Expert Strategic Investment Services for Investors

Build passive income with Strategic Investment Services designed for accredited investors seeking real estate-backed alternatives to traditional market exposure. The CEO Fund offers professionally managed mortgage fund investing, retirement account strategies, syndications, and diversified lending opportunities backed by tangible collateral, rigorous underwriting, and ongoing investor reporting—without the daily responsibilities of owning property.

Strategic investment planning with real estate-backed financial documents

Our Strategic Investment Services Services

Explore real estate-backed strategies designed for passive income, diversification, and tax-advantaged wealth building.

Mortgage Fund Investing

Invest in professionally managed mortgage funds backed by multifamily, single-family, commercial, and mobile home real estate, creating passive income without property management or tenant responsibilities.

IRA Strategy

Use self-directed IRA or 401(k) accounts to pursue real estate-backed income inside a tax-advantaged structure, with guidance through setup, documentation, and funding.

Real Estate Syndications

Participate in large-scale acquisition and development opportunities alongside experienced sponsors, including Florida construction projects with long-term appreciation and passive investment potential.

Portfolio Acquisitions

Benefit from institutional relationships and disciplined due diligence used to acquire mortgage portfolios in bulk, often creating diversification and stronger risk-adjusted return potential.

Business Loans

Access diversified asset-backed lending opportunities to contractors and established operators, supported by collateral, underwriting, servicing, and end-to-end portfolio management.

Investor Onboarding

Move from discovery to funding with a transparent process covering investor goals, accreditation verification, documentation, account funding, reporting, and direct team access.

Asset-Backed Income

Strategic Paths to Passive Wealth

The CEO Fund helps accredited investors access private, real estate-backed opportunities typically unavailable through traditional brokerage channels. From Grade A–C mortgage fund portfolios to syndications and tax-advantaged retirement strategies, our team manages sourcing, underwriting, servicing, and reporting so investors can focus on long-term income, portfolio diversification, and generational wealth building.

Investment manager reviewing real estate-backed portfolio reports
The CEO Fund Difference

Why Choose The CEO Fund?

The CEO Fund combines professional management, real estate collateral, and investor-focused transparency.

Proven Record

A 10+ year track record supports disciplined investing and long-term investor confidence.

Specialized Expertise

A Certified Note Investing Specialist helps guide acquisition, underwriting, and portfolio strategy.

Asset Security

Investments are backed by tangible real estate collateral across multiple property types.

Nationwide Reach

The portfolio spans 50+ states, reducing concentration across markets, borrowers, and property classes.

Meet The CEO Fund Team

Experienced fund managers guiding disciplined investment decisions.

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 Sr. Fund Manager and Certified Note Investing Specialist at The CEO Fund, a role he has held since the fund's inception. with over 25+ 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 million. His deep expertise in real estate-backed investments and mortgage fund 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 funds. 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 funds, 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 a strategic investment?

A strategic investment is an allocation made with a specific long-term objective, such as income generation, diversification, capital preservation, or tax-advantaged growth. In The CEO Fund’s model, strategic investing focuses on professionally managed, real estate-backed mortgage assets, syndications, and asset-secured lending opportunities designed to produce passive cash flow without direct property ownership.

Who can invest with The CEO Fund?

How does mortgage fund investing work?

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

What assets back the investment opportunities?

How are investor distributions handled?

What is the investor onboarding process?

How does The CEO Fund manage investment risk?

Still Have Investment Questions?

Connect with our fund managers for clear, informed guidance.

Certified & Proven

Awards and Recognition

Certified Note Investing Specialist certification

Certified Note Specialist

Specialized expertise in mortgage note investing.

10 plus years track record recognition

10+ Year Track Record

Established history managing real estate-backed investments.

500 plus loans purchased recognition

500+ Loans Purchased

Portfolio experience across hundreds of acquired loans.

Start Building Real Estate-Backed Income

Submit your information and our fund management team will help you understand eligibility, account setup, documentation, and available investment pathways.

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.