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

Bequest Asset Management
5.00

Bequest Asset Management
5.00
Details
Target Raise$50M
Min Investment$10,000
Target Hold Period2 years
Preferred Return8% - 11%