Effective Date: June 1, 2026
These Terms of Service ("Terms") govern your use of the Keystone Investment Property Consulting ("Keystone," "Consultant," "we," "us") website and the consulting services we provide. By accessing this website, scheduling a paid call, or engaging Keystone for any consulting work, you ("Client," "you") agree to these Terms. Please read them carefully.
By using our website, scheduling a paid call, or engaging us for any consulting work, you confirm that you are at least 18 years old, have the legal authority to enter into these Terms (on your behalf or on behalf of a business or entity you represent), and accept these Terms in full. If you do not agree to these Terms, please do not use our services.
Keystone provides real estate investment consulting, training, operational analysis, market evaluation, and strategic advisory services relating to residential and commercial real estate investments, portfolios, acquisitions, renovations, leasing performance, and asset optimization. Our services may include, but are not limited to:
Client acknowledges that Keystone's analyses, opinions, recommendations, and reports are advisory in nature only and do not constitute legal, financial, tax, lending, appraisal, engineering, or licensed brokerage services unless expressly agreed otherwise in writing.
The Strategy Call, New Investor Roadmap Call, and Intro Call are scheduled and paid through our third-party booking platform. These are conversation-based engagements governed by these Terms and the description of each call on our Services page.
Cancellation of Calls. You may reschedule or cancel a scheduled call up to 24 hours before its start time at no charge. Cancellations made less than 24 hours before the scheduled time are non-refundable, except at our discretion. No-shows are non-refundable.
Property Analysis & Strategy, Underperforming Property Plan, and Portfolio Review are written engagements. These engagements are governed by a separate written Client Agreement signed by both parties before work begins. In the event of any conflict between these Terms and the signed Client Agreement, the Client Agreement controls.
Calls are paid in full at the time of booking through our scheduling platform. Written engagements are invoiced separately. Unless otherwise agreed in writing, all invoices shall be due and payable within fifteen (15) days of receipt. Any unpaid balance remaining more than fifteen (15) days past due shall accrue interest at the rate of one and one-half percent (1.5%) per month or the maximum amount permitted by applicable law, whichever is less. Keystone may suspend performance of services during any period in which Client maintains an overdue balance. Client shall remain responsible for all fees and expenses incurred prior to termination.
Keystone's services are advisory and consultative in nature only. Client acknowledges that all recommendations, analyses, projections, opinions, and reports are based upon available information, market conditions, and Keystone's professional judgment at the time provided. Keystone does not guarantee investment performance, profitability, appreciation, tenant performance, financing approval, or any specific financial outcome.
Keystone is not acting as Client's attorney; acting as Client's certified public accountant; acting as Client's licensed appraiser; acting as Client's financial advisor, lender, engineer, architect, contractor, or inspector unless separately engaged in such capacity. Client remains solely responsible for all independent due diligence, investment decisions, legal compliance, financial and tax compliance, inspections, and all other decisions and supervision requirements. Client acknowledges that it has had the opportunity to seek independent legal, accounting, financial, tax, appraisal, engineering, construction, and brokerage advice prior to relying upon Keystone's recommendations.
Client acknowledges and agrees that Keystone does not and cannot guarantee any specific result, outcome, financial return, operational improvement, business growth, investment performance, appreciation, rental income, occupancy level, refinancing result, disposition result, profitability, tax benefit, or return on investment arising from the services provided.
Any analyses, projections, estimates, opinions, recommendations, strategies, market observations, underwriting assumptions, or forward-looking statements provided by Keystone are inherently uncertain and are based upon available information at the time provided, current market conditions, and other information and sources. Actual results may vary materially from projections or expectations.
To the fullest extent permitted by law, Client knowingly and voluntarily assumes all risks associated with all actions taken by, in relation to, or in connection with Keystone's advice. Client releases Keystone from any claim arising from business losses, investment performance, unrealized profits, diminished value, market conditions, or unsuccessful outcomes except to the extent caused by Keystone's gross negligence or willful misconduct.
ALL SERVICES, REPORTS, ANALYSES, MATERIALS, DATA, AND RECOMMENDATIONS ARE PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED. KEYSTONE EXPRESSLY DISCLAIMS ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, ACCURACY, PERFORMANCE, NON-INFRINGEMENT, BUSINESS SUCCESS, AND INVESTMENT PERFORMANCE.
Client expressly acknowledges that all real estate investments and business operations involve substantial risks, including but not limited to: market fluctuations; economic downturns; interest rate changes; financing limitations; construction cost increases; contractor performance issues; tenant default or vacancy; insurance limitations; and other risks known and unknown at the time of contracting, which cannot be known or fully defined within these Terms. Keystone shall not be responsible for losses, diminished returns, failed investments, or operational difficulties arising from such risks.
Client retains sole and exclusive responsibility for evaluating Keystone's recommendations, conducting independent due diligence, verifying assumptions, projections, and data, obtaining independent legal, tax, accounting, engineering, appraisal, brokerage, construction, lending, and financial advice, and making all final investment, operational, business, management, acquisition, disposition, leasing, financing, renovation, and implementation decisions.
