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THREE

INVESTMENT

PILLARS

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.

83M

Assets Under Management

52

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.

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FREE INVESTOR RESOURCES

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We welcome investors that align with our philosophies.  Receive our popular Bequest Compounder, Investment Thesis, and Living Financial Resources.