Privacy Policy

Last updated: 05/12/2023

Montecito Medical Real Estate (“Montecito,” “we,” “our” or “us”) respects the privacy of your information. This Privacy Notice provides information to assist you (“user, “ users” or “you”) in understanding our data collection and handling practices and in making informed decisions and exercising any rights you may have under applicable law when you:

  • Visit and use our website, including the webpages and services delivered through Montecito and any other website and/or domain used by Montecito that specifically incorporates the terms of this Privacy Notice (collectively, the "Site") or
  • Interact professionally with us including e-mail, text, and other electronic messages between users and the Site and between users and our real estate investment business (collectively, “Professional Interactions”).

This Privacy Notice does not apply to: (i) information collected by us by any other means, including any other website operated by Montecito or any third party (including our affiliates and subsidiaries) unless such website specifically incorporates the terms of this Privacy Notice or you are provided with this Privacy Notice at the point of interaction; (ii) any third party (including our affiliates and subsidiaries), including through any application or content (including advertising) that may link to or be accessible from or on the Site; (iii) any personal information that you provide to third party websites or services; and (iv) any other publicly available personal information. A link to a third-party website or service does not mean that we endorse that third party, or the quality or accuracy of the information presented on the third party's/parties' website or service.


To the extent permitted by law, your use and continued use of the Site and professional interactions with us demonstrates your acknowledgment and acceptance of the terms stated in this Privacy Notice.

The Effective Date of this Privacy Policy is set forth at the top of this webpage. From time to time, we may update and change this Privacy Policy as appropriate and/or in response to changes in the law. If we do, we will post an updated version to this Privacy Policy webpage and the updated version supersedes all previous versions. Please review this Privacy Policy periodically to be aware of any changes. If we make significant changes to this Privacy Policy, we will post a prominent notice on the Site.

Information We Collect and Why

We collect and process information that you share through the Site. “Personal information” means any information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked, with an individual (e.g., you or a household).

Please note that personal information does not include publicly available information from government records, deidentified or aggregated consumer information and personal information covered by certain sector specific laws such as the Fair Credit Reporting Act (FRCA), the Gramm-Leach-Bliley Act (GLBA), or the California Financial Information Act (FIPA).

The personal Information we collect about you depends on your interactions and engagement with us. We may collect personal information, such as your name, postal address, email address, phone number, or any other identifier by which you may be contacted online or offline only when you have voluntarily provided such personal information to us via your form submissions and contact inquiries. We use personal information only for the purpose for which you have provided it to us, such as to respond to your inquiries. We may also collect information concerning you, including, but not limited to, the type of service(s) that you are seeking from Montecito- in all of which you have consented to as part of your continued use of the Site as explained in this Privacy Policy. We collect, use and disclose personal information for all lawful purposes in the operation and conduct of our business.

We may use Google Analytics, Salesforce or other similar technologies (the "Analytics Technologies") to collect and process certain information about you and your use of the Site. The information collected by the Analytics Technologies is statistical data and does not include personal information. We do not manage it or associate it with personal information that we collect in other ways or receive from third parties.

If desired, you may learn more about how Google uses the information it collects by visiting the following site: Google's Privacy Policy at provides restrictions on how Google can use the information collected by Google Analytics about your visits to the Site.

To learn how Salesforce uses the information it collects, you may visit the following site: Salesforce's Privacy Policy; provides restrictions on how Salesforce can use the information collected by Pardot about your visits to the Site.

Our web servers and/or the Analytics Technologies may automatically collect and store the following general information about you: the domain from which you access the Internet; the date and time you access the Site; the Site pages that you visit; the Internet address of the website from which you linked directly to us; and the type of device, device ID and web browser you use to access the Site. This information is used to help us ensure that the Site functions properly and to improve Site performance and user experience. We may combine the foregoing types of data with data we already have, or data provided by third parties, including third parties from whom we have purchased personal data.

Our web servers and/or Analytics Technologies may also collect Internet protocol addresses (the Internet address of a computer or other electronic device) to track a user's session while the user remains anonymous. We analyze this data for certain trends in statistics, such as which parts of the Site users are visiting and how long they spend there.

Cookies and Other Data Collection Technology

Our Site (and authorized third parties) may also use "cookies" and other technology to collect information about you, your device, such as your IP address, cookie IP, browser used, browser history, search history and information as to how you interact with the Site. This Privacy Notice refers to cookies, web beacons (also known as pixel tags and clear GIFs), and other similar technology as “Data Collection Technology.”

