A Conversation with Matt Calabrese from Carter Funds
This episode features Matt Calabrese from Carter Funds, a financial powerhouse with over $5 billion in assets under management (AUM). Carter Funds specializes in 1031 exchange DSTs, multifamily real estate, and data centers—each offering unique investment opportunities.
Why Go Alternative?
Unlike traditional stocks and bonds, alternative investments like multifamily housing and data centers offer non-correlated returns—staying stable even when the stock market takes a hit. It’s about smart diversification.
Multifamily and Data Centers—A Smart Combo
With multifamily living on the rise and data demands skyrocketing, Carter Funds is well-positioned for growth. Tune in to hear how Matt’s unique background shapes his approach to investing—and why he prefers Marvel over DC.
Matt Calabrese | Senior Vice President, West Region
Matt Calabrese serves as the Senior Vice President for Carter Multifamily, overseeing the Western US region. With 16 years of experience in the financial services industry, Matt brings extensive knowledge and a proven track record to his role.
Since joining Carter Funds in 2021, Matt has been instrumental in driving growth and managing strategic initiatives across the West. Before Carter, he served as Regional Vice President at Howard Capital Management, where he specialized in ETFs, Mutual Funds, SMAs, and SDBAs throughout the West Coast territory.
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Because investor situations and objectives vary this information is not intended to indicate that an investment is appropriate for or is being recommended to any individual investor.
This is for informational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Such offers are only made through the sponsors Private Placement Memorandum (PPM) which is solely available to accredited investors and accredited entities.
This material is not to be interpreted as tax or legal advice. Please consult your legal or tax professional regarding your individual situation.
There are material risks associated with investing in private placements, Delaware Statutory Trusts (“DSTs”) and real estate securities including the potential loss of the entire investment principal, illiquidity, tenant vacancies impacting income and revenue, general and real estate market conditions, lack of operating history, interest rate risks, competition, including the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and investors should read the PPM carefully before investing paying special attention to the risk section.
Securities offered through Concorde Investment Services, LLC (CIS) Member FINRA/SIPC. Advisory Services offered through Concorde Asset Management (CAM), an SEC registered investment advisor. Insurance products offered through Concorde Insurance Agency, (CIA). Thornwood Financial is independent of CIS, CAM and CIA.
