May Agency Profile – The Carteret Group
By Charlotte Top Producers |May 6, 2022

Mission Possible for Joe Carteret

Joe Carteret of The Carteret Group Simply Brokerage

Written by Heather Pluard

Photos by Meredith June and Zachary Salter

It’s always Mission Possible for Broker Joe Carteret! After spending a decade in the private security industry, where he kept people physically safe, Joe changed careers in 2020 to focus on protecting his clients’ financial well-being in real estate. As CEO of The Carteret Group affiliated with EXP, he’s expanding his mission by growing a like-minded team of top-notch agents. Known for its integrity and concierge service, The Carteret Group is on track to sell $25 million this year.

“We give our clients the complete picture by putting the asset they’re considering through a thorough financial analysis,” Joe says. “It’s not just about the here and now for us. Instead, we focus on our clients’ future well-being and show them how owning property could positively or negatively impact their overall wealth. Whether it’s a primary residence, a vacation home, or a short-term rental property, we always talk to clients about long-term investment and finding ways to come out on top in the long run.”

While real estate isn’t as life-or-death as private security, there are several parallels between the two that Joe taps into daily. For example, being organized, committed, detail-oriented, and willing to go the extra mile has served him well in both careers. And there’s one more critical factor.

“You need more brains than brawn in both!” laughs Joe. “I’ve never been that big beefy guy standing at the door, but I always wanted to join the Secret Service when I was a kid. While in college, I got into the private side of security to gain experience. After doing a gig with a retail corporation, I realized I liked it and was good at it. So I spent the majority of my adult life protecting people, handling private investigations, and doing security consulting. My last stint was in Texas, where I also owned a consulting firm and utilized a network of third-party services to support my clients across the country.”

Jumping on planes 24/7 to put out fires was exciting, but it didn’t leave Joe much time to spend with his wife, Gean, and their daughter, Hunter, who is now 5. After almost three years of a non-stop lifestyle, Joe started thinking about how he could use his skill set to help people, provide for his family, and get more free time. Real estate was the obvious solution.

“My dad is a general contractor and broker in our hometown of Oak Island, NC, so I grew up around the business,” Joe explains. “He and my mom, who is a Chief Judicial Officer, taught me to be a man of integrity. That’s crucial in business. I obtained my real estate license in 2020, but two weeks after I started as a single agent, my office shut down because of Covid. Thankfully, I persevered and ended the year strong.”

Building on his early success, Joe launched The Carteret Group in 2021 with his assistant, Mary Boswell, and one full-time broker. By the end of the year, he brought three brand new agents on board and finished 2021 with $18.4 million in sales. Joe loves working with a “band of brothers and sisters” and credits his mentor, Bravo’s Ryan Serhant, with teaching him how to “follow up, follow back, and follow through” for clients. Last month, he and his team were ready to take a calculated risk for their future.

“We felt we had outgrown our boutique brokerage and decided to join EXP,” Joe says. “EXP is a much larger company with more leverage. Plus, it offers a path to long-term financial freedom for both myself and the agents on my team – which is equally important to me since I take responsibility for their well-being seriously.”

Today, The Carteret Group has six agents, all of whom are licensed in North Carolina and some in South Carolina. They cover everything from Charlotte to the Carolina Coasts, with 65% of their business coming from Broker-to-Broker referrals. “I built my business differently from most REALTORS®,” Joe says. “I joined multiple MLSs and built working relationships throughout the state. As a result, we are now one of the most referred teams amongst brokers, and we plan to expand our team in Raleigh and the coastal regions this year. We love being a resource for Charlotte REALTORS® whose clients are buying in different areas. We make it a smooth transition while keeping in good communication with our referring partners, making sure they stay connected to their clients.”

While some people might picture Joe as a Man in Black showing up in shades and taking life too seriously, his family and friends know he’s a jokester who likes to have fun. He’s also a big outdoorsman who likes to hunt, fish, hike, and camp. In addition, he and his family enjoy boating and visiting the coast, where his daughter swims like a dolphin and his ten-year-old Lab, Abby, loves to roam. Back in Charlotte, Joe emphasizes the importance of building organic relationships and getting to know people outside of work, especially over a good glass of bourbon or wine. It’s a great way to relax after a busy day of looking out for clients!

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