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Building generational wealth

Passive income from a regulated mortgage fund backed by U.S. real estate

The CEO Fund acquires diversified performing and non-performing first-lien notes across 50+ states. Accredited investors receive monthly and quarterly distributions instead of managing tenants, toilets, or tiles.

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Trusted by fiduciaries, custodians, and institutional partners
Edward JonesTD BankInspira FinancialDurhamLoyal Wealth ManagementACI Legacy GroupAccredited Investors Only, SEC Reg D 506(c)Real-Estate BackedPass-Through Tax StructureEdward JonesTD BankInspira FinancialDurhamLoyal Wealth ManagementACI Legacy GroupAccredited Investors Only, SEC Reg D 506(c)Real-Estate BackedPass-Through Tax Structure
About the fund

Invest like a bank, not a landlord

Our mission is straightforward. Buy diversified Grade A to C mortgage notes across multifamily, single-family, mobile home parks, commercial real estate, and tax liens. Hold them for cash flow. Distribute borrower payments to accredited investors every quarter. No tenants. No toilets. No tiles.

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Investment tracks

Four ways capital works inside the fund

The CEO Fund runs four connected investment programs, all under one Reg D 506(c) private placement and one Miramar, Florida team.

Note Fund Investments

Grade A to C first-lien mortgage notes, performing.

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Construction Syndications

The $20 Million SUNRISE Project and multifamily development in Florida.

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Tax-Advantaged Strategies

Pass-through structure, IRA and 401(k) eligible, depreciation flows through.

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Investor Resources

Private consultations, recorded webinars, meetups, and fund documents.

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Our track record

The numbers behind the fund

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Loans purchased
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States invested
Two-story Florida single-family home with palm trees at dusk, representative of the collateral backing performing mortgage notes
How we invest

Underwriting first. Yield second.

  • Grade A to C notes graded on borrower performance, equity position, and property type, not chased for headline yield.
  • Bulk portfolio buying at 52 to 71 percent of market value, with due diligence on every single loan.
  • Every note secured by real estate, with foreclosure rights preserved from acquisition day one.

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Who we serve

Five investor profiles fit this fund

Different reasons for the same allocation: real-estate-backed cash flow that arrives every quarter.

Accredited Investors (High Net Worth)

Diversified first-lien exposure under SEC Reg D 506(c).

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Retirees & Income Seekers

Monthly borrower payments planned by the check, not the market.

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IRA / 401(k) Self-Directed

Rollovers accepted from Inspira, TD Bank, and Edward Jones.

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Real Estate Professionals

Own the mortgage, not the property.

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Corporate Finance Executives

Structured by a fund manager with $100B+ in prior transactions.

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As featured in

National coverage of the fund

As Seen On badge featuring the FOX, CBS and ABC network logos, marked "featured by leading television networks"

Featured by leading television networks

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Carried by FOX 28 News

USA News
“Most retirees don't have a wealth problem, they have an income problem.”
Carlo Turner, Fund Manager
TODAY US Magazine
“The best kept secret in real estate is not to own it, but to control it. Own the mortgage.”
Carlo Turner, Fund Manager

Read the press release and all coverage

What accredited investors ask before they subscribe

Frequently asked
Yes. The fund is offered under SEC Rule 506(c). Individuals qualify with $200,000 or more in annual income (or $300,000 jointly with a spouse) for the past two years, or a net worth above $1 million excluding a primary residence. We verify accreditation before accepting subscriptions.
$50,000. Larger allocations are available on request. All subscriptions enter the Mortgage Fund and receive pro rata monthly and quarterly distributions.
The fund targets a fixed 9 to 14 percent annual return, distributed quarterly, backed by first-lien mortgage collateral on properties across 50+ states.
Yes. Self-directed IRAs and Solo 401(k)s can subscribe. We work with custodians including Inspira Financial, TD Bank, and Edward Jones. The pass-through structure keeps quarterly distributions inside the retirement wrapper.
The average holding period is 3 to 5 years, driven by the underlying loan durations and the fund's portfolio rebalancing cycle. Distributions are paid throughout the hold, not only at exit.
Every note is secured by real estate. On default, the fund can pursue modification, reinstatement, a discounted payoff, full foreclosure, and/or cash for keys. Recovery is priced into the acquisition, not chased after the fact.
Ready to allocate

Put capital into notes, not the property

Book a private call with Carlo Turner, Fund Manager, Certified Note Specialist, or request the fund documents.

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