August 2016 1031 and Interval Fund Sales

September 14, 2016

August 1031 and Interval Fund Sales

September 14, 2016 | by Beth Glavosek | Blue Vault


The numbers are in, and Blue Vault has the latest data on sales of 1031 Exchange Programs and Interval Funds for August. Blue Vault has just begun collecting sales data on these two products, in addition to nontraded REITs and BDCs, whose sales were released yesterday.

August sales numbers were as follows:

  • 1031 Exchange Programs: $38.6 million
  • Interval Funds: $159.5 million

The product sponsor leading the way in sales for 1031 Exchange Programs raised $32.9 million in August. Interval Fund equity of $92.6 million, or 58%, of total Interval Fund equity, was raised by the top sponsor in the market.

For complete sales data aggregated by Blue Vault, please visit our Monthly Sales page in “The Vault”.

Please note: Blue Vault just began to collect sales figures for 1031 Exchange Programs and Interval Funds currently being sold in the Independent Broker Dealer Industry.  Blue Vault estimates that the numbers above represent over 90% of all sales from August 2016.
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Thomas E. Burns, III
July 29, 2015
February 22, 2016

I subscribe to Blue Vault to keep up with the sponsors and their wholesalers! The analysis keeps me up to date with the various portfolios and the way they are managed, including the differences between them.