Terms of Service

Last updated: July 16, 2026

These Terms of Service (the "Terms") are a binding legal agreement between you (and the entity you represent, "you") and Homebasedao, Inc. ("Homebase," "we," "us," or "our"), operator of the Homebase Investor Database (the "Service") at investors.homebasecre.com. By clicking to accept these Terms, creating an account, or subscribing, you agree to these Terms. If you do not agree, do not subscribe to or use the Service. If you accept on behalf of a company or other entity, you represent that you are authorized to bind it, and "you" refers to that entity.

1. The Service

The Service is an informational research database of family offices and related investors active in commercial real estate. It is a reference tool only. Homebase is not a broker-dealer, investment adviser, or placement agent, does not receive transaction-based compensation, and provides no recommendations, matching, endorsements, or introductions. Search results reflect only the filters you choose. Nothing in the Service is investment, legal, tax, accounting, or other professional advice, and no fiduciary relationship is created.

2. Eligibility and accounts

The Service is offered solely for business-to-business use by users who are at least 18 years old and acting in a business or professional capacity. Each subscription is for a single named user; accounts, passwords, and sessions may not be shared. You are responsible for all activity under your account and for keeping your credentials secure.

3. Subscription, billing, and no refunds

Access is by paid subscription: a flat $99 per month or $780 per year, identical for every subscriber and never contingent on any outcome. Your subscription renews automatically at the then-current price for successive periods of the same length until you cancel. By subscribing you authorize Homebase and its payment processor (Stripe) to charge your payment method for the initial term and each renewal, until you cancel. Billing is handled by Stripe; we do not store your card details.

You may cancel at any time, effective at the end of the current paid period, from your account or by emailing info@homebasecre.com; you retain access until then. For annual subscriptions, we will send a renewal reminder before each renewal. We will give you at least 30 days' notice before any price increase takes effect on a renewal, and your continued subscription after it takes effect is your acceptance of the new price.

ALL FEES ARE NON-REFUNDABLE. To the maximum extent permitted by law, you are not entitled to any refund, credit, or proration for any reason, including for partial or unused subscription periods, unused reveals or features, downgrades, dissatisfaction with the Service, your failure to use the Service, or suspension or termination of your account (including for your breach). If you dispute a charge, contact info@homebasecre.com first. Initiating a chargeback or payment dispute for a charge that is valid under these Terms is itself a breach of these Terms, and we may suspend your account and recover the disputed amount and related fees; nothing here limits any right you cannot waive under card-network rules or applicable law.

4. License — access, not ownership

Subject to these Terms and your payment, Homebase grants you a limited, non-exclusive, non-transferable, non-sublicensable, revocable license to access the Service and use its data for your own internal business purposes (identifying and contacting prospective investors). The Service, the database, and their compilation, selection, arrangement, verification, software, and trademarks are owned by Homebase or its licensors and protected by law, and together with all exported data are Homebase's "Confidential Information." No rights are granted except as expressly stated. This is a license to use, not a sale of data.

5. Acceptable use

You agree that you will not, and will not permit anyone else to:

Exports are licensed to you alone and carry a per-subscriber watermark that makes leaked or redistributed copies traceable to your account. Breach of this section is a material breach and, given the nature of the data, may cause irreparable harm for which monetary damages are inadequate; Homebase may seek injunctive relief in addition to its other remedies.

6. Data sources and accuracy

The database is compiled from publicly available sources, including firms' own public websites, public regulatory filings (such as SEC Form D), and third-party email verification. Contact information reflects business (not consumer) contacts and is intended for legitimate business-to-business outreach. Firms and individuals may be added, changed, or removed at any time, and inclusion does not imply any relationship with, or endorsement by, the listed party or Homebase. You are responsible for confirming the accuracy and current status of any data before relying on it. "Verified" or "verification" means an automated deliverability check, or an email address published by the firm on its own public website, recorded at a point in time; it is not a guarantee of accuracy, current status, or deliverability. Data-accuracy disclaimers appear in Section 10.

7. Your outreach and compliance

You are solely responsible for how you use the data and for the legal compliance of any outreach you conduct, including under the CAN-SPAM Act, the Telephone Consumer Protection Act (TCPA), state anti-solicitation and "do-not-call" rules, applicable securities laws, and data-protection and privacy laws (including the CCPA/CPRA and, where applicable, the GDPR). You must honor opt-out and deletion requests you receive and must not use the data for any unlawful, harassing, or deceptive purpose. You bear all risk arising from your outreach.

8. Removal and privacy

Individuals and firms may request correction or removal as described in our Privacy Policy and removal page. Removals are permanent and honored across the Service, including exports.

9. Indemnification

You will defend, indemnify, and hold harmless Homebase and its parent, affiliates, and their respective officers, directors, employees, contractors, and agents (the "Homebase Parties") from and against any and all third-party claims, demands, actions, liabilities, damages, losses, fines, penalties, costs, and expenses (including reasonable attorneys' fees) arising out of or relating to: (a) your access to or use of the Service or the data; (b) your outreach, communications, or campaigns; (c) your violation of these Terms or any applicable law or regulation; or (d) your violation of any right of any third party. Homebase may assume the exclusive defense and control of any matter subject to indemnification, and you will cooperate with our defense. You may not settle any such matter in a way that imposes any obligation or admission on any Homebase Party without our prior written consent.

