The Firm That Breaks the Mold
- Investing since 2008
- $60M+ Equity Under Management
- The Entire Team Invests Alongside You
- Expanding Access to Asset-Backed Income for All Investors
OUR JOURNEY
Expanding Access to Private Markets Since 2008
2008
Bequest’s founding partners began investing in real estate with a focus on buy-and-hold strategies, building expertise across residential and commercial properties.
2013
Bequest launched its note-investing asset management program focused on owner-occupied residential properties. With a portfolio of over 1,000 notes, Bequest built the proprietary systems for acquisitions, due diligence, and asset management that still power the firm today.
2019
Bequest expanded into a $17 million secured private mortgage notes division. A year later, the Bequest Income Fund launched, giving accredited investors access to diversified, monthly passive income.
2022
Bequest expanded into commercial real estate with a focus on medical offices, acquiring 61,000 square feet of medical office space as a syndication offering.
2023
Bequest opened to investors across all 50 states and Canada and launched the real estate and energy-centric Legacy Fund, deepening portfolio diversification.
2024
Bequest brought its investment offerings to all types of investors — not just the accredited — through a Regulation A qualified bond offering, removing the barriers that have historically excluded individual investors from private markets.
2025
Bequest celebrated five years of fund management, strengthening its institutional infrastructure and growing a community of investors united by asset-backed income strategies.
2026
With $60 million+ in equity under management and a community of 500+ investors, Bequest expanded its bond platform — specialty offerings with high fixed rates and the flexibility to compound, take monthly interest, or receive principal and interest payments — while sharpening its focus on bringing private market investments to all investors.
A Community Built on Shared Success
Our Team is Here for You
Bequest Asset Management expands access to private market investments for accredited and non-accredited investors alike. Every decision we make is structured around one standard: our investors' interests come first.
Martin Saenz
Managing Partner
Leads the overall growth at Bequest. For over 20 years, Martin has owned and operated multiple successful businesses. Mr. Saenz is an expert at high-level strategy and has experience in fast-start ventures with multiple publications on investing. Considered a thought leader in the real estate, mortgage note, and passive income industry.
Shawn Muneio
Managing Partner
Leads the investment and company strategy at Bequest, driving growth through cutting-edge technology and innovative strategies while maintaining a people-first approach. Under his leadership, Bequest has become the fastest-growing asset management firm in Sarasota, FL, setting new industry standards in efficiency and client-focused solutions.
