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Bequest Asset Management
Sponsor

5.00

Actively Raising

Overview

Bequest is a specialized private asset management firm that focuses on acquiring and managing real estate and energy assets. Our primary goal is to generate consistent and predictable cash flow for our investors. Based in Sarasota, FL, our team of 20 professionals manage assets across the U.S. Our investment strategy centers on securing value-add assets that provide reliable monthly income. We maintain a diverse portfolio that includes performing owner-occupied residential mortgage loans in U.S. suburban markets, 72,000 square-feet of commercial & medical office space and various cash flowing energy assets throughout the U.S. A unique aspect of our firm is our ownership structure: two-thirds of the overall portfolio are owned by our managing partners, while the remaining one-third is supported by investor capital. This structure underscores our commitment in the success of our ventures.

Address

1255 North Gulfstream Ave Suite 101

Sarasota,

Florida

34236

Year Founded

2008

Operates In

Alabama

Alaska

Arizona

Arkansas

California

Asset Classes

Mortgage Notes

Commercial

Data Center

Debt

Healthcare

Accepted Investors

Accredited

Non-Accredited

Institutional

Family Office

Details

Assets Under Management$87M
Number of Deals Exited5
AAR11.00%

Deals
2

Deal Thumbnail

Bequest Legacy Fund

Minimum Investment$10,000
Hold Period2 years - 2 years
Actively Raising
Deal Thumbnail

Bequest Income Fund

Minimum Investment$50,000
Actively Raising

Reviews
1

JC

Justin Colvin

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!