We Focus On Alternative Investments That Produce Consistent and Predictable Cash Flow
Assets Under Management
Real Estate & Notes Currently Managed
Years Investing Experience
Ready To Start Your Generational Wealth Journey?
Consistent & Predictable Monthly Passive Income That Can Be Passed Down For Generations With Our Evergreen Investment Options.
WHO ARE WE?
Sarasota FL based Asset Management firm focused on Real Estate and Energy. Our main focus is acquiring & managing assets that provide predictable monthly passive income without compromise.
WHO WE WORK WITH?
We collaborate with accredited investors who are typically business owners, entrepreneurs, corporate executives, and self-directed IRA investors.
Experience The Power of Smart Investing With Bequest
Sarasota’s Top-Ranked Asset Management Company
Evergreen Investment Funds
Bequest offers you two investment funds, both designed to harness consistent and predictable monthly passive income for you and your family.
Bequest INCOME Fund
- Class B Offering – 8% Preferred Return
- Class C Offering – 9% Preferred Return
Ideal for investors looking for reliable and predictable monthly passive income secured by residential, owner-occupied mortgages throughout the United States.
Lowest risk option.
Bequest LEGACY Fund
- Class A Offering – 11% Preferred Return
- Class B Offering – 10% Preferred Return
Ideal for investors looking for steady, expected monthly returns but with a bit more diversification across real estate and energy.
Highest return option.
We’re Here To Help You Every Step Of The Way
FREE POWERFUL TOOL:
GET A FREE COPY OF OUR MOST REQUESTED LIVING FINANCIAL STATEMENT CALCULATOR.
This is a budgeting tool, goal setting tool and accountability partner all wrapped into one!