Carter Funds

03/03/2025

Carter Multifamily has just acquired Mode at Melbourne (formerly Palm Bay Grand), a 166-unit community in Florida’s booming Space Coast. With larger-than-average floorplans and resort-style amenities, the property is well-positioned for long-term appreciation amid strong job growth from nearby employers like SpaceX, Blue Origin, and Boeing. Our in-house property management team, Allegiant-Carter, intends to drive value through renovations, upgrades, and operational efficiencies. Read more here: https://carterfunds.com/carter-multifamily-acquires-mode-at-melbourne/

02/26/2025

Aphorio Carter recently acquired two enterprise data centers for $35M in Kentucky. These Tier III LEED Gold-certified properties are in the Louisville MSA, each spanning 102,500 SF with 1,000 kW of critical power. With data center vacancy rates nearing zero in the Louisville market and no new supply on the horizon, Aphorio Carter plans to enhance power capacity and connectivity in the facilities, positioning them for enhanced leasing strategies and long-term value creation. To learn more, click here: https://carterfunds.com/aphorio-carter-acquires-two-enterprise-data-centers-for-35m-in-kentucky/

12/16/2024

Aphorio Carter, a Carter Funds company, has just acquired the Trumbull Data Center -- a 227,552 square-foot colocation facility on 8.26 acres in Trumbull, CT. The data center features 15 MW of utility power, 2N UPS redundancy, access to four diverse fiber networks and hosts multiple high-quality tenants, including major credit-rated organizations. This acquisition marks our seventh technology infrastructure real estate investment in the last two years, expanding the Aphorio Carter portfolio to over $200 million.

Read more about our acquisition here: https://carterfunds.com/aphorio-carter-acquires-ct-colocation-data-center-with-proximity-to-new-york-city-and-boston/

08/28/2024

Aphorio Carter recently acquired the Centennial Data Center in the Denver, CO market for $7.3 Million. This colocation data center is 100% leased to two high-profile Fortune 500 companies and the acquisition brings the Aphorio Carter portfolio of critical infrastructure assets up to $193 Million in AUM.

Read more here: https://carterfunds.com/aphorio-carter-acquires-colocation-data-center-in-centennial-co/

08/19/2024

We’re happy to expand our Registered Investment Advisor (RIA) and Family Office sales team with the addition of Andrea Rogers! With 14 years of experience and licensure in the financial services industry, Andrea joins the team ready to provide top-tier sales and product support to RIAs and Family Offices in the Great Lakes and Northeast US regions.

Working alongside Michael McDonough, CAIA®, Senior Vice President of RIA and Family Office Sales, Andrea is dedicated to providing personalized support to advisors.

Click below to see her bio and help us welcome Andrea to the Carter Funds team!

TAMPA, FL (August 14, 2024) - Carter Funds, a fully integrated real estate acquisition and investment management firm, today announced the expansion of its

08/05/2024

Carter Exchange recently fully subscribed a $48.8M DST offering, CX Courts of Avalon DST. This Regulation D private placement was available to accredited investors seeking a 1031 like-kind exchange. Courts of Avalon is located in a prime Baltimore suburb of Pikesville, MD, near major employers like T. Rowe Price, Northrop Grumman, Leidos, and the FBI’s Baltimore Office, providing a strong surrounding economic environment.

“At Carter Exchange, we’re committed to providing institutional-quality investment solutions in thriving markets. We’re excited about the completion of this offering and remain dedicated to
maximizing performance at Courts of Avalon to add value for our investors,” says Dallas Whitaker, CEO of Carter Exchange.

Link: https://carterfunds.com/carter-exchange-fully-subscribes-48-8m-maryland-dst-offering/



An investment in the fund is illiquid, speculative, and involves a high degree of risk-inducing loss of the entire amount invested.
Securities offered through Orchard Securities LLC, member FINRA/SIPC. Orchard Securities and Carter Exchange are not affiliated.

06/25/2024

We're thrilled to announce the completion of The Maxwell, a garden-style multifamily community in Rome, GA, strategically built just outside of the Atlanta MSA. Developed in partnership with The Gateway Companies and featuring 200 apartment homes, The Maxwell is already over 70% leased! Situated in a prime location and featuring amenities like a resort-style pool and fitness center, The Maxwell offers unparalleled comfort and convenience.

We’re also working with The Brownstone Group to break ground on a new multifamily development project, Allegra at Cocoa, in Cocoa, FL this month. This development will feature 312 apartment homes, blending coastal charm with premium amenities and located minutes from Cocoa Beach. Stay tuned as we embark on this journey to create exceptional living spaces in this vibrant community.

Learn more by clicking the link below.

The construction of The Maxwell, a 200-unit garden-style multifamily property in Rome, GA, is now complete, currently in lease-up, and over 70% leased. Carter

06/24/2024

We're thrilled to announce the expansion of our independent broker-dealer wholesaling team with the appointment of Stacey Roth as Senior Vice President and Internal Sales Director. In her new role, Stacey will collaborate closely with our Executive Vice President and National Sales Director, Weldon Evans, to drive the continued growth of our broker-dealer and financial advisor relationships across the nation.

Please join us in welcoming Stacey to the team! Her experience and dedication are sure to make a significant impact as we strive to enhance our services and strengthen our partnerships.

Stacey Roth is a seasoned professional in the financial services industry, boasting over 11 years of licensure and a distinguished career. Her extensive

01/24/2024

Announcing our newest industrial property acquisition in Texas!

Carter Exchange, a division of Carter Funds that sponsors institutional-quality real estate exchange programs, recently acquired an industrial property for a DST offering.

The property serves as a regional service center for Atmos Energy, a leading natural gas distributor in the Dallas, TX metro area.

The facility sits on 9.73 acres in Forney, TX, part of a strong industrial market.

Read the full press release here. https://carterexchange.com/press-release-carter-exchange-acquires-absolute-net-leased-industrial-property-in-texas-for-dst-offering/

For accredited investors only. Investments are subject to risk including the possible loss of principal invested. Securities are offered through Orchard Securities, member of FINRA/SIPC. Carter Exchange and Orchard Securities are not affiliated.

11/10/2023

Aphorio Carter, a division of Carter Funds, recently acquired its fifth critical infrastructure facility located in Collierville, Tennessee for approximately $13 Million. This net-leased enterprise data center, spanning over 86,000 SF and situated on 4.62 acres of land, is fully leased and boasts 41,000 SF of raised flooring.

This milestone follows our recent acquisition of Tucson Tech Data Center, an absolute triple-net-leased data center strategically positioned in a vibrant tech hub serving the greater Phoenix area. We are excited about these recent additions to the Aphorio Carter portfolio and the pivotal role data centers play in supporting technology & AI.



https://carterfunds.com/news/press-release-tennessee-data-center/

10/19/2023

Aphorio Carter is thrilled to announce our latest data center acquisition in Tucson, AZ!
This mission-critical data center supports a prominent AI computing service provider and is located in one of the largest data center markets in the country. The acquisition marks the fourth data center acquisition for Aphorio Carter.
https://carterfunds.com/news/press-release-tucson-tech-data-center/