IRA Strategy
Use self-directed retirement accounts to pursue real estate-backed income while maintaining tax-advantaged growth potential through IRA or 401(k) structures.
Build retirement income beyond traditional market exposure with The CEO Fund’s real estate-backed strategies. Our professionally managed mortgage funds, self-directed IRA and 401(k) options, and diversified private lending opportunities help accredited investors pursue consistent passive income without tenants, toilets, or day-to-day property management responsibilities.
Explore passive retirement income strategies backed by real estate, private lending, and professional fund management.
Use self-directed retirement accounts to pursue real estate-backed income while maintaining tax-advantaged growth potential through IRA or 401(k) structures.
Invest passively in managed mortgage funds backed by multifamily, single-family, commercial, and mobile home real estate assets across the United States.
Add diversification through asset-backed loans to contractors and established operators, with underwriting, servicing, and risk management handled by the fund team.
Access institutional-style development and acquisition projects, including large Florida construction opportunities, through passive fractional participation alongside experienced sponsors.
Benefit from discounted bulk mortgage portfolio acquisitions supported by rigorous due diligence, diversified borrower exposure, and stronger risk-adjusted return potential.
Make informed investment decisions with webinars, eBooks, case studies, and resources led by experienced mortgage note investing professionals.
Start with a focused conversation about your retirement goals, income needs, investment timeline, and current account structure. Our team explains available strategies, including mortgage funds, self-directed accounts, and passive income options.
The CEO Fund combines disciplined asset selection with experienced fund management.
10+ years of fund experience with 500+ loans purchased across nationwide markets.
Led by Carlo Turner, a Certified Note Investing Specialist with deep finance expertise.
Investments span property types, borrower profiles, and 50+ states for broader portfolio balance.
Designed for passive income without tenants, toilets, repairs, or property management burdens.
Experienced fund leadership for real estate-backed income strategies.
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.
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.
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.
The seven common streams of income are earned income, profit income, interest income, dividend income, rental income, capital gains, and royalty income. Retirement investors often combine several of these to reduce reliance on one source. The CEO Fund focuses on real estate-backed passive income through mortgage note investing, private lending, and related fund strategies.
Connect with our fund team for clear answers and next steps.
Specialized expertise in mortgage note investing.
Documented fund experience across investment cycles.
Experience acquiring diversified mortgage loan assets.
Share your retirement income goals and our team will explain available fund strategies, accreditation requirements, 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.