Creating
Legacy Wealth

for Families Businesses Entrepreneurs

Bequest is a result of three families coming together to create an investor first, ethically driven organization. As industry professionals, we utilize our unique hybrid strategy to find cashflow producing assets that will provide predictable and consistent monthly income for our accredited investors.

Our Value Proposition

Bequest utilizes a cutting-edge hybrid investment strategy to provide passive monthly income

Having over a decade of experience in mortgage notes, Bequest is able to combine different asset classes and empower our investors with unique and powerful opportunities. Bequest empowers accredited investors with predictable and consistent monthly cashflow. Learn more here →
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States Invested In
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Year Track Record

Bequest HQ

Avenues For Growth

Predictable and Consistent Income from Real Estate and Mortgage Notes For Everyone

Leveraging mortgage notes and providing investors with consistent monthly cashflow through high yield, low risk assets.

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Class D Fund
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Class B Fund
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Class C Fund
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Created to build a portfolio of cash flowing properties for new & existing investors who want to diversify their investments in the real estate industry.

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Equity Fund V
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Online show dedicated to financial literacy, real estate investing, entrepreneurship, family, and so much more.

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Our Ever Growing Numbers

Creating A community of like-minded investors dedicated to data-driven investing

Aligning our goals and objectives with technology has allowed us to create an online community of business owners, rising entrepreneurs, families- anyone interested in financial freedom- a space to converse and network . Learn more here →

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Current Offerings For Investors
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Active States of Investors

Morally Sound Investing

Legacy Investing Through strategy

Consistent & Predictable returns

We are committed to our monthly distributions and we have never missed a payment to our investors.

Efficient administration

With low overhead, our effective management structure allows us to do more with less, with high returns.

No extra fees

In-house asset management is paid for by fund managers; we have no junk or fund administration fees.

Flexible model

Leveraging our in-house, hybrid investment model, Bequest allows our investors diversity in their portfolio.

Dependable income

Our payout model is ideal for retirees or those who depend on or prefer the consistency of stable income.

Strong Underwriting

Our in-house is able to break the mold and lock in the strongest assets thanks to the strong underwriting model we deploy

Our Ever Growing Numbers

The values bequest was built on will always revolve around our investors

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Languages Spoken
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Dedicated Staff Members

Leadership

Managing Partners

Martin Saenz

Managing Partner & CRO

Martin Saenz is a successful entrepreneur and real estate investor. For over 17 years, he has owned and operated multiple successful companies. He is genuine, loyal, and passionate about creating a better world through profitable businesses.

Shawn Muneio

Managing Partner & CIO

Shawn Muneio is a forward - thinking, passionate entrepreneur. Shawn is a Managing Partner of Bequest Funds. Thanks to Shawn’s detail - oriented yet visionary mindset, his endeavors achieve high profitability, create a positive company culture, and serve the greater good.

Kaveh Mehregan

Managing Partner & CSO

Kaveh Mehregan’s purpose is to help others achieve their ultimate potential and financial freedom. He channels his passion for real estate, passive income, contribution and growth as the Vice President of Investor Relations at Bequest Funds.

Amanda Mehregan

VP of acquisition & disposition

Amanda Mehregan’s purpose is to help others achieve their ultimate potential and financial freedom. He channels his passion for real estate, passive income, contribution and growth as the Vice President of Investor Relations at Bequest Funds.

Ready to grow your wealth?

Consistent cash flow. A diversified portfolio. An investment you can feel good about.

Through a combined 60+ years experience in the real estate and mortgage note investing space, Bequest Legacy Investing empowers accredited investors with predictable and consistent monthly cashflow. 

© Bequest Legacy Investing | December 3, 2022 10:22 am

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