CARTER EXCHANGE (CX)

Carter Exchange (CX), a Carter Funds company, is a national real estate investment and management 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. Section 1031 of the Internal Revenue Code. Carter Exchange targets real estate property acquisitions in the multifamily, industrial, and specialty sectors... With over $2 billion in assets under management, our portfolio includes real estate in sectors that have key long-term demand drivers and offer the potential to provide exceptional value to investors... Founded in 2019, Carter Exchange has built a strong track record ranking as a DST sponsor by market share, and has structured 26 private placement offerings to date. CX's first two full-cycle deals were completed in 2023 and together produced a 25.54% average annual return and an average total return of 60.98%.

Also known as: Carter & Associates and Daniel Corporation, Carter Exchange, Carter Funds

Primary location: Tampa United States