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Carter Exchange Details

Assets Under Management$3B

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Carter Exchange: Verified Investor Reviews on Invest Clearly

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Carter Exchange Website

Carter Exchange

Carter Exchange Overview

Carter Funds is a fully integrated private real estate investment company headquartered in Tampa, Florida, specializing in high-growth commercial real estate. Backed by a leadership team with over 300 years of combined industry experience, the firm manages more than $3 billion in assets across 15 states, including multifamily, industrial, and critical infrastructure properties.

Carter Funds is distinguished by its innovative, tax-advantaged, and value-driven approach to real estate investing. Through its family of affiliated companies—Carter Multifamily, Carter Exchange, Aphorio Carter, and Allegiant-Carter Management—the firm provides comprehensive investment solutions, including acquisitions, development, asset management, property operations, and 1031 exchange programs.

With a focus on institutional-grade assets, strategic market diversification, and long-term value creation, Carter Funds delivers exceptional opportunities for investors and financial advisors alike. Its mission is to diversify portfolios, generate consistent returns, and build a lasting legacy of integrity, innovation, and growth within the alternative investment landscape.

Address

4890 W. Kennedy Blvd, Suite 200

Tampa,

Florida

33609

Year Founded

2018

Operates In

Texas

California

Florida

Tennessee

Asset Classes

Multifamily

Accepted Investors

Accredited