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Bequest Funds
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Financial & Investment Services
Bequest Funds
2 N. Tamiami Trail, Suite 101
Sarasota
,
FL
34236
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James Keefe
(941) 957-9979
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In 2008: The story of Bequest began when founders Martin Saenz and Shawn Muneio started investing in real estate. With a focus on buy-and-hold strategies, they quickly gained a reputation for their expertise in residential and commercial properties across the United States. In 2013: Bequest officially launched its note-investing asset management program, focusing on owner-occupied residential properties. With a portfolio of over 1,000 notes, Bequest delivered on its proprietary systems around acquisitions, due diligence, and asset management. In 2019: Managing Partners Martin Saenz and Shawn Muneio expanded the business to include a 17MM secured private mortgage notes division. A year later, Bequest launched the Income Fund for accredited investors, providing a unique opportunity for investors to diversify their portfolios and earn monthly passive income. In 2022: Bequest continued to grow and innovate, expanding into the commercial real estate market with a focus on medical offices. The company acquired 62,000 square feet of medical office space as a syndication offering to investors delivering double-digit returns. In 2023: Bequest has grown to over 75M in assets under management, with investors from all 50 states and Canada. They have expanded into energy with the successful launch of the Legacy Fund, offering investors a unique opportunity for further diversification and higher returns. At Bequest, we are proud of our journey and excited about the future. We remain committed to our core values of commitment, perseverance, and results and will continue to deliver exceptional value to our investors.
Member Since: 2023
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>
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News & Publications
>
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Local Media
The Bridge Magazine
Awards & Recognition
>
Past Small Business Awards Winners
Chair's Cup Award
Photo Gallery
Events
2024 SBA Applications
2023 Small Business Awards Finalists & Winners
Chamber Calendar
Community Calendar
Programs
Young Professionals Group
>
Join YPG
About YPG
YPG Council
YPG Photo Gallery
YPG Events
>
YP Summit
Leadership Sarasota
>
Adult Leadership
Youth Leadership
Engage Sarasota
Leadership Council
Celebrate Outstanding Leadership Awards
CareerEdge Funders Collaborative
Opportunities For All
>
2021 OFA Grant Awardees
2022 OFA Grant Awardees
OFA Photo Gallery
OFA In the News
About Us
About the GSCC
Our Team
Board of Directors
Chamber Ambassadors
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Live & Work
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Contact Us
Business Directory