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Tax-Advantaged Investment Strategies

Carter Exchange

Innovative. Experienced. Institutional-Quality 1031 Exchange Properties.

Tax-Advantaged Investment Strategies

Carter Exchange

Innovative. Experienced. Institutional-Quality 1031 Exchange Properties.

Real Estate Investments Backed by Decades of Experience and a Strong Commitment to Excellence

Carter Exchange (CX), a Carter Funds company, is a national real estate investment and management company that sponsors institutional-quality real estate exchange programs that are intended to qualify for tax deferral under Section 1031 of the Internal Revenue Code. Carter Exchange targets real estate property acquisitions in the multifamily, industrial, and specialty sectors.

With over $2 billion in assets under management, our portfolio includes real estate in sectors that have key long-term demand drivers and offer the potential to provide exceptional value to investors.

Current Portfolio

Open Offerings

Carter Exchange DST Programs seek to offer recurring monthly income, 1031 eligibility, and portfolio diversification.

Portfolio at a Glance

As of June 2024

$2.05B
Total DST AUM
25
Total Properties
23
DST Programs
Multifamily
21
Multifamily Properties
6,144
Apartment Homes
Commercial
4
Commercial Properties
900,000
Commercial Sq Ft

Carter Exchange DST Programs seek to offer recurring monthly income, 1031 eligibility, and portfolio diversification

$2.05 B
Total DST AUM
25
Total Properties
23
DST Programs
Multifamily
21
Multifamily Properties
6,144
Apartment Homes
Commercial
4
Commercial Properties
900,000
Commercial Square Footage

Carter Exchange Leadership Team

Dallas Whitaker

Chief Executive Officer

Gael Ragone

President

Why Choose Us

The CX Advantage

CX sponsors Section 1031-syndicated Delaware statutory trust investment programs or DSTs. Our DSTs seek to provide institutional-quality real estate offerings with recurring monthly income, opportunities for growth, and portfolio diversification.

Participating in a 1031 exchange can be a complex process without the right sponsor. Our goal is to simplify that process and offer tax-advantaged opportunities to invest passively and easily in high-quality real estate that performs in any market cycle.

CX real estate is thoroughly vetted by our experienced team. Every asset is acquired based on a strategic plan designed to maximize value and cash flow and managed by our in-house management team. Our deep-rooted industry relationships aid us in strategically acquiring properties in key markets with strong economic growth.

Founded in 2019, Carter Exchange has built a strong track record ranking as a DST sponsor by market share, and has structured 26 private placement offerings to date. CX’s first two full-cycle deals were completed in 2023 and together produced a 25.54% average annual return and an average total return of 60.98%.

CX is backed by Carter Funds, a fully integrated real estate investment company led by veterans in the industry. The team has acquired more than $3.5 billion of real estate since founding Carter Funds in 2019 and plays an active role in identifying investments, structuring offerings, and providing operational management for CX.

With this experienced and dedicated team by your side, discover how CX can add value to your investment portfolio through our accretive DST programs

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.