1. Introduction
Innovate Real Estate ("we," "us," "our") respects your privacy. This Privacy Policy explains what information we collect when you visit our website, submit a form, request a proposal, or chat with us, and how we use and protect that information.
2. Information We Collect
We collect information you voluntarily provide through forms, phone calls, email, and our chat widget, including:
- Name, email address, phone number, SMS/text consent status, and company/property details
- Messages, inquiries, and supporting documents you submit
- Technical information such as IP address, browser type, and pages viewed (via analytics cookies)
3. How We Use Your Information
- To respond to your inquiries and deliver requested materials (e.g., the Tax Savings Blueprint)
- To prepare proposals, cost segregation studies, and related tax strategy services
- To send service updates, educational content, and, where you have opted in, SMS/text messages related to advanced tax strategies, service updates, review requests, and newsletters
- To improve our website and services
- To comply with legal obligations
4. SMS / Text Message Consent
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support of our services (e.g., our SMS platform provider HighLevel/LeadConnector and Twilio) is permitted. All other categories — including text messaging originator opt-in data and consent — will not be shared with any third parties.
By providing your mobile phone number and checking the SMS consent box on any of our forms, you agree to receive transactional and marketing text messages from Innovate Real Estate related to advanced tax strategies, service updates, review requests, and newsletters. Message frequency varies (typically 2–6 messages per month). Message and data rates may apply. Reply STOP to unsubscribe at any time or HELP for assistance. Providing consent to receive SMS messages is optional and is not a condition of purchasing any of our services.
Sample messages you may receive:
- "Hi {Name}, this is Lauren with Innovate Real Estate. Thanks for requesting your Tax Savings Blueprint — would you like to schedule a 15-minute strategy call this week? Reply STOP to opt out."
- "Reminder: Your cost segregation engineering walkthrough is scheduled for Tuesday at 10am CT. Reply Y to confirm. Reply STOP to opt out."
- "New webinar — Dental Industry Tax Strategies on May 13. Save your seat: innovaterealestate.net/events. Reply STOP to opt out."
5. How We Share Your Information
We do not sell your personal information. We share information only with:
- Trusted service providers that help us operate our website, CRM, email, and SMS (e.g., HighLevel/LeadConnector), under confidentiality obligations
- Your designated CPA or advisor, at your request
- Authorities when required by law
6. Cookies & Analytics
We use cookies and similar technologies to understand how visitors use our site and to improve performance. You can disable cookies in your browser settings; some features may not function as expected.
7. Your Rights
You may request access to, correction of, or deletion of your personal information at any time by emailing hello@innovaterealestate.net. We will respond within 30 days.
8. Data Security
We use industry-standard safeguards to protect your information. No method of transmission over the Internet is 100% secure, and we cannot guarantee absolute security.
9. Children's Privacy
Our services are not directed to children under 16. We do not knowingly collect personal information from children.
10. Changes to This Policy
We may update this Privacy Policy from time to time. The "Last updated" date at the top will reflect the most recent changes.
11. Contact Us
Innovate Real Estate
Pensacola, FL
Email: hello@innovaterealestate.net
Phone: 850-805-3737