Ep. 84: Understanding Note buying, with Martin Saenz

Play episode

Lance is the Founder and Managing Partner of Verivest, an end-to-end real estate investment platform designed to bring transparency and trust to middle-market investing, and a Principal in Fairway America, a real estate private equity firm in Portland, Oregon.

Martin Saenz from BeQuest Funds joins Lance to discuss how he ventured into the real estate space and how that eventually led to forming BeQuest Funds. After some soul searching, Martin explains how purpose and conviction play a massive role in the success of their business. Note buying is a unique asset class, but Martin seeks to educate passive investors on how this asset class can be a lucrative endeavor.

This Week’s Guest

Martin Saenz brings social good into smart investing. Martin is a Managing Partner of Bequest Funds. Renowned as a thought leader in the mortgage note investment industry, Martin is generous with his firsthand 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 cofounded 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 a 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.

Join the discussion

More from this show

Newsletter

Episode 84