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Bequest Asset Management

5.00

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Bequest Legacy Fund

Actively Raising

Overview

The Bequest Legacy Fund offers a diversified portfolio across U.S. residential performing mortgages, commercial real estate, and energy operations in one simple investment. This evergreen fund offering has been operating for +20 months, with a perfect payment history to our investors, beating the S&P 500 benchmark, and a higher annual preferred return than the Bequest Income Fund. Also, the Bequest Legacy Fund is offered to both Accredited as well as Non-Accredited investors.

Accepted Investors

Accredited

Non-Accredited

Family Office

Institutional

Raise Close Date

Evergreen

Regulation Type

506C

Deal Type

Fund

Asset Location(s)

Alabama

Alaska

Arizona

Arkansas

California

Asset Class(es)

Mortgage Notes

Oil & Gas

Details

Target Raise$50M
Min Investment$10,000
Target Hold Period2 years
Preferred Return8% - 11%