Overview
Bequest Bond Overview
Bequest was built by investors, for investors to provide stable, high-yield income opportunities backed by tangible assets. With six years of on-time payments and fully audited funds, the Bequest Bond reflects our commitment to transparency, discipline, and long-term investor confidence.
The Bond invests directly in re-performing, owner-occupied residential mortgage notes designed to generate consistent and predictable income while reducing exposure to market volatility. Investors benefit from monthly distributions with the flexibility to choose either cash flow or compounding growth.
Investment Example
A $5,000 investment in the Bequest Bond Class C earns a 7% annual percentage yield. If the monthly compounding option is selected, the investment would grow to $5,361.45 after one year, resulting in $361.45 in earned interest. Principal is preserved throughout the required one-year hold period, and investors may continue to hold the bond indefinitely, as the Bequest Bond is an evergreen offering.
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