1. Scope and acceptance.
This Privacy Policy describes how Peregrine 1031 Energy Partners, LLC (“Peregrine,” “we,” “us”) collects, uses, discloses, and protects personal information when you visit peregrine1031.com, request a valuation, start an exchange via our intake form, email or call our partners, or otherwise interact with our business.
By using the site or sending us information, you consent to the practices described in this policy. If you do not agree, please do not submit information through the site.
2. What we collect.
Information you provide directly.
- Contact details — name, email address, phone number, mailing address.
- Interest details — details about the property you are relinquishing and the exchange you are planning, and any documents you upload through the intake form.
- Exchange context — the type of replacement property you are evaluating, your timeline, and any advisor (CPA, attorney, financial planner) you ask us to coordinate with.
- Correspondence — the contents of any email, voicemail, or web-form message you send to our team.
Information collected automatically.
- Server and analytics data — IP address, browser type and version, operating system, device type, referring URL, pages visited, and time spent on each page.
- Cookies and similar technologies — see Section 9 for the full list and your choices.
Information from third parties.
If you are referred by a CPA, financial advisor, attorney, or qualified intermediary partner, we may receive your name and the basic facts of your situation from that referrer so we can prepare for your first call. We use that information only to serve the engagement you authorized.
3. How we use it.
We use the information described above to:
- Respond to your inquiry and prepare a written valuation of your mineral interest.
- Coordinate the 1031 exchange with the registered qualified intermediary handling your transaction.
- Process the purchase of your mineral interest and meet our obligations under the purchase agreement.
- Comply with applicable tax, anti-money-laundering, know-your-customer, and recordkeeping laws.
- Improve the site, fix bugs, and measure aggregate traffic.
- Send transactional updates about your exchange. We do not send marketing email unless you opt in.
4. How we share it.
We share personal information only in the narrow circumstances below:
| Recipient | Why | Legal basis |
|---|---|---|
| Qualified Intermediary partner | Holds proceeds in escrow and administers the 1031 fiduciary role. | Performance of contract. |
| Title and closing companies | Records the deed and conveyance of your mineral interest. | Performance of contract. |
| CPA, attorney, or advisor you name | To coordinate with the professional you designated. | Your explicit consent. |
| Hosting, analytics, and email vendors | Operate the site, deliver email, measure traffic. | Legitimate interests, under written DPAs. |
| Regulators or law enforcement | When required by subpoena, court order, or applicable law. | Legal obligation. |
| Successor entity | In the event of a merger, acquisition, or sale of substantially all assets. | Legitimate interests; you will be notified. |
5. Retention.
We keep personal information only as long as we need it for the purposes described above, plus any period required by applicable tax, anti-money-laundering, and recordkeeping law. Inquiries that do not result in a transaction are deleted on request, or once it is clear we will not be working together — unless you ask us to keep your file on hand for a future exchange.
6. Security.
We use reasonable administrative, technical, and physical safeguards to protect personal information, and we limit access to the partners and staff who need it to do their work.
No system is perfectly secure. If we learn of a breach affecting your information, we will notify you and the appropriate regulators within the windows required by applicable state and federal law.
7. Your rights.
Regardless of where you live, you may always ask us to:
- Access the personal information we hold about you.
- Correct inaccurate information.
- Delete your information, subject to the seven-year retention requirement on closed transactions.
- Stop further communication from us at any time.
To exercise any right, email cameron@peregrinelp.com. We will respond within the timeframe required by the law that applies to you, and we will not retaliate or charge you for making a request.
8. State-specific rights.
California residents (CCPA / CPRA).
California residents have the right to know the categories and specific pieces of personal information we have collected, the right to delete that information, the right to correct inaccurate information, and the right to opt out of any “sale” or “sharing” of personal information as those terms are defined under the California Consumer Privacy Act and the California Privacy Rights Act. We do not sell or share personal information. You may also designate an authorized agent to act on your behalf.
Virginia residents (VCDPA).
Virginia residents have the rights of access, correction, deletion, portability, and to opt out of targeted advertising, the sale of personal data, and significant profiling. We do not engage in any of those activities.
Colorado residents (CPA).
Colorado residents have the same rights as Virginia residents, plus an explicit right to opt out via a universal opt-out signal. We honor universal opt-out signals where applicable law requires it.
Texas residents (TDPSA).
Texas residents have the rights of access, correction, deletion, portability, and opt-out under the Texas Data Privacy and Security Act.
Other states.
Residents of Connecticut, Utah, Oregon, Montana, Iowa, Tennessee, and other states with comprehensive privacy laws have substantially the same rights described above. Send any request to cameron@peregrinelp.com and we will honor it under the strictest standard that applies to you.
9. Cookies and analytics.
The site uses the following categories of cookies and similar tracking:
- Strictly necessary — session and CSRF cookies needed for forms and security. These cannot be disabled.
- Analytics — first-party analytics measuring page traffic in aggregate. We do not pair this data with personal identifiers.
- Functional — the intake form uses session storage to remember your answers between steps; you can clear this from your browser at any time.
You can block or delete cookies from your browser settings. If you do, parts of the intake form and saved progress will not work.
10. Children.
The site is for adult mineral and royalty owners, advisors, and fiduciaries. It is not directed at children under sixteen and we do not knowingly collect their information. If you believe a minor has provided us information, contact us and we will delete it.
11. Changes to this policy.
We will update this policy when our practices change or when applicable law requires it. The “Effective” date at the top of the page reflects the current version. Material changes will be announced on the site before they take effect.
12. Contact us.
For privacy questions, requests, or complaints:
- Email: cameron@peregrinelp.com
- Phone: 214-254-4769
-
Mail:
Peregrine 1031 Energy Partners, LLC
Attn: Privacy
5710 Lyndon B Johnson Fwy, Suite 490
Dallas, TX 75240