Innovative Real Estate Investing Services

Build passive, real estate-backed income with The CEO Fund’s innovative investing services for accredited investors. Our professionally managed mortgage note funds, syndications, and retirement-account strategies are designed to help you access diversified real estate opportunities without managing tenants, repairs, or properties yourself.

Real estate investor reviewing mortgage note portfolio

Our Innovative Real Estate Investing Services

Explore passive, real estate-backed investment strategies managed by an experienced mortgage note fund team.

Mortgage Fund

Invest in carefully selected Grade A–C performing mortgage funds backed by real estate collateral, designed to generate consistent cash flow while avoiding direct property management responsibilities.

IRA Strategy

Use self-directed IRA or 401(k) funds to pursue passive, tax-advantaged mortgage note income through a dedicated strategy built for retirement-focused investors.

Real Estate Syndications

Access larger development opportunities, including the SUNRISE Project, a $20 million Florida construction syndication planned for 1,000 homes, a marina, and a golf course.

Investor Onboarding

Follow a clear path from document review to management consultation, investment funding, and potential quarterly cash distributions from professionally managed real estate-backed assets.

Investor Education

Explore blogs, whitepapers, and events that explain mortgage note investing, fund strategy, and passive real estate income opportunities for informed decision-making.

Portfolio Acquisitions

Benefit from the fund’s sourcing and acquisition of bulk mortgage note portfolios, supported by case studies and a nationwide asset acquisition strategy.

Investor reviewing real estate fund documents

Our Structured Investor Onboarding Process

Review Fund Documents First

Start by submitting your interest and reviewing the fund documents, strategy overview, eligibility requirements, and available investment materials. This gives you a clear understanding of how mortgage note investing works before moving forward.

Speak With Fund Management

Select Your Investment Strategy

Invest Through The Fund

Receive Ongoing Distributions

The CEO Fund Difference

Why Choose The CEO Fund?

The CEO Fund combines professional management, real estate collateral, and diversified income strategies.

Proven Record

A 10+ year track record supports disciplined mortgage note acquisition and professional asset management.

Asset-Backed

Investments are backed by tangible real estate collateral across diverse property types and markets.

Passive Income

Investors avoid tenants, repairs, and property operations while pursuing professionally managed cash flow.

Expert Team

Leadership includes certified note investing expertise and decades of finance, capital raising, and real estate experience.

Meet The CEO Fund Team

Experienced fund leaders specializing in mortgage note investing.

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's the most profitable real estate investment?

The most profitable real estate investment often depends on risk tolerance, time horizon, and access to quality opportunities. Mortgage note investing can be attractive because it creates income from borrower payments while being backed by real estate collateral. The CEO Fund focuses on Grade A–C performing mortgage assets, diversified property types, and professional management to pursue strong risk-adjusted returns without direct property ownership.

What are Innovative Real Estate Investing Services?

How does mortgage fund investing work?

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

Who is eligible to invest with The CEO Fund?

What is the investor onboarding process?

How does The CEO Fund manage investment risk?

How is note investing different from owning rental property?

Still Have Investment Questions?

Speak with our team about eligibility, strategy, and next steps.

Certified & Trusted

Awards and Recognition

Certified Mortgage Investing Specialist badge

Certified Note Specialist

Specialized leadership in mortgage note investing.

10 plus years track record badge

10+ Year Track Record

Established fund performance and investment history.

500 plus loans purchased badge

500+ Loans Purchased

Broad diversification across national mortgage assets.

Explore Real Estate-Backed Passive Income

Share your investment goals, preferred account type, and questions. Our fund management 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.