Expert Wealth Investment Exchange Services

Build diversified, real estate-backed passive income with The CEO Fund’s Wealth Investment Exchange Services. Accredited investors can access professionally managed mortgage funds, self-directed IRA strategies, syndications, and asset-backed lending opportunities without the daily burdens of property ownership. Our experienced fund managers focus on transparent onboarding, rigorous due diligence, and steady portfolio reporting.

Wealth investment team reviewing real estate-backed portfolio

Our Wealth Investment Exchange Services

Explore real estate-backed investment services designed for accredited investors seeking passive income and portfolio diversification.

Mortgage Funds

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

IRA Strategy

Use self-directed IRA or 401(k) accounts to access tax-advantaged, real estate-backed investment strategies with guidance through documentation and account setup.

Real Estate Syndications

Participate in large-scale real estate development and acquisition projects alongside experienced sponsors, including Florida construction syndications with long-term appreciation potential.

Portfolio Acquisitions

Benefit from the fund’s bulk mortgage portfolio acquisitions, supported by due diligence, institutional relationships, and diversified borrower exposure across multiple markets.

Business Lending

Access diversified asset-backed lending opportunities to contractors and established operators, with underwriting, servicing, and risk management handled by the fund team.

Investor Onboarding

Get started with a transparent onboarding process covering investor goals, accreditation verification, documentation, funding options, distributions, and ongoing reporting access.

Passive Wealth Access

Real Estate-Backed Wealth Opportunities

The CEO Fund gives accredited investors access to private, professionally managed wealth-building opportunities backed by tangible real estate and asset-based lending. From mortgage funds to retirement account strategies and Florida development syndications, our team handles sourcing, underwriting, servicing, and reporting so investors can pursue passive income without managing tenants, properties, or daily operations.

Fund manager reviewing real estate investment portfolio
The CEO Fund Difference

Why Choose The CEO Fund?

The CEO Fund combines experienced management, real estate collateral, and disciplined portfolio diversification.

Proven Track

A 10+ year track record supports disciplined acquisition, management, and investor reporting.

Certified Expertise

Carlo Turner brings certified note investing expertise and deep corporate finance experience.

Diversified Reach

The fund spans 50+ states, reducing exposure to any single real estate market.

Passive Structure

Investors access real estate-backed income without tenants, maintenance, or property oversight.

Meet The Fund Team

Experienced fund managers guiding real estate-backed investment strategies.

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 an investment exchange?

An investment exchange is a structured way for qualified investors to access alternative investment opportunities, often beyond public stocks and bonds. In this context, The CEO Fund connects accredited investors with professionally managed, real estate-backed opportunities such as mortgage funds, syndications, and asset-backed lending. Investors participate passively while the fund team handles acquisition, underwriting, servicing, and reporting.

Who can invest through The CEO Fund?

How does mortgage fund investing work?

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

What types of assets back the investments?

What is the investor onboarding process?

Are these investments guaranteed or risk-free?

How often do investors receive reporting?

Still Have Investment Questions?

Connect with our team for clear answers before investing.

Certified & Trusted

Awards and Recognition

Certified Note Investing Specialist certification

Certified Note Specialist

Specialized expertise in mortgage note investing.

10 year investment track record recognition

10+ Year Track

Established investment performance history and fund operations.

500 loans acquired trust recognition

500+ Loans Acquired

Extensive diversified mortgage loan acquisition experience.

Start Your Wealth Investment Conversation

Share your goals, accreditation status, and preferred investment timeline. Our team will follow up with next steps, documentation guidance, and fund information.

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.