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Intelligent Accredited Investor Podcast


Oct 26, 2021

In today’s episode of Passion for Real Estate Investments, Managing Partner at Bequest Funds, Martin Saenz, talks about growing his note business since his previous appearance on the podcast.

Since starting in the real estate industry over 15 years ago, Martin has helped over 1000 families stay in their homes, while also helping investors multiply their wealth. Prior to co-founding Bequest Funds, Martin owned, operated, and sold several highly successful companies. He is a renowned industry thought leader, and his passion lies in creating and fostering a better world through profitable business. Martin holds a BA in Philosophy from the University of Texas at San Antonio, an MBA from Drexel University’s LeBow College of Business, and a Master’s Degree in Project Management from The George Washington University.

How has Covid affected Martin’s note business plan? Hear about Bequest Fund’s setup, the assets they handle, how Martin is serving others and giving back, the future of note investing, and get some insight into his cheap fashion sense.

If you’re interested in getting involved in the note business, or you want to want to learn how to grow your business, this episode is for you.

Highlights from the interview

  • “Passive income is more important than ever in today’s world.”
  • “The secret sauce for the fund is investment to value.”
  • “2021 is the year that the note investor dies.”
  • “The mom-and-pop note investor is not going to make it much past this year.”
  • “It’s extremely difficult to operate in this space. There’s just not a lot of inventory.”