Carter Funds
Carter Funds is a fully integrated real estate and finance company that specializes in high-growth investment strategies, backed by decades of executive experience. With over $3 billion in assets under management, the firm concentrates on acquiring, developing, and expertly managing real estate investments across high-growth industries and key markets throughout the Southern and Mid-Atlantic United States. The firm’s expertise is built on over 300 years of combined real estate experience from its leaders, who have managed more than $89 billion in historical transactions, demonstrating a profound specialization in structuring alternative investments for investor benefit.
The company operates through a synergistic group of subsidiaries, including Carter Exchange, Carter Multifamily, Aphorio Carter, and Allegiant-Carter Management, each focusing on distinct, high-demand sectors. Investment strategies are strategically diversified, covering critical housing through multifamily acquisitions and development, and addressing the surging digital economy through data center investments. Furthermore, Carter Funds is a significant provider of tax-smart real estate options, offering tax-advantaged 1031 Exchanges and Delaware Statutory Trusts (DSTs), which allow for passive income generation and the potential to defer capital gains taxes for clients.
As a vertically integrated firm, Carter Funds ensures comprehensive control and value creation by managing the entire investment lifecycle, from initial acquisition and renovation to long-term property management. This integrated approach, supported by the Allegiant-Carter Management division, enables operational improvements and strategic value-add initiatives across its portfolio, which includes over 50 properties in 15 states and more than 10,500 apartment homes. Carter Funds’ primary focus is partnering with financial advisors to provide their clients with essential opportunities in private markets, offering commercial real estate investments without the associated management complexities.
Contact Info:
Address: 4890 W. Kennedy Blvd, Suite 200, Tampa, FL 33609
Phone: (813) 281-1023
Email: contactus@carterfunds.com
Website: carterfunds.com
