Family Office
Meets Main Street
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Investing since 2008
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80.1M AUM
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Managing Partners Have Skin in the Game
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20 Employees Dedicated to Spreading Monthly Passive Income to the World
Creating A Better World with One Single Investment Started In 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.
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 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.
2022
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.
2023
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.
2024
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.
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.
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.
