Mortgage Fund Investing
Access a core investment strategy built around carefully selected Grade A–C mortgage notes backed by diversified real estate collateral and managed for consistent passive cash flow.
Build passive income through a professionally managed mortgage note investment strategy designed for accredited investors. Investor Growth & Income Fund opportunities from The CEO Fund focus on real estate-backed assets, diversified note portfolios, and quarterly cash distributions—helping you pursue consistent cash flow without managing tenants, repairs, or day-to-day property operations.
Explore real estate-backed investment strategies designed for passive income, diversification, and long-term wealth building.
Access a core investment strategy built around carefully selected Grade A–C mortgage notes backed by diversified real estate collateral and managed for consistent passive cash flow.
Use eligible self-directed IRA or 401(k) funds to pursue passive mortgage note income while exploring potential tax-advantaged real estate exposure.
Follow a structured onboarding path that includes document review, a fund management consultation, investment setup, and quarterly cash distribution expectations.
Participate in larger development opportunities, including Florida-based syndications such as the SUNRISE Project, designed around real estate growth and community development.
Benefit from the fund’s sourcing and acquisition of bulk mortgage note portfolios, supported by case studies and disciplined asset selection practices.
Explore blogs, whitepapers, and events created to help prospective investors understand mortgage notes, passive income strategies, and fund investment considerations.
Begin by submitting your information and reviewing available fund materials. This first step helps you understand the investment strategy, asset types, distribution approach, and accredited investor requirements before speaking directly with the management team.
The CEO Fund combines professional management, real estate collateral, and a disciplined income-focused strategy.
Over 10 years of investment history supports disciplined mortgage note acquisition and portfolio management.
Leadership includes certified note investing expertise and decades of combined real estate finance experience.
The fund has purchased 500+ loans across 50+ states for broad market exposure.
Investors pursue cash flow without handling tenants, toilets, tiles, repairs, or property operations.
Experienced fund leaders focused on real estate-backed income.
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.
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.
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.
The best performing growth and income fund depends on the investor’s goals, risk tolerance, liquidity needs, and asset preferences. The CEO Fund focuses on real estate-backed mortgage note investing, seeking consistent passive income through diversified Grade A–C mortgage assets rather than relying solely on public market performance. Accredited investors should review fund documents, distribution history, collateral strategy, and management experience before deciding.
Connect with our team to discuss documents, eligibility, and next steps.
Specialized mortgage note investing expertise
Proven history acquiring mortgage assets
Nationwide mortgage portfolio acquisition experience
Submit your information to review fund details, ask questions, and schedule a conversation with the management team.
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.