Mortgage Fund Investing
Access professionally managed mortgage note investments backed by diversified real estate assets, designed to generate passive income without the responsibilities of traditional property ownership.
Build long-term family wealth with The CEO Fund through real estate-backed mortgage note investing, retirement account strategies, and structured advisory support for accredited investors. Our team helps you evaluate passive income opportunities designed to reduce property-management burdens while pursuing consistent cash flow, portfolio diversification, and tax-advantaged growth across carefully managed investment vehicles.
Explore structured investment services designed for passive income, diversification, and long-term wealth preservation.
Access professionally managed mortgage note investments backed by diversified real estate assets, designed to generate passive income without the responsibilities of traditional property ownership.
Explore self-directed IRA and 401(k) strategies that may allow retirement funds to participate in tax-advantaged, real estate-backed mortgage note income opportunities.
Follow a structured path from reviewing fund documents to speaking with management, completing investment steps, and understanding quarterly cash distribution processes.
Participate in larger real estate development opportunities, including ground-up construction syndications such as the SUNRISE Project in Florida.
Benefit from fund-level sourcing and acquisition of mortgage note portfolios, supported by published case studies and disciplined asset selection practices.
Use blogs, whitepapers, and events to better understand mortgage note investing, fund strategy, passive income concepts, and alternative real estate opportunities.
Begin by exploring The CEO Fund’s investment approach, fund materials, whitepaper, and educational resources. This helps you understand mortgage note investing, accredited investor requirements, real estate-backed income, and how the strategy may fit your broader generational wealth objectives.
The CEO Fund combines experienced leadership, disciplined asset selection, and real estate-backed strategies.
A 10+ year fund track record supports disciplined, experience-driven investment decision making.
Investments are backed by real estate collateral across multiple property types and markets.
Investors pursue income without managing tenants, toilets, tiles, repairs, or property operations.
Certified mortgage note expertise guides acquisition, portfolio strategy, investor education, and fund execution.
Experienced fund leaders guiding real estate-backed investment strategies.
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.
Generational wealth planning focuses on creating assets and income streams that can support your family beyond your lifetime. At The CEO Fund, this is approached through real estate-backed mortgage note investing, retirement account strategies, and diversified private investment opportunities designed for accredited investors seeking passive income without direct property management.
Talk with our fund team about your goals and eligibility.
Specialized leadership in mortgage note investing.
Established history managing real estate-backed assets.
Diversified acquisition footprint across United States.
Share your investment goals, retirement account structure, and preferred timeline. Our fund team will help you understand available opportunities and next steps.
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.