Privacy Policy
Company: Level Up Investments (“we,” “us,” “our”)
Website: www.levelupinvestments.co
Effective Date: December 11, 2025
Level Up Investments is a U.S.-based real estate buyer and syndicator operating nationwide. We respect your privacy and are committed to safeguarding your personal information. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, submit forms, participate in events, engage with our advertisements, communicate with us (including by email and SMS/text message), or otherwise interact with our services (collectively, the “Services”).
By using the Services, you agree to this Privacy Policy.
WHAT WE COLLECT
A. Information you provide. We may collect the following categories of information when you submit a form, request information, invest with us, or otherwise communicate with us:
Identifiers & contact information: name, email address, phone number, mailing address.
Investor/inquiry information: investment interests, preferences, suitability-related information you voluntarily provide, and communications with our team.
Transaction and onboarding information (as applicable): information needed to facilitate investments, subscriptions, capital distributions, tax documentation, investor verification, and compliance (which may include date of birth, government identifiers, and financial eligibility details, depending on the transaction).
Communication content: emails, texts, call notes, messages, and support requests.
B. Information collected automatically. When you visit levelupinvestments.co, we may automatically collect:
Device and usage data: IP address, browser type, device identifiers, pages viewed, referring/exit pages, and timestamps.
Cookie and tracking data: cookies, pixels, tags, and similar technologies used for security, analytics, and marketing attribution.
C. Information from third parties. We may receive information from:
Service providers (CRM, scheduling, analytics, email/SMS platforms, investor portals, identity verification vendors).
Advertising and lead sources (e.g., social platforms and ad networks that provide lead form submissions and attribution data).
HOW WE USE INFORMATION
We use information to:
Respond to inquiries and provide requested information;
Schedule calls, meetings, property tours, or investor discussions;
Provide and administer the Services and our real estate acquisition/syndication operations;
Send transactional communications (e.g., confirmations, operational updates);
Send marketing communications by email and/or text message where permitted;
Conduct compliance, fraud prevention, identity verification, and recordkeeping;
Improve our website, advertising performance, and internal operations; and
Comply with legal obligations and enforce agreements.
EMAIL COMMUNICATIONS (CAN-SPAM)
If you provide your email address, we may send you transactional messages and/or marketing emails. You may opt out of marketing emails at any time by clicking the “unsubscribe” link included in our emails. Even if you opt out of marketing emails, we may still send transactional or administrative communications (e.g., legal notices, confirmations, security messages).
SMS/TEXT MESSAGING (TCPA + A2P/10DLC)
A. Opt-in/consent
If you provide your phone number and opt in, you consent to receive SMS/MMS messages from Level Up Investments. Messages may include: appointment confirmations/reminders and responses to your inquiry; and/or marketing and promotional messages (only where you have provided the required consent). Consent is not a condition of purchase or investment. Message and data rates may apply. Message frequency may vary.
B. Opt-out
You can opt out at any time by replying STOP to any text message. You may receive one final message confirming your opt-out. Opt-out and help keywords (including STOP and HELP) are standard carrier/A2P expectations.
C. Help
Reply HELP for help, or contact us using the information in the Contact Us Section
D. No sensitive info by text
Do not send sensitive personal information (e.g., Social Security numbers, full bank account numbers, passwords) via SMS. If you do, you do so at your own risk.
E. New opt-out processing expectations
We maintain suppression lists and process opt-out requests promptly.
COOKIES, ANALYTICS, ADVERTISING
We may use cookies and similar technologies to: Keep the website working and secure; Understand usage and improve performance; Measure ad performance and attribution; and Deliver interest-based advertising (where permitted by law). You can control cookies through your browser settings. Some features may not function properly without cookies.
HOW WE SHARE INFORMATION
We do not sell your personal information for money. We may share your information:
A. With service providers
We share information with vendors who perform services on our behalf. These providers are contractually required to protect information and use it only for the services they provide to us.
B. For legal, compliance, and safety reasons
We may disclose information when we believe disclosure is necessary to: Comply with law, regulation, subpoena, court order, or lawful government request; Protect our rights, property, and safety (and the rights, property, and safety of others); Detect, prevent, or investigate fraud, security incidents, or violations of our agreements.
C. Business transfers
If we undergo a merger, acquisition, financing, reorganization, or sale of some or all assets, information may be transferred as part of that transaction, subject to reasonable confidentiality protections.
D. With your direction/consent
We may share information with third parties when you direct us to do so (e.g., your advisor) or when you consent.
FINANCIAL PRIVACY AND SECURITY STANDARDS
Depending on the nature of the relationship and services provided, certain data we handle may be subject to financial-privacy or security obligations, including safeguards requirements applicable to some non-bank financial institutions. We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information. However, no online system is 100% secure, and we cannot guarantee absolute security.
DATA RETENTION
We retain information as long as reasonably necessary to: Provide the Services; Maintain business, accounting, tax, and compliance records; Prevent fraud and enforce agreements; and Resolve disputes. Retention periods may vary based on the type of information and legal requirements.
YOUR RIGHTS AND CHOICES
Privacy rights vary by state. A growing number of U.S. states have enacted comprehensive consumer privacy laws, with additional states coming online in 2024–2026. Depending on your state of residence and applicable law, you may have rights to: Request access to personal information we hold about you; Request correction of inaccurate information; Request deletion (subject to legal/compliance exceptions); Request information about categories of data collected, used, and disclosed; Opt out of certain targeted advertising or similar processing where applicable; and Appeal certain decisions (in states that provide that right).
How to exercise rights: Email us at [email protected] with your name, the state you reside in, and your request. We will verify your identity (and may request additional information) before fulfilling requests.
CHILDREN’S PRIVACY
Our Services are not directed to children, and we do not knowingly collect personal information from children under 13 (or higher age where required by law). If you believe a child provided us information, contact us and we will take appropriate steps.
EXTERNAL LINKS
Our website may link to third-party sites (investor portals, payment providers, partner sites, social platforms). Their privacy practices are governed by their own policies, not ours.
CONTACT US
Level Up Investments
Email: [email protected]
UPDATES TO THIS PRIVACY POLICY
We may update this Privacy Policy from time to time. The updated version will be posted on levelupinvestments.co with a revised “Last Updated” date. Changes take effect upon posting unless otherwise required by law.