Please read this Notice carefully.
Wisdom Capital Group, LLC (“Wisdom Capital Group”) recognizes the importance of protecting personal information. This Privacy and Cookie Notice (“Notice”) explains how we collect, use, disclose, and protect information in connection with:
- our websites and online services where this Notice is posted (wisdomcapitalgroup.com), and
- our business-to-business and professional interactions, including phone calls, emails, texts, social media, and in-person communications (collectively, “Professional Interactions”).
This Notice does not cover third-party websites or services that may be linked from our Site.
1. Your Acceptance Through Use
By using the Site or engaging in Professional Interactions with us, you acknowledge that you have read and understand this Notice. Where required by law, we will obtain your consent for certain processing activities (such as some cookies or marketing texts).
2. Personal Information We Collect
Depending on how you interact with us, we may collect the following categories of information:
A. Information You Provide to Us
- Contact Information: name, email address, phone number, mailing address.
- Business/Professional Information: company name, title, role, investment criteria, property interests.
- Communications: content of emails, texts/SMS, chat messages, and other communications with us.
- Transaction/Engagement Information: information you provide when discussing a potential sale, purchase, lease, listing, valuation, or advisory engagement.
B. Information We Collect Automatically (Site & Device Data)
- Device and Usage Information: IP address, browser type, pages viewed, referral URLs, approximate location derived from IP, and interaction data.
- Cookies and Similar Technologies: described in the Cookie section below.
C. Information We Collect from Third Parties (Public & Commercial Sources)
Because we operate in commercial real estate and conduct business outreach, we may obtain information from:
- Public records (e.g., property appraiser/assessor records, recorded deeds/mortgages, corporate/LLC registries).
- Commercial real estate and data platforms and research providers.
- Business contacts and referrals (brokers, lenders, attorneys, title companies, property managers, clients).
- Social media and professional networking platforms (subject to their settings and policies).
This may include property ownership details, LLC/entity information, business contact details, and property-related data.
3. How We Use Personal Information
We use personal information for business purposes consistent with commercial real estate brokerage and advisory services, including to:
- Provide and operate the Site and its features.
- Conduct commercial real estate services (e.g., investment sales, listings, buyer outreach, valuation discussions, market insights, deal coordination).
- Build and maintain our CRM and business contact database (including tracking ownership/contact details relevant to commercial real estate).
- Communicate with you by phone, email, and text/SMS regarding opportunities, services, property-related discussions, and follow-ups.
- Marketing and business development (where permitted by law), including sending market updates, property opportunities, and related information you may be interested in.
- Improve our services and understand what content and outreach is effective.
- Security and fraud prevention, protecting our systems, users, and business.
- Legal and compliance purposes, such as responding to lawful requests and enforcing our agreements.
4. Legal Bases (Where Applicable)
In certain jurisdictions, we must explain our legal bases for processing. Depending on the context, we may process personal information based on:
- Legitimate interests (e.g., operating our business, maintaining professional relationships, commercial real estate outreach, service improvement, security).
- Consent (e.g., certain cookies; where required for marketing texts/emails).
- Contract or pre-contract steps (e.g., at your request for a valuation discussion, listing, or buyer representation).
- Legal obligations (e.g., recordkeeping, responding to valid legal process).
5. Text Messages, Phone Calls, and Communications
A. Calls
We may contact you by phone for professional outreach relating to commercial real estate. Calls may be monitored or recorded where permitted by law, for quality assurance, training, and documentation. If required, we will provide notice and/or obtain consent.
B. SMS/Text Messages
If you provide your mobile number or otherwise engage with us via SMS, you understand we may send you texts related to our services and professional interactions.
- Opt out: You can opt out of marketing texts by replying STOP (or by contacting us using the details below).
- Consent & frequency: Message frequency may vary. Message and data rates may apply.
- Transactional messages: Opting out of marketing texts may not stop non-marketing messages related to an ongoing business matter you initiated (where permitted by law).
