Investor Connect: Martin Saenz of Bequest Funds

Investor Connect: Martin Saenz of Bequest Funds

February 17, 2021 by investor

In this episode, Hall welcomes Martin Saenz, Co-Founder and Managing Partner at Bequest Funds.

Headquartered in Sarasota, Florida, Bequest Funds operates multiple residential mortgage funds designed to provide consistent income for qualified investors. The fund purchases and owns a diversified portfolio of income-producing mortgages. They purchase performing mortgages at a significant discount which produces above-market returns. The fund is secured by real estate in the United States.

Renowned as a thought leader in the mortgage note investment industry, Martin is generous with his first-hand expertise, to the benefit of his many clients and followers. Genuine, loyal, and passionate about creating a better world through profitable business, he works hard to share and spread success.

Together with business partner Shawn Muneio, Martin co-founded Bequest Funds with the dual purpose of helping investors grow their wealth and helping mortgage borrowers stay in their homes. Martin owned and operated multiple successful companies prior to launching Bequest. A successful entrepreneur and real estate investor for over 15 years, he brings a high level of strategy and experience to the Bequest model. He has directly helped over a thousand families stay in their homes and countless more through the influence of his mentorship.

Martin holds a BA degree in Philosophy from U.T. — San Antonio, an MBA from Drexel University, and an M.S. in Project Management from George Washington University. Martin, his wife Ruth, and their four children live in the D.C. area. Together, they enjoy exploring the history and natural beauty of state and federal parks and being a part of their church community.

Martin shares with Hall what excites him in the real estate space. He explains Note Investing, how he sees the industry evolving, and discusses some of the challenges startups face.

You can visit Bequest Funds at, and via LinkedIn at   

Martin can be contacted via email at, and via LinkedIn at

For a full transcript, click here.

Music courtesy of Bensound.    

Copyright (c) 2021, Hall Martin and All rights reserved.

Hall T Martin is the director of Investor Connect, which is a 501(c)(3) nonprofit dedicated to the education of investors for early-stage funding. All opinions expressed by Hall and podcast guests are solely their own opinions and do not reflect the opinion of Investor Connect. This podcast is for informational purposes only and should not be relied upon for the basis of investment decisions.