Bequest Funds is an alternative investment that provides consistent income with real estate notes. Our investors earn an 8% annual preferred return distributed monthly. Bequest Funds provides this passive stream of income from reperforming mortgages purchased from the secondary mortgage market. Our underwriting model is conservative, technology-centered, proprietary – and proven. We are set up as ...read more

investor capital managed


Principal Experience

20 Years

Real Estate Experience

15 Years

Property Types


Strategies Employed

Note Buying

Risk Profile



Martin Saenz

Managing Partner

 · 2019 - Present

Martin Saenz brings social good into smart investing. Martin is a Managing Partner of Bequest Funds. Renowned as a thought leader in the mortgage note investment industry, Martin is generous with his ...read more
Show Principal details

Shawn Muneio

Founding Partner & Managing Partner

 · 2020 - Present

Shawn Muneio is a forward-thinking, passionate entrepreneur. Shawn is a Managing Partner of Bequest Funds. He manages fund assets and investment portfolios, advancing the business through sophisticate...read more
Show Principal details

Copyright © Verivest LLC 2021

Verivest is not registered with the SEC or any similar state agency, is not an investment advisor and does not offer investment advice. Verivest does not (and cannot) recommend any of the sponsors or investment opportunities referenced on this site. All private investments involve risk and uncertainty, including lower than projected returns and a complete risk of loss of invested capital. Investors should conduct thorough due diligence and consult with qualified legal and financial advisors before making any investment decisions.