Privacy Policy - Win Assets | Build Generational Wealth Through Real Estate

Effective date: April 29, 2026

Win Assets, LLC ("Win Assets," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy describes how we collect, use, disclose, and safeguard information through our website at www.winassetsusa.com and through other interactions you may have with us in connection with the Site (collectively, the "Services").

By using the Services, you agree to the collection and use of information in accordance with this Privacy Policy. If you do not agree with this Privacy Policy, please do not use the Services.

1. Information we collect

1.1 Information you provide to us

We collect information you voluntarily provide when you interact with the Services, including when you complete a contact or "Invest with us" form, request information about our offerings, sign up to receive communications, or otherwise contact us. This information may include:

Your name, email address, mobile or other phone number, and mailing address;
Information about your investment interests, accreditation status (when relevant and voluntarily provided), and investment goals;
Information about your professional background or affiliations;
Any messages, comments, or other content you submit through forms, email, text message, or other communications.

1.2 Information collected automatically

When you visit the Site, we and our service providers may automatically collect certain information about your device and your interaction with the Site, including:

IP address, browser type, operating system, device identifiers, and language settings;
Pages visited, time spent on pages, referring URLs, and other usage data;
Approximate geographic location based on IP address;
Information collected through cookies, web beacons, and similar technologies, as described in Section 5 below.

1.3 Information from third parties

We may receive information about you from third parties, such as analytics providers, advertising platforms, business partners, and service providers we engage to support our Services. We may combine this information with information we collect directly from you.

2. How we use information

We use the information we collect for the following purposes:

To respond to your inquiries and provide information you request;
To communicate with you about Win Assets, our team, and the types of opportunities we pursue;
To send you newsletters, updates, appointment reminders, and other communications you have requested or that relate to your relationship with us, including by email, phone call, and SMS or text message;
To operate, maintain, secure, and improve the Site and our Services;
To analyze usage trends and the effectiveness of our communications;
To comply with applicable legal obligations, regulatory requirements, and lawful requests from authorities;
To protect the rights, property, or safety of Win Assets, our users, or others;
For any other purpose disclosed at the time we collect the information or with your consent.

3. SMS and text message communications

When you provide your mobile phone number to Win Assets, including through any form on the Site, you consent to receive SMS and text message communications from us related to your inquiries, our offerings, our services, and your relationship with us. The categories of messages we may send include conversational messages from a member of our team, follow-ups about information you have requested, appointment scheduling and reminders, customer care messages, and promotional updates about our offerings.

Message frequency varies based on your interaction with us. Message and data rates may apply. You can opt out of SMS communications at any time by replying STOP to any message you receive from us. After you reply STOP, you will receive a confirmation message and will not receive additional SMS messages from us, except messages you initiate. You can reply HELP at any time for assistance, or contact us using the information in Section 11.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service or messaging delivery providers, is permitted. All other categories of personal information collected through the Services may be shared as described in Section 4 below; however, mobile phone opt-in data and consent are not shared with any third party for marketing purposes.

Carriers are not liable for delayed or undelivered messages.

4. How we share information

We do not sell your personal information. We may share information in the following circumstances:

4.1 Service providers

We share information with third-party service providers that perform services on our behalf, such as website hosting, email and SMS delivery, analytics, customer relationship management, marketing automation, and document management. These providers are authorized to use information only as necessary to perform services for us.

4.2 Affiliates

We may share information with our affiliated entities, including investment vehicles, property-owning entities, and related companies, for purposes consistent with this Privacy Policy. As stated in Section 3, mobile phone opt-in data and consent are not shared with any third party or affiliate for marketing purposes.

4.3 Legal and compliance

We may disclose information when we believe in good faith that disclosure is necessary to (a) comply with applicable laws, regulations, or legal process; (b) respond to lawful requests from public authorities; (c) enforce our Terms of Use or other agreements; or (d) protect the rights, property, or safety of Win Assets, our users, or others.

4.4 Business transfers

If Win Assets is involved in a merger, acquisition, financing, reorganization, sale of assets, or similar transaction, information about you may be transferred as part of that transaction. We will use reasonable efforts to ensure the recipient honors the commitments made in this Privacy Policy.

4.5 With your consent

We may share information for any other purpose with your consent or at your direction.

5. Cookies and tracking technologies

The Site uses cookies, pixels, and similar technologies to enable site functionality, remember your preferences, analyze usage, and support marketing. You can control cookies through your browser settings, but disabling certain cookies may affect Site functionality. We may use third-party analytics and advertising services, such as Google Analytics, that use these technologies to help us understand how visitors interact with the Site.

Some browsers offer a "Do Not Track" signal. Because there is no industry-standard interpretation of these signals, we do not currently respond to Do Not Track signals.

6. Email and marketing communications

We may send you marketing communications by email in accordance with applicable law. You may opt out of marketing emails at any time by following the unsubscribe instructions included in any such email or by contacting us using the information in Section 11. Even after you opt out of marketing communications, we may still send you transactional or relationship messages, such as messages relating to your inquiries or our legal obligations.

