Mortgage Investing
Invest in carefully selected Grade A–C performing mortgage notes backed by real estate, including multifamily, single-family, mobile home parks, commercial properties, and tax liens for consistent cash flow.
Explore professionally managed Multi-Asset Income Funds designed for accredited investors seeking passive income beyond traditional property ownership. The CEO Fund combines mortgage notes, real estate-backed assets, syndications, and diversified lending strategies to help generate consistent cash flow while reducing the burdens of tenants, repairs, and direct management.
Explore diversified income strategies spanning mortgage notes, retirement accounts, syndications, lending, acquisitions, and investor education.
Invest in carefully selected Grade A–C performing mortgage notes backed by real estate, including multifamily, single-family, mobile home parks, commercial properties, and tax liens for consistent cash flow.
Use self-directed IRA or 401(k) funds to pursue passive, tax-advantaged mortgage note income while maintaining exposure to real estate-backed alternative investments.
Access larger development opportunities, including ground-up construction syndications such as the $20M Sunrise Project focused on homes, marina, and golf course development.
Diversify beyond real estate notes through lending opportunities to general contractors, adding another income-producing component to the fund’s broader investment strategy.
Benefit from the fund’s sourcing and acquisition of bulk mortgage note portfolios, supported by due diligence and past acquisition case study experience.
Explore blogs, whitepapers, and events that help prospective investors understand mortgage note investing, fund strategy, passive income, and private market opportunities.
The CEO Fund gives accredited investors access to income-focused private investments backed by real estate collateral and diversified across multiple asset categories. By combining mortgage notes, syndications, retirement-account strategies, and selective lending opportunities, the fund helps investors pursue recurring cash flow without becoming landlords or managing properties directly.
The CEO Fund combines professional management, real estate collateral, and diversified income-focused strategies.
Led by a Certified Note Investing Specialist with deep mortgage note and finance expertise.
500+ loans purchased across 50+ states supports broad geographic and asset diversification.
Investors pursue monthly cash flow without tenants, toilets, tiles, or direct property management.
Strategies include IRA and 401(k) options for tax-advantaged real estate-backed income exposure.
Experienced fund leaders guiding diversified real estate-backed investments.
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.
A multi-asset income fund is an investment vehicle that seeks recurring cash flow by holding different income-producing assets. For The CEO Fund, that can include performing mortgage notes, real estate-backed investments, construction syndications, small business lending, and related opportunities. The goal is to diversify income sources while giving accredited investors professionally managed exposure without direct property ownership responsibilities.
Connect with our team to review eligibility, strategy, and next steps.
Specialized leadership in mortgage note investing.
Established investment history across market cycles.
Demonstrated mortgage note acquisition experience.
Submit your information to review fund documents, discuss eligibility, and schedule a call with the fund 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.