IRA Strategy
Use self-directed retirement accounts to pursue tax-advantaged, real estate-backed income while supporting long-term family wealth and retirement planning objectives.
Build lasting family wealth with succession-focused investment strategies designed for accredited investors. The CEO Fund helps you pursue passive, real estate-backed income through mortgage fund investing, retirement account strategies, syndications, and professional portfolio management—without the burdens of direct property ownership. Explore structured opportunities built around cash flow, diversification, and long-term generational wealth planning.
Explore investment-focused services designed to support passive income, diversification, and long-term wealth transfer goals.
Use self-directed retirement accounts to pursue tax-advantaged, real estate-backed income while supporting long-term family wealth and retirement planning objectives.
Invest in professionally managed mortgage funds backed by diversified real estate collateral, designed for passive income without tenants or property management demands.
Access large-scale development and acquisition opportunities alongside experienced sponsors, combining passive participation with potential long-term appreciation.
Benefit from institutional-style mortgage portfolio acquisitions that emphasize due diligence, diversified borrower exposure, and risk-adjusted return potential.
Gain clarity through eBooks, webinars, case studies, and expert guidance that explain note investing, due diligence, and passive income strategies.
Move from initial consultation to documentation and funding through a transparent process designed for accredited investors seeking structured opportunities.
We begin with a focused conversation about your income goals, family wealth priorities, retirement account options, and accreditation status so the fund team can identify relevant real estate-backed strategies.
The CEO Fund combines experienced management, collateral-backed investing, and transparent investor guidance.
Led by Certified Note Investing Specialist Carlo Turner and seasoned real estate finance executives.
500+ loans purchased across 50+ states provide broad exposure beyond single-market risk.
Investors pursue income backed by mortgage notes, real estate assets, and disciplined underwriting.
Designed for passive income without tenants, toilets, tiles, or direct property management.
Experienced fund leaders guiding real estate-backed investment strategies.
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.
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.
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.
Wealth succession is the intentional transfer, preservation, and growth of assets for future generations. For investors, it often includes income-producing assets, tax-advantaged accounts, estate coordination, and diversified strategies designed to support heirs over time. The CEO Fund focuses on the investment side by helping accredited investors build real estate-backed passive income that may support broader generational wealth plans.
Get clear answers before choosing your investment path.
Specialized expertise in mortgage note investing.
Established investment performance history and experience.
Proven scale across diversified mortgage assets.
Share your goals, accreditation status, and preferred investment timeline. Our team will explain available strategies, documentation, and next steps clearly.
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.