Carter Exchange
Sponsor Overview
Headquarters
Executive Chairman
Investment Strategy
Focus on High-Quality Assets
CXFM targets Class A multifamily, industrial, and commercial properties in key markets across the United States. By concentrating on high-quality assets, the company ensures long-term stability and growth potential for its investors.
Rigorous Due Diligence and Acquisition Process
The company conducts extensive market research and a disciplined acquisition process to identify properties that seek to meet its strict criteria for performance and risk. This rigorous approach aims to mitigate investment risk while enhancing potential returns.
Value-Add and Asset Management
CXFM implements strategic upgrades and efficient management practices to optimize the performance of its properties. These value-add initiatives are designed to increase occupancy rates, rental income, and overall property value.
Diversified Investment Portfolio
With a diverse portfolio that includes multifamily, industrial, and commercial properties, CXFM mitigates risk and captures opportunities across different real estate sectors. This diversified approach ensures resilient performance even in varying market conditions.
Primary Property Sectors
Multifamily
Industrial
Commercial
Recently Closed Offerings
Carter Exchange Texas Industrial II DST
- Property Status: Closed Offering
- Property Type: Industrial
- State: Texas
- City: Forney
- Properties: 1
- Equity Offering: $3,496,940
Carter Exchange Courts of Avalon DST
- Property Status: Closed Offering
- Property Type: Multi-Family
- State: Maryland
- City: Pikesville
- Properties: 1
- Equity Offering: $48,815,934
Carter Exchange Texas Industrial DST
- Property Status: Closed Offering
- Property Type: Industrial
- State: Texas
- City: Pearland
- Properties: 1
- Equity Offering: $27,627,000
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Footnote:
- Assets Under Management (AUM) denotes the aggregate value of all assets managed by the organization, encompassing Delaware Statutory Trusts (DSTs) as well as other investment vehicles.
- All AUM statistics are as of October 19, 2023. Past performance of the Sponsor does not guarantee future results. Aggregation and liquidity objectives, timing, and results are not guaranteed.
- High-grade institutional property refers to property that attracts large, sophisticated investors due to the size and quality of the property, e.g., pension funds, life insurance companies, real estate investment trusts (“REITs”), university endowments, sovereign wealth funds, etc.
