Mortgage Fund Investing
Invest in carefully selected Grade A–C performing mortgage funds backed by real estate assets, including residential, multifamily, mobile home park, commercial, and tax lien-related collateral.
Build diversified, real estate-backed passive income with The CEO Fund’s professionally managed mortgage note and syndication strategies. Designed for accredited investors, our approach combines rigorous asset selection, experienced fund leadership, retirement-account options, and education resources so you can pursue generational wealth without the daily responsibilities of owning and managing property directly, while staying diversified across property types and markets.
Real estate-backed investment services for accredited investors seeking passive income, diversification, and professional fund management.
Invest in carefully selected Grade A–C performing mortgage funds backed by real estate assets, including residential, multifamily, mobile home park, commercial, and tax lien-related collateral.
Use self-directed IRA or 401(k) retirement funds to pursue passive, tax-advantaged mortgage note income through a strategy built around real estate-backed investments.
Access larger real estate development opportunities, including projects like the $20 million SUNRISE Construction Syndication designed to deliver homes, a marina, and a golf course.
Follow a clear investment path: review fund documents, schedule a call with management, complete funding steps, and receive ongoing updates and scheduled distributions.
Explore blogs, whitepapers, and events that explain note investing, fund strategy, real estate-backed income, and how accredited investors can evaluate alternative opportunities.
Benefit from the fund’s sourcing and acquisition of bulk mortgage note portfolios, supported by published case studies and a history of 500+ total loans purchased.
Begin by exploring The CEO Fund’s fund documents, investor resources, whitepaper, and strategy overview. This stage helps you understand mortgage note investing, real estate-backed collateral, accredited investor requirements, and how passive income differs from traditional property ownership.
The CEO Fund combines alternative investment access with experienced professional fund management.
A 10+ year fund track record supports disciplined, long-term investment decision-making.
Mortgage notes are backed by tangible real estate collateral across varied asset types.
The team has purchased 500+ loans across 50+ states for broad portfolio diversification.
Certified note investing expertise guides acquisition, financing, asset management, and investor communication.
Experienced fund leadership with real estate and finance expertise.
Fund Manager / Certified Note Investing Specialist
Carlo Turner serves as Fund Manager and Certified Note Investing Specialist at The CEO Fund, a role he has held since the fund's inception. With more than 15 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 billion. His deep expertise in real estate-backed investments and mortgage note 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.
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 notes. 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.
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 notes, 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.
The CEO Fund focuses on alternative, real estate-backed wealth strategies for accredited investors. Services include mortgage fund investing, self-directed IRA and 401(k) strategies, real estate syndications, investor education, and structured onboarding. The goal is to help investors access passive income opportunities backed by diversified mortgage notes and related real estate assets.
Speak with experienced fund managers about your investment goals.
Specialized expertise in mortgage note investing.
Established performance history across fund investments.
Extensive mortgage loan acquisition experience.
Share your investment goals, retirement-account questions, or interest in mortgage note strategies. The CEO Fund team will help you understand available resources, onboarding steps, and suitability considerations for accredited investors.
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.
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.