Category
Grade A to C first-lien mortgage notes
Performing and non-performing notes across multifamily, single-family, mobile home parks, commercial real estate, and real estate tax liens. Every position is secured by the underlying property.
In this category
Four ways to hold notes inside the fund
The same underwriting bar, four different risk-return profiles.
How mortgage-note investing works
You are the bank, not the landlord
When The CEO Fund buys a note, we step into the lender's position. The borrower keeps paying principal and interest every month, and those payments feed the fund's quarterly distributions.
Because the fund holds paper rather than property, there are no tenants to place, no leaks to fix, no property taxes on our books. If a borrower stops paying, the underlying real estate is still our security.
About the notes themselves
Good to knowA grade reflects borrower payment history, property equity, and collateral quality. A notes are current, seasoned, and well-secured. B notes may have prior delinquency now resolved. C notes carry heavier discount for a heavier workout. The fund holds all three, sized for balance.
We first pursue modification and reinstatement. If those fail, we exercise foreclosure rights and recover from the underlying real estate. Recovery is priced into the note acquisition, not chased after default.
First-lien only. If the property is sold or foreclosed, the fund is paid first from the proceeds.
500+ loans purchased across 50+ states, spanning multifamily, single-family, mobile home parks, commercial real estate, and real estate tax liens.
The fund pools all subscriptions into a single diversified portfolio. Individual note selection is not offered inside this product line.
Allocate to the note fund
$50,000 minimum, 9 to 14 percent fixed return target, quarterly distributions.