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SUPERIOR RISK-ADJUSTED RETURNS

With over 5 decades of seasoned experience and strong relationships, Carter is able to move quickly, strategically and wisely in finding investment opportunities for our clients.

Experience and Achievements

  • Over $5 billion of assets acquired, repositioned, developed, or sold since 1958.
  • As managing member of two value-add real estate opportunity funds, Carter Real Estate Funds I and II and a number of individual assets, Carter has invested in over 25 assets with a capitalization of over $875 million since 2004.

The Carter Real Estate Fund I (CREF I)

  • Capitalization of over $300 million.
  • Consists of well-located office, business park, industrial, retail and residential development projects and assets with value-add potential in the southeastern United States.

The Carter Real Estate Fund II (CREF II)

  • Capitalization of over $240 million.
  • Consists of well-located office, medical office, mixed-use and residential development projects and assets with value-add potential in the southeastern United States and Ohio.

Carter's depth of investment management experience creates a unique competitive advantage for our investors and clients seeking to maximize asset performance.

The Carter Real Estate Fund III (CREF III)

  • Investments consist of multi-family, mixed-use and student housing properties in Ohio and Mississippi.
  • By co-investing with institutional capital sources, Carter will utilize its investment and development expertise to seek to obtain superior risk-adjusted returns.

For additional information, please contact Jim Shelton, Vice Chairman