ABOUT US

ABOUT US

Driven by over 300 years of experience in the commercial real estate industry, Carter Exchange implements various investment strategies to meet a range of growth and income-oriented investment objectives.

Who We Are

Our team’s professional experience includes holding C-level and executive leadership roles at some of the top commercial real estate firms, including:

The largest national full-service investment/advisory firm focused exclusively on the multi-housing industry.

A full-service national real estate investment, development and advisory firm with a 59-year history of success.

A commercial real estate investment company sponsoring non-traded REITs with portfolios totaling more than $3.8 billion in aggregate contract purchase price.

A real estate investment and management company specializing in conventional multifamily, student multifamily and scattered site housing.

A diversified real estate investment trust that, through its subsidiaries, owns a portfolio of multifamily, office and retail properties.

ACQUISITION LEADERSHIP TEAM

DALLAS WHITAKER
DALLAS WHITAKERChief Executive Officer
GAEL RAGONE
GAEL RAGONEPresident
RAY HUTCHINSON
RAY HUTCHINSONExecutive Vice President, Multifamily
LISA DRUMMOND
LISA DRUMMONDChief Operating Officer
JOHN E. CARTER
JOHN E. CARTERExecutive Chairman

LEADERSHIP TEAM

Carter Exchange’s leadership team members have commercial real estate experience totaling 

89 BILLION*

including 

ACQUISITIONS,
DEVELOPMENT,
LEASING, &
CAPITAL RAISING

*89 Billion is calculated by Carter Funds Investment Management Company, LLC as of March 2023

Our Commitment

  • Minimize risk through tested investment strategies

  • Conduct disciplined underwriting and due diligence to make the most beneficial investment choices

  • Provide scrupulous asset management, property management, and redevelopment project oversight

  • Maintain transparent and timely communications with stakeholders

  • Maximize portfolio and investment value

ACQUISTION STRATEGY

Investment criteria include multifamily, industrial, and other real estate
assets (sale/leasebacks and other facilities) in sectors that have key long-term
demand drivers and offer the potential to provide exceptional risk-adjusted returns.

Carter Exchange is a Carter Funds company backed by a team of experts with decades of real estate investment experience and established relationships in both the broker/dealer and real estate brokerage communities. Our investment strategies center around high-growth industries, risk-adjusted returns, a commitment to excellence, and transparent communication. Our leadership team has completed over $50 billion* in commercial real estate transaction volume and stands ready to provide seamless end-to-end solutions including site selection, acquisition and management services.

* 50 Billion is calculated by Carter Exchange  Fund Management Company, LLC as of March 2023

CONTACT US

CARTER EXCHANGE

4890 W. Kennedy Blvd, Suite 200
Tampa, FL 33609
P: 813.281.1023
E: contactus@carterfunds.com

INVESTOR SERVICES
P: 866-998-7528
E: investorrelations@carterfunds.com