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Privacy Policy

What we collect through this website, how we use it, when we share it, and the choices you have.

For accredited investors only.

This website does not constitute an offer to sell or a solicitation of an offer to buy any security.

Effective date

August 21, 2026

Mark W Karstrom Wealth Management (“MWKWM,” “we,” “us”) respects the privacy of the people who visit this website and contact us. This policy explains what personal information this website collects, how that information is used, when it is shared, and how you can limit it. It is written for website visitors; if you become a client, the separate privacy notice you receive at account opening also applies.

What this policy covers

This policy covers usdstadvisors.com and the forms on it — the consultation request, the contact inquiry, and the 1031 deadline tool.

It does not cover the privacy practices of Realta Equities, Inc., through which securities are offered, or FourStar Wealth Advisors, LLC, through which investment advisory services are offered, or the practices of any third-party website linked from this one. Those firms maintain their own privacy notices.

Information we collect

Information you give us

  • Contact details: your name, email address, telephone number, and preferred method of contact.
  • Consultation details you choose to share: your investor type, the status of a property sale, estimated sale proceeds, target investment amount, the advisors you already work with, and your stated investment goals.
  • Your self-certification that you meet the accredited investor criteria.
  • The content of any message, email, or voicemail you send us.

Information collected automatically

  • Standard server log data: IP address, browser and device type, referring page, and the pages you view.
  • Cookie and similar-technology data, as described under “Cookies and analytics” below.

We do not accept account numbers, Social Security numbers, or funding information through this website. This site has no account-opening or transaction capability — investments are made only through a licensed advisor and the sponsor’s subscription documents.

The 1031 deadline tool runs entirely in your browser. The closing date you enter is used to calculate your dates on your own device; it is not transmitted to us and is not stored on our servers.

How we use this information

We use the information you provide to

  • Respond to your inquiry, and schedule and prepare for a consultation.
  • Evaluate whether a 1031 exchange or Delaware Statutory Trust strategy may be appropriate for your circumstances, and discuss it with you.
  • Send educational material you asked for.
  • Operate, secure, and improve this website.
  • Meet the recordkeeping and supervisory obligations that apply to us and to our broker-dealer and investment adviser under federal securities rules.

We do not use the information you submit to make automated decisions about you, and submitting a form does not create an advisory relationship or an offer to sell a security.

Phone calls and text messages

If you give us your telephone number and check the consent box on a form, you agree that we, or the broker-dealer through which securities are offered, may contact you by telephone or text message about your inquiry.

Consent to receive text messages is not a condition of any service, and the consent checkbox is never pre-checked. Message and data rates may apply. Reply STOP to any text to unsubscribe, or HELP for help. You can also withdraw consent at any time by calling or emailing us using the details below.

We do not sell or share mobile telephone numbers with third parties for their own marketing purposes.

Cookies and analytics

This website uses Google Analytics, a service provided by Google LLC, to understand how visitors find and use the site — which pages are read, how long people stay, and which sources refer them. Google Analytics sets cookies and receives your IP address and information about your browser and device.

Analytics cookies are not set unless you accept them. When you first visit, a banner asks you to accept or decline; nothing beyond the cookies strictly necessary to serve pages is set until you accept, and declining is a single click with the same weight as accepting. Your choice is remembered on your own device, and you can change it at any time from the link in the site footer.

We use Google Analytics to see aggregate patterns, not to identify individual visitors. We do not enable Google Analytics advertising features, and we do not combine analytics data with the information you submit through a form. Google’s own handling of this data is governed by its privacy policy. Most browsers also let you refuse or delete cookies through their own settings.

How we share information

We share the information you give us only in these circumstances

  • With Realta Equities, Inc., through which securities are offered, and FourStar Wealth Advisors, LLC, through which investment advisory services are offered, for supervision, suitability review, and recordkeeping.
  • With service providers that host this website, deliver our email, or maintain our client records, under contracts that limit their use of the information to services performed for us. Consultations are arranged by email and telephone — this site uses no third-party scheduling service.
  • With Google, as described under “Cookies and analytics” above, in the form of aggregate website usage data.
  • With Qualified Intermediaries, DST sponsors, and their administrators, when you ask us to move forward with an exchange or an investment — and only at your direction.
  • With your own CPA, attorney, or other advisors, when you ask us to coordinate with them.
  • With regulators, including the SEC and FINRA, and in response to a subpoena, court order, or other legal process, or where necessary to investigate fraud or protect our legal rights.

We do not sell your information

We do not sell your personal information, we do not rent or trade contact lists, and we do not provide your information to third parties for their own marketing purposes.

How we protect information

We maintain administrative, technical, and physical safeguards intended to protect the information you give us, and we limit access to those who need it to serve you or to meet a supervisory or legal requirement.

No method of transmitting information over the internet is completely secure. Please do not send account numbers, Social Security numbers, or other sensitive financial details by unencrypted email — call us instead and we will arrange a secure method.

How long we keep information

We keep the information you submit for as long as needed to respond to you and to serve you as a client, and then for the periods required of us as a registered representative and investment advisory representative. Books-and-records rules applicable to broker-dealers and investment advisers require that certain communications be retained for a minimum period, even after you ask us to stop contacting you.

Your choices and your rights

You can, at any time

  • Unsubscribe from our emails using the link in any message we send.
  • Reply STOP to any text message to stop text contact.
  • Ask us to stop calling you.
  • Ask us what information we hold about you, and ask us to correct or delete it — subject to the recordkeeping obligations described above, which may require us to retain certain records regardless of a deletion request.

To make any of these requests, contact us using the details at the end of this policy.

If you become a client

The privacy of a client’s nonpublic personal information is governed by the privacy notice delivered at account opening under the Gramm-Leach-Bliley Act and Regulation S-P, together with the privacy practices of Realta Equities, Inc. and FourStar Wealth Advisors, LLC. That notice — not this website policy — governs client account information, and it explains the limited circumstances in which that information may be shared and how you may limit sharing.

Read the Realta Wealth Privacy Policy (PDF)

Children’s privacy

This website is directed to accredited investors and is not intended for anyone under 18. We do not knowingly collect personal information from children. If you believe a child has given us information, contact us and we will delete it.

Changes to this policy

We may update this policy as our practices, our vendors, or the applicable rules change. The current version is always posted here with its effective date. Material changes will be identified in the posted version rather than made silently.

How to contact us

Questions about this policy, or about the information we hold, can go to a person — not a form:

Firm
Mark W Karstrom Wealth Management
Hours
9:00 AM – 4:00 PM Central Time