10. Disclaimer of warranties

THE SERVICE AND ALL DATA ARE PROVIDED "AS IS" AND "AS AVAILABLE," WITH ALL FAULTS AND WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY. TO THE MAXIMUM EXTENT PERMITTED BY LAW, THE HOMEBASE PARTIES DISCLAIM ALL IMPLIED WARRANTIES, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT, AND ANY WARRANTY REGARDING THE ACCURACY, COMPLETENESS, CURRENCY, RELIABILITY, OR DELIVERABILITY OF ANY DATA. THE HOMEBASE PARTIES DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, SECURE, OR ERROR-FREE, OR THAT ANY CONTACT INFORMATION IS ACCURATE OR WILL PRODUCE ANY RESULT. YOU ASSUME ALL RISK ARISING FROM YOUR USE OF THE SERVICE AND THE DATA.

11. Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, THE HOMEBASE PARTIES WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR ANY LOST PROFITS, REVENUE, DATA, BUSINESS, OR GOODWILL, ARISING OUT OF OR RELATING TO THE SERVICE OR THESE TERMS, WHETHER IN CONTRACT, TORT, OR OTHERWISE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. THE HOMEBASE PARTIES' TOTAL AGGREGATE LIABILITY FOR ALL CLAIMS ARISING OUT OF OR RELATING TO THE SERVICE OR THESE TERMS WILL NOT EXCEED THE GREATER OF (A) THE AMOUNTS YOU PAID TO HOMEBASE IN THE TWELVE (12) MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM, OR (B) ONE HUNDRED U.S. DOLLARS ($100). THESE LIMITATIONS APPLY EVEN IF A REMEDY FAILS OF ITS ESSENTIAL PURPOSE. Some jurisdictions do not allow certain exclusions or limitations, so some of the above may not apply to you.

12. Time limit on claims

To the extent permitted by law, any claim or cause of action arising out of or relating to the Service or these Terms must be filed within ONE (1) YEAR after the claim arose; otherwise it is permanently barred.

13. Termination

You may cancel at any time as described in Section 3. We may suspend or terminate your access at any time, with or without notice, if you breach these Terms (including the acceptable-use terms), if required by law, or to protect the Service, the data, or any person. On termination your license ends immediately and you must stop using and delete any data obtained from the Service, except copies you are legally required to retain. Any provision that by its nature should survive termination survives, including Sections 1–12 and 14–16.

14. Dispute resolution — arbitration and class-action waiver

PLEASE READ THIS SECTION CAREFULLY — IT AFFECTS YOUR LEGAL RIGHTS. These Terms are governed by the laws of the State of Delaware, without regard to its conflict-of-laws rules and without application of the U.N. Convention on Contracts for the International Sale of Goods. Before starting any proceeding, the parties will try in good faith to resolve the dispute informally by written notice to the other for at least 60 days. Any dispute not resolved will be settled by binding individual arbitration administered by the American Arbitration Association (AAA) under its Commercial Arbitration Rules (or, where the claimant is an individual, its Consumer Arbitration Rules), seated in Delaware or, at the individual claimant's election, conducted by videoconference or in the claimant's home county. The Federal Arbitration Act governs this Section. The arbitrator has exclusive authority to resolve any dispute about the interpretation, scope, enforceability, or formation of this arbitration agreement, including whether a claim is arbitrable. Each party bears its own fees except that Homebase will pay any arbitration filing and arbitrator fees that exceed what you would have paid to file in court, to the extent the applicable rules require. YOU AND HOMEBASE WAIVE THE RIGHT TO PARTICIPATE IN ANY CLASS, COLLECTIVE, CONSOLIDATED, OR REPRESENTATIVE ACTION; arbitration will proceed only on an individual basis. If the class, collective, or representative-action waiver is found unenforceable as to a particular claim, that claim (and only that claim) will be severed and proceed in court, and the rest of this Section still applies. If a claim for public injunctive relief is found non-waivable, that claim alone is severed and stayed for a court of competent jurisdiction while the remaining claims proceed in arbitration. Notwithstanding the above, either party may bring an individual claim in small-claims court, and either party may seek injunctive or equitable relief in court to protect its intellectual property or Confidential Information (Sections 4–5). REGARDLESS OF WHETHER THE ARBITRATION PROVISION ABOVE IS ENFORCEABLE, TO THE FULLEST EXTENT PERMITTED BY LAW EACH PARTY IRREVOCABLY WAIVES ANY RIGHT TO A JURY TRIAL IN ANY ACTION ARISING OUT OF OR RELATING TO THESE TERMS OR THE SERVICE. For any claim not subject to arbitration, the state and federal courts located in Delaware have exclusive jurisdiction and venue, and each party consents to personal jurisdiction there, subject to the small-claims and any non-waivable consumer carve-outs above.

15. General

These Terms, together with the Privacy Policy, are the entire agreement between you and Homebase regarding the Service and supersede all prior understandings. If any provision is held unenforceable, it will be limited or severed to the minimum extent necessary and the remaining provisions remain in full effect. Our failure to enforce any provision is not a waiver. You may not assign these Terms without our prior written consent; we may assign them freely, including in connection with a merger, acquisition, or sale of assets. Nothing in these Terms creates any third-party beneficiary rights. Neither party is liable for any delay or failure caused by events beyond its reasonable control (force majeure). You consent to receive communications, agreements, disclosures, and notices from us electronically — by email to the address on your account or by posting in the Service — and agree that electronic records and signatures satisfy any legal requirement that such communications be in writing. We may update these Terms from time to time; material changes will be posted here with a revised "last updated" date, and your continued use after they take effect is your acceptance.

16. Contact

Questions about these Terms, billing, privacy, or removal requests: info@homebasecre.com.