This privacy policy has been compiled to better serve those who are concerned with how their personally identifiable information (PII) is used online. PII, as used in United States privacy law and information security, is information that can be used on its own or with other information to identify, contact, or locate a single person, or to identify an individual in context. Principal Advisors is a commercial real estate brokerage, leasing, management, and advisory firm based in Beaufort, South Carolina. Please read this privacy policy carefully to get a clear understanding of how we collect, use, protect, and otherwise handle your personally identifiable information in connection with this website and our services.

What personal information do we collect?

Personal information includes:

  • Information contained in a consumer report or business credit report; or
  • An individual’s first name or initial and last name in combination with any of the following:
    • Birth date;
    • Social security number, employer identification number, or other government issued identification number;
    • Mother’s maiden name;
    • Unique electronic identification number or routing code;
    • Telecommunication access devices, including debit or credit card information; or
    • Financial institution account numbers or account information.
  • Email address, telephone number, and mailing address.
  • Business and financial information provided in connection with a commercial transaction, including entity ownership information, business financial statements, tax returns, rent rolls, operating statements, proof of funds, and lender or loan information.

When do we collect information?

Principal Advisors obtains personal information in the following ways:

  • In consumer reports and business credit reports from reporting agencies to which this company subscribes, in connection with lease applications, loan applications, or for other reasons that a person may authorize this company to obtain;
  • In commercial lease applications and personal guaranty forms that a prospective tenant or guarantor completes;
  • In listing agreements, buyer and tenant representation agreements, agency disclosure forms, letters of intent, purchase and sale contracts, leases, and other real estate related forms that a customer or client completes in or related to a transaction;
  • In property management agreements, owner statements, vendor forms, and tax reporting forms that an owner, tenant, or vendor is required to complete and provide to this company;
  • From you when you fill out a form, request property or listing information, save a property search, request a valuation or strategy session, subscribe to our market reports, or otherwise enter information on our website.

How do we use your information?

Personal information from prospective tenants, buyers, and guarantors. The personal and business information that a prospective tenant, buyer, or guarantor provides to this company is primarily used to evaluate creditworthiness and financial capacity, which may include obtaining consumer reports, business credit reports, background checks, and rental or occupancy history. Information in those reports may be discussed with the property owners and landlords this company represents or for whom it manages property.

Personal information from owners of properties managed by the company. When this company acts as a property manager for a property owner, the company uses the property owner’s personal information only to deliver the required management services, to file any required reports with governmental agencies such as the Internal Revenue Service, to establish ACH deposits, or for other purposes the property owner may authorize, such as arranging utilities, insurance, or vendor services.

Personal information from clients. When this company represents a person or entity as a buyer, seller, landlord, or tenant in a transaction, the broker or agent servicing the client may, on the client’s behalf and at the client’s instruction, convey personal information to service providers such as lenders, title companies, attorneys, surveyors, engineers, and appraisers as those providers require for the products or services the client needs or requests. If this company represents a prospective tenant or buyer, the personal information may, on the client’s behalf and with the client’s knowledge, be discussed with and provided to landlords, sellers, or their agents. This company and its agents exercise reasonable discretion when discussing any personal information with others.

We may also use the information in the following ways:

  • To improve our website and serve you better.
  • To respond to your inquiries, showing requests, and customer service requests.
  • To administer a survey, promotion, or other site feature.
  • To process and service your transactions.
  • To send periodic emails regarding your inquiry, our services, available listings, and market reports.

How do we protect your information?

  • Written files in this company are kept under lock and key.
  • Electronic records are protected by an access name and password assigned to persons in this company.
  • This company and its agents exercise reasonable discretion when discussing any personal information with others and release personal information to others only as described by this policy.
  • This company does not permit its employees or agents to make unauthorized copies of consumer reports. Consumer reports retained in the company’s files are not accessed in the future as a convenience to customers or clients.
  • Individual agents who work with this company are independent contractors, and the agent with whom a customer or client works may maintain a separate transaction file. The company instructs its agents not to permit other persons to access the personal information in the files the agents maintain, and to protect that information in the same manner described in this policy.
  • Our website is scanned on a regular basis for security holes and known vulnerabilities to make your visit to our site as safe as possible.
  • We use regular malware scanning.
  • Your personal information is contained behind secured networks and is only accessible by a limited number of persons who have special access rights to such systems and are required to keep the information confidential. Sensitive information you supply is encrypted using Secure Socket Layer (SSL) technology.
  • We do not collect or store credit card or bank account numbers through this website.

