Our Privacy Policy

Effective date: January 1, 2026
Company: SCALE Advisory (“SCALE,” “we,” “us,” “our”)
Contact: info@scaleadvisory.net • 100 Powell Place #1510, Nashville, Tennessee 37204

SCALE Advisory provides commercial real estate advisory services to businesses and qualified
owners. We respect your privacy and explain below what we collect, why, and how you can
exercise choices.

I) Information We Collect

You provide:
• Contact & business info (name, email, phone, company, title), portfolio size, property
count, and message details via forms, email, or phone.
• Event registrations, referral submissions, survey responses, and downloads (e.g., one-
pagers).
• Billing/contract data when you become a client.

Collected automatically:

• Device/usage data (IP address, pages viewed, timestamps, referral URLs).
• Cookies or similar tech for site performance, analytics, and preferences (see “Cookies &
Analytics”).

From third parties (B2B context):

• Business contact data and property/ownership intelligence from reputable data providers
and public sources (e.g., corporate filings, assessor records, professional directories) to
identify and reach qualified prospects.
• Referral partners (CPAs, RIAs, attorneys) may share your contact info with
consent/legitimate interest.

II) How We Use Information

• To respond to inquiries, schedule consultations, and deliver services.
• To qualify prospects (e.g., portfolio size, property count) and manage referral programs.
• To send service updates, event invites, and educational content (you can opt out anytime).
• To improve our site, content, and outreach (aggregate analytics).
• To comply with contracts, law, and enforce our terms.

Legal bases (where applicable): performance of a contract, legitimate interests (B2B marketing
to relevant professionals, fraud prevention, service improvement), consent (where required), and
legal obligations.

III) Cookies & Analytics

We use cookies and similar technologies to run the site and understand usage. We may use
privacy-centric analytics (e.g., first-party or third-party tools) to measure traffic and conversions.
You can manage cookies via your browser settings and, where offered, our cookie banner
preferences.

IV) Communications & Marketing

• Email: We may send service messages and occasional insights/events. Unsubscribe via
the link in any email or contact us.
• Phone/SMS (optional): If you provide a mobile number and consent, we may call/text
about your inquiry or services. Msg & data rates may apply; reply STOP to opt out. We
scrub against Do-Not-Call lists where required.
• B2B outreach: We contact relevant business professionals about legitimate CRE
opportunities; you can opt out at any time.

V) Sharing & Service Providers

We do not sell your personal information. We share it only with:

• Vendors/Processors that help us operate (hosting, email, CRM, scheduling, analytics,
document storage, data enrichment), under contracts requiring confidentiality and
appropriate safeguards.
• Professional advisors (legal, accounting) and referral partners when you ask us to
coordinate.
• Authorities if required by law or to protect rights, safety, or our agreements.
• Business transfers (e.g., merger, acquisition) where data may be part of the transaction,
subject to this Policy.

VI) Data Retention

We keep information as needed for the purposes above and to comply with law and our records
policies. We delete or anonymize when no longer needed.

VII) Your Choices & Rights

• Access/Update/Delete: Email us at [privacy@scaleadvisory.com]. We’ll verify and
respond consistent with applicable law.
• Opt-out of marketing: Use the unsubscribe link or contact us.
• Cookies: Adjust browser settings and banner preferences (where offered).

California / Certain U.S. State Rights (e.g., CA, CO, CT, VA, UT)

Depending on your state, you may have rights to know, access, correct, delete, and limit certain
uses/disclosures. To exercise, contact [privacy@scaleadvisory.com]. We will verify your request
and respond within statutory timelines.
Do Not Sell or Share: We do not sell personal information. If we ever use cross-context
behavioral advertising, you will see a “Do Not Sell or Share My Personal Information” link and
can opt out.

GDPR (if you are in the EEA/UK)

You may have rights to access, rectify, erase, restrict, port, and object to processing, and to
withdraw consent where relied upon. You may lodge a complaint with your local supervisory
authority. Our lawful bases appear in Section 2. Where applicable, we rely on legitimate interests
for B2B prospecting to relevant professionals; you can object at any time.

VIII) International Transfers

If we transfer your information across borders, we use appropriate safeguards (e.g., SCCs,
DPAs) consistent with applicable law.

IX) Security

We use reasonable technical and organizational measures (encryption in transit, access controls,
role-based permissions). No system is 100% secure; please use strong passwords and notify us of
any concerns.

X) Children’s Privacy

Our site and services are intended for business professionals. We do not knowingly collect
information from children under 13 (or under the age defined by local law).

XI) Third-Party Links

Our site may link to third-party sites. Their privacy practices are their own; review their policies.

XII) Changes to This Policy

We may update this Policy from time to time. Changes will be posted here with a new effective
date. Material changes may be highlighted.

XII) How to Contact Us

Questions or requests: info@scaleadvisory.net
Mail: SCALE Advisory, 100 Powell Place #1510, Nashville, Tennessee 37204