IRA Strategy
Use eligible self-directed IRA or 401(k) funds to access passive, tax-advantaged mortgage note income without taking on direct property ownership or management responsibilities.
Build long-term passive income through tax-deferred strategies designed for self-directed IRA and 401(k) investors. The CEO Fund helps accredited investors access professionally managed mortgage note opportunities, real estate-backed collateral, and a structured onboarding experience—without the daily demands of tenants, toilets, or property management. Learn how retirement capital can work toward consistent cash flow and generational wealth.
Explore retirement-account strategies, fund access, and investor guidance built around real estate-backed mortgage note income.
Use eligible self-directed IRA or 401(k) funds to access passive, tax-advantaged mortgage note income without taking on direct property ownership or management responsibilities.
Invest in carefully selected Grade A–C performing mortgage funds backed by diversified real estate assets, designed to support consistent monthly cash flow for accredited investors.
Follow a structured path from document review to a fund management call, funding coordination, and potential quarterly cash distributions based on investment terms.
Start by reviewing fund materials, eligibility requirements, and retirement-account possibilities. This helps you understand the mortgage note strategy, tax-deferred structure, distribution expectations, and whether the opportunity aligns with your long-term wealth goals.
The CEO Fund combines specialized note investing expertise with a disciplined, asset-backed income strategy.
Led by a Certified Note Investing Specialist with extensive corporate finance and mortgage note expertise.
A 10+ year track record and 500+ loans purchased support disciplined portfolio execution.
Assets span 50+ states and multiple property types for broader market diversification.
Investors access real estate-backed income without managing tenants, repairs, or daily operations.
Experienced fund leaders focused on real estate-backed income.
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.
Tax-deferred investing allows eligible retirement-account funds, such as self-directed IRAs or certain 401(k) accounts, to grow without current annual taxation on investment gains. With The CEO Fund, accredited investors may use retirement capital to access mortgage note income strategies. Taxes are generally deferred until distributions occur, but investors should review account rules with a qualified tax advisor.
Get clear answers before choosing a tax-deferred investment path.
Specialized expertise in mortgage note investing.
Established investment history and portfolio management experience.
Extensive acquisition history across diversified markets.
Tell us about your retirement-account goals, investor status, and timeline. The CEO Fund team will help you understand next steps, documents, and available tax-advantaged opportunities.
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.