Invest In CEO Fund

Invest in Mortgage Notes With

THE CEO FUND

The CEO Fund invests in carefully selected Grade A – C performing mortgage notes to provide consistent cash flow and an asset backed alternative to build long-term wealth for accredited investors.

The CEO Fund invests in carefully selected Grade A – C performing mortgage notes to provide consistent cash flow and an asset backed alternative to build long-term wealth for accredited investors.

The CEO Fund outperforms
Wall Street

"Superior Yields vs. Standard Industry Returns." Open your Account NOW and start building Wealth!

3-5 years

Average holding period

$50M

Fund size

$100,000

Minimum investment

Asset types

Multifamily, single-family, mobile home parks, commercial real estate, tax liens, small business loans

Book An Intro Session To Learn More About The Fund

Let Us Help You Discover How Notes Investing Can Help You Build
Generational Wealth Without The 3 T’s: Tenants, Toilets, and Tiles!
Let Us Help You Discover How Notes Investing Can Help You Build Generational Wealth Without The 3 T’s: Tenants, Toilets, and Tiles!
https://calendly.com/carlo_turner/30-minutes-with-carlo

Invest in Mortgage Notes With

THE CEO FUND

Invest in Mortgage Notes With

THE CEO FUND

The Crown Estates Options Trust Fund (CEO fund) invests in carefully selected Grade A – C performing mortgage notes to provide consistent cash flow and an asset backed alternative to build long-term wealth for accredited investors.

The Crown Estate Options Trust Fund(CEO fund) invests in carefully selected Grade A – C performing mortgage notes
to provide consistent cash flow and an asset backed alternative to build long-term wealth for accredited investors. Let Us
Help You Discover How Notes Investing Can Help You Build Generational Wealth Without The 3 T's: Tenants, Toilets, and Tiles!

Book An Intro Session To Learn More About The Fund

  • The CEO Fund outperforms Wall Street

    Superior Yields vs. Standard Industry Returns Open your Account NOW and start building Wealth!

  • Monthly Cash Flow

    Consistent monthly income from borrower payments.

  • High Yield Returns

    Secure attractive yields higher than other fixed-income investments.

  • Backed By Real Estate

    Tangible property as collateral for your investment.

  • Very Little Interaction

    Minimal ongoing involvement; truly passive investment.

  • Readily Convertible To Cash

    Notes can be Quickly sold or liquidated for flexible capital.

  • Low Competition

    Less competition compared to traditional real estate investing.

  • NO Tenant or Property

    No property management hassles like Toilet, Tenants & Trash.

  • NO Renovations!

    Not responsible for repairs or renovations on the property.

  • NO Additional Expense

    You are not liable for property taxes or insurance costs.

  • Perfect For IRA / 401K

    Well-suited for tax-advantaged retirement investing.

  • True Passive Income

    Earn returns without active involvement in the investment.

ABOUT US

10+ Years
Track Record

40+
Team Real Estate Experience

500+
Total Loan Purchased

50+
Number of states invested

At Crown Estate Options Trust Fund (The CEO Fund), our mission is to generate substantial profits for our accredited investors by strategically acquiring and managing high-performing mortgage assets. With a focus on Grade A – C mortgage notes, we have built a diverse portfolio that includes multifamily dwellings, single family homes, mobile home parks, commercial properties, and real estate tax liens. Our team also provides small business loans to general contractors, further diversifying our investment offerings.

Our experienced investment team employs a proven strategy that involves participating in various locales throughout the United States, carefully selecting assets that maximize returns for our investors. By leveraging our expertise and network, we identify the most promising opportunities and acquire interests in these assets through joint ventures, partnerships, and other investment vehicles. This approach allows us to maintain a well-balanced portfolio that generates consistent cash flow and capital gains.

We take pride in our ability to navigate the complex world of real estate investing and deliver strong returns for our accredited investors.

How Does The Fund Work?

The CEO fund operates similarly to a bank when we purchase mortgage notes. Here’s a simple breakdown of our process:
Step 1

Collecting Monthly Payments

Once we acquire a mortgage note, we start receiving monthly payments from the borrower, which include both principal and interest. These payments form the foundation of our fund's cash flow.

Step 2

Generating Profits from Payoffs

When a borrower decides to refinance or sell their property, they pay off the remaining balance of their mortgage. These payoffs provide an additional source of profit for our fund.

Step 3

Distributing Returns to Investors

We distribute a portion of the monthly cash flow to our investors as a preferred return. This means you'll receive steady, reliable income from your investment every month.

Targeted Asset Classes

Multifamily residential

Single-family residential

Mobile home parks

Commercial real estate

Real estate tax liens

Small business loans to general contractors

The Fund’s investment strategy includes participation in various locales throughout the United States, and strategically acquires interests therein to maximize our return on investment. Our investment interest in such Assets may take the form of a joint venture, partnership, lender, creditor, tenant-in-common, trust, or membership interest in a limited liability company controlled by others.

From time to time, our Fund may elect to maintain its interest in certain Assets to generate long-term cash flow income, while other Assets may be acquired and immediately resold for a profit. For each acquired Asset, we provide cash distributions to our Investors from cash flow and/or other revenue, capital, and diverse acquisition of Mortgage Notes.

The Fund’s Investment Strategy Includes

Acquisition

We source performing mortgage notes from various channels, focusing on those with attractive risk-adjusted returns.

Management

We actively manage each asset, monitoring payments, property conditions, and market trends while proactively resolving issues.

Optimization

We consistently evaluate our portfolio to identify opportunities for optimization, such as selling or repositioning assets.

Risk Mitigation

We mitigate risk by diversifying across geographies and asset types, maintaining conservative underwriting, and using hedging instruments when appropriate.

Syndications

SUNRISE PROJECT

This is our ongoing $20 Million Construction syndication in Florida, of which when completed will provide 1000 new homes to the community. When completed, SUNRISE will include a Marina and a Golf Course in addition to this premier project.

Case Studies

AN ACTUAL MORTGAGE NOTE PURCHASE

Cash Flow Note Orange City Florida

10% ROI Secured By A Beautiful Florida Townhome
Market Value
$115,000
Unpaid Balance
$ 92,100
Investor Price
$ 80,900
Remaining Term
21.5 Years
Monthly Payment
$ 764.39
Total Payback
$ 197,212

67 Days Turnaround Annualized ROI 92%

Property Value
$200,000
Unpaid Balance
$63,000
Investor Price
$47,100
Best Case Profit
$76,450
Worst Case Profit
$7,950
Actual Profit
$7,950

Meet Our fund manager

Our team has decades of combined experience in real estate investing, with a proven track record of generating strong risk-adjusted returns for investors across market cycles.
Our team has decades of combined experience in real estate investing, with a proven
track record of generating strong risk-adjusted returns for investors across market cycles.

Carlo Turner

Fund Manager

Carlo Turner has worked in this capacity of a Fund Manager since The CEO Fund's inception. As a Fund Manager, Mr. Turner directly oversees the acquisition, financing, development, and delivery of the fund's Assets along with his partners. Prior to, Mr. Turner worked as a Financier where he performed in a number of management roles including financial markets as an Investment Banker, ie Commodities, Stocks and Bonds.

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