Mortgage Note Investing: Backed by Real Estate, Built for Stability

The Everly Mae Mortgage Note Fund gives investors the opportunity to earn predictable quarterly income from a diversified portfolio of real estate-secured debt , starting with a minimum investment of just $25,000.

Target Fund Size

$250M

Annual Returns

Up to 10%

IRA/401(k) Eligible

Tax-deferred growth

Profit Sharing

Participate and share in upside rewards

Why Choose Everly Mae Capital Group?

With over 40 years of combined experience, our team is a trusted partner for mortgage note investing.

  • Experienced Leadership – Led by Desi Arnaz, a seasoned real estate investor and wealth strategist.

  • Transparent Operations – Investors receive quarterly reports and clear account access.

  • Security & Stability – Every investment is backed by U.S. real estate assets.

  • Tax-Advantaged Growth – Invest through IRA/401(k) accounts for tax-deferred compounding.

Investment Tiers & Returns

Choose the investment tier that best fits your goals

Class A

Investment Tier

10.0%

Preferred Return

$250,000+

Minimum Investment

Class B

Investment Tier

9%

Preferred Return

$100,000+

Minimum Investment

Class C

Investment Tier

8%

Preferred Return

$50,000+

Minimum Investment

Class D

Investment Tier

6%

Preferred Return

$25,000+

Minimum Investment

Why Mortgage Note Investing?

Quarterly Passive Income

Earn 6% to 10% depending on your tier.

Real Estate-Backed Notes

Secured by residential & commercial property.

Reinvestment Option (DRIP)

Compound returns over time.

Low Minimums

Start at $25K, add on from just $5K.

Recession-Resistant

Secure, asset-backed strategy.

Consistent Cash Flow

Reliable income without landlord duties.

How It Works

  • Choose - your investment class and start with as little as $25,000.

  • Activate – Begin earning returns within 72 hours of funding.

  • Collect – Receive quarterly distributions, tax-deferred if using IRA/401(k).

  • Grow – Enjoy a secure, passive investment backed by U.S. real estate.

Earn Predictable Passive Income

Mortgage note investing provides reliable, secured returns without the stress of property management. With Everly Mae, you gain:

  • Predictable quarterly cash flow

  • Real estate-backed stability

  • Professional management and transparency

Book a Call with Patrick to Learn More

Take the next step toward earning predictable, high-yield passive income.

Let’s Design Your WHL Plan – Wealth. Health. Legacy.

Hear from real investors who transformed their financial future by working with Patrick.


Patrick Franz is a visionary investor who helps people break free from the financial matrix through creative strategies. He left a 16-year sales career to pursue real estate and discovered the power of mortgage note investing.

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