Overview
Bequest Bonds are income-focused investments backed by diversified pools of residential performing mortgage assets, designed to deliver predictable returns across market cycles. For more than six years, Bequest has operated with disciplined execution and long-term alignment, delivering over 70 consecutive months of monthly distributions to a growing national investor base. Today, Bequest serves more than 460 investors—nearly half of whom are non-accredited—and manages over $46 million in equity under management. Bequest Bonds offer flexible investment options, 24/7 account access, and a streamlined investor experience built to meet investors where they are, while providing access to institutional-grade fixed-income strategies for both accredited and non-accredited investors.
Accepted Investors
Accredited
Family Office
Institutional
Non-Accredited
Qualified Purchaser
Raise Close Date
Evergreen
Regulation Type
Reg A+
Deal Type
Fund
Asset Location(s)
Alabama
Alaska
Arizona
Arkansas
California
Asset Class(es)
Mortgage Notes