6. How We Share Personal Information
We may share personal information with:
- Service providers/vendors that support our operations (CRM platforms, email/text tools, analytics providers, hosting, IT/security, data storage).
- Professional advisors (attorneys, accountants, compliance consultants) as needed.
- Business partners in a transaction context (e.g., cooperating brokers, lenders, title/escrow, third-party due diligence providers), as appropriate and consistent with deal activity.
- Government authorities where required by law, subpoena, court order, or valid legal process.
- Business transfers (e.g., merger, acquisition, financing, or sale of all or part of our business), where information may be transferred as part of the transaction.
No Sale of Personal Information (Optional—choose what’s true)
[Option A – common for brokerages] We do not sell personal information in exchange for money.
[Option B – if you use ad targeting that qualifies as “sharing” in some states] We may allow certain analytics/advertising partners to collect data via cookies, which could be considered “sharing” under some laws; you can manage cookies as described below.
7. Cookies and Similar Technologies
We use cookies and similar technologies to:
- operate the Site,
- remember preferences,
- measure performance and usage,
- improve content and functionality.
Managing Cookies
You can control cookies through your browser settings and, where available, our cookie banner/settings tool. Blocking certain cookies may impact Site functionality.
We may not respond to “Do Not Track” signals where not required by law.
8. Data Security
We use reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure. No system is 100% secure, and we cannot guarantee absolute security.
9. Data Retention
We retain personal information for as long as reasonably necessary for the purposes described in this Notice, including maintaining business records, supporting professional relationships, complying with legal obligations, and resolving disputes.
10. Your Privacy Choices and Rights
Depending on where you live, you may have rights to:
- request access to personal information we hold about you,
- request correction, deletion, or restriction,
- object to certain processing (including marketing),
- request portability (in some jurisdictions),
- appeal certain decisions (in some jurisdictions).
Marketing Opt-Out
- Email: Use the unsubscribe link in marketing emails or contact us.
- SMS: Reply STOP or contact us.
- Calls: Ask us to place you on our internal do-not-call list.
We will honor applicable requests consistent with law and business recordkeeping requirements.
11. Children’s Privacy
Our Site and services are intended for a professional audience and are not directed to children. We do not knowingly collect personal information from children under 13 (or under the age required by local law).
12. International Visitors
If you access the Site from outside the United States, your information may be processed in the U.S. and other locations where our service providers operate. Data protection laws may differ from those in your jurisdiction.
13. Changes to This Notice
We may update this Notice from time to time. If we make material changes, we will post the updated Notice with a new “Last Updated” date and provide any additional notice required by law.
14. California Privacy Notice (California Residents)
This California Privacy Notice (“CA Notice”) supplements the Wisdom Capital Group, LLC Privacy and Cookie Notice and applies only to individuals who are California residents (“Consumers”) to the extent the California Consumer Privacy Act, as amended by the California Privacy Rights Act (“CCPA/CPRA”), applies to our collection and use of personal information.
1) Categories of Personal Information We Collect
In the last 12 months, we may have collected the following categories of personal information:
- Identifiers: name, alias, postal address, email address, phone number, unique personal identifiers, online identifiers, IP address.
- Personal information listed in Cal. Civ. Code § 1798.80(e): name, address, telephone number, and other similar information.
- Commercial information: records of products/services considered, market interests, investment criteria, communications about commercial real estate opportunities, and related notes.
- Internet or other electronic network activity information: browsing history, interaction data with our Site, device identifiers, cookie data (as applicable).
- Geolocation data (approximate): general location derived from IP address or area-level information associated with your device.
- Professional or employment-related information: company name, job title/role, business contact information, industry, and professional profile information.
- Inferences: inferences drawn from the information above to create a profile about interests or preferences related to commercial real estate (e.g., likely investment preferences).
Sensitive Personal Information: We do not intentionally collect “Sensitive Personal Information” as defined by California law (such as Social Security number, driver’s license number, precise geolocation, financial account login credentials, medical information, etc.) except where you voluntarily provide it or it is otherwise necessary for a specific business purpose. We do not use or disclose Sensitive Personal Information to “infer” characteristics about you.
