Managing Partner, Martin Saenz, Shares his wins, loses, challenges, strengths and lessons learned in investing. Martin tracks his entire investment journey from the beginning to present and beyond, to help gain insight and learn from his path to better YOUR investment journey.
In this episode, Martin Saenz dives into the world of note investing, offering listeners a comprehensive guide on how to generate consistent income through this unique investment strategy. He breaks down the complexities of buying and managing mortgage notes, providing practical advice for both beginners and seasoned investors. Martin emphasizes the importance of due diligence, understanding the nuances of distressed assets, and building a portfolio that balances risk and reward. This episode is packed with actionable insights that can help you navigate the note investing landscape with confidence. Whether you’re looking to diversify your investment portfolio or are curious about alternative ways to generate passive income, this episode is a must-listen. Martin Saenz shares his experiences and strategies for creating wealth through note investing, offering tips on how to avoid common pitfalls and make informed decisions. Tune in to learn how you can leverage this powerful investment vehicle to achieve financial freedom and long-term success.
Episode Summary
Martin Saenz, the managing partner of Bequest Funds joins us to discuss successfully running a business, cash flow investing and financial freedom. We delve into some of his toughest lessons learned, and some of his best accomplishments.
Gerald Tostowaryk (host): Gerald discusses trends, economics, and general real estate information to help you stay informed on the market. He has interviewed a variety of industry experts to help you make informed and educated decisions.
Episode Summary
In this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Martin Saenz. Martin and his wife started a business after he was fired from his corporate job. At the same time, they began educating themselves on real estate investing, leading to a focus on industrial real estate. Eventually, their interests shifted, and Martin dove headfirst into mortgage note investing. Ten years later, Martin is a managing partner of BeQuest Funds in Sarasota, Florida, and helps others find the passive income he sought in mortgage note investing.
Jonathan Greene (host): Jonathan Greene, a real estate investor for more than 30 years, as well as advisor and coach, the founder of Streamlined Properties and the Team Leader of Streamlined Properties On-Market, brokered by eXp Realty, every episode is an in-depth look at the mindful approach to real estate investing.
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.
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.