Do we use cookies?

Yes. Cookies are small files that a site or its service provider transfers to your computer through your web browser, if you allow, that enable the site or service provider to recognize your browser and capture and remember certain information. We use cookies to remember your preferences, such as saved property searches and listing criteria, and to compile aggregate data about site traffic and site interaction so that we can offer better site experiences and tools in the future. We may also use trusted third party services that track this information on our behalf.

You can choose to have your computer warn you each time a cookie is being sent, or you can choose to turn off all cookies. You do this through your browser settings. Each browser is a little different, so look at your browser’s help menu to learn the correct way to modify your cookies. If you disable cookies, some features of the site, including saved searches and property alerts, may not function properly.

Property search and listing data

Listing information displayed on this website is provided through multiple listing services and third party listing data providers and is subject to their terms of use. If you register for a property search account, save a search, or request information about a listing, the information you provide may be shared with our listing data provider and with the broker or agent who will respond to your request. Listing information is deemed reliable but is not guaranteed and should be independently verified.

Third party disclosure

We do not sell, trade, or otherwise transfer your personally identifiable information to outside parties unless we provide you with notice or the party is a direct affiliate. This does not include website hosting partners, listing data providers, and other parties who assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to keep this information confidential. We may also release your information when we believe release is appropriate to comply with the law, enforce our site policies, or protect our rights, property, or safety, or the rights, property, or safety of others. Non-personally identifiable visitor information may be provided to other parties for marketing, advertising, or other uses.

Third party links

Occasionally, at our discretion, we may include or offer third party products or services on our website. These third party sites have separate and independent privacy policies. We therefore have no responsibility or liability for the content and activities of these linked sites. Nonetheless, we seek to protect the integrity of our site and welcome any feedback about these sites.

Google

Google’s advertising requirements can be summed up by Google’s Advertising Principles, which are put in place to provide a positive experience for users. We use Google Analytics on our website to understand how visitors use the site, and we may use Google advertising services to promote our listings and services. We, along with third party vendors such as Google, use first party cookies such as the Google Analytics cookie and third party cookies or other third party identifiers together to compile data regarding user interactions with our website and with ad impressions.

You can set preferences for how Google advertises to you using the Google Ad Settings page. You may also opt out by visiting the Network Advertising Initiative opt out page or permanently by using the Google Analytics Opt Out Browser Add On.

Who has access to personal information?

The following persons have access to personal information in this company’s files:

  • The broker in charge and the agent who is servicing or coordinating the transaction;
  • The manager to whom the agent reports;
  • Property managers, assistant property managers, and administrative staff;
  • Application processors; and
  • Employees who need to access the information to assist agents, brokers, accountants, or management in processing or performing a task.

Property owners for whom the company manages properties do not have general access to personal information in the company’s files. However, the company and its agents may discuss the information in a tenant’s consumer report or lease application with a property owner. Copies of such information are provided to the owner only with the applicant’s consent, or if the company ceases to be the property manager and the owner requests that the files be transferred to the owner, the owner’s attorney, or the new property manager.

Personal information from a buyer, seller, landlord, or tenant may be discussed with others, such as lenders or prospective landlords, only as is reasonably necessary to negotiate or close the transaction or to provide the services the customer or client seeks from this company. At the customer’s or client’s request, this company may provide personal information to service providers in a transaction, such as a title company or lender, if it is necessary to expedite or complete a transaction.

If the company is required by law to allow others to access the personal information in the company’s files, the company will comply with the law, for example in the case of court orders, subpoenas, or governmental investigations, and will cooperate with law enforcement agencies as required.

