Investment Management & Property Management Services

Accredited investors generally include individuals with income above $200,000 annually, $300,000 with a spouse, or a net worth over $1 million excluding a primary residence. Certain entities and institutional investors may also qualify. The CEO Fund verifies accreditation during onboarding so participation aligns with private investment requirements and fund documentation standards.

Mortgage fund investing allows accredited investors to participate in a managed portfolio of real estate-backed loans rather than owning rental property directly. The fund acquires and manages mortgage notes, collects borrower payments, services the assets, and distributes available cash flow to investors according to fund terms and performance.

The CEO Fund focuses on investments backed by tangible collateral, including multifamily, single-family, commercial, mobile home, real estate tax lien, and development-related assets. The portfolio may include Grade A–C mortgage notes, bulk note acquisitions, construction syndications, and asset-backed small business loans to diversify borrower and property exposure.

Qualified investors may use a self-directed IRA or 401(k) to invest in eligible fund opportunities. The CEO Fund helps explain the setup process and coordinates with account custodians, but investors should consult their tax or retirement advisor to confirm suitability, account rules, and potential tax implications before funding.

Distributions depend on the specific investment structure, borrower performance, available cash flow, and fund terms. Some opportunities are designed around monthly mortgage cash flow, while onboarding materials reference quarterly distributions and reporting. Investors receive documentation explaining expected distribution timing, risks, and reporting procedures before committing capital.

The fund management team performs due diligence on loans, borrowers, collateral, portfolio pricing, and projected profitability before acquisition. Their process is supported by decades of combined finance and real estate experience, including mortgage note acquisition, asset management, servicing oversight, development projects, and investor reporting.

Yes. Investor Education & Resources include free eBooks, webinars, case studies, blog articles, and direct access to the team. Topics may include note grades, due diligence, passive income strategy, IRA investing, collateral analysis, and how real estate-backed private funds differ from traditional property ownership.

The onboarding process starts with a call to review your goals, risk tolerance, investment timeline, and accreditation status. After that, you complete investment documentation and fund your account directly or through a self-directed IRA or 401(k). Once invested, you receive ongoing reporting and access to the fund management team.