Keystone shall have no authority to bind Client contractually, financially, legally, or operationally. Client expressly acknowledges that all decisions made by Client or its affiliates shall constitute Client's independent business judgment and shall not be attributed to Keystone.
All reports, analyses, recommendations, projections, presentations, market reviews, spreadsheets, opinions, deliverables, and communications prepared or provided by Keystone are intended solely for the internal use and benefit of Client.
No third party shall have any right to rely upon Keystone's materials, claim beneficiary status under these Terms, assert claims arising from Keystone's services, or use Keystone's reports for financing, securities offerings, marketing, syndication, appraisal, investment solicitation, or regulatory compliance purposes unless expressly authorized in writing by Keystone. Client shall not distribute Keystone's materials to third parties without Keystone's prior written consent except as reasonably necessary for Client's internal operations. If Client shares Keystone's materials with third parties, Client shall do so solely at Client's own risk and shall indemnify and hold harmless Keystone from any resulting claims, liabilities, losses, damages, or expenses. Keystone expressly disclaims any duty or obligation to any third party who may receive, review, access, or rely upon Keystone's services or deliverables.
Keystone treats information shared by Client in connection with an engagement as confidential and uses it only for the purposes of providing the agreed services. Keystone does not share client information with third parties except (a) with Client's consent, (b) as required by law, or (c) with service providers under appropriate confidentiality obligations.
Client agrees to keep Keystone's written deliverables, methodologies, recommendations, proprietary materials, templates, reporting formats, and analytical methods confidential and to use them only for Client's own internal evaluation and decision-making. Client shall not share, reproduce, distribute, or commercially exploit Keystone's materials externally or with unauthorized third parties.
All content on this website — including text, design, logos, the Keystone name and arch mark, and all written deliverables produced as part of an engagement — is the intellectual property of Keystone Investment Property Consulting. Keystone retains the sole, exclusive, and perpetual ownership of all right, title, and interest in and to all intellectual property, proprietary materials, and work product owned, created, developed, modified, acquired, or utilized by Keystone, whether existing prior to, during, or after the term of any engagement.
Subject to Client's compliance with these Terms and payment of all amounts due, Keystone grants Client a perpetual internal-use license, conditioned upon payment, to internally use deliverables specifically provided by Keystone solely for Client's internal business operations. This license does not grant Client the right to resell Keystone's materials, reproduce materials commercially, distribute materials externally, create derivative works, remove proprietary notices or branding, reverse engineer Keystone's systems or methodologies, use Keystone's materials to train third parties, upload Keystone's materials into AI systems, machine learning platforms, or public databases, or share Keystone's materials with competitors or unrelated third parties. Any rights not expressly granted herein are reserved exclusively by Keystone.
To the fullest extent permitted by applicable law, Keystone's total cumulative liability arising out of or relating to these Terms, the services, or any acts or omissions connected thereto, regardless of the legal theory asserted, shall be strictly limited to the total amount of fees actually paid by Client directly to Keystone during the twelve (12) month period preceding the event giving rise to the claim. Under no circumstances shall Keystone be liable for any losses, damages, or claims that are known or unknown, regulatory issues, and any and all similar damages, losses, penalties, or consequences that could result as a byproduct or result of Keystone's work. This limitation shall apply even if Keystone has been advised of the possibility of such damages.
In no event will Keystone be liable for any indirect, incidental, consequential, special, exemplary, or punitive damages, including without limitation lost profits, lost opportunities, lost rents, or property value losses.
Client expressly acknowledges and agrees that these Terms are entered into solely with Keystone in its specifically identified business capacity. Under no circumstances shall any affiliate, subsidiary, parent company, related entity, partnership, joint venture, brokerage, investment entity, property management company, consulting company, real estate company, holding company, member-managed entity, manager-managed entity, employee, officer, director, shareholder, member, manager, partner, agent, contractor, representative, successor, assignor, assignee, or other business owned, operated, managed, controlled, affiliated with, or partially owned by Keystone shall have any liability whatsoever arising from or related to these Terms or the services provided hereunder.
Any claim arising out of or relating to these Terms must be brought within one (1) year after the event giving rise to the claim occurred or reasonably should have been discovered, whichever occurs first. Failure to bring a claim within such period shall constitute an absolute waiver of such claim.
Client acknowledges and agrees that Keystone is not acting as:
Nothing contained in Keystone's services, reports, recommendations, projections, analyses, market commentary, or communications shall constitute investment advice, securities advice, an offer to sell securities, a solicitation of securities investors, a recommendation to purchase or sell securities, or an opinion regarding the legality or compliance of any syndication or investment structure.
Keystone does not prepare or approve offering memoranda, securities disclosures, investor solicitation materials, or securities compliance documentation unless separately retained in writing for such services. Client remains solely responsible for compliance with all applicable federal and state securities laws, regulations, disclosure obligations, registration requirements, exemptions, and investor communications.
