In 2013, we acquired our first pool of non-performing first mortgages on Ohio properties. After establishing reliable strategies around sourcing, due diligence, and asset and portfolio management, we can now purchase mortgages with predictability. Our guiding mission is to balance profitable mortgage note investing while keeping homeowners in affordable homes.

Upholding this mission has shaped our company culture of devoted care and cash flow generation. Currently, we manage over 1000 mortgages nationwide.

When we invest in energy assets, we acquire ownership in the infrastructure that powers businesses supporting AI and blockchain workloads. Essentially, we are investing in the production, distribution, and storage of energy, positioning ourselves to earn returns from the increasing demand for power and critical resources.

Since acquiring our first commercial building in 2009, the managing partners have significantly expanded Bequest’s real estate portfolio. Beginning in 2013, we accelerated acquisitions focused on long-term rentals, implementing a systematic approach to property sourcing, renovation, tenant onboarding, ongoing management, and financial oversight.

Today, our key holdings include more than 72,000 square feet of commercial and medical office space across Texas and Florida.