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Our Expertise Elevates
Commercial Real Estate
a B Carter Funds is a vertically integrated real estate and finance company backed by decades of experience and specializing in high-growth investment strategies. LEARN MORE
Investing in the Surging Data Center Economy a B Data centers are known as the backbone of the digital universe, supporting exponential growth in data usage from artificial intelligence, 5G, streaming, e-commerce, cloud computing and more. SEE OUR DATA CENTER STRATEGY Investing in Critical Housing a B Due to the housing affordability crisis in the U.S., more people are being priced out of home ownership and turning to reasonably priced apartments in attractive markets. VISIT CARTER MULTIFAMILY Investing in Tax-Smart Real Estate a B Unlike direct ownership, investing through a 1031 Exchange can allow for passive income and potential tax benefits, including the ability to defer capital gains taxes. EXPLORE OUR DST/1031 EXCHANGE STRATEGIES

Investing in High-Growth Real Estate

With more than $3 billion in assets under management through its affiliated companies (Carter Multifamily, Carter Exchange, Aphorio Carter, and Allegiant-Carter Management) Carter Funds focuses on acquiring, developing, and expertly managing real estate investments in high-growth industries and markets throughout the Southern and Mid-Atlantic U.S.

Tax-Advantaged 1031 Exchanges & DSTs
Multifamily Acquisitions & Development
Data Center Investments
Property Management
Expertise

A Reputation of Excellence

Our companies are built on over 300 years of combined real estate experience and led by experts who have managed more than $89 billion in real estate transactions.

Invested in Your Growth

With Carter Funds, you can invest in commercial real estate assets without the management headache. We have invested in, remodeled, or managed more than 80 properties across a diversified portfolio of core and value-add multifamily assets, data center properties, industrial properties and development projects.

$3.1 B
Assets Under Management
$4 B
Historical Acquisitions
$909 M
Sold Assets
50
Properties in 15 States
81
Properties Acquired
31
Properties Sold
10,654
Apartment Homes
16,764
Apartment Homes Acquired
6,110
Apartment Homes Sold
$3.1 Billion
Assets Under Management
50
Properties in 15 States
10,654
Apartment Homes
$4 Billion
Assets Acquired
81
Properties
16,764
Apartment Homes Acquired
$909 Million
In total sales price
31
Properties
6,110
Apartment Homes Sold

Diversified Portfolio

We aim to acquire assets in growing U.S. markets and drive investment performance through strategic value-add and operational improvements.

Featured Properties

Hear From Our Investors

This website and the contents contained herein are neither an offer to sell, nor a solicitation of an offer to buy, any security, which can be made only by a prospectus or offering memorandum that has been filed or registered with appropriate federal and state securities commissions and regulatory agencies, and sold only through registered broker dealers and registered investment advisors authorized to do so. All of the content on CarterFunds.com is the sole property and domain of Carter Funds and its respective affiliates. The content contained on this website may not be relied upon by any person for any purpose without the explicit prior written consent of Carter Funds and its affiliates. All information contained on this website will be qualified by the terms set forth in any applicable offering documents or prospectus. The information contained herein is subject to change for any purpose without notice.

There are a number of significant risks that should be considered and reviewed when considering an investment in real estate or real estate securities. These risks may have significant legal, financial, and tax consequences to an investor and should be considered carefully in consultation with such investor’s applicable advisors. Any such investment is suitable only for investors who have adequate financial means, desire a relatively long-term investment, who will not need liquidity from their investment, and can afford to lose their entire investment. Private placements are speculative.