Bequest Asset Management: Verified Investor Reviews on Invest Clearly
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Bequest Asset Management Website
Bequest Asset ManagementBequest Asset Management Overview
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.
Address
1255 North Gulfstream Ave Suite 101
Sarasota,
Florida
34236
Year Founded
2008
Operates In
Alabama
Alaska
Arizona
Arkansas
California
Asset Classes
Mortgage Notes
Data Center
Debt
Healthcare
Medical Office
Accepted Investors
Accredited
Non-Accredited
Institutional
Family Office
Thomas S.
5.00
"Good Fund Better People"
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.
Stacy S.
5.00
"Boring is Beautiful! I love the consistent growing passive returns."
I began investing with Bequest in 2022 and have been pleasantly surprised and pleased with the entire experience. The consistency of returns has made this a stress free, but also pleasantly surprising as I look at the value of my account with the compounding returns each year. (Sure, we can all create a compounding spreadsheet and "know" that compounding is a great way to grow wealth, but actually seeing the increased account value at the end of each year is lovely.) The returns have all consistently arrived on time and have met the stated preferred return. Communications from the team are excellent - clear, regular, recurring and timely. Statements and tax documents are always on time and regular investor meetings keep us well informed and educated. While it may seem like Mortgage Note investing is "boring", boring can be BEAUTIFUL! Thanks to the entire Bequest team for making this investment easy and transparent and for providing consistent returns.
Verified Investor
5.00
"Passive Income at its Finest"
I have been investing with Bequest Fund for 46 months now. I am invested in four separate Funds at Bequest: Income, Equity, Legacy and CMJV2. I have realized consistent, high-yielding passive income of just shy of $290,000 through my investments with Bequest. I have received 46 straight months of earning distributions from the Income Fund like clockwork. In addition to providing stable, high yielding returns, Bequest sets itself apart with its excellent level of communication. I have been investing for decades now and no other firm that I have invested with comes close to communicating and keeping its investors informed the way that Bequest does. The Team at Bequest treats its investors like family, providing consistent passive income, excellent training and investment tools towards my goal of financial freedom. All your hard work at Bequest is greatly appreciated! Keep up the great work!!
Justin C.
5.00
"Highly recommend!"
Bequest funds is a very transparent and communicative group. I've been invested in both their Legacy and Income Funds and they have continued to pay distributions like clockwork. Their principal, Martin Saenz, is very accessible and delivers to his investors!