Our Passion is creating Monthly Passive Income
Secure Your Family's Future With Legacy Wealth
Bequest is a real estate investment firm committed to creating legacy wealth for its investors through mortgage notes and commercial real estate investment properties.

We help accredited investors create stable generational wealth... get started below to start your path to receiving monthly dividend checks 💸 by clicking below!

"Bequest is a more stable investment for myself and I get paid monthly... "

“Bequest Funds has been a truly passive investment. My past dividend investments paid me quarterly and the performance was tied to Wall Street. I like investing money in and getting paid each and every month!"
100% Safe, secure and confidential, your information won't be shared with anyone.
Monthly Dividend Checks Will Be Sent In:
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Our Passion is creating GENERATIONAL Income
Secure Your Family's Future With Legacy Wealth

"Bequest is a more stable investment for myself and I get paid monthly... "

“Bequest Funds has been a truly passive investment. My past dividend investments paid me quarterly and the performance was tied to Wall Street. I like investing money in and getting paid each and every month!"
Committed to creating legacy wealth for its investors through mortgage notes and commercial real estate investment properties, BeQuest is a real estate investment firm. We help accredited investors create stable generational wealth through receiving monthly dividend checks.

More than just an investment opportunity – the work we do helps families get back on track so they can stay in their communities and avoid foreclosure.
100% Safe, secure and confidential, your information won't be shared with anyone.
Next Monthly Dividend Checks Will Be Sent In:
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00 Years 00 Months 00 Weeks 00 Days 00 Hours 00 Minutes 00 Seconds
290+
Toatal Loans 
Purchased 
$15,540,903
MM+ UPB
9+
Year Track
Record
326+
Total Loans Purchased 
$18,437,147
Total Unpaid 
Principle Balance 
10+
Year Track Record
Changing the way people invest
How The Income Fund works
The Time To Begin Is Now
Start Creating Your Legacy Wealth
Bequest Funds provides clients with a passive stream of income from performing mortgages purchased from the secondary mortgage market. Select a time and date best for you below to start your free consultation.
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  • Consistent Returns: Our 8% dividend payment does not change over time, and we have never missed a payment to our investors.
  • Dependable Income: Our monthly payout model is ideal for retirees and anyone who depends on or prefers the predictability of regular income.
  • No Extra Or Surprise Fees: In-house asset management is paid for by fund managers; we have no junk or fund administration fees.
  • ​Efficient Administration: Functioning with low overhead, our effective management structure allows us to do more with less, providing higher returns.
  • ​Flexible Model: We can target higher returns across a wide range of opportunities to purchase and manage mortgage debt. 
“Bequest has been great to work with. They are trustworthy, fast to respond, and offer an easy investor platform.

Highly Recommended!”

- Jose Gutierrez
“I’ve worked with the team at Bequest Funds over the past few years and have witnessed their operation first hand. Martin has developed and cemented himself a leader in the (mortgage) note industry. The proprietary processes and systems implemented are top notch, which is why I am a Bequest Funds investor. 8% Matters.”

- Dan Turner
“I met Martin and Shawn in 2017 after having read Martin’s first book, Note Investing Made Easier. They run a tight organization and am happy to be a part of their newest Income Fund.”

- Doctor An
100% Safe, secure and confidential, your information won't be shared with anyone.
Your Legacy, Our passion
Current Offerings
Liquid | class d 
6% 
This offering provides a balance of yield and short term lock-in period. 
  • 6 Months
  • 6.16% with Compounding
  • $50,000 Minimum Investment
  • $1M Maximum per EIN 
BALANCED | CLASS B 
8%
This offering provides a balance of yield and short term lock-in period. 
  • 12 Months
  • 8.29% with Compounding
  • $50,000 Minimum Investment
  • $1M Maximum per EIN  
CONSISTENT | CLASS C 
9%
This offering provides a balance of yield and short term lock-in period.
  • 48 Months
  • 9.38% with Compounding
  • $50,000 Minimum Investment
  • $1M Maximum per EIN
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100% Safe, secure and confidential, your information won't be shared with anyone.
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