Episode 101: Martin Saenz

Oct 26, 2021Podcast

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.”

About Martin Saenz

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 first hand 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 co-founded 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.

To learn more about Martin, you can stay connected with him on his website or LinkedIn.


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