Disposal of personal information

Personnel are not to destroy documents without the permission of management. The company uses reasonable measures to dispose of personal information. Personal information is usually disposed of by shredding or burning documents, by erasing electronic files in a manner that makes the files unreadable or undecipherable, or by removing personal information from documents or electronic files in ways that make the personal information unreadable.

Erroneous records

If this company erroneously reports information to a consumer reporting agency, the company will act to correct the information in the company’s records and request that the reporting agency correct the information in its records promptly after the company has learned and determined that the report was in error.

If this company maintains an erroneous record that a person has issued a dishonored check, the company will promptly delete the record after the company and the person agree that the information is in error, or after the person provides the company with a law enforcement agency report stating that the dishonored check was not authorized.

Notice: this company asks any person who provides personal information to this company or one of its agents to identify the information at that time as personal information.

California Online Privacy Protection Act

CalOPPA is the first state law in the nation to require commercial websites and online services to post a privacy policy. The law requires a person or company in the United States that operates websites collecting personally identifiable information from California consumers to post a conspicuous privacy policy on its website stating exactly the information being collected and the individuals with whom it is being shared, and to comply with this policy.

According to CalOPPA, we agree to the following:

  • Users can visit our site anonymously.
  • A link to this privacy policy appears on our homepage and in the footer of every page of our website.
  • Our privacy policy link includes the word Privacy and can easily be found in the site footer.
  • Users will be notified of any privacy policy changes on this privacy policy page.
  • Users can change their personal information by emailing us, by calling us, or by logging into their account.

How does our site handle do not track signals?

We honor Do Not Track signals where the browser mechanism and the services we use support them, and we do not plant advertising cookies when a Do Not Track browser mechanism is in place.

Does our site allow third party behavioral tracking?

We do not allow third party behavioral tracking on this website beyond the analytics and advertising services described above.

COPPA (Children Online Privacy Protection Act)

When it comes to the collection of personal information from children under 13 years of age, the Children’s Online Privacy Protection Act puts parents in control. The Federal Trade Commission enforces the COPPA Rule, which spells out what operators of websites and online services must do to protect children’s privacy and safety online. We do not market to children under 13 and we do not knowingly collect personal information from children under 13.

Fair Information Practices

The Fair Information Practices Principles form the backbone of privacy law in the United States, and the concepts they include have played a significant role in the development of data protection laws around the globe. To be in line with Fair Information Practices, we will take the following responsive action should a data breach occur:

  • We will notify affected users by email within seven business days.
  • We will notify affected users by telephone within seven business days.
  • We will notify users by in site notification within seven business days.

We also agree to the individual redress principle, which requires that individuals have a right to pursue legally enforceable rights against data collectors and processors who fail to adhere to the law. This principle requires not only that individuals have enforceable rights against data users, but also that individuals have recourse to courts or a government agency to investigate and prosecute non-compliance by data processors.

CAN-SPAM Act

The CAN-SPAM Act is a law that sets the rules for commercial email, establishes requirements for commercial messages, gives recipients the right to have emails stopped from being sent to them, and spells out penalties for violations.

We collect your email address to:

  • Send information and respond to inquiries, requests, or questions.
  • Send information and updates related to a transaction or service.
  • Send additional information related to our services, available properties, and market reports.
  • Market to our mailing list or continue to send emails to our clients after the original transaction has occurred.

To be in accordance with CAN-SPAM, we agree to the following:

  • Not to use false or misleading subjects or email addresses.
  • To identify the message as an advertisement in some reasonable way.
  • To include the physical address of our business or site headquarters.
  • To monitor third party email marketing services for compliance, if one is used.
  • To honor opt out and unsubscribe requests quickly.
  • To allow users to unsubscribe by using the link at the bottom of each email.

If at any time you would like to unsubscribe from receiving future emails, you can email us using the information below and we will promptly remove you from all correspondence.

Contacting us

If there are any questions regarding this privacy policy, you may contact us using the information below.

Principal Advisors
1011 Bay Street, Suite 111
Beaufort, SC 29902
(843) 380-2530
mflewelling@principalrem.com
https://principalrem.com

Last edited on August 25, 2026.