Strategic Asset Flow Services

Asset Flow Services from The CEO Fund help accredited investors access professionally managed, real estate-backed income opportunities without the daily demands of property ownership. From mortgage fund investing to self-directed retirement strategies and private syndications, our team focuses on disciplined underwriting, diversification, and transparent reporting so you can pursue passive cash flow with greater confidence.

Real estate investment team reviewing asset flow strategy

Our Asset Flow Services

Explore real estate-backed investment services designed for passive income, diversification, and professional asset management.

Mortgage Investing

Access professionally managed Grade A–C mortgage funds backed by multifamily, single-family, commercial, and mobile home real estate, designed to generate passive cash flow without traditional property management obligations.

IRA Strategy

Use self-directed IRA or 401(k) accounts to pursue tax-advantaged exposure to real estate-backed income strategies, with guidance through the setup and investment documentation process.

Real Estate Syndications

Participate in large-scale development and acquisition opportunities, including Florida construction projects, through passive investment structures managed alongside experienced real estate sponsors.

Bulk Acquisitions

Benefit from institutional-style mortgage portfolio acquisitions sourced through established relationships, supported by due diligence focused on performance, collateral, and risk-adjusted return potential.

Business Lending

Diversify beyond mortgage notes with selected asset-backed loans to contractors and established operators, while the fund team manages underwriting, servicing, and risk controls.

Investor Onboarding

Move from discovery to funding through a transparent onboarding process, including goal review, accreditation verification, documentation, account funding, and ongoing investor reporting.

Asset-Backed Income

Passive Income Without Property Management

The CEO Fund helps accredited investors turn capital into professionally managed asset flow through mortgage notes, syndications, retirement account strategies, and collateral-backed lending. Instead of navigating real estate deals alone, investors gain access to a structured platform led by experienced fund managers, supported by due diligence, diversification, reporting, and real estate-backed income opportunities designed for long-term wealth building.

Fund managers reviewing mortgage investment portfolio
The CEO Fund Difference

Why Choose The CEO Fund?

The CEO Fund combines disciplined asset selection with professional fund management.

Experienced Team

Managed by professionals with decades of finance, real estate, and mortgage note experience.

Asset-Backed

Portfolios are supported by tangible real estate collateral across multiple property types.

Diversified Reach

Investors gain exposure across borrower types, markets, and real estate-backed asset classes.

Transparent Process

Receive ongoing reporting and access to the team without managing properties directly.

Meet The Fund Team

Experienced fund leaders managing real estate-backed investment strategies.

Portrait of Carlo Turner, Fund Manager and Certified Note Investing Specialist at The CEO Fund

Carlo Turner

Fund Manager / Certified Note Investing Specialist

Carlo Turner serves as Sr. Fund Manager and Certified Note Investing Specialist at The CEO Fund, a role he has held since the fund's inception. with over 25+ years of experience in corporate finance, Carlo directly oversees the acquisition, financing, development, and delivery of the fund's assets. Prior to joining The CEO Fund, he worked as a Financier and Investment Banker specializing in Commodities, Stocks, and Bonds, consulting CFOs and hedge fund managers in securities transactions exceeding $100 million. His deep expertise in real estate-backed investments and mortgage fund acquisition has been instrumental in guiding the fund's growth strategy, helping accredited investors across the United States build consistent passive income streams backed by tangible real estate collateral.

Portrait of Patrick Franz, Vice President and Executive Fund Manager at The CEO Fund

Patrick Franz

Vice President & Executive Fund Manager

Patrick Franz serves as Vice President and Executive Fund Manager at The CEO Fund, part of the Everley Mae Capital Group. With 25 years of experience in capital raising and investor relations, Patrick guides the development of new financial alliances and manages strategic partnerships across both fundraising and asset acquisition. Over the past five years, he has specialized in the acquisition, asset management, and disposition of performing and non-performing first lien mortgage funds. Patrick is also actively involved in apartment housing development and large land development projects throughout Central and East Coast Florida. He previously co-founded ACI Legacy Group, where he served as Chief Operating Officer.

Portrait of Desi Arnez, Director, CEO, President and Senior Fund Manager at The CEO Fund

Desi Arnez

Director, CEO / President & Senior Fund Manager

Desi Arnez serves as President, Senior Fund Manager, and Director/CEO of The CEO Fund, part of Everley Mae Fund LLC. With decades of experience in real estate investing, Desi leads a nationwide network that provides accredited investors with exclusive access to high-performing real estate alternatives. He specializes in cash-flow mortgage funds, managing substantial investments in both performing and non-performing real estate notes. Desi oversees multi-family development projects in Central Florida, land entitlement transactions statewide, and spearheads the landmark $20 Million SUNRISE Construction Syndication — a transformative project set to deliver 1,000 new homes, a Marina, and a Golf Course to the Florida community.

Frequently Asked Questions

What are Asset Flow Services?

Asset Flow Services refer to The CEO Fund’s investment solutions designed to help accredited investors generate passive income through real estate-backed assets. These include mortgage fund investing, self-directed IRA and 401(k) strategies, bulk mortgage portfolio acquisitions, real estate syndications, and selected asset-backed lending opportunities managed by an experienced fund team.

Who can invest in The CEO Fund?

How does mortgage fund investing work?

Can I invest through a self-directed IRA or 401(k)?

How does The CEO Fund manage investment risk?

What reporting do investors receive?

What types of assets are included in the portfolio?

What is the investor onboarding process?

Still Have Investment Questions?

Connect with our fund team for clear next steps.

Certified & Proven

Awards and Recognition

Certified Note Investing Specialist badge

Certified Note Specialist

Specialized expertise in mortgage note investing.

10 year investment track record badge

10+ Year Track Record

Proven experience managing real estate-backed assets.

500 loans purchased trust badge

500+ Loans Purchased

Extensive mortgage loan acquisition experience.

Start Building Asset-Backed Income

Tell us about your investment goals, accreditation status, and preferred account structure. Our team will review your inquiry and help you understand the next step.

Contact Us Today

For immediate assistance, feel free to give us a direct call at (888) 508-1143. You can also send us a quick email at theceofund.fl@gmail.com.