Investments
Four investment tracks, all backed by real estate
Note funds, construction syndications, tax-advantaged strategies, and investor resources, structured under Reg D 506(c) with quarterly distributions.
Categories
How to allocate inside The CEO Fund
Every dollar sits behind real estate collateral. Choose the entry point that matches your income horizon and tax posture.
How the fund selects assets
Every dollar sits behind collateral we underwrote
- Direct-to-seller and direct-to-borrower sourcing, not open-market chasing.
- Bulk portfolio pricing at 52 to 71 percent of underlying market value, with note-by-note review.
- Real estate always the primary security, whether cash flow is the plan or foreclosure is.
Portfolio depth
0
Sunrise raise
0
Sunrise homes
A-C
Note grades
How allocations, distributions, and holds work
Terms$50,000 gets you into the Mortgage Fund. Larger allocations are available on request. Subscriptions receive pro rata monthly and quarterly distributions.
The fund targets a fixed 9 to 14 percent annual return, paid quarterly to unit holders.
3 to 5 years on average, driven by loan durations and portfolio rebalancing. Distributions are paid throughout the hold.
Multifamily residential, single-family residential, mobile home parks, commercial real estate, real estate tax liens, and small business loans to general contractors.
U.S.-based accredited investors are the fund's primary audience. Non-U.S. inquiries are reviewed on a case-by-case basis by fund management.
Request the fund document package
Confidential Private Offering Memorandum, Subscription Agreement, and Operating Agreement, released after accredited-investor verification.