Cookies are a small text file that are sent to or accessed from your web browser or your computer's hard drive. A cookie typically contains the name of the domain (internet location) from which the cookie originated, info on when it expires, and a randomly generated unique identifier. A cookie may also contain information about your computer, such as user settings, browsing history and activities conducted while using the Services.

Pixels, web beacons, and tags are types of code or transparent graphics that contain a unique identifier. These technologies provide analytical information about the user experience and help us customize our marketing activities. In contrast to cookies, which are stored on a user's computer hard drive, pixels, web beacons, and tags are embedded invisibly on web pages.

We and any authorized third parties may use the Data Collection Technology to collect information about your online activities over time and across third-party websites or other online services, remember your login details and browsing behavior, improve the Site, provide you with offers that may be of interest, measure the effectiveness of our communications, and/or market our services.

Third-Party Content

Some content or applications on the Site are served by third parties, including advertisers, ad networks and servers, content providers and application providers. These third parties may use cookies alone or in conjunction with other tracking technologies to collect information about you when you use the Site. The information they collect may be associated with your personal information or they may collect information, including personal information, about your online activities over time and across different websites and other online services. They may use this information to provide you with targeted content.

We do not control these third parties' tracking technologies. If you have any questions about targeted content, you should contact the responsible third party directly. For information about how you can opt out of receiving targeted advertising from certain third parties, see the section below “Your Choices Regarding How We Use and Disclose Your Information.”

Sources of Personal Information

We obtain the categories of personal information listed above from the following categories of sources:

  • Directly from You. For example, from the forms that you complete and submit on the Site
  • Indirectly from You. For example, from your activity on the Site.
  • Automatically from You. For example, through cookies
  • From Service Providers. For example, third-party vendors to monitor and analyze the use of the Site, or other third-party vendors that we use to provide and market our services to you.

How We Use Your Information

We may use the information that we collect about you or that you provide to us, including any personal information, for the uses that we explained above as well for the following purposes:

  • To provide you with our services and information you request from us;
  • To maintain our business records, for example, updating our records regarding your contact and marketing details when we identify them as inaccurate or not complete;
  • To conduct research and to improve Site content and functionality;
  • To identify user interests, needs, and preferences;
  • To market our services and products to you such as marketing our products or services or those of our affiliates. For example, we may use Personal Information we collect to send you product information and/or updates, newsletters, surveys, questionnaires, or information about events or webinars. You can unsubscribe from the marketing emails by clicking or tapping on the “Manage Your Subscription” link at the bottom of our emails sent to you or by contacting us using the contact information at the end of this Privacy Policy;
  • To comply with our legal and compliance obligations and for safety and security reasons, including complying with legal requirements; complying with reporting and similar requirements, investigating and responding to claims and complaints; protecting your, others, and our safety and property rights; detecting and managing security incidents, and protecting against fraud and illegal activity;
  • For any other purpose related to any of the purposes and uses described in this Privacy Policy for which your personal information was provided to us;
  • In any other way we may describe when you provide the information; and
  • For any other purpose to which you have consented.

We do not use your personal information for making any automated decisions affecting or creating profiles other than as described above. We may use anonymized, de-identified, or aggregated information for any purpose permitted by law.

Disclosure of Your Personal Information

We do not rent or sell your personal information to outside marketers. We may share your information with our affiliates, subsidiaries, or divisions and with their respective officers, directors, employees, accountants, attorneys, and agents, or with Montecito business partners. Depending on your selected cookie and privacy settings, , we may disclose your personal information with third parties to:

  • Provide you with products and/or services that you requested from us;
  • Operate or conduct maintenance and repair of the Site or the equipment used to operate the Site;
  • Perform research and statistical analysis;
  • Send you email or postal mail; or
  • Provide customer support.

We may also share information with third parties for any other purpose disclosed by us when you provide the information or with your consent. All of these third parties are required to maintain the confidentiality of your information and are prohibited from using your personal information except to provide services to us or as required by law.

We may also need to share information with regulatory authorities and law enforcement officials in accordance with applicable law or when we otherwise believe in good faith that the law requires it. Similarly, Montecito may disclose your information to protect or to defend Montecito's and its affiliated companies' legal rights and/or property, our employees and agents, to protect the safety and security of users, and to protect against fraud and illegal activity.

Montecito may sell, transfer or otherwise share some, or all, of its assets in connection with a merger, reorganization or sale of assets, or in the event of bankruptcy, without your permission. In such an event, personal information may be one of the assets transferred.

