Overview

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

$7,115,868

Principal Experience

20 Years

Real Estate Experience

15 Years

Property Types

Diversified

Strategies Employed

Note Buying

Risk Profile

Core

Team

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
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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
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