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. 

Commercial Real Estate

Carter Funds

John Carter

Lora Sekosky Smith

Jim Bullock

Weldon Evans

Stacy Sheedy

April Tutor

Ryan Gray

Denise Vining

Lisa Drummond

Todd Reid

The Investment Analysis Team at Carter Funds plays a crucial role in evaluating and identifying potential real estate investment opportunities across high-growth markets. Comprised of seasoned analysts and investment directors, the team conducts in-depth financial modeling, market research, and investment assessments to support strategic decision-making for acquisitions and development projects, ensuring alignment with the company's mission to generate value in various real estate sectors. Their insights drive the organization's investment strategy, particularly in areas like multifamily properties and technology-related real estate.

Investment Analysis Team

Leadership Team

Accounting and Finance Team

Human Resources Team

Investment Analysis Team

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Team members

Other teams at Carter Funds

Leadership Team

Accounting and Finance Team

Human Resources Team