Have you ever wondered what it would be like if your money could work harder than you?
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Episode Summary
Learn how note investing can get you a monthly paycheck. Martin Saenz, the Managing Partner of Bequest Funds, is a renowned thought leader in the mortgage note investment industry. Do you want to add another monthly paycheck to your retirement funds? Then you need to know why you achieve more when you have control over the process.
Annie Nelson (host): Ann is an author, experienced entrepreneur, seasoned self-directed investor and a highly sought-after retirement consultant. For more than 30 years, Ann has worked diligently to build her own personal financial security.
Episode Summary
You’ll hear Martin share his real estate story and how he shifted his preference from industrial real estate to mortgage notes. He explains why you need people in your properties to ensure consistent payment as a note investor, why it’s considered a shadow industry, and what investors should expect when they invest money with someone like Martin. Finally, he explains how to evaluate an investment using the net cash flow of each asset. Mortgage note investing is a type of real estate investing that can sound complicated, but Martin Saenz breaks it down so anyone can grasp how it works.
Jonathan Greene (host): Jonathan is a real estate investor and team leader, coach, podcast host, and public speaker. He’s a former prosecutor and criminal defense attorney, contemporary art gallerist and curator, university professor, and school mentor.
At our most recent Sarasota Alternative Investment Club meeting, we discussed setting goals around taking greater control of our finances, building wealth, and achieving financial freedom.
Episode Summary
Martin Saenz, Managing Partner of Bequest Funds, professional note investor, and best-selling author with years of experience as a self-made entrepreneur shares his passion for helping people learn how to create passive income in their lives. Martin talks about finances, budgeting, and wealth. He presents ideas about alternative investment options and strategies that help others protect themselves financially against inflation and other influences that steal one’s wealth. Additionally, Martin talks about how to use note investing to create a constant stream of passive income.
Brian Highfield (host): after retiring from a successful corporate career as in his forties, Brian founded multimillion-dollar businesses in the sports and healthcare arenas. Now, Brian helps everyday people maximize their lives and speaks regularly at seminars, podcasts, and radio shows to share principles on the topics of health, wealth and happiness.
Episode Summary
Learn about investing in mortgages, directly from the two co-founders of Bequest, Martin Saenz and Shawn Munieo. Martin and Shawn and respected experts in the Mortgage Industry and have built a successful Evergreen Investment Fund called the “Bequest Income Fund”. Learn more about this fund and a bit more about Martin and Shawn.
Nicole Rodekuhr (host): Nicole was the Marketing Director for the Preferred Investor Mastermind and is currently exploring international marketing based in Puerto Vallarta MX. COO & co-founder of Insider WiFi / Insider Vallarta. She manages content creation and is the gatekeeper of the customer experience.
Episode Summary
Martin Saenz sits down with David Putz from JKP Holdings to talk about automating your note investing business, proper due diligence and general note investing strategies from beginner to advanced.
Martin Saenz (host): Martin leads the overall growth at Bequest, the fastest growing asset management company in Sarasota FL. For over 20 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.
Episode Summary
Dan Mitchell had his first opportunity to purchase real estate notes within 11 days of joining the Note Investing Made Easier six-month mentorship program. He explains how he shot to success after discovering note investing and educating himself on how to buy mortgage notes. Dan discusses the importance of setting up a solid foundation, the mechanics of evaluating a note, resourcing, and due diligence, and how his path evolved from a career in the Air Force to founding his own note investing company, New Start Notes.
Martin Saenz (host): Martin leads the overall growth at Bequest, the fastest growing asset management company in Sarasota FL. For over 20 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.
Episode Summary
Martin Saenz generated over $150,000 in new revenue in his first 7 months. Since then he has published two additional books and his sales just keep growing. In this interview, Martin describes his journey and what becoming a published author has meant for his business and his family. Martin’s experience is exceptional and your results may not be similar. Nonetheless, there’s a lot to learn and be inspired by, in this real-life success story of a first-time author.
Frank Felker (host): Frank understands the challenges of business ownership with over 47 years of business experience. He has worked with thousands of businesses with over 25,000 students in 168 countries as long as a best-selling author of 4 business books.
Episode Summary
Martin Saenz, author of “Note Investing Made Easier,” interviews Chad Urbshott of Equigrowth Capital about his foray into the note investing world. Chad is the Founder and Managing Director at Equigrowth Capital, an alternative real estate investment firm that provides advisory services to its subsidiary holdings and partnerships, which acquires residential mortgage loans from financial institutions, hedge funds, and mortgage originators throughout the US.
Martin Saenz (host): Martin leads the overall growth at Bequest, the fastest growing asset management company in Sarasota FL. For over 20 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.
