Privacy Policy

We collect information when you visit our website, submit an inquiry form, or engage RealtyEdge Partners as a service provider. The types of information we may collect include:

Contact and Identity Information

Your name, business email address, phone number, company name, job title, and the state or region your real estate portfolio operates in. This is typically collected through our contact form or during onboarding.

Company and Portfolio Details

Information about your portfolio size, property types, number of units, current accounting software platforms (such as Yardi, AppFolio, MRI, or QuickBooks), and the scope of accounting services you require. This helps us scope and deliver tailored support.

Service Usage and Communication Data

Records of communications between you and our team, including emails, meeting notes, task handoff documentation, and workflow instructions provided during active engagements.

Website and Analytics Data

Technical data collected automatically when you visit our website, including your IP address, browser type, referring URL, pages visited, and time spent on pages. This data is collected via cookies and similar analytics technologies.

We use the information we collect only for legitimate business purposes directly related to providing and improving our services:

• Service Delivery: To scope, onboard, and execute accounting services for your portfolio — including bookkeeping, AP/AR processing, reconciliations, CAM, and financial reporting workflows.

• Client Communication: To respond to inquiries, send engagement updates, share deliverables, and coordinate workflow schedules with your in-house team.

• Service Improvement: To analyze how our services are used, identify gaps in our processes, and improve the quality, speed, and accuracy of our delivery model.

• Legal Compliance: To meet applicable legal, regulatory, and contractual obligations, including maintaining proper records of client engagements and data processing activities.

• Business Development: With your consent, to send relevant updates about new services, industry insights, or changes to our offerings. You may opt out at any time.

We do not use your information for automated decision-making or profiling that produces legal or similarly significant effects on you or your business.

We do not sell, rent, or trade your personal or business information to third parties. We share information only in the following limited circumstances:

• Service Providers: We work with a small number of trusted third-party vendors to operate our business — including cloud infrastructure, communication tools, and project management platforms. These vendors are contractually bound to process your data solely on our behalf and may not use it for their own purposes.

• Offshore Team Members: Your engagement data is accessible only to the specific RealtyEdge team members assigned to your account, each of whom is bound by a signed Non-Disclosure Agreement (NDA) and our internal data handling protocols.

• Legal Requirements: We may disclose information if required by law, regulation, court order, or lawful government request — provided we notify you where legally permissible.

• Business Transfers: In the event of a merger, acquisition, or sale of business assets, client data may be transferred as part of that transaction. We will notify affected clients in advance.

We take data security seriously and apply multiple layers of protection across our operations. Our security practices include:

• Encryption: Data transmitted between your systems and our team is protected using TLS/SSL encryption. Sensitive files and documents are stored in encrypted cloud environments.

• Access Controls: Access to client data is restricted to authorized team members on a need-to-know basis. Role-based access permissions are applied across all internal systems.

• Offshore Team NDAs: Every member of the RealtyEdge Partners offshore team signs a comprehensive Non-Disclosure Agreement before accessing any client account or data. Our NDAs explicitly cover financial records, property data, and client identity information.

• Data Handling Protocols: We operate under documented internal SOPs that govern how client data is accessed, processed, stored, and deleted — with regular internal audits to ensure compliance.

• No Unauthorized Copies: Team members are prohibited from downloading, copying, or retaining client data outside of approved, secured platforms.

While we apply industry-standard safeguards, no method of electronic transmission or storage is 100% secure. If you believe your data has been compromised, please contact us immediately at sales@realtyedgepartners.com.

We retain personal and business data only for as long as necessary to fulfill the purposes for which it was collected:

• Active Clients: Data related to your ongoing engagement is retained for the full duration of our working relationship and for a period of up to 7 years thereafter for accounting, legal, and compliance purposes.

• Prospects and Inquiries: Contact form submissions and pre-engagement communications are retained for up to 24 months. If no engagement is initiated, data is securely deleted after this period.

• Analytics Data: Anonymized website analytics data may be retained for up to 26 months in line with standard analytics platform retention policies.

• Deletion on Request: You may request deletion of your personal data at any time. We will process deletion requests within 30 days, subject to any legal obligations that require us to retain certain records.

Our website uses a minimal set of cookies to understand how visitors interact with our content and to improve site performance. We do not use cookies for advertising, retargeting, or behavioral profiling.

Types of Cookies We Use

• Strictly Necessary: Session cookies required for basic website functionality. These cannot be disabled.

• Analytics: We use privacy-respecting analytics tools to measure page views, traffic sources, and general user behavior in aggregate. No individual-level tracking is performed.

Your Opt-Out Options

You can control or disable cookies through your browser settings at any time. Disabling analytics cookies will not affect your ability to use the website. Most modern browsers also support the Global Privacy Control (GPC) signal, which we respect where technically applicable.

In the course of delivering accounting services, our team may interact with third-party platforms authorized by you. These may include:

• Accounting & Property Management Platforms: Yardi, AppFolio, MRI Software, RealPage, QuickBooks, Sage Intacct, Buildium, and other platforms your business uses. Access is limited to the scope required for the services you have authorized.

• Communication Tools: Email, video conferencing, and project management platforms used to coordinate with your team. These are subject to their respective providers' privacy policies.

• Cloud Storage: Secure cloud platforms used to exchange documents and deliverables. Files are transferred only through client-approved channels.

RealtyEdge Partners is not responsible for the privacy practices of third-party platforms you use. We encourage you to review the privacy policies of any platform you authorize us to access on your behalf.

Depending on your location and applicable law, you may have the following rights regarding your personal data. We honor these rights regardless of jurisdiction as a matter of good practice:

• Right to Access: You may request a copy of the personal and business data we hold about you at any time.

• Right to Correction: If any information we hold about you is inaccurate or incomplete, you may request that we correct it.

• Right to Deletion: You may request that we delete your personal data, subject to any legal retention obligations. We will confirm deletion within 30 business days.

• Right to Restrict Processing: In certain circumstances, you may request that we limit how we use your data while a dispute or review is pending.

• Right to Data Portability: You may request that we provide your data in a structured, machine-readable format so you can transfer it to another provider.

• Right to Object: You may object to processing of your personal data for marketing or non-essential purposes at any time.

To exercise any of these rights, contact us at sales@realtyedgepartners.com with the subject line "Privacy Request." We will respond within 10 business days.

RealtyEdge Partners operates as an India-based offshore accounting partner serving US real estate businesses. This means that data you share with us may be transferred to and processed in India.

We have implemented the following safeguards to protect data during cross-border transfers:

• Contractual Protections: Our client service agreements include data processing terms that establish clear obligations for how your data is handled, stored, and protected by our offshore team.

• NDA Coverage: All offshore team members are bound by NDAs that explicitly cover US client data, financial records, and proprietary business information.

• Secure Transfer Channels: Data is only transferred through encrypted, client-approved channels. No data is shared via unsecured email attachments or public file-sharing platforms.

• Minimal Data Principle: Our team only accesses the minimum data necessary to perform the specific accounting tasks you have authorized.

If you have questions about cross-border data handling specific to your engagement, please contact us before initiating services.

If you have questions about this Privacy Policy, wish to exercise any of your data rights, or want to report a privacy concern, please reach out to us directly:

This Privacy Policy was last updated in May 2026. We may update this policy from time to time to reflect changes in our practices, technology, or applicable law. Material changes will be communicated via email or a prominent notice on this page.