Public Fund Investment Services for Investors

Explore real estate-backed fund investment strategies designed for accredited investors seeking passive income, portfolio diversification, and reduced day-to-day property management. The CEO Fund helps investors access mortgage notes, retirement-account strategies, syndications, and investor education through a professionally managed platform built around tangible collateral, monthly cash flow potential, and disciplined acquisition practices.

Real estate investment fund advisor reviewing mortgage notes

Our Public Fund Investment Services

Real estate-backed investment services built for accredited investors seeking passive income, diversification, and professional fund management.

Mortgage Fund Investing

Invest in carefully selected Grade A–C performing mortgage funds backed by real estate assets, designed to generate consistent cash flow without direct property ownership responsibilities.

401(k) & IRA Strategy

Explore strategies for self-directed IRA and 401(k) capital, helping qualified investors pursue passive, tax-advantaged mortgage note income through retirement account structures.

Investor Onboarding

Follow a structured process to review documents, speak with fund management, complete investment steps, and begin receiving quarterly cash distributions based on fund terms.

Real Estate Syndications

Access larger development opportunities, including projects such as the $20 million Florida SUNRISE Construction Syndication involving homes, a marina, and a golf course.

Investor Education

Use blogs, whitepapers, and events to better understand mortgage note investing, fund strategy, risk considerations, and passive income opportunities before investing.

Portfolio Acquisitions

Benefit from disciplined sourcing and acquisition of bulk mortgage note portfolios, supported by case studies and fund-level experience in secondary mortgage market opportunities.

Investor reviewing fund documents with advisor

Our Investor Onboarding Process

Review Fund Materials

Begin by reviewing The CEO Fund’s investment materials, fund documents, and strategy overview. This helps you understand mortgage note investing, real estate-backed collateral, potential cash flow, and the requirements for accredited investor participation.

Speak With Fund Management

Complete Investor Documentation

Invest Through the Fund

Receive Ongoing Distributions

The CEO Fund Difference

Why Choose The CEO Fund?

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

Certified Expertise

Led by certified note investing expertise and seasoned real estate-backed fund management.

Proven Record

A 10+ year track record with 500+ loans purchased across fund history.

Diversification

Exposure across property types and geographic markets helps balance portfolio risk.

Passive Income

Investors pursue cash flow without tenants, repairs, or direct property management.

Meet The Fund Team

Experienced fund leaders in finance 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 is an example of a public fund?

An example of a public fund is a pooled investment vehicle that collects capital from many investors and allocates it into a defined strategy, such as bonds, equities, real estate, or mortgage-backed assets. In contrast, The CEO Fund focuses on private, real estate-backed mortgage note opportunities for accredited investors seeking passive income and portfolio diversification.

What are Public Fund Investment Services?

Who can invest with The CEO Fund?

What assets support the investment strategy?

How does the fund generate passive income?

Can I invest using an IRA or 401(k)?

How does The CEO Fund manage investment risk?

What is the investor onboarding process?

Still Have Investment Questions?

Speak with our team about documents, eligibility, and next steps.

Certified & Proven

Awards and Recognition

Certified Note Investing Specialist badge

Certified Note Investing Specialist

Specialized mortgage note investment expertise.

10 plus year track record badge

10+ Year Track Record

Established investment history across fund operations.

500 plus loans purchased recognition badge

500+ Loans Purchased

Proven mortgage note acquisition experience.

Start Your Investment Conversation

Share your investment goals, accreditation status, and preferred account type. The CEO Fund team will help you understand available documents, next steps, and suitability considerations.

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.