Bequest Funding – Create A Better Life With One Simple Investment

CREATE A BETTER LIFE WITH ONE SIMPLE INVESTMENT

Empowering Investors with Alternative Investments that Cash Flow

Bequest’s culture is grounded in more than just profitability and returns. At Bequest, we believe creating monthly passive income for investors helps lead to a better quality of live for everyone involved.

50M

Assets Under Management

Total Asset Management

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?

Private investment firm focused on Real Estate & Energy that is located in Sarasota FL. Our main focus is acquiring & managing assets that provide predictable monthly passive income without compromise.

WHO WE WORK WITH?

We collaborate with accredited investors, business owners, entrepreneurs, executives from corporations, investors with self-directed IRAs, and prospective investors who are interested in alternative asset investments.

Experience The Power of Smart Investing With Bequest

Sarasota’s Top-Ranked Asset Management Company

Dan Decraene

I am a raving fan of Martin Saenz and Bequest Funds. I heard a retirement podcast 18 months ago where Martin was being interviewed for his mortgage expertise. I was very impressed. I searched him out and called him numerous times to ask more questions. He always picked up the phone or responded to my emails. Soon after that, I invested both my SEP IRA and my personal money into Bequest Funds. I have not been disappointed. They keep me informed and I love the mailbox money.

Colleen Gibson

Great ROI and great investment products. Everyone at Bequest is very helpful and professional.

C. Jeff Kratz

Great place to invest with !

Mac McConkey

Bequest provides a personal touch to investing that no other firm or place has provided in my decades of experience. They are honest, provide superb service when any questions arise, and go that extra mile to ensure that all investors are well informed and investing wisely for their generational wealth. Many thanks Martin and Kaveh!!

Yulanda Wolfe

I work for this amazing company. The culture is TOP NOTCH. The partners have a tenacity and drive like no other. I am in love with the passion this company bestows for their employees, investors, and the future. Gimme a 👏👏TEAM BEQUEST!!!

Darnel Simpson

Had a great experience at this office! Very personable employees and would recommend to anyone looking for a great investment oppurtunity!

john howard

Have worked with Bequest on and off for two years and this year invested some money in the Fund. Great customer service and on time payments make for an exceptional experience. If you're looking for an alternative to the stock market, I highly recommend Bequest as a way to diversify, but still get a strong return. It's an inflation fighter in my IRA as well.

Anthony Crecco

Getting into the bequest fund has been a very great opportunity and experience. working with the operators is a pleasure. great job guys! thank you

LEV ABRAMOVICH

I am 69 years old retiree. I invested a portion of my IRA money into BeQuest fund. Very happy with the fund's management, the way they treat their investors, and of course, performance. Recommend it to my family and friends.

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 Offerings – 8% Preferred Return
Class C Offerings – 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.

LEARN MORE NOW

Bequest LEGACY Fund

Class A Offerings – 11% Preferred Return
Class B Offerings – 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.

LEARN MORE NOW

We’re Here To Help You Every Step Of The Way

FREE POWERFUL TOOL:

GET A FREE COPY OF OUR MOST REQUESTED FLIVING FINANCIAL STATEMENT CALCULATOR.

This is a budgeting tool, goal setting tool and, accountability partner all wrapped into one!

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