Your 1031 DST Authority
Carter Exchange
Firm Overview
Carter operates as a family of affiliated companies—Carter Multifamily, Carter Exchange Fund Management and the data-center-focused Aphorio Carter—managing roughly $3 billion and drawing leadership directly from the Carter Validus mission-critical REITs. That heritage gives the platform genuine depth in healthcare and critical-infrastructure real estate, including data centers, alongside a Class A multifamily DST business launched in 2019. With more than $50 billion in cumulative CRE volume across its leadership team and captive property management, Carter pairs sector specialization with operational control, positioning it as a credible mid-market sponsor in defensible asset classes.
Offerings from this Sponsor
No active offerings from this sponsor at this time.
Track Record Summary
Realized Track Record
3 full-cycle investments
| Investment | Location | Asset | Hold (Yrs) | Equity Multiple | Annual Return |
|---|---|---|---|---|---|
| CX Retreat at the Park, DST | Burlington, NC | Multifamily | 5.71 | 1.55x | 8.03% |
| CX Station at Poplar Tent, DST | Concord, NC | Multifamily | 2.87 | 1.7x | 19.88% |
| CX Station at Savannah Quarters, DST | Pooler, GA | Multifamily | 2.79 | 2.01x | 32.30% |
For informational purposes only; not an offer to sell or a solicitation of any security. Sponsor track record — including full-cycle deals, average annual return, equity multiple, hold period, and success rate — describes the sponsor's prior programs, is provided by or derived from the sponsor, and is not indicative of the results of any current or future offering. Offerings are made only to verified accredited investors by means of a confidential private placement memorandum. Baker 1031 Investments is independent and sponsor-agnostic.