2) Sources of Personal Information
We collect personal information from the following sources:
- Directly from you (calls, emails, texts, forms, meetings)
- From your device/browser when you use our Site (cookies, analytics)
- Public sources (e.g., county property records, recorder/assessor records, corporate/LLC registries)
- Commercial data providers and industry platforms (as permitted by law)
- Referrals and business partners (e.g., lenders, attorneys, title/escrow, brokers, property managers)
3) Purposes for Collection, Use, and Disclosure
We collect and use personal information for the business and commercial purposes described in our main Notice, including:
- Providing and improving our Site
- Operating our CRM and managing professional relationships
- Business communications (phone, email, text) related to commercial real estate
- Marketing and business development (where permitted)
- Analytics, security, fraud prevention
- Legal compliance and enforcing rights
4) Categories of Personal Information Disclosed for a Business Purpose
In the last 12 months, we may have disclosed the following categories of personal information for a business purpose to service providers/contractors and professional advisors:
- Identifiers
- Professional/employment-related information
- Commercial information
- Internet/electronic activity (where applicable)
Recipients may include CRM providers, cloud hosting providers, IT/security vendors, analytics vendors, communications platforms (email/SMS), and professional advisors (legal/accounting/compliance).
5) “Sale” or “Sharing” of Personal Information
California law defines “sale” broadly and also regulates “sharing” for cross-context behavioral advertising.
Choose the option that matches your setup (I’m including both—keep the correct one):
Option A (if you do not run targeted ads / do not “share”):
We do not sell personal information, and we do not share personal information for cross-context behavioral advertising.
Option B (if you use ad cookies like Meta/Google that could be “sharing”):
We do not sell personal information for money. However, we may allow certain third-party cookies/analytics/advertising tools that could be considered “sharing” under California law. You can opt out of this “sharing” by using our cookie settings tool [or] contacting us using the methods below.
6) Data Retention
We retain personal information for as long as reasonably necessary for the purposes described in our Notice, including maintaining business records, supporting professional interactions, complying with legal obligations, and resolving disputes. Retention periods vary based on the type of information and the purpose for which it was collected.
7) Your California Privacy Rights
Subject to certain exceptions, California residents may have the right to:
- Right to Know/Access: request the categories and specific pieces of personal information we collected, the sources, purposes, and categories of third parties with whom we disclosed it.
- Right to Delete: request deletion of personal information we collected from you.
- Right to Correct: request correction of inaccurate personal information.
- Right to Opt Out of Sale/Sharing: opt out of “sale” or “sharing” (if applicable).
- Right to Limit Use/Disclosure of Sensitive Personal Information: if we use Sensitive Personal Information beyond what is allowed by law (generally we do not).
- Right to Non-Discrimination: you will not be discriminated against for exercising your rights.
8) How to Submit a California Rights Request
You (or an authorized agent) may submit a request by contacting us at:
- The Contact Us Section Below
We will verify your request by asking for information sufficient to confirm your identity (which may include confirming contact details and the context of your interaction with us). We will respond within the time required by California law.
9) Authorized Agents
You may use an authorized agent to submit a request on your behalf. We may require proof that the agent is authorized to act for you and may also require you to verify your identity directly with us.
10) Do Not Sell or Share (If Applicable)
If we engage in any activity that constitutes “selling” or “sharing” under California law, you may opt out by:
- Using our cookie settings/preferences tool (if available), and/or
- Emailing us at info@wisdomcapitalgroup.com with the subject line: “California Opt-Out Request”.
11) Notice of Financial Incentives
We do not offer financial incentives or price/service differences in exchange for the retention or sale of personal information.
15. Contact Us
If you have questions, requests, or want to exercise privacy rights, contact:
Wisdom Capital Group, LLC
Attn: Privacy Administrator
200 S Biscayne Blvd Unit 20-115A
Miami, Florida 33131
Email: info@wisdomcapitalgroup.com
Phone: (305) 395- 4917
