Tampa, United States
Carter Funds is a fully-integrated real estate acquisition, fund management, and property management company, making strategic moves in high-growth real estate markets across the Southern and Mid-Atlantic U.S.. With more than $3 billion in assets under management through its affiliates, this financial services entity is carving out a significant niche for itself since its inception in 2018.
The company's robust structure includes specialized divisions like Carter Exchange (CX), which offers institutional-quality real estate exchange programs leveraging tax-deferral advantages under Section 1031. Meanwhile, Carter Multifamily Fund Management Company (CMF) is actively acquiring and developing workforce-centric multifamily properties.
Focus extends to the tech realm through Aphorio Carter Fund Management Company, targeting real estate tied to technology infrastructure. Property management needs are efficiently handled by Allegiant-Carter Management, ensuring quality and value through expert practices. With a combined industry experience of over 300 years, Carter Funds stands out as a mainstay for investors seeking growth in real estate sectors.
