Category

Training

This Private Credit Fund Buys Performing Mortgages for Cash Flow

By Training

What if you could earn real estate-backed income without owning or operating the property? Shawn Muneio joins Chris Lopez to explain how investors can access private credit through performing second-lien mortgages and why today’s high-interest-rate environment has created new opportunities in this overlooked corner of the debt market.

Shawn breaks down how these loans are sourced, what protects investors when a borrower falls behind, and why equity coverage matters when investing from the second position. They also discuss Regulation A bonds, how they differ from traditional LP investments, and how nonperforming debt can offer an alternative way to source real estate.

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Alignment Over Everything: Raising Retail Capital the Right Way

By Training

On the latest episode of Best Ever Conference, we sat down with Unlimited Capital to talk about what actually makes a retail capital raise sustainable: one unified mindset across the organization, a regulatory and oversight stack strong enough to earn investor trust, and a real strategy for reaching retail investors — not just accredited ones. No shortcuts, just the fundamentals done right.

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How Everyday Investors Can “Be The Bank”

By Training

What if you could earn the kind of returns banks make — without tenants, toilets, or 2am repair calls? In this podcast of Carson’s Corner, Carson sits down with Shawn Muneio, Co-Founder of Bequest Asset Management, to break down how everyday investors can “be the bank” and build genuinely passive income through mortgage notes and private credit.

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Unlock Private Investments with Your IRA (No Accreditation Needed!)

By Training

Shawn Muneio, Co-Founder and Managing Partner of Bequest Asset Management, breaks down the barriers of the private investment space. For too long, high-level financial tools and alternative asset classes were reserved exclusively for accredited investors. This video explores the transformative power of Regulation A (Reg A+) offerings, which allow everyday investors to access private credit and mortgage-backed opportunities with as little as $5,000. We discuss why major financial institutions often steer clients toward conventional stocks and bonds, and why branching into self-directed IRAs can be a game-changer for your long-term wealth strategy.

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Stress-Free Investing in Volatile Times

By Training

Tired of market swings and investment stress? Learn how private real estate and energy assets can generate 8–12% predictable monthly income, without relying on Wall Street. Watch this webinar replay with Bequest’s team and discover how to invest with confidence in any market.

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Your Personalized Income Strategy-Achieving 8-12% Returns in a Volatile Market May 2025

By Training

During this eye-opening session, we reveal

The Market Reality Check: Why traditional portfolios are increasingly vulnerable to volatility and inflation
The 50/30/20 Revolution: How Larry Fink’s portfolio model is replacing the outdated 60/40 approach
The Alternative Advantage: Inside Bequest’s mortgage note and energy investment strategy
The Millionaire Blueprint: Step-by-step examples showing how to potentially reach 7-figures

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