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Bequest Is A

Family-Owned Asset Management Firm

Investing In Cash Flow Assets Since 2008

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 across the United States.

2013

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.

2019

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

2022

Bequest continued to grow and innovate, expanding into the commercial real estate market with a focus on medical offices.  The company acquired 62,000 square feet of medical office space as a syndication offering to investors delivering double-digit returns.

2023

Bequest has grown to over 75M in assets under management, with investors from all 50 states and Canada.  They have expanded into energy with the successful launch of the Legacy Fund, offering investors a unique opportunity for further diversification and higher returns.
At Bequest, we are proud of our journey and excited about the future. We remain committed to our core values of commitment, perseverance, and results and will continue to deliver exceptional value to our investors.

The Bequest Difference

  • Managing Partners Have Skin In The Game

The Managing Partners are the largest investors in the funds.  Shawn and Martin believe that anyone asking for your dollars should have skin in the game themselves.

  • Analyze to Maximize

Bequest is a data centric firm which typically allows us to pre-emptively work through economic cycles before others catch up.  We source assets that withstand recessions which is why we focus on value-add real estate and energy solutions.

  • Not Another Asset Management Company

At Bequest, we specialize in acquisition management, asset management, and operations management.  This means, we take full ownership from acquisition to disposition of assets utilizing in-house capabilities and expertise.

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 me...my 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

Our Team Is Here For You

MARTIN SAENZ

MANAGING PARTNER

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 has experience in fast-start ventures with multiple publications on investing.

SHAWN MUNEIO

MANAGING PARTNER

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.

Trish Higgins

Vice President of HR

Krystal Ballistreri

Controller

Jim Hirchak

Chief Financial Officer

Cally Higgins

Paralegal Coordinator

Gabby Smith

Collateral Assistant

Christopher Ortiz

DevOps Analyst

James Keefe

Director of Marketing

Shaun Ausborn

Senior Investor Relations

Heidi Lurie

Marketing Specialist

Yulanda Wolfe

Asset Manager