7. Data security

We use reasonable administrative, technical, and physical safeguards designed to protect the information we collect from loss, misuse, unauthorized access, disclosure, or alteration. However, no method of transmission over the Internet or electronic storage is completely secure, and we cannot guarantee absolute security. You are responsible for maintaining the confidentiality of any login credentials you may receive in connection with the Services.

8. Data retention

We retain personal information for as long as reasonably necessary to fulfill the purposes for which it was collected, including to satisfy legal, tax, accounting, regulatory, or reporting obligations, to resolve disputes, and to enforce our agreements. When we no longer need to retain personal information, we will dispose of it in a secure manner.

9. Your choices and rights

Subject to applicable law, you may have the following rights regarding your personal information:

Access — The right to request access to the personal information we hold about you;
Correction — The right to request correction of inaccurate or incomplete information;
Deletion — The right to request deletion of your personal information, subject to certain legal exceptions;
Opt-Out of SMS — The right to opt out of SMS communications by replying STOP to any text message from us;
Opt-Out of Email — The right to opt out of marketing emails by following the unsubscribe instructions in any such email.

To exercise these rights, please contact us using the information in Section 11. We may need to verify your identity before responding to your request. We will respond within the timeframe required by applicable law.

10. Children’s privacy

The Services are not directed to children under the age of 13, and we do not knowingly collect personal information from children under 13. If we learn that we have collected personal information from a child under 13, we will take reasonable steps to delete that information. If you believe we have inadvertently collected such information, please contact us using the information in Section 11.

11. Contact us

If you have questions, comments, or requests regarding this Privacy Policy or our privacy practices, please contact us at:

Win Assets, LLC
4880 S Lewis Ave., Suite 100
Tulsa, OK 74105
Website: www.winassetsusa.com

12. Updates to this privacy policy

We may update this Privacy Policy from time to time. The most current version will be posted on the Site with the updated effective date. We encourage you to review this Privacy Policy periodically. Your continued use of the Services after any update constitutes your acceptance of the revised Privacy Policy.

Jose Miranda

Team Chaplain

Jose Miranda has a magnetic personality combined with a natural ability to lead and inspire teams to win, have fun and achieve results.

His career spans over 20 years leading both small and large groups of people as a university chaplain, and as the Head of the pastoral department of a mega church.

Most recently, Jose successfully led teams in the Direct Sales industry for a social commerce company and became the #1 income producer for the country of Puerto Rico with over 100,000 members who came through his downline.

José Miranda is an excellent communicator, public speaker, writer and life coach as well as avid social media personality.

He lives in Tulsa, Oklahoma with his beautiful wife Krista. José has five wonderful children.

Moses Ehambe

Strategic Partnerships (Pro Athlete Division)

From the court to the community, Moses Ehambe’s journey from professional basketball to purpose-driven investing is anchored in one mission: building people.
As a former pro athlete and NBA coach, Moses spent years leading high-performance environments, developing leadership, and unlocking elite potential in others. Now, as a key leader at WIN Assets, he brings that same championship mindset into the world of multifamily real estate investing.

At WIN Assets, Moses helps athletes, executives, and everyday families invest with purpose—growing generational wealth while transforming lives and communities. He leads initiatives to bridge the gap between high-performers and high-impact investing, where profit meets purpose, and people remain the ultimate asset.

For Moses, this isn’t just real estate. This is legacy. This is transformation.
This is how we WIN, together.

Sarah Ehambe

Director of Community Impact

Sarah Ehambe is a high-capacity leader with a globally-informed perspective and a passion for building vibrant communities. Her diverse background, including living in 6 countries and 28 cities, has equipped her with unique cultural intelligence and an ability to navigate complex, cross-cultural challenges.

With a Master's in Organizational Leadership and a strong history of driving growth and innovation, Sarah excels at developing strategic initiatives that benefit both organizations and the people they serve. She has a proven track record of building high-performing teams, optimizing processes, and creating engaging, purpose-driven campaigns. Her work is guided by a belief that strong community relations are directly tied to an organization's mission and value. Sarah's leadership style is characterized by a decisive, dynamic, and influential approach, dedicated to fostering a sense of belonging, safety, and dignity within every community she touches.

Carey Velez

Director of Acquisition & Construction

As Director of Acquisitions and Construction, Carey is responsible for guiding the firm’s investment strategy and execution. He leads initiatives in deal sourcing, underwriting, due diligence, and financial modeling, while also overseeing all capital improvement projects and large-scale renovations across the portfolio. His ability to integrate financial acumen with operational oversight ensures that each acquisition is maximized for long-term performance and value creation.

