Creating
Legacy Wealth

for Families Businesses Entrepreneurs

Bequest is a result of three families coming together to create an investor first, ethically driven organization. As real estate professionals, Bequest utilizes a unique hybrid strategy to find cashflow producing assets for our accredited investors.

Bequest is a result of three families coming together to create an investor first, ethically driven organization. As real estate professionals, Bequest utilizes a unique hybrid strategy to find cashflow producing assets for our accredited investors.

Our Value Proposition

Bequest utilizes a cutting-edge hybrid investment strategy to provide passive monthly income

Having over a decade of experience in mortgage notes, Bequest is able to combine different asset classes and empower our investors with unique and powerful opportunities.

Bequest empowers accredited investors with predictable and consistent monthly cashflow. 

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States Invested In
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Year Track Record

Bequest HQ

Bequest HQ

Avenues For Growth

Predictable and Consistent Income from Real Estate and Mortgage Notes For Everyone

Leveraging mortgage notes and providing investors with consistent monthly cashflow through high yield, low risk assets. Create generational wealth here.

Learn more here →

Class D Fund
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Class B Fund
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Class C Fund
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Created to build a portfolio of cash flowing properties for new & existing investors who want to diversify their investments in the real estate industry.

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Equity Fund V
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Online show dedicated to financial literacy, real estate investing, entrepreneurship, family, and so much more. Watch, learn, and grow with us.

 

Our Ever Growing Family

Creating A community of like-minded investors dedicated to data-driven investing

Aligning our goals and objectives with technology has allowed us to create an online community of business owners, rising entrepreneurs, families- anyone interested in financial freedom- a space to converse and network.

Join our dedicated online group and begin a journey together as profitable, life-long students here →

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Current Offerings For Investors
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Active States of Investors

Morally Sound Investing

Legacy Investing Through strategy

Consistent & Predictable returns

We are committed to our monthly distributions 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

Leveraging our in-house, hybrid investment model, Bequest allows our investors diversity in their portfolio.

Dependable income

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

Strong Underwriting

Our in-house is able to break the mold and lock in the strongest assets thanks to the strong underwriting model we deploy

Our Ever Growing Numbers

The values bequest was built on will always revolve around our investors

We believe a strong portfolio goes hand-in-hand with strong communities. The Bequest family of investors is building a legacy of wealth through values-based investing. Reinforcing our hybrid investing strategy with our foundation of ethics, Bequest is able to provide an outlet of investing truly unique, rewarding our equity partners.

We believe a strong portfolio goes hand-in-hand with strong communities. The Bequest family of investors is building a legacy of wealth through values-based investing. Reinforcing our hybrid investing strategy with our foundation of ethics, Bequest is able to provide an outlet of investing truly unique, rewarding our equity partners.

Our team has over a decade of hands on experience with mortgage notes with another decade of dedicated experience in the commercial real estate space. Bequest leverages our team's insights, knowledge and technology as the foundation to support our accredited investors.

Equipped with various department niches, our in-house acquisition and underwriting teams for instance, allows our team to leverage both Bequest's technologies and experience to research, target, and acquire key cashflow producing commercial assets. We do the diligence and review the data so you can focus on what matters to you.

It is with pride that members of the Bequest Team can state how many Americans they have helped keeping their homes. Martin Saenz and Shawn Muneio understand how to utilize mortgage notes and refinancing successfully to ethically help everyone while being profitable

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Languages Spoken
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Dedicated Staff Members

Leadership

Managing Partners

Martin Saenz

Managing Partner & Chief Relationship Officer

Martin Saenz is a successful entrepreneur, accomplished writer, and real estate investor. For over 18 years, he has owned and operated multiple successful companies and educated thousands on mortgage notes. Martin is frequently described as genuine, loyal, and passionate about creating a better world for all through profitable businesses.

Shawn Muneio

Managing Partner & Chief Information Officer

Shawn Muneio is a forward - thinking, passionate entrepreneur in South Florida and joins Bequest Legacy Investing as a Managing Partner and Chief Investment Officer. Thanks to Shawn’s detail-oriented and visionary mindset, Bequest is empowered to operate with tech-enabled transparency and a strong data-driven investment strategy.

Kaveh Mehregan

Managing Partner & Chief Strategy officer

Kaveh Mehregan’s purpose is to help others achieve their ultimate potential and financial freedom. Kaveh joins the Bequest Legacy Investing team as a Managing Partner and Chief Strategy officer where he channels his passions for real estate, passive income, and sales to grow our investing relations and marketing department.

Amanda Mehregan

Head of acquisition & disposition

Amanda Mehregan is a sophisticated real estate businesswoman, driven by a passion to find acquire the most powerfully performing assets in the market. She considers each acquisition a fundamental constituent in the empire of legacy wealth we are building with our investors.

Our Dedication To You

Bequest, by its very definition, is about legacy, focusing Our family is to help yours create generational wealth

Bequest, by its very definition, is about legacy, focusing Our family is to help yours create generational wealth

© Bequest Legacy Investing | December 3, 2022 12:38 pm

Investing Involves Risk, Including Loss Of Principal. Past Performance Does Not Guarantee Or Indicate Future Results. Any Historical Returns, Expected Returns, Or Probability Projections May Not Reflect Actual Future Performance. While The Data We Use From Third Parties Is Believed To Be Reliable, We Cannot Ensure The Accuracy Or Completeness Of Data Provided By Investors Or Other Third Parties. Bequest Capital Does Not Provide Tax Advice And Do Not Represent In Any Manner That The Outcomes Described Herein Will Result In Any Particular Tax Consequence. Offers To Sell, Or Solicitations Of Offers To Buy, Any Security Can Only Be Made Through Official Offering Documents That Contain Important Information About Investment Objectives, Risks, Fees And Expenses. Prospective Investors Should Consult With A Tax Or Legal Adviser Before Making Any Investment Decision.