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.
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
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.
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.
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!