Carey brings more than 16 years of combined experience in construction, development, and multifamily investment. He began his career with one of Oklahoma’s largest SFR Developers, where he oversaw the construction of more than 300 single-family homes across six cities while managing over $200 million in assets. This foundation gave him a deep understanding of large-scale project management, cost controls, real-time problem solving, quality execution and logistics. Following his tenure in Construction and Development, Carey spent a decade in multifamily investment brokerage, where he advised and transacted with leading investment groups both locally and nationally. During this time, he successfully closed more than $500 million in multifamily transactions and underwrote in excess of $1 billion in investment opportunities.

Carey’s unique blend of construction expertise, investment insight, and proven track record in transactions positions him as a key driver of the firm’s success. His leadership and experience provides investors with the confidence that each project is approached with discipline, foresight, and a relentless focus on results.

Jeremy Pinkerton

Director of Asset Excellence

Jeremy Pinkerton serves as the Director of Asset Excellence of WIN Assets, where she is responsible for the strategic oversight, financial performance, and long-term value creation of the firm’s multifamily real estate portfolio. She brings more than two decades of experience in asset management and revenue strategy, with a career that spans institutional hospitality, private real estate investment, and value-add initiatives.

Her background includes leadership at iconic hospitality assets such as The Waldorf=Astoria New York and the Westin Times Square, where she managed revenue budgets in excess of $150 million. She also held senior roles with Packard Hospitality and Avalon Hospitality as Chief Revenue Officer, where she focused on maximizing NOI for ownership groups through revenue growth initiatives, value-add renovations, brand conversions, and increasing market share across multiple markets.

At WIN Assets, Jeremy leverages this expertise to identify opportunities, implement repositioning strategies, and deliver consistent returns for investors while enhancing communities. She is passionate about education and community development, with a focus on initiatives at each WIN community that create opportunities and support long-term generational growth.

Jeremy holds an MBA from Metropolitan College of New York and a B.S. in Hotel & Restaurant Administration from Oklahoma State University, where she was recognized with the Rising Star Award. She also earned a Hotel Real Estate Investment
Certification from eCornell.

Fady Srour

Partner & Wealth Strategist

Fady Srour is a seasoned real estate investor with ownership in more than 1,000 multifamily doors across the United States as both a General Partner (GP) and Limited Partner (LP). In addition, he is actively invested in high-yielding real estate assets in Dubai, further expanding his international portfolio.

He is the founder and operator of three multimillion-dollar businesses employing over 40 professionals across the U.S. and Dubai. With a background in counseling psychology (M.A.) and over 17 years of experience in clinical and mental health work, Fady combines sharp business acumen with a deep understanding of leadership, mindset, and human behavior.

His portfolio focuses on multifamily and high-yielding properties, generating strong returns while creating long-term value. Through his Wealth & Winning brand, he mentors entrepreneurs and investors on building a wealthy mindset, harnessing faith, and executing disciplined strategies for financial growth.

Jason Van Valkenburg

Chief Operating Officer

Jason Van Valkenburg is the COO of WIN Assets, overseeing operations, leading and coordinating the company’s short-term and long-term strategic objectives, and directing financial reporting and risk management.

For the last twenty years, Jason has owned and operated a portfolio of over 10 companies in the sectors of wealth management, insurance, business/healthcare consulting, medical product development/distribution, and residential/commercial real estate. Jason’s multifocal expertise brings a unique approach to the operational excellence of WIN Assets.

Jason builds high-performing teams, including a wealth management company that managed over $100M in assets. He has consulted on multiple merger and acquisition events and has extensive experience in both the traded and non-traded real estate investment trust sectors. Jason is also an accredited investment fiduciary and board-certified estate and trust specialist.

Jonathan Conneely

Founder/CEO

Known as "Coach JC" is the founder of WIN Assets and WIN Communities, a purpose-driven real estate investment company committed to building wealth with impact and transforming communities where families can thrive and WIN.

But his journey didn’t start in real estate. After throwing away his basketball opportunity, hitting rock bottom with over $400K in debt, and fighting for his life to be a father, Coach JC made one of the greatest comebacks imaginable. Through faith, grit, and personal development, he rewrote his story and turned his greatest pain into his purpose.

For the past 17 years, Coach JC has built a reputation as a high-performance coach, speaker, and entrepreneur - training and leading teams across sports, business, and life. He has helped build 17 Championship teams, worked with elite athletes in the NBA, NFL, MLB, MLS, and the Olympics, and coached leaders and organizations nationwide on creating winning cultures.

As an entrepreneur, Coach JC has launched five businesses, authored six books, and founded the non-profit Fit First Responders. Now, through WIN Assets and WIN Communities, he brings that same winning mindset and purpose-driven leadership into real estate investing, creating lasting generational wealth for investors while transforming multifamily apartments into safe, thriving, life-giving communities.

His vision is bold: to acquire and operate 10,000+ multifamily units in key growth markets while delivering strong returns for investors and lasting transformation for residents.

At WIN Assets and WIN Communities, our mission is simple: Invest with purpose, build wealth with impact, and create communities where people don’t just live - they WIN.