Real Estate Investment Banking & Strategic Advisory

Access real estate-backed investment opportunities through a professionally managed platform built for accredited investors seeking passive income, diversification, and strategic alternatives to traditional property ownership. The CEO Fund combines mortgage fund investing, portfolio acquisitions, syndications, and retirement-account strategies with experienced fund management, rigorous due diligence, and clear investor education.

Real estate investment advisory meeting

Our Real Estate Investment Banking & Strategic Advisory Services

Strategic real estate-backed investment services for accredited investors seeking passive income, diversification, and professional fund management.

Mortgage Fund Investing

Invest in a professionally managed portfolio of real estate-backed mortgage assets designed to generate passive cash flow without the operational burden of owning rental property.

Bulk Portfolio Acquisitions

The CEO Fund acquires mortgage portfolios in bulk using institutional relationships, deep due diligence, and strict performance standards to create diversified borrower exposure and risk-adjusted value.

Real Estate Syndications

Participate in large-scale real estate development and acquisition opportunities, including Florida construction projects, with fractional access to institutional-quality assets and long-term appreciation potential.

401(k) & IRA Strategy

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

Investor Onboarding

Move from initial consultation to funding with a clear process covering goals, accreditation verification, documentation, account funding, quarterly distributions, and ongoing investor reporting.

Investor Education

Access eBooks, webinars, case studies, and articles that explain note grades, due diligence, passive income strategies, and how real estate-backed investments work.

Fund managers reviewing investment strategy documents

Our Strategic Advisory Process

Clarify Investor Goals

We begin with a focused conversation about your income goals, time horizon, accreditation status, risk tolerance, and preferred account structure, including direct investment or self-directed IRA and 401(k) participation.

Evaluate Strategic Options

Perform Fund Due Diligence

Complete Investment Onboarding

Deliver Ongoing Reporting

The CEO Fund Difference

Why Choose The CEO Fund?

The CEO Fund combines professional management, real estate collateral, and transparent investor guidance.

Proven Track Record

A 10+ year track record supports disciplined real estate-backed investment execution.

Specialized Expertise

Leadership includes a Certified Note Investing Specialist and seasoned finance professionals.

Nationwide Diversification

Investors gain exposure across property types, borrower profiles, and 50+ states.

Passive Income

Generate cash flow without tenants, toilets, tiles, or daily property management.

Meet The CEO Fund Team

Experienced fund leaders with deep real estate finance expertise.

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

Does Evercore do real estate?

Evercore is known for investment banking and advisory work, including activity across sectors that may include real estate. The CEO Fund is separate from Evercore and focuses specifically on real estate-backed mortgage fund investing, portfolio acquisitions, syndications, and strategic investment opportunities for accredited investors seeking passive income backed by tangible collateral.

What is real estate investment banking and strategic advisory?

Who can invest with The CEO Fund?

How does mortgage fund investing work?

How does The CEO Fund manage investment risk?

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

What is the investor onboarding process?

Why choose The CEO Fund over buying rental property?

Still Have Investment Questions?

Connect with our fund managers for clear, informed guidance.

Certified & Trusted

Awards and Recognition

Certified Note Investing Specialist credential

Certified Note Specialist

Specialized expertise in mortgage note investing.

10 year track record badge

10+ Year Track Record

Proven fund performance across multiple market cycles.

500 loans purchased recognition badge

500+ Loans Purchased

Extensive acquisition history across diversified loan assets.

Start Your Investment Conversation

Share your investment goals, accreditation status, and preferred strategy. The CEO Fund team will help you understand available opportunities and next steps.

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.