Carter Funds
Jack Mendelsohn is a finance professional with a robust background in financial analysis and investment banking. Currently serving as a Senior Analyst at Carter Funds since August 2023, Jack has previously held roles including Corporate Finance Consultant at ReliaQuest, Senior Financial Analyst at Quantcast, and Investment Banking Analyst at KeyBanc Capital Markets, where accolades included the 2021 Power Finance & Risk’s Lead Arranger of the Year. Jack's expertise encompasses investor relations, fundraising efforts, and corporate finance, supported by experience in interest rate derivatives sales and financial planning and analysis at KeyBank. Jack holds a Bachelor's Degree in Finance from John Carroll University and has further education from the CFA Institute.
Carter Funds
1 followers
Creating value through HIGH-GROWTH real estate, Carter Funds is a fully integrated real estate investment company led by an experienced team with over 300 years of combined experience in the commercial real estate industry. With more than approximately $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 managing real estate investments in high-growth industries and markets throughout the Southern and Mid-Atlantic U.S. Carter Exchange (CX) is a national real estate investment 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 Multifamily Fund Management Company (CMF) is focused on the acquisition of value-add multifamily properties and the development of garden-style multifamily real estate targeting a rapidly growing population of workforce renters in high-growth markets. Aphorio Carter Fund Management Company (Aphorio Carter) is the critical infrastructure and data center division of Carter Funds investing in technology-related real estate throughout the U.S. supported by the increasing use, storage, and transmission of digital data. Allegiant-Carter Management (Allegiant-Carter) is the internal property management arm of Carter Funds, operating and managing Carter Funds’ multifamily real estate properties through world-class best practices and an experienced team with a focus on quality resident service and value creation.