Bulk mortgage portfolios at 52 to 71 percent of market
The fund buys geographically diversified note pools nationwide. Recent example: $1.035 million market value acquired for $627,600.
Whole pools, note-by-note underwriting
Sellers move whole pools when they want liquidity. The CEO Fund is one of the few buyers at that scale, so pricing comes in at 52 to 71 percent of the underlying market value.
We still underwrite every loan in the pool before we close. Notes that pass go into the performing book. Notes that need work move into the non-performing workflow. Nothing is bought sight-unseen.
Pool specs
- Price-to-value range: 52 to 71 percent
- Example: $1.035M market value at $627,600 acquired
- Coverage: geographically diverse across 50+ states
- Post-close routing: performing vs. workout by loan
Three advantages the fund captures
Deeper discount
Whole-pool sellers pay for liquidity; the fund pays for time to underwrite.
Instant diversification
One transaction produces exposure across states, property types, and grades.
Note-by-note review
Every loan in the pool is underwritten before close, no blind pools.
Allocate into a bulk-buying fund
Institutional-scale pricing, retail-friendly access under Reg D 506(c).
