For accredited high net worth families
Diversified first-lien exposure, backed by real estate, offered under SEC Rule 506(c).
A private placement with real estate as the security
The CEO Fund is a Reg D 506(c) private placement. Accredited investors gain access to Grade A to C first-lien mortgage notes across 50+ states, held inside a pass-through vehicle that lets depreciation flow through on a K-1.
Accreditation thresholds
Accreditation, subscription, first distribution
The onboarding sequence is deliberate. Step one, complete the accreditation-verification form. Step two, sign the Subscription Agreement and fund the position. Step three, receive quarterly distributions, tracked against your Schedule K-1.
High net worth allocations can be wrapped in JV, tenant-in-common, LLC, or trust vehicles, drafted alongside your existing tax and estate counsel.
Wrap your allocation the way your plan needs
Send your CPA's summary and the fund team will size the position.