Expert Note Market Services for Investors

The CEO Fund helps accredited investors access professionally managed mortgage note opportunities backed by diversified real estate assets. Our Note Market Services are designed for passive income seekers who want monthly cash flow, portfolio diversification, and real estate exposure without managing tenants, repairs, or day-to-day property operations.

Mortgage note investment documents with financial charts

Our Note Market Services

Explore mortgage note investing, retirement strategies, syndications, education, and portfolio acquisition services for accredited investors.

Mortgage Fund Investing

Access professionally managed Grade A–C performing mortgage funds backed by real estate collateral, designed to generate passive cash flow while diversifying across property types and geographic markets.

IRA Strategy

Use self-directed IRA or 401(k) funds to pursue tax-advantaged mortgage note income, helping retirement investors diversify beyond traditional market-based holdings.

Investor Onboarding

Follow a structured path from fund document review to a management call, investment completion, and ongoing cash distribution updates after onboarding.

Real Estate Syndications

Explore larger real estate development opportunities, including Florida construction syndications such as the SUNRISE Project, focused on homes, marina, and golf course development.

Investor Education

Review blogs, whitepapers, and events that explain note investing, fund strategy, risk considerations, and how real estate-backed passive income works.

Portfolio Acquisitions

Benefit from experienced sourcing and acquisition of bulk mortgage note portfolios, supported by case studies and a nationwide investment strategy.

Investor reviewing mortgage note investment process

Our Investor Onboarding Process

Review Fund Documents and Resources

Start by creating your investor profile and reviewing fund materials, strategy details, and available resources. This stage helps you understand the mortgage note model, asset-backed structure, and how passive income may fit your broader portfolio goals.

Speak With Fund Management

Invest Through the Right Strategy

Receive Updates and Distributions

The CEO Fund Difference

Why Choose The CEO Fund?

The CEO Fund combines professional management, real estate collateral, and disciplined portfolio strategy.

Track Record

The fund has 10+ years of track record in mortgage note investments.

Certified Expertise

Leadership includes certified mortgage note expertise and decades of combined finance experience.

Diversification

Investments span 50+ states, reducing dependence on one local real estate market.

Passive Income

Investors pursue passive cash flow without managing tenants, maintenance, or properties.

Meet The CEO Fund Team

Experienced fund leaders specializing in mortgage notes and real estate.

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 are note market services?

Note market services help accredited investors access mortgage note opportunities, where income is generated from payments tied to real estate-backed debt. The CEO Fund focuses on Grade A–C performing mortgage notes, diversified by property type and geography, so investors can pursue passive income without directly owning or managing rental property.

Who can invest in mortgage note funds?

How does the investor onboarding process work?

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

How is note investing different from owning rental property?

What types of assets back the fund?

What risks should investors understand?

Where does The CEO Fund acquire mortgage notes?

Still Have Investment Questions?

Connect with our team for clear answers before you invest.

Certified & Trusted

Awards and Recognition

Certified Note Investing Specialist badge

Certified Note Specialist

Specialized expertise in mortgage note investing.

10 plus years track record badge

10+ Years Track Record

A decade-plus record of fund experience.

500 plus loans purchased badge

500+ Loans Purchased

Extensive mortgage note acquisition history.

Start Building Passive Note Income

Share your investment goals, retirement account strategy, or note market questions, and our fund team will help you understand the next step.

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.