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Sarasota, FL

Raising capital to build a diversified asset portfolio spanning real estate, energy, loans, and Bitcoin mining.

• Mission: Building a diversified portfolio to generate sustainable and resilient long-term returns across multiple asset classes.  
• Innovation: Combining value-add real estate strategies, producing oil and gas assets, performing loans, and forward-looking Bitcoin mining operations.  
• Sustainability Impact: Supporting efficient resource utilization and innovation in energy and digital asset management.  
• Funding Uses: Acquiring and managing assets in real estate, energy, loans, and Bitcoin mining to enhance portfolio stability and growth.  
• Strategic Vision: Creating a balanced investment approach designed to capture opportunities across various economic cycles.  

Bequest Legacy Fund I is actively fundraising to support its diversified investment strategy, targeting high-potential assets across multiple sectors. The company’s portfolio strategy focuses on acquiring and managing commercial real estate, oil and gas assets, performing loans, and a Bitcoin mining operation. This broad range of asset classes is intended to create a resilient, high-growth portfolio with a balanced risk profile. By tapping into the value and cash flow opportunities inherent in each area, Bequest aims to generate returns that are robust and sustainable over the long term.

In real estate, the fund seeks opportunities in commercial properties, employing value-add strategies that aim to enhance asset value and increase cash flow. The oil and gas component of the portfolio involves partnerships and acquisitions in producing wells, offering additional income streams and portfolio diversification. Performing loans provide stable cash flow through interest income, while the Bitcoin mining component represents Bequest’s forward-looking approach to digital asset opportunities. Through this comprehensive investment approach, Bequest Legacy Fund I is positioned to create a balanced and diversified portfolio, structured to capture gains across various economic cycles and asset classes.

Company Info

Bequest Asset Management provides asset management services focused on real estate, mortgage, and energy assets to generate predictable passive income.

Bequest Asset Management is a Sarasota, FL-based asset management firm specializing in real estate, mortgage, and energy assets. The company focuses on acquiring and managing investments that generate predictable, monthly passive income for investors. With a commitment to transparent, reliable operations, Bequest serves a diverse client base, including family offices, accredited investors, and non-accredited investors, such as business owners and corporate executives, aiming to offer straightforward investment opportunities.

Bequest offers a variety of fund options tailored to different investor profiles. Their Income Funds cater to seasoned, accredited investors seeking steady, passive income streams, while the Legacy Funds are open to both accredited and non-accredited investors, designed to provide consistent returns and attract a broader range of individuals, including new and middle-income investors. Through disciplined asset management and a focus on stable returns, Bequest has established a track record of timely distributions across its managed funds.