Privacy Policy

Last Updated: June 2026

1. Introduction

Resource Commercial Real Estate Inc. ("Resource," "we," "our") provides commercial real estate advisory, consulting, tenant representation, transaction advisory, portfolio strategy, workplace and occupancy consulting, and benchmarking services. This policy explains how we handle personal information in connection with our professional services and website inquiries. We operate as a boutique advisory firm and do not host or process customer production systems or regulated data.

2. Information We Collect

We collect only the information necessary to deliver our transaction, advisory, consulting, and benchmarking services. This may include:

- Contact Information: name, email, phone number

- Professional Information: job title, company name

- Engagement Information: documents or data shared during transactions, such as lease data, space requirements, portfolio strategy work, workplace assessments, or benchmarking inputs

- Property or Transaction Data: lease terms, financial models, project requirements, or site-related materials as needed to perform advisory work

- Communication Records: emails, messages, and meeting notes

We do not collect sensitive personal information or consumer data that is unrelated to our service delivery.

3. How We Use Information

We use personal information to:

- Deliver advisory, consulting, and benchmarking services

- Respond to inquiries and coordinate meetings, property tours, project work, and related communications

- Coordinate project communication and execution

- Maintain secure access to project files

- Comply with legal and contractual requirements

4. Legal Basis for Processing

Depending on the engagement, processing is based on your consent, contractual necessity, our legitimate business interests in delivering professional services, or legal compliance requirements.

5. Data Sharing and Disclosure

We share information only when necessary to perform contracted services. This may include sharing information with Resource team members assigned to the engagement, service providers such as secure business platforms, or when required to comply with applicable law.

We do not sell personal information.

6. Your Rights

Depending on jurisdiction, you may have the right to access, correct, or update your information; request deletion subject to legal or contractual retention requirements; restrict or object to certain processing; or request a copy of your information.

7. Cookies and Websites

Our website may use cookies for basic functionality and analytics. You can manage cookie preferences through your browser.

8. California Residents

California residents may have rights to access, delete, and opt out of the sale of personal information. We do not sell personal information.

9. EEA Residents

For individuals in the EEA, Resource adheres to GDPR principles and provides rights including access, correction, deletion, and portability where applicable.

10. Data Security

We maintain a security program appropriate for a professional services firm. Controls include encrypted storage, multi-factor authentication, access controls limiting files to assigned project personnel, company-managed devices with password and operating-system encryption, secure file handling, and restricted external sharing.

11. Data Retention and Destruction

We retain project information only as long as necessary to fulfill contract obligations or legal requirements. Benchmarking or project data is deleted from our secure Workspace environment at the end of the engagement unless otherwise required.

12. Incident Response

Resource maintains an internal process for identifying, escalating, and responding to potential security incidents. If a breach involving client data were suspected, we would notify the client promptly.

13. SMS Communications

Resource Commercial Real Estate Inc. may send SMS messages to clients, prospective clients, vendors, and business contacts who have opted in to receive updates related to inquiries, meetings, property tours, commercial real estate advisory services, and project coordination. Message frequency may vary. Message and data rates may apply. Reply STOP to unsubscribe or HELP for assistance.

SMS opt-in information and phone numbers collected for SMS purposes will not be shared with third parties or affiliates for marketing or promotional purposes.

14. Contact Us

For questions or requests regarding this policy, contact hello@yourresource.com.

Resource Commercial Real Estate Inc.

San Francisco, CA