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Phone: (941) 957-9979


Here to Support You

Bequest Headquarters

With a proprietary underwriting model and low-risk profitability, our expertise allows our investors to enjoy the benefits of mortgage note investing. In turn, our shared success enables more families across America to avoid foreclosure – and more communities to thrive. Income into the fund is generated from borrower’s making their monthly payments or from the borrower refinancing or selling the property. 

Through a powerful, easy-to-use portal, Bequest investors enjoy 24/7 online access to their investment performance and statements. Fund operators Martin and Shawn are available to connect with investors, answer questions, and help cultivate and maximize their investment success. 

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Loans Purchased
Dedicated Team Members
Loyal Investors
States Invested In
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Years Combined Real Estate Experience

Consistent returns

Our 8% dividend payment does not change over time, and we have never missed a payment to our investors.

Efficient administration

With low overhead, our effective management structure allows us to do more with less, with high returns.

No extra fees

In-house asset management is paid for by fund managers; we have no junk or fund administration fees.

Flexible model

By targeting higher returns across a range of opportunities to purchase and manage mortgage debt.

Dependable income

Our payout model is ideal for retirees or those who depend on or prefer the consistency of stable income.

Lasting asset value

Our assets are based on intrinsic property value - much lower volatility than typical fund investments.

How We Support Investors

Reinforcing Ethics with Technology

Bequest’s assets are secured by real estate. We own notes in over 35 states across the country, with an emphasis on the Midwest market. We purchase only performing mortgages, typically at a significant discount relative to a note’s actual worth — ensuring consistent monthly income, with the extra padding of more capital. Bequest Legacy Investing manages 3 performing asset classes: Mortgages, asset backed Hard Money loans, and asset backed Business Loans. Each note is underwritten individually by Bequest’s proprietary model before its acquisition.

2 N Tamiami Trail Suite 710, Sarasota, FL 34236

Telephone: 941.9579979


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© Bequest Legacy Investing | January 31, 2023 5:22 pm