Webinar

Host Brian Dally continues the conversation with Shawn Muneio of Bequest Asset Management about the FIRE movement’s “cash flow problem,” arguing that many paths to income (like rentals or buying businesses) become another job, while true passive income options are limited and why private credit can help. Muneio explains the “forgotten investors of America”—sharing a story of how he was literally not allowed into the room despite having money to invest, and why it’s always bothered him when non-accredited investors are blocked from alternative investments. Dally and Muneio talk about bringing alternatives to everyone using paths like Regulation A. Both note regulatory compliance can improve products and that even accredited investors are attracted to regulated, stable structures. Muneio says younger investors are drawn to alternatives due to frustration with public markets and desire for connection and impact, then shares growth goals toward $1B AUM, rapid scaling with AI, and rapid-fire investing views, emphasizing diversification across uncorrelated assets.

Brian Dally, CEO of Groundfloor, introduces Beyond the Stock Market and interviews Shawn Muneio, co-founder and managing partner of Bequest Asset Management in Sarasota, Florida. Muneio shares his path from telecommunications to launching an investment company in 2015, moving from distressed notes to running an asset management firm focused on cash-flowing alternative investments, with over $60 million in equity under management and about 500 investors. He explains Bequest’s shift from serving only accredited investors via Reg D/506(c) to pursuing structures that expand access to non-accredited investors, aiming to bring institutional-quality asset-backed income to the “99%.” Muneio outlines Bequest’s four principles—cash flow, control, comprehension, and community—highlighting junior lien mortgage portfolios, and discusses pressures on the 4% withdrawal rule amid inflation and low dividends, arguing for cash-flowing alternatives.

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.

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.

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.

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.

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.

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.

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.

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.