Mortgage Fund Investing
Invest in carefully selected Grade A–C performing mortgage funds backed by real estate assets, designed to generate consistent cash flow through diversified note holdings.
Build passive income with professionally managed, real estate-backed investment strategies from The CEO Fund. Our mortgage note funds, IRA and 401(k) approaches, and private real estate syndications help accredited investors pursue diversified cash flow without managing tenants, repairs, or properties directly. Explore a structured path to alternative investing backed by tangible collateral and experienced fund leadership.
Explore professionally managed mortgage note, retirement account, syndication, and investor education services.
Invest in carefully selected Grade A–C performing mortgage funds backed by real estate assets, designed to generate consistent cash flow through diversified note holdings.
Use self-directed IRA or 401(k) retirement funds to pursue passive, tax-advantaged mortgage note income through a dedicated investment strategy.
Participate in larger ground-up development opportunities, including Florida projects such as the SUNRISE Construction Syndication involving homes, marina, and golf course development.
Follow a structured investment path: review fund documents, schedule a call with the management team, invest, and receive ongoing distribution updates.
Benefit from the team’s sourcing and acquisition of bulk mortgage note portfolios, supported by published case studies and disciplined asset selection.
Access free blogs, whitepapers, and events that help prospective investors understand mortgage note investing, fund strategy, and real estate-backed alternatives.
The CEO Fund helps accredited investors access mortgage note income and real estate-backed opportunities without the daily demands of property ownership. Through disciplined acquisition, professional asset management, retirement account strategies, and diversified holdings across property types and markets, the fund is built for investors seeking passive income, collateral-backed exposure, and a structured alternative to traditional fixed-income investments.
A disciplined alternative investment platform built for accredited investors.
Over 10 years of fund activity and 500+ loans purchased across the portfolio.
Mortgage note investments are backed by tangible real estate collateral across diversified property types.
Investors receive exposure to real estate income without tenants, toilets, tiles, or daily management.
Leadership combines certified note expertise, capital raising experience, and Florida development knowledge.
Experienced leadership in mortgage notes and real estate.
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 provided company information does not list a specific minimum investment for the Oak Special fund. Minimums can vary by offering, investor qualification, and fund documents. Prospective investors should review the current private placement materials and schedule a call with The CEO Fund team to confirm eligibility, subscription requirements, account setup, and any applicable IRA or 401(k) considerations.
Connect with our team to review fund documents and next steps.
Fund management credential for mortgage note expertise.
Demonstrated history acquiring and managing mortgage assets.
Large-scale loan acquisition experience across markets.
Tell us about your investment goals, accreditation status, and preferred account structure. Our team will help you review the next steps and available fund documents.
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.