Strategic Investment Development Services for Investors

The CEO Fund helps accredited investors access real estate-backed investment development services designed for passive income, portfolio diversification, and long-term wealth building. From mortgage fund investing and self-directed IRA strategies to syndications and bulk note acquisitions, our experienced fund managers handle sourcing, underwriting, servicing, and reporting so you can invest with clarity and confidence nationwide.

Investor reviewing real estate fund documents

Our Investment Development Services

Explore structured real estate-backed investment services built for accredited investors seeking passive, professionally managed income.

Mortgage Investing

Invest in a professionally managed portfolio of Grade A–C mortgage funds backed by diversified real estate assets, designed to generate passive income without direct ownership responsibilities.

IRA Strategies

Use self-directed IRA or 401(k) accounts to pursue tax-advantaged real estate-backed income, with guidance through setup, documentation, and investment funding steps.

Real Estate Syndications

Access large-scale real estate development and acquisition projects alongside experienced sponsors, including institutional-quality opportunities with passive participation and long-term appreciation potential.

Portfolio Acquisitions

Benefit from bulk acquisition strategies that source mortgage portfolios at attractive discounts, supported by due diligence, diversified borrower exposure, and performance-focused asset management.

Business Lending

Participate in diversified asset-backed lending exposure, including loans to contractors and established operators, while the fund manages underwriting, servicing, and risk controls.

Investor Onboarding

Move from initial strategy call to documentation, account funding, reporting, and distributions through a transparent onboarding process guided by the fund management team.

Advisor reviewing investment documents with client

Our Investor Onboarding Process

Schedule Your Strategy Call

We begin with a focused conversation about your income goals, liquidity preferences, accreditation status, and preferred account structure, including taxable funds, self-directed IRAs, or 401(k) options, before recommending next steps.

Review Relevant Opportunities

Complete Investor Documentation

Fund and Monitor

The CEO Fund Difference

Why Choose The CEO Fund?

The CEO Fund combines real estate collateral, experienced leadership, and disciplined portfolio strategy.

Proven Record

A 10+ year track record supports disciplined acquisition, portfolio management, and investor-focused execution.

Specialized Expertise

Carlo Turner brings certified mortgage note expertise and decades of corporate finance experience.

Broad Diversification

Investors gain exposure across property types, borrowers, and markets in 50+ states nationwide.

Passive Structure

The team manages sourcing, underwriting, servicing, reporting, and distributions for a hands-off investor experience.

Meet The CEO Fund Team

Experienced fund leaders focused on real estate-backed income.

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 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.

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 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.

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 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.

Frequently Asked Questions

What are investment development services?

Investment development services help accredited investors access, evaluate, and participate in structured real estate-backed opportunities. At The CEO Fund, this includes mortgage fund investing, self-directed IRA and 401(k) strategies, bulk mortgage portfolio acquisitions, small business lending exposure, and syndications. The goal is to create professionally managed passive income without direct property ownership or daily asset management responsibilities.

Who can invest with The CEO Fund?

How does mortgage fund investing work?

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

How does The CEO Fund manage investment risk?

When do investors receive distributions and reports?

What is a real estate syndication?

How do I get started with The CEO Fund?

Have More Investment Questions?

Connect with our experts for clear answers before you invest.

Certified & Proven

Awards and Recognition

Certified Note Investing Specialist credential

Certified Note Specialist

Led by a certified specialist in mortgage note investing.

10 year track record badge

10+ Year Track Record

Proven investment platform with established fund experience.

500 loans purchased recognition badge

500+ Loans Purchased

Diversified portfolio acquisition experience across national markets.

Start Your Investment Conversation

Share your investment goals, preferred account structure, and timeline. Our fund management team will follow up to discuss eligibility, 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.