401(k) & IRA
Develop a retirement account strategy that may allow eligible investors to convert self-directed IRA and 401(k) funds into passive, tax-advantaged mortgage note income.
Explore retirement fund investment options and plans designed for accredited investors seeking passive, real estate-backed income alternatives. The CEO Fund helps eligible investors evaluate self-directed IRA and 401(k) strategies, mortgage note funds, and diversified real estate opportunities while reducing the burdens of traditional property ownership, including tenants, maintenance, and day-to-day management.
Explore retirement-focused strategies using self-directed accounts, mortgage note funds, and private real estate-backed opportunities.
Develop a retirement account strategy that may allow eligible investors to convert self-directed IRA and 401(k) funds into passive, tax-advantaged mortgage note income.
Invest in carefully selected Grade A–C performing mortgage funds backed by diversified real estate assets, including residential, multifamily, commercial, and tax lien collateral.
Access larger real estate development opportunities, including projects like the $20 million SUNRISE Construction Syndication involving homes, a marina, and a golf course.
Retirement investors often want income, diversification, and tangible collateral without becoming landlords. The CEO Fund provides access to professionally managed mortgage note strategies, self-directed IRA and 401(k) planning pathways, and real estate-backed opportunities designed for accredited investors. With a nationwide portfolio and experienced fund managers, investors can evaluate private alternatives beyond traditional stocks, bonds, and rental properties.
The CEO Fund combines mortgage note specialization with professional fund management and real asset diversification.
A Certified Mortgage Investing Specialist helps guide note acquisition, underwriting, and fund strategy.
500+ loans across 50+ states support geographic diversification and broader market exposure.
Investors gain real estate exposure without tenants, toilets, tiles, or daily property operations.
Assets span single-family, multifamily, commercial, mobile home parks, tax liens, and developments.
Experienced fund managers guiding real estate-backed investment strategy.
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.
Empower commonly supports retirement plan structures such as traditional 401(k), Roth 401(k), solo 401(k), safe harbor 401(k), and employer-sponsored defined contribution plans, depending on the plan sponsor. The CEO Fund is not an Empower plan administrator, but it works with accredited investors exploring self-directed IRA and 401(k) strategies that may allow access to alternative real estate-backed investments.
Connect with our team for document review and eligibility guidance.
Specialized expertise in mortgage note investing.
Proven investment history across diversified assets.
Broad acquisition footprint across national markets.
Submit your information to discuss eligibility, fund documents, retirement account strategy, and next steps with The CEO Fund team.
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.