Invest In The mortgage, not the property. Earn up to 12% preferred returns, paid monthly.
- Asset-backed by first-position mortgages on real property
- Monthly cash distributions no tenants, no toilets, no repairs
- SEC-regulated Reg D 506(c) offering uncorrelated with stock market volatility
$50M
Fund size
$50k
Minimum
8–12%
Preferred return
Monthly
Distributions
AS SEEN ON
Wall Street sells you the roller coaster. We sell you the ticket booth.
Most accredited investors are still watching their net worth swing 10%, 20%, sometimes 40% in a single quarter chasing yield in equities that pay 1–2% and REITs correlated to the same market they’re trying to escape.
There is a better way. As a mortgage note holder, you become the bank. You collect the principal and interest payments every month, secured by real property. No tenants. No repairs. No property tax bills. No 3 a.m. maintenance calls.
The CEO Fund lets accredited investors participate in a professionally managed portfolio of performing mortgage notes the same asset class banks build their balance sheets on.
Twelve reasons private mortgage funds outperform almost every other income asset.
Monthly cash flow
Borrower payments are collected and distributed to investors on a monthly basis.
Locked-in high yields
Preferred return classes from 6% up to 12% – well above most fixed-income alternatives.
Backed by real estate
Every note is secured by a lien on physical U.S. property. Your capital is not just paper.
Truly passive
No tenants to screen, no repairs to manage, no bookkeeping. The Fund does the work.
Uncorrelated with stocks
Cash flow from mortgage notes doesn’t move with the S&P 500 or the daily headlines.
Convertible to cash
Notes can be sold or refinanced, providing flexibility inside a professionally managed portfolio.
No tenant headaches
You’re the lender, not the landlord. Zero property management, zero vacancy risk on your end.
No repairs or renovations
The borrower owns and maintains the property. You collect the payment.
No property tax or insurance
Those obligations sit with the borrower. Your yield is not eroded by carrying costs.
IRA / 401(k) eligible
Fund units qualify for self-directed IRA and Solo 401(k) accounts – tax-advantaged compounding.
Low competition asset class
Mortgage notes remain overlooked by retail investors – a persistent institutional edge.
Optional compounding (DRIP)
Reinvest distributions to compound preferred returns instead of taking monthly checks.
Choose your class. Get paid every month.
A simple, three-step engine for monthly cash flow.
We acquire performing notes
The Fund sources first-position mortgages nationwide with attractive risk-adjusted yields and conservative loan-to-value ratios.
Borrowers pay every month
Principal and interest payments flow into the Fund. When borrowers refinance or sell, payoffs generate additional profit.
You receive monthly distributions
Investors receive their preferred return each month – deposited directly to your account, or auto-reinvested via DRIP.
Risk mitigated by geography and asset type.
Multifamily residential
First-position notes on stabilized apartment complexes in growth markets.
Single-family residential
Individual home mortgages with strong borrower profiles and equity cushions.
Mobile home parks
One of the most resilient affordable-housing segments in the country.
Commercial real estate
Secured debt on cash-flowing retail, office, and mixed-use properties.
Real estate tax liens
Government-backed liens providing defensive, high-priority income.
SBA loans to general contractors
Short-term loans to professional real estate investors and developers.
How the numbers actually work in the field.
10% ROI, secured by a Florida townhome.
$197,212
92% annualized ROI on a short-duration note.
$7,950
The Sunrise Project - Florida.
$20M
Syndication
1,000
New homes
FL
Location
Four disciplined pillars behind every note we hold.
Acquisition
We source performing mortgage notes nationwide through institutional channels, focused on strong risk-adjusted returns.
Management
We actively monitor payments, property condition, and market trends – resolving issues before they impact yield.
Optimization
The portfolio is continuously evaluated for reposition, resale, or refinance opportunities to maximize returns.
Risk mitigation
Diversified across geographies and asset classes, with conservative underwriting and hedging where appropriate.
25+ years in corporate finance
Carlo Turner.
Carlo Turner is the Managing Member of The CEO Fund and a Certified Note Investing Specialist. He directly oversees the acquisition, financing, development, and delivery of every asset in the Fund alongside his partners.
Prior to founding The CEO Fund, Carlo worked as a Financier in the capital markets — including roles as an Investment Banker across commodities, stocks, and bonds. He has traveled extensively representing substantial holdings of wealthy clients and has consulted CFOs and hedge-fund managers in the trade and acquisition of securities in excess of $100M.
“Most investors don’t realize that owning the mortgage not the property – is what actually builds generational wealth. That’s the entire thesis of this Fund.”
Compare the alternatives.
| THE CEO FUND | S&P 500 | DIRECT RENTALS | PUBLIC REITS | |
|---|---|---|---|---|
| Preferred yield | 8–12% | ~1.5% | 5–7% | 3–5% |
| Backed by real property | Yes | No | Yes | Indirect |
| Monthly income | Yes | Quarterly | Yes | Quarterly |
| Tenant management | None | N/A | Yours | None |
| Correlated with stock market | No | Yes | Partial | Yes |
| Suitable for IRA / 401(k) | Yes | Yes | Complex | Yes |
You always know where your capital is.
Monthly statements
Distributions and capital balance emailed each month.
Online capital account
Investor portal for tracking capital, returns, and documents (launching 2026).
Direct access
Talk to the fund manager. Not a call center. Not an app.
Answers to what accredited investors ask most.
Request the packet - or book a call today.
You’ll receive the Executive Summary and Private Placement Memorandum. Then Carlo will personally walk you through the strategy, the returns, and how the Fund fits your portfolio.
