Our Passion:
Creating Generational Income
Committed to creating legacy wealth for those seeking financial freedom, Bequest Income Fund leverages over a decade of experience with 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.
Our Passion Is Creating Generational Income
Committed to creating legacy wealth for those seeking financial freedom, Bequest Income Fund leverages over a decade of experience with 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.

Data-Driven Mortgage Note Investing

Legacy Wealth
Begins Here
Bequest Income Fun provides clients with a passive stream of income from performing mortgages purchased from the secondary mortgage market. By leveraging our decade plus experience, industry network, and dedicated technologies, Bequest Income Fund empowers investors with predictable passive cashflow. 
  • Consistent Returns: Our 8% dividend payment does not change over time, and we have never missed a payment to our investors.
533+
Toatal Loans 
Purchased 
23
Dedicated Staff Members
$15,540,903
MM+
UPB
10+
Year Track
Record

Data-Driven Mortgage Note Investing

Legacy Wealth
Begins Here
Bequest Income Fun provides clients with a passive stream of income from performing mortgages purchased from the secondary mortgage market. By leveraging our decade plus experience, industry network, and dedicated technologies, Bequest Income Fund empowers investors with predictable passive cashflow. 
  • Consistent Returns: Our 8% dividend payment does not change over time, and we have never missed a payment to our investors.
290+
Toatal Loans 
Purchased 
23
Dedicated Staff Members
$15,540,903
MM+
UPB
10+
Year Track
Record

Transparent Investment Strategy

How The Income
Fund Works
With a proprietary underwriting model and low-risk profitability, our expertise allows the Bequest family of investors to enjoy the benefits of mortgage note investing. In turn, our shared success enables more families across America to avoid foreclosure - and more communities to thrive.

  • 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.
3
Current
Offerings
37
States
Invested In
7
Languages
Spoken
42+
Combine Years Of Experience
Most of our investors prioritize security and liquidity over high profits. With zero tolerance for losses and risks, these individuals are naturally drawn towards low-risk investments with more moderate returns. 

Our investors prefer deposits without volatility, allowing them to leave their investments untouched over a period of multiple years. This approach is perfect for our compounding interest option — and the Bequest fund never expires. 

Transparent Investment Strategy

How The Income
Fund Works
With a proprietary underwriting model and low-risk profitability, our expertise allows the Bequest family of investors to enjoy the benefits of mortgage note investing. In turn, our shared success enables more families across America to avoid foreclosure - and more communities to thrive.

  • 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.
3
Current
Offerings
37
States
Invested In
7
Languages
Spoken
42+
Combine Years Of Experience
Most of our investors prioritize security and liquidity over high profits. With zero tolerance for losses and risks, these individuals are naturally drawn towards low-risk investments with more moderate returns. 

Our investors prefer deposits without volatility, allowing them to leave their investments untouched over a period of multiple years. This approach is perfect for our compounding interest option — and the Bequest fund never expires. 

Our Available Investments

Current Offerings
As thought leaders in mortgage note investing, we know the assets and the industry inside and out. The Bequest advantage is in our decades of experience, innovation, and long-term results — resulting in a tried-and-true approach to profitable investing.
Almost Fully Funded
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 
Almost Fully Funded
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  
Almost Fully Funded
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
“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
“I’ve worked with the team at Bequest over the past few years and have witnessed their operation first hand. Martin has developed & cemented himself a leader in the mortgage note industry."

- Dan Turner
“Bequest has been great to work with. They are trustworthy, fast to respond, and offer an easy investor platform.

Highly Recommended!”

- Jose Gutierrez
All Rights Reserved 2022 - Privacy Policy
100% Safe, secure and confidential, your information won't be shared with anyone.
Telephone
(941) 957-9979
EMail
Info@BQFunds.com
Address
2 N Tamiami Trail Suite 710, Sarasota, FL 34236

"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!"
Investing involves risk, including loss of principal. Past performance does not guarantee or indicate future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Bequest Capital does not provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Offers to sell, or solicitations of offers to buy, any security can only be made through official offering documents that contain important information about investment objectives, risks, fees and expenses. Prospective investors should consult with a tax or legal adviser before making any investment decision.