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Phone: (941) 957-9979
Here to Support You
With a proprietary underwriting model and low-risk profitability, our expertise allows our investors to enjoy the benefits of mortgage note investing. In turn, our shared success enables more families across America to avoid foreclosure – and more communities to thrive. Income into the fund is generated from borrower’s making their monthly payments or from the borrower refinancing or selling the property.
Through a powerful, easy-to-use portal, Bequest investors enjoy 24/7 online access to their investment performance and statements. Fund operators Martin and Shawn are available to connect with investors, answer questions, and help cultivate and maximize their investment success.
How We Support Investors
Reinforcing Ethics with Technology
Bequest’s assets are secured by real estate. We own notes in over 35 states across the country, with an emphasis on the Midwest market. We purchase only performing mortgages, typically at a significant discount relative to a note’s actual worth — ensuring consistent monthly income, with the extra padding of more capital. Bequest Legacy Investing manages 3 performing asset classes: Mortgages, asset backed Hard Money loans, and asset backed Business Loans. Each note is underwritten individually by Bequest’s proprietary model before its acquisition.
© Bequest Legacy Investing | August 10, 2022 8:55 am