Welcome & Coffee Networking
Welcome & Coffee Networking
The Fundamentals of Mortgage Note Investing
Real Case Studies & ROI Breakdowns
How to Get Started & Next Steps
Q&A Session
Individual Strategy Consultations (Optional)
How mortgage notes generate monthly income backed by real estate.
Why this model eliminates tenants, toilets, and turnover.
How to structure deals for high-yield returns—even in a volatile market.
How to use IRAs/401Ks for tax-advantaged note investing.
With 20+ years of experience in corporate finance and a global investment background, Carlo leads note acquisitions and fund strategy. He’ll personally walk you through what’s working right now in the mortgage note market.
Receive consistent payments straight to your account without the hassles of property management.
Forget about midnight tenant calls, repairs, and property upkeep.
Earn attractive returns with minimal ongoing involvement.
Your investment is secured by tangible property collateral.
Benefit from a market with fewer competitors than traditional real estate.
Perfect for self-directed retirement accounts for tax advantages.
Purchase Price:
$80,900
ROI:
10% annually
Monthly Cash Flow:
$764.39
Total Payback:
$197,212
Property Value:
$200,000
Investor Price:
$47,100
Actual ROI:
92% Annualized
"I had no idea mortgage notes were even available to private investors. Now I earn more monthly than I ever did with rentals—and no tenant calls!"
"After implementing what I learned at the CEO Fund event, my first note is already generating 12% returns. The strategy is straightforward and the support is incredible."
"This completely changed my retirement strategy. Instead of worrying about the stock market, I now have predictable income backed by real estate—without being a landlord."