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.
Realized performance
Where Carter Exchange ranks
Among the 21 Baker 1031-tracked sponsors that have reported realized full-cycle results, and within Baker 1031's Preferred cohort:
Rankings cover the 21 sponsors with realized full-cycle results. Downside frequency is the share of this sponsor's realized full-cycle properties that returned below cost, where deal-level data is available. Past performance does not guarantee future results.
Full-cycle deals on record
Baker 1031 has 3 realized (full-cycle) properties on record for Carter Exchange. Each was acquired, held, and sold; hold period, equity multiple, and annualized return are net-to-investor figures compiled by Baker 1031 and are not audited.
| Property | Location | Sector | Hold | Equity Mult. | Annual Return |
|---|---|---|---|---|---|
| CX Station at Savannah Quarters, DST | Pooler, GA | Multifamily | 2.8 yr | 2.01x | 32.30% |
| CX Station at Poplar Tent, DST | Concord, NC | Multifamily | 2.9 yr | 1.70x | 19.88% |
| CX Retreat at the Park, DST | Burlington, NC | Multifamily | 5.7 yr | 1.55x | 8.03% |
Current offerings from Carter Exchange
AUM reflects Carter Exchange's broader platform, not its DST program alone. Full-cycle metrics are realized, net-to-investor results reported by the sponsor and compiled by Baker 1031; they are not audited and past performance does not guarantee future results. This profile is informational only and is not an offer to sell or a solicitation to buy any security, or investment, tax, or legal advice. Securities offered through Aurora Securities, Inc., member FINRA / SIPC; Baker 1031 Investments is independent of Aurora Securities, Inc.