ABOUT US

ABOUT US

Carter Multifamily Fund Management Company, LLC (“CMF” or the “Sponsor”) is focused on the acquisition of value-add multifamily real estate and the development of garden-style multifamily properties targeting a rapidly growing population of workforce renters in high-growth Southern and Mid-Atlantic U.S. markets. Driven by approximately 300 years of combined experience in the multifamily industry, CMF’s leadership team leverages beneficial capital and key industry relationships to acquire multifamily investments focused on GROWTH and INCOME.

Why Multifamily?

0
The value of U.S. multifamily buildings by 2022
$0
Median renter income
0
new apartment units needed by 2030 to meet demand
0
people living in apartments – most ever
97.5%

occupancy rate for U.S. apartments close to the all-time high
(as of December 2021)

64%

of the U.S. population are homeowners – a 50-year low
(as of December 2021)

83%

of Baby Boomers who are homeowners expect to rent their next home by 2023

Who We Are

Our team’s professional experience includes holding C-level and executive leadership roles at top commercial real estate firms, including:

The largest national full-service investment/advisory firm focused exclusively on the multi-housing industry.

A full-service national real estate investment, development and advisory firm with a 59-year history of success.

A commercial real estate investment company sponsoring non-traded REITs with portfolios totaling more than $3.8 billion in aggregate contract purchase price.

A real estate investment and management company specializing in conventional multifamily, student multifamily and scattered site housing.

A diversified real estate investment trust that, through its subsidiaries, owns a portfolio of multifamily, office and retail properties.

LEADERSHIP TEAM

JOHN CARTER
JOHN CARTERExecutive Chairman, Carter Funds
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CINDY M. PFEIFER
CINDY M. PFEIFERChief Executive Officer, Carter Multifamily
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LISA A. ROBINSON
LISA A. ROBINSONPresident, Carter Multifamily
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RAY HUTCHINSON
RAY HUTCHINSONChief Investment Officer, Carter Funds
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THOMAS W. GUARD
THOMAS W. GUARDChief Corporate Development Officer, Carter Funds
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JAMES S. SAULS
JAMES S. SAULSExecutive Vice President, Carter Funds
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WELDON EVANS
WELDON EVANSExecutive Vice President, National Sales Director
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RYAN GRAY
RYAN GRAYExecutive VP of Investments, Carter Funds
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TODD REID
TODD REIDChief Financial Officer, Carter Funds
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EQUITY SALES

BILL SHEA
BILL SHEA Senior Vice President, National Accounts
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WELDON EVANS
WELDON EVANSExecutive Vice President, National Sales Director
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JIM BULLOCK, CFS
JIM BULLOCK, CFSSenior Vice President, National Sales Director, RIA & FO Sales
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MATT CALABRESE
MATT CALABRESESenior Vice President, West Region
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CHRIS HINES
CHRIS HINESSenior Vice President, Northeast Region
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KAREN GEORGE
KAREN GEORGESenior Vice President, Internal Sales - West/Southeast/Central South
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STEVEN SAULQUE
STEVEN SAULQUEVice President, Internal Sales - Central North/Northeast
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MIKE MCDONOUGH, CAIA
MIKE MCDONOUGH, CAIASenior Vice President, RIA & FO Sales - Great Lakes/Northeast
BLAKE LEVIT
BLAKE LEVITVice President, Internal Sales, RIA & FO Sales - Great Lakes/Northeast
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ROB CARTER
ROB CARTERVice President, Internal Sales, RIA & FO Sales - West/Southeast
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LEADERSHIP TEAM

CMF’s leadership team members have experience assembling or managing more than

$89 BILLION

in multifamily transactions totaling more than

1.0 MILLION UNITS

Our Commitment

  • Minimize risk through thoroughly-tested investment strategies

  • Conduct disciplined underwriting and due diligence to make the most beneficial investment choices

  • Provide scrupulous asset management, property management, and redevelopment project oversight

  • Maintain transparent and timely communications with stakeholders

  • Maximize portfolio and investment value

ACQUISITION STRATEGY

ACQUISITION STRATEGY

CMF will strive to acquire under managed, established, income-producing multifamily housing properties in high-growth markets throughout the U.S. that offer value-add enhancement opportunities and will meet the demands of Middle-Market America (“MMA”).

TARGET MARKETS

Strong Occupancy and Job Growth Markets

Secondary and/or tertiary markets experiencing population, job and occupancy growth.

ASSETS

Workforce Apartment Housing

Existing Class B/C garden-style multifamily properties, typically pre-2005 construction.

UPSIDE

Value Enhancement

Uncovering value-add opportunities through operational improvements, renovations and asset repositioning.

Who is MMA?

Acquisition Criteria

  • Asset Quality: B- & C-class properties requiring varying levels of renovation

  • Multifamily Asset Type: Garden-style Apartments

  • Building Age: Typically pre 2005 construction

With our leadership team’s combined operational experience and track record of assembling multifamily portfolios totaling more than $89 billion in aggregate purchase price, we stand ready to effectively acquire a broad spectrum of multifamily real estate investments—from single-assets to multi-property portfolios.

CONTACT US

CARTER MULTIFAMILY

4890 W. Kennedy Boulevard, Suite 200, Tampa, FL 33609
Phone: 813.281.1023
Email: ContactUs@carterfunds.com