Client acknowledges that electronic communications, including email, cloud-based file sharing, text messaging, electronic payment systems, and internet-based communications, may be vulnerable to a multitude of different attacks, fraud, malware, and compromise. Keystone shall not be liable for losses arising from fraudulent wire instructions, intercepted communications, unauthorized account access, cybersecurity breaches beyond Keystone's reasonable control, or reliance upon altered or fraudulent communications appearing to originate from Keystone.
Client agrees to independently verify all wire instructions, payment requests, account changes, or sensitive financial communications through direct verbal confirmation using independently verified contact information prior to transmitting funds.
Client further acknowledges that Keystone does not guarantee the security, uninterrupted availability, or integrity of third-party communication systems, cloud storage providers, software platforms, or electronic transmission systems. The Parties agree that electronic signatures, PDFs, scanned signatures, and electronically transmitted documents shall be enforceable to the fullest extent permitted by law.
Keystone shall not be liable for any delay, interruption, reduction in services, or failure to perform arising from causes beyond Keystone's reasonable control, including but not limited to acts of God, natural disasters, pandemics, government action, or any and all other events beyond Keystone's control. In the event of a force majeure occurrence, Keystone may, at its sole discretion, suspend services temporarily, reschedule sessions, modify delivery methods, or extend deadlines reasonably necessary under the circumstances. Force majeure events shall not relieve Client of payment obligations for services already performed or non-refundable expenses already incurred.
Client acknowledges and agrees that Keystone is not providing errors and omissions insurance coverage, professional liability insurance coverage, or any other insurance protection for Client's business operations, investments, properties, personnel, investors, or affiliates. Keystone's services are advisory in nature only and shall not be construed as risk management, insurance underwriting, or guaranteed compliance services. Client remains solely responsible for obtaining and maintaining all insurance coverage Client deems necessary or appropriate. Keystone makes no representation that Client's activities, investments, operations, or transactions are insurable or adequately insured.
Keystone is an independent contractor and not an employee, partner, or agent of Client. Nothing in these Terms creates a partnership, joint venture, agency, fiduciary, employment, or franchise relationship between Keystone and any client. Neither party has the authority to bind the other.
Keystone may update these Terms from time to time. The most current version will always be posted on this page with an updated Effective Date. Continued use of our website or services after changes are posted constitutes acceptance of the revised Terms.
These Terms shall be governed by the laws of the State of North Carolina, without regard to its conflict-of-laws principles. Client shall be responsible for all collection costs, attorneys' fees, and expenses incurred in collecting unpaid balances.
The Parties agree to first attempt in good faith to resolve any dispute, claim, controversy, or disagreement arising out of or relating to these Terms, the services, the Parties' relationship, or any acts or omissions related thereto ("Dispute") through informal discussions and negotiations. Either Party may provide written notice describing the nature of the Dispute and requesting informal resolution efforts. The Parties shall use commercially reasonable efforts to resolve the Dispute informally within thirty (30) days following such notice.
If the Dispute is not resolved through informal negotiations, the Parties agree that, as a condition precedent to litigation or arbitration, the Dispute shall first be submitted to confidential pre-litigation mediation. The mediation shall be conducted in New Hanover County, North Carolina unless otherwise agreed in writing; be administered by a mutually agreed mediator experienced in commercial or real estate-related disputes; occur within sixty (60) days after written demand for mediation unless extended by mutual agreement; and be attended by individuals possessing full settlement authority. The Parties shall share mediator fees equally, except that each Party shall bear its own attorneys' fees, expert fees, travel expenses, and litigation preparation costs incurred in connection with mediation. All mediation communications, negotiations, statements, and settlement discussions shall remain confidential and inadmissible to the fullest extent permitted by applicable law.
No Party may initiate litigation or arbitration until mediation has been completed in good faith; provided, however, that either Party may seek temporary injunctive relief, restraining orders, or equitable remedies necessary to protect any items subject to protection under these Terms or applicable law.
If mediation does not resolve the Dispute, the Parties agree that the Dispute shall be resolved exclusively through final and binding arbitration. The arbitration shall be conducted in Wilmington, North Carolina; be administered by the American Arbitration Association ("AAA") or another mutually agreed arbitration service; proceed pursuant to the applicable commercial arbitration rules then in effect; and be conducted before a single arbitrator experienced in commercial contract and real estate-related disputes. Judgment upon the arbitration award may be entered in any court having jurisdiction.
TO THE FULLEST EXTENT PERMITTED BY LAW, THE PARTIES KNOWINGLY AND VOLUNTARILY WAIVE ANY RIGHT TO TRIAL BY JURY IN CONNECTION WITH ANY DISPUTE ARISING OUT OF OR RELATING TO THESE TERMS OR THE SERVICES.
The prevailing Party in any mediation, arbitration, litigation to compel arbitration, enforcement proceeding, or action relating to these Terms shall be entitled to recover its reasonable attorneys' fees, expert witness fees, costs, and expenses incurred in connection therewith.
Questions about these Terms can be sent to info@keystoneipc.com.
Keystone Investment Property Consulting provides property-level real estate investment consulting and strategic advisory services. All analysis, recommendations, and projections reflect our professional opinion based on information available at the time of the engagement and are subject to market conditions, property-specific risks, and factors outside our control.