Product

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.

Aerial view of a large Florida residential community with hundreds of homes, representative of a diversified nationwide note portfolio
How bulk pools are sourced

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
Why bulk buying

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.

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Asset-Backed Securities

Every position secured by real estate.

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Allocate into a bulk-buying fund

Institutional-scale pricing, retail-friendly access under Reg D 506(c).