Policy and provide any consent or opt-out mechanisms required by applicable law.

You can control cookies through your browser settings, but disabling cookies may affect website functionality.

8. Data Retention

We retain information for as long as reasonably necessary to provide the Services, manage applications and program participation, process transactions, comply with legal, tax, accounting, and regulatory obligations, resolve disputes, enforce agreements, maintain security, and support legitimate business purposes.

Retention periods may vary depending on the type of information, the reason it was collected, legal requirements, backup systems, and business needs.

9. Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information. These may include encrypted connections, access controls, reputable service providers, credential restrictions, and security monitoring.

No method of transmission, storage, or processing is completely secure. We cannot guarantee absolute security.

10. Your Choices and Rights

Depending on where you live, you may have rights to access, correct, delete, obtain a copy of, restrict, or object to certain processing of your personal information. You may also have rights to opt out of certain uses or disclosures.

To submit a privacy request, contact us at support@ascendryrealestate.com. We may need to verify your identity before processing certain requests.

You may also:

• Update certain account information through your account settings, where available;
• Unsubscribe from marketing emails using the unsubscribe link;
• Opt out of text messages by replying STOP;
• Adjust cookie settings through your browser;
• Request deletion or correction by contacting us.

We will not discriminate against you for exercising privacy rights provided by applicable law.

11. State Privacy Rights

Certain U.S. state privacy laws may provide additional rights depending on where you live and whether those laws apply to Ascendry. Where applicable, these rights may include the right to know or access personal information, correct inaccuracies, request deletion, obtain a copy of certain information, and opt out of certain uses or disclosures.

Ascendry does not sell personal information. Ascendry does not currently share personal information for cross-context behavioral advertising or targeted advertising based on activity across unrelated websites or services.

To exercise a privacy right available to you under applicable law, contact us at support@ascendryrealestate.com. We may need to verify your identity before completing certain requests, and some rights may be subject to exceptions provided by law.

12. International Users

The Services are operated from the United States. If you access the Services from outside the United States, you understand that your information may be transferred to, stored in, or processed in the United States or other countries where we or our service providers operate.

Those countries may have data protection laws that differ from the laws where you live.

13. Children's Privacy

The Services are intended for adults 18 and older. We do not knowingly collect personal information from anyone under 18. If you believe a minor has provided personal information to us, contact us and we will take reasonable steps to delete it.

14. Third-Party Links and Services

The Services may link to or integrate with third-party websites, platforms, tools, or services. We are not responsible for the privacy practices, security, content, or policies of third parties.

Your use of third-party services may be governed by their own terms and privacy policies.

15. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The "Last updated" date reflects the latest revision. If we make material changes, we may notify you by email, website notice, account notice, or another reasonable method.

16. Contact

For privacy questions or requests, contact us at:

support@ascendryrealestate.com