Create A Better Life
With One Simple Investment

The Key Lessons From Today’s Billionaires On How To Thrive During Uncertainty.

A Portfolio Powered By High-Quality, Resilient Assets


Commercial Real Estate:

  • 40+ years of experience in asset management with over 62,000 square feet of medical office space.
  • Steady cashflow, tangible asset, robust appreciation, with stable income from established businesses and tenants.

Performing Loans:

  • $50M+ in mortgages under management with 30+ years of experience in acquisitions.
  • Cash-flow heavy, low-risk, conservative, liquid assets that provide steady returns with less volatility. 


  • Partnering with Best-In-Class operators with a 13-year track record in production, development, and value-add strategies.
  • Substantial upside potential with predictable cashflow through current production, and high demand.

How investing with Bequest assets
could impact your portfolio

The Challenge For Investors

Economic volatility, including recent uncertainty and stress within the banking and tech sectors, are challenging the traditional means of generating wealth via the public markets.  
Rising inflation, higher cost of capital, and lower savings rates are opening up new opportunities within the alternative investment space.

Wealth Experience

10+ Years

Bequest’s culture is grounded in more than just profitability and returns.  We are an organization that is deeply committed to helping individuals and families with their current financial situation achieve greater freedom in their lives.

-Starting In 2023-
NEW Investment Opportunity

Introducing:  Legacy Fund I

Ideal for:  Passive Income Investor who is looking for consistent double-digit returns, paid monthly, backed by a diverse set of inflation-resilient assets.
Investment Strategy:  Income
  • 10 – 11% Annual Preferred Return
  • Monthly Distributions 
  • Evergreen Fund

Real Estate & Energy Assets

Portfolio Distribution:

Performing Loans:

    • Performing Mortgage Notes
    • Hard Money Lending

Commercial Real Estate:

    • Medical Office Buildings
    • Commercial Professional Buildings


    •  Oil & Natural Gas 
    • Energy Arbitrage
Legacy Fund I Pitch Deck Feb 16th 2023 (1)

Meet The Team - Bequest Managing Partners

Martin Saenz

Managing Partner & CRO

Mr. Saenz leads the overall growth at Bequest. For over 19 years, he has owned and operated multiple successful businesses. Saenz is an expert at high level strategy and experience in fast start ventures with multiple publications on investing.

Shawn Muneio

Managing Partner & CIO

Mr. Muneio leads the investment strategy for Bequest, advancing the business through sophisticated technology and strategies while staying rooted in a people-first mindset for the organization.

Kaveh Mehregan

Managing Partner & CSO

Mr. Mehregan is responsible for the business development strategies for Bequest. An accomplished CSuite executive with over 10-years driving profitable revenue across global firms in the luxury and investment sectors.

Amanda Mehregan

Managing Partner & Head Of Acquisitions

Mrs. Mehregan is responsible for the growth of Bequest by discovering, analyzing, and managing institutional quality commercial real estate for our investors.

Ready To Start Your Generational Wealth Journey?

Consistent & Predictable Monthly Passive Income. A diversified portfolio. An investment you can count on.

Through a combined 40+ years investing experience, Bequest is deeply committed to helping individuals and families achieve greater freedom in their lives. 


+1 941 957 9979
2 N. Tamiami Trl, Suite 710
Sarasota, FL 34236

Investing involves risk, including loss of principal. Past performance does not guarantee or indicate future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Bequest Capital does not provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Offers to sell, or solicitations of offers to buy, any security can only be made through official offering documents that contain important information about investment objectives, risks, fees and expenses. Prospective investors should consult with a tax or legal adviser before making any investment decision.

© Bequest Legacy Investing | March 29, 2023 7:01 pm