A Family Office Committed to Always Doing Right by Our Investment Partners
Our expertise is in real estate, mortgage, and energy assets from acquisition to disposition with the ability to assist clients in alternative investment areas.
WHO ARE WE?
Sarasota, FL based Asset Management firm focused on Real Estate and Energy. Our main focus is acquiring and managing assets that provide predictable monthly passive income without compromise.
WHO WE WORK WITH?
We collaborate with family offices as well as accredited investors who are typically business owners, corporate executives, and self-directed IRA investors.
TRACK
RECORD
The Health of Our Investment Fund Offerings
We have never missed a payment or have been late since inception, to our investors in our 4+ year track record.
80M
Assets Under Management
48
Perfect Monthly Distributions
4
Years Track Record
Evergreen Investment Funds
Bequest currently offers two investment funds, both designed to harness consistent and predictable monthly passive income.
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 with a bit more diversification across real estate and energy.
Highest return option.
INVESTOR
RESOURCES
Elevate Your Investment Decision-Making with Bequest
Discover how to set financial goals, develop an investment thesis, and establish an asset allocation plan to accomplish your goals.
