Featured Deals
Fund
Reg A+
$1,000
Evergreen
Alabama
Alaska
Arizona
Arkansas
California
Mortgage Notes
Accredited
Family Office
Institutional
Non-Accredited
Qualified Purchaser
Target Raise
$75,000,000
Target Hold Period
1 yrs
Preferred Return
5% - 7%
Bequest Asset Management is a Registered Investment Adviser (RIA) under the Investment Advisers Act of 1940. As a fiduciary, we are unwavering in our commitment to placing our clients’ best interests first. Our team of 20 seasoned professionals actively manages a diverse portfolio of income-generating assets across the United States. Bequest’s investment strategy focuses on identifying and enhancing value-add opportunities that produce consistent & predictable returns. Our current holdings include performing, owner-occupied residential mortgage notes in suburban markets, 72,000 square feet of commercial and medical real estate, and a range of cash-flowing energy assets nationwide. A key differentiator of our firm is our ownership model: our managing partners have invested substantial personal capital alongside our clients, ensuring alignment and reinforcing our dedication to long-term success.
All those previous 5 star reviews - forget them. Bequest recently announced that they have suspended all distributions. For at least a year they have been taking incoming capital and using it fund distributions. Management claims that they were unaware. Regardless if they were aware, this is management incompetence. On top of their poor management they are continuing to take their asset management fee and are charging all legal, accounting and valuation expenses against the fund. As long as they stayed in their lane, I had previously though pretty highly of the management team, however it is pretty clear that they are a poor management and with questionable ethics. They are making the investors eat the costs of their incompetence.
I tried to invest with the rest, but bequest is the best. This is a solid investment fund run by professional, experienced, good people with integrity and values.
I’ve had a great experience working with Bequest Asset Management. The team is knowledgeable and responsive, and their communication has been clear and consistent throughout. They’ve proven to be reliable partners, always following through on what they promise. I appreciate their professionalism and the way they’ve built trust through both the quality of their work and the way they engage with clients. Highly recommend them for anyone seeking a dependable investment partner.
It's been a pleasure getting to know the BeQuest team over the past few years. The entire staff is friendly and genuinely wants you to succeed. They were very helpful during the onboarding process and I look forward to continue being a part of the BeQuest family.
