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Family Office
Meets Main Street

  • Investing since 2008
  • 80.1M AUM
  • Managing Partners Have Skin in the Game
  • 20 Employees Dedicated to Spreading Monthly Passive Income to the World



Creating A Better World with One Single Investment Started In 2008


The story of Bequest began when founders Martin Saenz and Shawn Muneio started investing in real estate. With a focus on buy-and-hold strategies, they quickly gained a reputation for their expertise in residential and commercial properties.


Bequest officially launched its note-investing asset management program, focusing on owner-occupied residential properties. With a portfolio of over 1,000 notes, Bequest delivered on its proprietary systems around acquisitions, due diligence, and asset management.


Managing Partners Martin and Shawn expanded the business to include a 17 million secured private mortgage notes division.  A year later, Bequest launched the Income Fund for accredited investors.  This provided a unique opportunity for investors to diversify their portfolios and earn monthly passive income.


Bequest continued to grow and innovate, further expanding into the commercial real estate market with a focus on medical offices.  The company acquired 61000 square feet of medical office space as a syndication offering to investors.


Bequest now welcomes investors across all 50 states and Canada, providing enhanced diversification and superior returns through the successful launch of the real estate and energy-centric Legacy Fund.


Bequest has expanded its portfolio, now valuing at over 80.1 million, and takes pride in its record of timely investor distribution since its establishment. Our dedication to the principles of cash flow, control, community, and comprehensive asset management remains a cornerstone of our approach.

Building Generational Wealth As A Family

Our Team is Here for You

Sarasota FL based Asset Management firm focusing on Real Estate and Energy. Our main focus is acquiring & managing assets that provide predictable monthly passive income without compromise.

Bequest is always so considerate. They offer quick replays of their investment portfolio reviews, which is a nice feature. The level of confidence the team members have, along with their track record of accomplishments, gives investors like me a ton of confidence in our investments. Keep up the great work!

MacCurrent Investor

You all are doing exciting and innovative investing, adding tremendous value to both investors and customers.

ChrisCurrent Investor

Thanks for being so fast. You guys are the most professional outfit in the space. Really appreciate how you handle things.

John H.Current Investor

I would like to take this opportunity to recognize the entire team at Bequest for their hard work, commitment, and service that has been provided to me as an investor in your company. For investor experience has been "top notch". Thank you very much.

KeithCurrent Investor

Great report Martin. I continue to be so impressed with you and what you have done and continue to do.

MartyCurrent Investor

Martin Saenz

Managing Partner

Martin leads the overall growth at Bequest. For over 20 years, he has owned and operated multiple successful businesses. Martin is an expert at high-level strategy and has experience in fast-start ventures with multiple publications on investing.

Shawn Muneio

Managing Partner

Shawn leads the acquisition & operations for Bequest, advancing the business through sophisticated technology and strategies while staying rooted in a people-first mindset for the organization.

Jim Hirchak

Chief Financial Officer

Kayla Daurio

Marketing Specialist

Krystal Ballistreri


Gabby Smith

Collateral Assistant

Trish Higgins

Vice President of HR

Shaun Ausborn

Senior Investor Relations

Christopher Ortiz

DevOps Engineer

Daniel Rosen

Revenue Cycle Manager

James Keefe

Director of Marketing

Eliot Bergbauer

Investor Relations

Cally Higgins

Asset Manager