Income Security Solutions & Services

Build reliable passive income with The CEO Fund’s real estate-backed income security solutions. Designed for accredited investors, our strategies combine mortgage note investing, retirement account planning, diversified real estate assets, and professional fund management to help create consistent monthly cash flow without the everyday burdens of property ownership.

Income security investment planning meeting

Our Income Security Solutions & Services Services

Real estate-backed strategies designed to support passive income, diversification, and long-term financial confidence.

Mortgage Fund Investing

Invest in professionally managed Grade A–C performing mortgage funds backed by real estate assets, designed to generate consistent cash flow without direct property management responsibilities.

IRA Strategy

Use eligible self-directed IRA or 401(k) funds to pursue tax-advantaged passive income through real estate-backed mortgage note strategies.

Investor Onboarding

Follow a structured investor path: review fund documents, speak with the management team, complete funding, and receive scheduled distributions.

Real Estate Syndications

Access larger real estate development opportunities, including ground-up projects like the $20M SUNRISE Construction Syndication in Florida.

Investor Education

Learn how note investing works through blogs, whitepapers, and events created to support informed investor decision-making.

Portfolio Acquisitions

Benefit from the fund’s ability to source and acquire diversified mortgage note portfolios across multiple markets and property types.

Passive Income Strategy

Income Security Backed by Real Estate

The CEO Fund helps accredited investors pursue income security through professionally managed mortgage notes, real estate-backed assets, and retirement account strategies. By focusing on cash-flowing debt secured by tangible collateral, investors can access private market opportunities designed for consistent distributions, diversification, and reduced day-to-day involvement compared with traditional rental property ownership.

Investor reviewing real estate-backed income strategy
The CEO Fund Difference

Why Choose The CEO Fund?

The CEO Fund combines disciplined asset selection with experienced fund management.

Certified Expertise

Led by Carlo Turner, a Certified Mortgage Investing Specialist with deep finance expertise.

Proven Track Record

Over 10 years of investment history and 500+ loans purchased nationwide.

Diversified Reach

Mortgage notes span property types and markets across 50+ U.S. states.

Passive Structure

Investors pursue cash flow without tenants, toilets, tiles, or daily management.

Meet The Fund Team

Experienced fund leadership guiding disciplined real estate-backed strategies.

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 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.

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 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.

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 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.

Frequently Asked Questions

What is the meaning of income security?

Income security means having reliable income sources that help support your lifestyle, financial obligations, and long-term goals. For investors, it often means creating predictable cash flow from assets beyond wages or market speculation. The CEO Fund focuses on real estate-backed mortgage note strategies designed to generate passive monthly income for accredited investors.

What is an example of income security?

Who can invest in The CEO Fund?

How does mortgage note investing create income?

Can I use my IRA or 401(k)?

Are these investments backed by real estate?

What is the investor onboarding process?

Do I need to manage properties myself?

Still Have Investment Questions?

Speak with our fund team about your income goals and eligibility.

Certified & Trusted

Awards and Recognition

Certified Mortgage Investing Specialist badge

Certified Note Specialist

Specialized expertise in mortgage note investing.

10 plus years track record badge

10+ Year Track Record

Proven history of managed investment activity.

Nationwide mortgage portfolio badge

Nationwide Portfolio Reach

Broad portfolio reach across U.S. markets.

Start Building Income Security Today

Share your investment goals and our team will help you understand eligible strategies, fund documents, 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.