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. He is 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 before launching Bequest. A successful entrepreneur and real estate investor for over 15 years, 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.

(00:02 – 4:25) Opening Segment

– Introduction of the host into the show

– Alpesh introduces the guest of the show, Martin

– Martin shares something interesting about himself

 

(4:25 – 23:26) Government Contracts to Note Investing

– What are Government contracts and How do you find them?

– What process did you go through when you decided to do this? did you have a mentor or did you figure it out yourself

– How can you win the contracts if there is a bidding process or if there is a competition

– When did it strike you that this is not what you wanna do and you wanna move to real estate

– What was your very first note investment?

– How risky is note investing?

– What has been your best real estate deal so far?

– How did the deal worked out

-What are your other income streams?

 

(23:26 – 23:54) Break

– Welcoming listeners and guest back to the show

 

(23:54 – 29:56) Fire Round

– Will Martin change the business strategy after Coronavirus?

– Martin’s favorite real estate, finance, or other related books

– Tools or website Martin recommends

– Martin’s advice to beginner investors

– How does Martin give back?

– How can Wealth Matters Podcast listeners reach out to Martin?

 

(29:56 – 30:15) Closing Segment

If you want to learn more about the discussion, you can watch the podcast on Wealth Matter’s YouTube channel and you can reach out to Alpesh using this link.

 

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