Real Estate Fund Intelligence for Investors

Make smarter real estate fund decisions with intelligence from The CEO Fund. Explore mortgage note strategies, syndications, IRA and 401(k) options, and investor resources designed for accredited investors seeking passive income backed by tangible real estate collateral, diversified property types, and professional fund management without the daily burdens of ownership or landlord operations across markets.

Investor analyzing real estate fund intelligence

Our Real Estate Fund Intelligence Services

Explore fund intelligence, mortgage note strategies, retirement investing options, syndications, and education for accredited investors.

Mortgage Investing

Access a structured mortgage note investment strategy focused on Grade A–C performing funds backed by real estate assets across residential, multifamily, commercial, mobile home park, and tax lien categories.

IRA Strategy

Explore ways to use self-directed IRA or 401(k) funds for passive, tax-advantaged exposure to real estate-backed mortgage note income through a dedicated retirement strategy.

Real Estate Syndications

Review larger development syndications, including Florida-based construction opportunities such as the SUNRISE Project, designed to provide access to substantial real estate growth initiatives.

Investor Education

Use free blogs, whitepapers, and events to understand mortgage note investing, fund strategy, real estate-backed income, and the due diligence factors investors should evaluate.

Portfolio Acquisitions

Gain insight into how the fund sources and acquires bulk mortgage note portfolios, supported by case studies that illustrate past acquisition strategies and portfolio opportunities.

Investor Onboarding

Follow a clear investment path: review fund documents, schedule a call with the management team, complete funding steps, and begin receiving distributions per fund terms.

Informed Investing

Clearer Insight for Smarter Capital Decisions

Real estate fund intelligence gives investors a clearer view of where capital goes, how assets are selected, and what supports potential income. The CEO Fund combines mortgage note expertise, nationwide acquisitions, retirement account strategies, and syndication insight to help accredited investors evaluate passive, collateral-backed alternatives with confidence before taking the next step.

Investor reviewing real estate fund documents
The CEO Fund Difference

Why Choose The CEO Fund?

The CEO Fund combines specialized mortgage note expertise with disciplined real estate-backed strategies.

Track Record

A 10+ year track record supports disciplined real estate-backed investment decision-making.

Expert Team

Leadership includes certified note expertise and decades of finance, capital raising, and real estate experience.

Diversification

The fund has purchased 500+ loans across 50+ states for broad market exposure.

Passive Access

Investors pursue mortgage note income without handling tenants, toilets, tiles, or property operations.

Meet The Fund Team

Experienced fund leadership with real estate and finance expertise.

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 real estate fund intelligence for investors?

Real estate fund intelligence helps investors understand how a fund sources assets, manages risk, structures distributions, and creates exposure to real estate-backed income. For The CEO Fund, this includes insight into mortgage notes, property collateral, portfolio diversification, syndications, IRA and 401(k) strategies, and the professional management approach behind each opportunity.

How does mortgage fund investing work?

Who can invest in The CEO Fund?

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

What types of assets back the fund?

How are risks managed in real estate fund investing?

What is the investor onboarding process?

How do distributions and reporting work?

Still Evaluating Your Options?

Speak with our team about fund strategy and eligibility.

Certified & Proven

Awards and Recognition

Certified Note Investing Specialist badge

Certified Note Specialist

Specialized expertise in mortgage note investing.

10 plus years track record badge

10+ Year Track Record

Established fund history and performance discipline.

500 plus loans purchased badge

500+ Loans Purchased

Nationwide experience across mortgage note portfolios.

Ready to Review the Fund?

Share your investment goals, accreditation status, and preferred strategy. The CEO Fund team will follow up with relevant fund information and next steps.

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.