Last Updated: May 14, 2025
“Sponsor” means an entity, whether U.S.‐ or Canada/Mexico-based, that lists and administers one or more private offerings through the Platform.
“Investor” means any natural person or entity (accredited, non-accredited, institutional) that (i) is invited to view, perform KYC for, or invest in a Sponsor’s offering, and (ii) registers for an account.
“Reg D 506(b), Reg D 506(c), Reg S” and “Private Placement” each have the meanings set forth in Rule 501 of Regulation D and Regulation S under the Securities Act of 1933.
“Services” and “Platform” have the meanings in Section 1.3 below.
“Terms” means these Terms of Service, as updated from time to time as set forth herein.
“HomebaseDAO” or “HomebaseCRE”, “we,” “us,” or “our” refers to HomebaseDAO, Inc., as well as our affiliates and subsidiaries.
“Site” means our website.
“Services” collectively refers to our website (the “Site”), and/or other platform(s), and your interactions with us and personal information we may collect offline, including any collection through third parties in conjunction with the access provided to you to our digital platform by us, or our licensors that allows you to view, invest, and to exercise some of the rights arising from your ownership of shares, including voting rights.
“user,” “you,” or “your” refers to you and all other users or visitors of the Services.
2. Acceptance of Terms
2.1. These Terms set forth the legally binding conditions for your use of the Services.
2.2. The Services are available to:
2.3. All Investors may invest only in offerings for which they qualify (e.g., accredited vs. non-accredited).
2.4. Please see our Privacy Policy for details on data collection, use, and sharing.
2.5. Data Retention & Deletion
2.5.1. Retention Period. We retain your personal information only as long as necessary to provide the Services, comply with legal and regulatory obligations (including KYC/AML rules that generally require retaining KYC records for up to five (5) years after account closure), resolve disputes, and enforce our agreements.
2.5.2. Account Closure & Deletion. When you close your account, we will delete or anonymize your personal data within 60 days, except to the extent we reasonably need to retain it for (a) fraud prevention, (b) compliance with law or litigation holds, or (c) legitimate business purposes, in which case we will securely isolate and protect the data until the retention need ends. Notwithstanding the 60-day purge for most data, we will retain core KYC/AML records (e.g., identity-verification results, date of verification) for the legally required period.
2.5.3. Your Rights. You may request access to, correction of, or deletion of your personal data at any time by contacting us at [email protected]. We’ll respond in accordance with applicable data-protection laws and our Privacy Policy.
2.6. These Terms include a binding arbitration provision: you waive jury trial and class actions.
2.7. Eligibility & Acceptance. You must be 18 or older. By accessing or using the Services, you (a) confirm you’re at least 18 and have capacity to agree; (b) accept these Terms (including the Privacy Policy); (c) agree that continued use after material changes constitutes acceptance; and (d) consent to electronic communications.
3. Disclaimer Regarding Investments
3.1. No Advice. Nothing on the Services constitutes investment, financial, tax, legal, or other professional advice or an offer to buy or sell securities. All decisions are your sole responsibility.
3.2. Suitability. Real-estate securities may not suit all investors; availability depends on jurisdiction and exemption status.
3.3. Educational Only. We may provide educational content only; you should consult your own advisors before making investment decisions.
4. License; Accessing the Services
4.1. License Grant. Subject to your compliance with these Terms, HomebaseDAO, Inc. (“Homebase”) grants you a limited, non-exclusive, non-sublicensable, revocable, non-transferable license to access and use the Services solely for your personal, non-commercial use. Any rights not expressly granted herein are reserved by Homebase and its licensors.
4.2. Your Obligations. You agree that:
a. All information you provide when registering or using the Services is true, accurate, current and complete.
b. You will keep your account credentials confidential and not share them.
c. You’re responsible for any activity under your account.
4.3. Technical Requirements. You are responsible for procuring and maintaining all hardware, software (including updating to the latest version when required) and Internet connectivity needed to access and use the Services. Homebase makes no warranties regarding device compatibility or network performance, and is not liable for any failures or limitations of your equipment or connection.
5. No Guarantee of Service
5.1. Right to Modify or Discontinue. Homebase may, in its sole discretion and without notice or liability, modify, suspend, remove or discontinue any portion of the Services (or impose limits on use or access) at any time, temporarily or permanently.
5.2. No Liability. In no event will Homebase be liable for the discontinuation, modification, suspension or removal of, or disabling of access to, any portion of the Services, or for any downtime, whether scheduled or unscheduled.
5.3. Registered-User Restrictions. From time to time, Homebase may restrict some or all Services to registered users only. You agree that Homebase has no liability for enforcing such restrictions.
6. Account Registration & Identity Verification
6.1. Registration. Some features require an account. You must provide accurate, current information. You may not impersonate others or share your account. We may disable accounts at our discretion.
6.2. Consent to Processing. You authorize us to collect, process, and store personal data for identity verification, KYC/AML, fraud prevention, and compliance.
6.2.1. We engage trusted third-party providers (e.g., Persona for identity verification; Plaid, Stripe, Dwolla, ZumRails, Orum for payments) to process your Personal Information on our behalf. By using the Services, you consent to our sharing your data with these processors in accordance with our Privacy Policy.
6.3. KYC Requirements.
6.4. Personal Information; Additional Documentation.
7. Electronic Signatures. When Sponsors or Investors execute agreements, it’s via Dropbox Sign. Sponsors ensure compliance with U.S. E-SIGN, Canada’s PIPEDA, Mexico’s LFPDPPP, and any local e-ID laws. Homebase disclaims liability for invalid signatures.
8. Sponsor Communications. Sponsors may email Investors via the Platform. All content is Sponsor-created; Sponsors must comply with CAN-SPAM, CASL, Mexico’s LFPDPPP, and similar laws. Homebase disclaims liability and may suspend emailing for violations.
9. Account Security
9.1. Credentials. You’re responsible for safeguarding your account and password; do not share them.
9.2. Security Breach. Promptly notify us at [email protected] of any suspected breach. Cooperation is required; prompt notice does not guarantee reimbursement.
10. Computer Viruses & Malicious Code. Homebase isn’t liable for damages from viruses, malware, phishing, spoofing, or other attacks. We recommend reputable antivirus software and always logging in directly via the Site.