Vice President, RFA
Carter is responsible for investment underwriting and a wide range of portfolio and asset management tasks for institutional clients
Carter Smith is a Vice President at RCLCO Fund Advisors where he works directly with sponsors / joint venture partners to deploy and manage capital in the multifamily, purpose-built single-family rental, and self-storage sectors. Specific focuses include financial analysis, due diligence, market monitoring, portfolio management, annual hold / sell analyses, and business planning. Carter also assists in oversight of client investments in real estate operating companies and the firm’s training and technology / intellectual property development efforts.
Prior to joining RCLCO in 2017, Carter was an Analyst at Jokake Companies, where he worked closely with the executive team and owners to source new investment opportunities and performed due diligence on potential real estate and operating company acquisitions. Prior to joining Jokake, Carter was an Analyst within the Leveraged Finance Division of NewStar Financial, where he performed due diligence on senior debt investments in support of leveraged buyouts, recapitalizations, mergers, and acquisitions across a variety of industries.
Carter graduated Cum Laude with a Bachelor of Science in Finance and Business Management from the Carroll School of Management at Boston College.
Carter’s personal interests include swimming, surfing, hiking, archery, traveling, and architecture.