Mortgage Funds
Access professionally managed mortgage note funds backed by real estate assets, designed to generate passive income through carefully selected performing mortgage investments across diversified property types.
Build generational wealth through professionally managed, real estate-backed investment strategies designed for accredited families and high-net-worth investors. The CEO Fund helps simplify passive income planning through mortgage note funds, retirement account strategies, syndications, and education—without the day-to-day burdens of owning rental property or managing tenants directly.
Comprehensive real estate-backed strategies for accredited families seeking passive income and long-term wealth growth.
Access professionally managed mortgage note funds backed by real estate assets, designed to generate passive income through carefully selected performing mortgage investments across diversified property types.
Use self-directed IRA or 401(k) funds to pursue tax-advantaged exposure to passive mortgage note income while maintaining a retirement-focused investment structure.
Participate in larger real estate development opportunities, including ground-up construction syndications such as the $20 million SUNRISE Project in Florida.
Follow a clear path from document review to fund team consultation, investment completion, and ongoing distribution updates for a smoother investor experience.
Learn how note investing works through blogs, whitepapers, and events created to help prospective investors evaluate strategy, risk, and income potential.
Benefit from the fund’s ability to source and acquire bulk mortgage note portfolios, supporting diversification, scale, and disciplined asset selection.
Start by reviewing The CEO Fund’s investment materials, fund documents, whitepaper, and educational resources. This helps your family understand mortgage note investing, real estate collateral, passive income potential, and how the strategy may fit within a broader wealth plan.
The CEO Fund helps accredited investors pursue passive income through professionally managed real estate-backed strategies.
A 10+ year track record supports disciplined, real estate-backed wealth planning.
Carlo Turner brings certified mortgage investing expertise and 15+ years in corporate finance.
Invest across mortgage notes, syndications, property types, and 50+ U.S. states.
Pursue cash flow without managing tenants, repairs, vacancies, or daily property operations.
Experienced fund leadership for real estate-backed wealth strategies.
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.
Family wealth refers to the financial assets, investments, income streams, and estate-building strategies used to support current and future generations. It may include real estate, retirement accounts, business interests, securities, and alternative investments. For many accredited families, wealth management focuses on preserving capital, generating passive income, reducing unnecessary risk, and creating a structured path for generational financial security.
Speak with experienced fund managers about your investment goals.
Specialized expertise in mortgage note investing.
Established investment performance and operational history.
Proven acquisition experience across mortgage assets.
Share your goals, preferred investment timeline, and retirement account interests. The CEO Fund team will help you understand available strategies and next steps.
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.