Mortgage Fund Investing
Invest in professionally managed Grade A–C performing mortgage funds backed by diversified real estate assets, designed to generate passive cash flow without direct property ownership or landlord responsibilities.
Universal Wealth — Financial Freedom Starts Here introduces accredited investors to professionally managed mortgage note investing through The CEO Fund. Explore real estate-backed income opportunities, self-directed IRA and 401(k) strategies, diversified assets, and a structured investor experience designed to help build passive income without the day-to-day burdens of traditional property ownership.
Explore real estate-backed investment strategies designed for accredited investors seeking passive income and portfolio diversification.
Invest in professionally managed Grade A–C performing mortgage funds backed by diversified real estate assets, designed to generate passive cash flow without direct property ownership or landlord responsibilities.
Use self-directed IRA or 401(k) funds to access tax-advantaged mortgage note income strategies, with a structure designed for investors seeking retirement-focused real estate exposure.
Follow a clear path from fund document review to management consultation, investment completion, and quarterly distribution communications through a guided investor onboarding experience.
Access larger real estate development opportunities, including ground-up construction syndications such as Florida’s SUNRISE Project involving homes, a marina, and a golf course.
Benefit from the fund’s sourcing and acquisition of bulk mortgage note portfolios, supported by published case studies and a nationwide asset acquisition strategy.
Explore blogs, whitepapers, and events that explain mortgage note investing, fund strategy, passive income concepts, and real estate-backed alternatives for accredited investors.
Begin by reviewing The CEO Fund’s investment resources, fund documents, and strategy overview. This helps you understand mortgage note investing, eligible investor requirements, asset-backed income potential, and how private real estate alternatives differ from direct property ownership.
The CEO Fund combines real estate collateral, experienced management, and diversified acquisition strategy.
A 10+ year track record supports disciplined acquisition and fund management decisions.
Investments are backed by real estate collateral across multiple property types and markets.
The fund has purchased 500+ loans across 50+ states for broad diversification.
Certified mortgage note expertise guides underwriting, acquisition, financing, and asset delivery.
Experienced leadership guiding real estate-backed investment 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.
Universal Wealth — Financial Freedom Starts Here is an investment-focused page for The CEO Fund, a professionally managed mortgage note investment fund. It explains how accredited investors can pursue passive, real estate-backed income through mortgage fund investing, retirement account strategies, syndications, education, and a structured onboarding process supported by experienced fund managers.
Connect with The CEO Fund for clear next steps.
Specialized leadership in mortgage note investing.
Documented investment history across multiple cycles.
Portfolio experience spanning hundreds of loans.
Share your investment goals, accreditation status, and preferred strategy. The team will guide you toward the appropriate fund documents, resources, 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.