Your Choices Regarding How We Use and Disclose Your Information

We want you to have choices regarding the personal information you provide to us and thus provide the following information:

Tracking Technologies and Advertising. You can set your browser to refuse all or some browser cookies, or to alert you when cookies are being sent. If you disable or refuse cookies, please note that some parts of the Site may then be inaccessible or not function properly.

Google Analytics Opt-out Option. If you do not want your information collected with Google Analytics, you can install the Google Analytics opt-out browser add-on. To opt-out of Google Analytics, visit the Google Analytics opt-out page: and install the add-on for your browser. For more details, see the "Google Analytics opt-out browser add-on" page at

No Disclosure of Your Information to Unaffiliated Third-Party for Advertising. Montecito does not share your personal information with unaffiliated third parties for promotional purposes.

Data Retention: How Long We Store Your Information

Montecito will retain your personal information for as long as needed to fulfill the purposes for which it was collected. We also will retain and use your personal information as long as necessary to comply with our business requirements, legal obligations, resolve disputes, provide our services, protect our assets, and enforce our agreements.

When we no longer have a purpose to retain your personal information, we will securely destroy your personal information in accordance with applicable law and our policies.

Security of Your Personal Information

Montecito has implemented measures to secure and protect your personal information from unauthorized access, use, alteration and disclosure and from accidental loss. There is never a 100% guarantee that unauthorized access will ever occur on any Site. You should thus consider your own risks and benefits of providing and not providing any personal information to this Site. Montecito cannot promise that your personal information will remain absolutely secure in all circumstances but as mentioned, we have taken security measures to protect your information. Any transmission of personal information is at your own risk.

The safety and security of your personal information also depends on you. When you use a password for access to certain password protected parts of the Site, you are responsible for keeping this password confidential and secure.

In the event of a security intrusion into our Site or systems that compromises your personal information, we will notify you and any applicable regulator when we are required to do so by applicable law.

Updating Your Personal Information

If the personal information you have provided to us changes, such as for example, if your email address changes, you become aware of any inaccurate personal information, please notify us by using the "Contact Information" at the end of this Privacy Notice to update your information.

We are not responsible for any issues or losses arising from any inaccurate, inauthentic, deficient, or incomplete personal information that you provide to us.

Your Rights Regarding Your Personal Information

Users may have certain data protection and privacy rights under certain data protection and privacy laws such as, for example, the GDPR, which if applicable and if not subject to limitations and restrictions, include: (i) the right to request access to, and correct or erase your personal information; (ii) the right to request a limit on the processing of your personal information; and (iii) the right to withdraw consent to the collection, processing, and transfer of your personal information and to opt-out of receiving certain communications. You may also have a right to object to the processing of your personal information when carried out for a legitimate interest or direct marketing unless there are compelling legitimate grounds for further processing that override your rights, such as, for example, the use of your information is needed to support or defend legal claims and comply with legal requirements. To exercise your rights under this Privacy Notice pursuant to applicable law, please contact us using the "Contact Information" at the end of this Privacy Notice. If permitted under applicable law, you may also have a right to file a complaint about the use of your personal information with your local data protection or supervisory authority.

Third-Party Websites

This Privacy Notice is applicable only to the Site and does not apply to any third-party websites or to other companies or persons that may access the Site, with or without our permission. Montecito cannot and does not guarantee the privacy policies and practices of any third party. Montecito does not control, operate, or endorse any information, products, or services of any third-party websites that may be reached through links from the Site.

The use of any personal information provided by you to a third party or automatically collected from a third party will be governed by that third party's privacy notice.

If you are unsure whether a website is controlled, affiliated, or managed by Montecito, you should review the privacy notice at each linked website to determine how that website processes your personal information.

Third-Party Websites

Montecito does not knowingly collect personal information from children under 13. The Site is not intended for children under 13 years of age. If you are under 13, do not use or provide any information on the Site or provide any information about yourself to us, including your name, telephone number, email address or any screen name or username you may use. If we learn we have collected or received personal information from a child under 13 without verification of parental or legal guardian consent, we will delete that information. If you believe we might have any information from or about a child under 13, please contact us at

Governing Law

This Privacy Notice and any disputes related thereto shall be governed by and construed in accordance with the laws of the State of Tennessee, exclusive of its choice of law rules. All lawsuits, actions, claims or disputes arising under or relating to this Privacy Policy shall be brought in the federal or state courts within the County of Davidson of Tennessee.

Contact Information

To ask questions or comment about this Privacy Notice and about our privacy practices, please contact us by email

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